CLS

Celestica Inc.

NYSE: CLS · TECHNOLOGY · ELECTRONIC COMPONENTS

$393.12

+1.88% today

Updated 2026-06-12

Market cap

$45.20B

P/E ratio

47.59

P/S ratio

3.28x

EPS (TTM)

$8.26

Dividend yield

—

52W range

$127 – $474

Volume

2.3M

Market cap

$45.20B

P/E ratio

47.59

P/S ratio

3.28x

EPS (TTM)

$8.26

Dividend yield

—

52W range

$127 – $474

Volume

2.3M

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

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

Research-backed CLS price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.

Current price

$393.12

Today

Analyst consensus

$318.25

-19.05% · 12M

2030 Base

—

— future

NPV today

—

@ — WACC

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

CLS · Celestica Inc. · Revenue & price projection · 2023–2030E

Actual / 2030 target Projected revenue Base case price Bull to bear range

Bear case (2030)

—

NPV today: —

Base case (2030)

—

NPV today: —

Bull case (2030)

—

NPV today: —

WallStSmart.com

CLS financial forecast · Research-backed projections

Metric	2025	2026 (E)	2027 (E)	2028 (E)	2029 (E)
Revenue	$12.6B	$17.6B	$24.6B	$33.6B	$44.5B
Revenue growth	30.7%	41.8%	40.0%	36.6%	32.4%
Net margin	—	—	—	—	—
EPS	$7.19	$9.00	$12.97	$17.50	$22.80
Diluted shares	—	—	—	—	—
Net debt	—	—	—	—	—
P/S multiple	—	1.0x	1.0x	1.0x	1.0x
Implied price (base)	—	$1,828.01	$2,565.11	$3,508.60	$4,628.99

★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.

CLS catalysts and 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. 2030 stock forecast model

Celestica Inc. 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 12 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:

1. Share dilution	Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (-100% cumulative for CLS by 2030)
2. Net debt	EV minus net debt yields equity value; debt projected from capex cycle trajectory (— by 2030)
3. Time value	NPV calculated using — WACC (sector fallback)
4. Multiple framework	P/S compresses with scale: bear — / base — / bull —
5. Scenario design	Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently

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

CLS price target FAQ

What is the analyst consensus on CLS stock?

12 analysts cover CLS with an average 12-month price target of $318.25. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.