CELESTICA INC.
In the published model solve dated 2026-Q2, anchored at $299.55, CELESTICA INC. (CLS) is priced for today's economics sustained for ~5.6 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Hardware Platform Solutions, the engineering-led business Celestica sells alongside assembly, reached 5.0 billion dollars in 2025 and accounted for 41% of the year's total, against 29% a year earlier, which is the plainest evidence that the mix has moved off pure contract manufacturing. • Concentration is the standing exposure: in 2025 three customers, all inside the connectivity and cloud segment, each represented 10% or more of total revenue, specifically 32%, 14% and 12%. • The Enterprise e
Is CLS overvalued? See what's priced in →
757 institutional managers reported holding CLS in 13F filings for the quarter ended 2026-03-31. Together they hold about 61% of the company; the top 10 hold 24%. 103 opened new positions that quarter. Held by FMR (Fidelity), Vanguard Group, Franklin Resources, among others. On the short side, 3.8M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (1.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at CLS over the trailing three years: 2025: 4 buys totaling $2.05M. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CLS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2025-07-29 | +18.8% | +21.8% |
| 2025-10-28 | +10.0% | -8.3% |
| 2026-02-28 | -18.5% | +50.8% |
| 2026-04-28 | -11.9% | +0.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CLS's latest 8-K filings: 2026-08-07 (items 1.01, 9.01); 2026-07-27 (items 2.02, 9.01); 2026-07-06 (items 5.02, 9.01); 2026-05-19 (items 5.07, 8.01, 9.01); 2026-04-28 (items 1.01, 2.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.