CLS

Over the past six months, Celestica's stock has experienced significant movement, with a 16.30% increase in the past month, 36.23% over the last 12 months, and a 16.35% year-to-date return as of September 21, 2026. On September 22, 2026, shares rose 3.6% to approximately $356.94, fluctuating between $227.00 and $474.03 over the past year. Key events include strong financial performance, exceeding quarterly expectations with $2.54 EPS and $4.68 billion revenue, and raising 2026 guidance to $20.5 billion revenue and $11.30 EPS. The rapid expansion of AI infrastructure investment has been a major driver. A leadership reshuffle occurred on September 18, 2026, with CFO Mandeep Chawla moving to Group President, Global Markets, and Todd Ankenmann appointed as the new CFO, effective October 1, 2026. An equity offering was completed on August 7, 2026. Analyst sentiment remains positive with a consensus 'Buy' rating and an average price target of $440.50, with JPMorgan Chase & Co. increasing its target to $485.00. Insiders sold approximately $73.4 million of stock over the 90 days leading up to September 22, 2026, and a net selling of $236.2 million over the past 12 months.