WallStSmart
CLS

Celestica Inc.

NYSE: CLS · TECHNOLOGY · ELECTRONIC COMPONENTS

$409.59
+8.78% today

Updated 2026-04-30

Market cap
$43.29B
P/E ratio
45.70
P/S ratio
3.14x
EPS (TTM)
$8.24
Dividend yield
52W range
$89 – $423
Volume
2.1M

Celestica Inc. (CLS) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$409.59
Consensus
$318.25
-22.30%
2030 Target
DCF
12 analysts:
5 Buy2 Hold0 Sell

Management guidance

No specific CEO revenue targets for 2026-2030 found in available documents. Management has announced $1B investment in AI infrastructure and strategic partnerships (AMD Helios platform launching late 2026), signaling confidence in sustained AI-driven growth, but no explicit revenue guidance beyond current analyst consensus.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$7,724.81
Base case (2030)
$4,628.99
Bear case (2030)
$3,095.82

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)
Revenue$8.0B$9.6B$12.6B$17.6B$24.6B$33.6B$44.5B
Revenue growth21.2%30.7%41.8%40.0%36.6%32.4%
EPS$2.03$3.63$7.19$9.00$12.97$17.50$22.80
P/S ratio12.0x12.0x12.0x12.0x
Implied price$1,828.01$2,565.11$3,508.60$4,628.99

Catalysts & risks

Growth catalysts
+ AMD Helios rack-scale AI platform production ramp (late 2026 launch)
+ Sustained hyperscaler capex cycle for AI infrastructure (Google, Microsoft, Meta)
+ Leadership transition to CEO Rob Mionis as Chair (May 2026) — signals strategic shift toward high-growth AI/cloud markets
+ Advanced networking switch market expansion for AI interconnectivity
+ Potential new major customer wins in AI infrastructure ecosystem
Key risks
- AI capex cycle deceleration if hyperscaler spending moderates
- Competitive pressure from Jabil, Flex, Sanmina in EMS/contract manufacturing
- Supply chain constraints for advanced semiconductors
- Valuation at 41.2x P/E and 73.2x P/FCF leaves limited margin for error
- Insider selling activity (Sirios Capital reduced position 85.4% in Q3 2025)

Methodology

Celestica Inc.'s forward estimates are derived from AI-powered research synthesis combining analyst consensus from 12 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.