The Street is Bullish on Celestica Inc. (CLS), Here’s Why

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The Street is Bullish on Celestica Inc. (CLS), Here’s Why

Talha Qureshi

Wed, February 18, 2026 at 2:56 AM GMT+9 2 min read

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​Celestica Inc. (NYSE:CLS) is one of the Best Performing Foreign Stocks to Buy Now. Wall Street has a positive opinion on Celestica Inc. (NYSE:CLS) since the company topped earnings expectations during fiscal Q4 2025.

​Recently, on February 5, John Shao from TD Cowen reiterated a Hold rating on the stock with a $330 price target. Earlier on January 30, Ruplu Bhattacharya from Bank of America Securities also initiated a Buy rating on the stock with a price target of $400.

​Celestica Inc. released its fiscal Q4 2025 results on January 28. During the quarter, revenue grew 43.57% year-over-year to $3.65 billion, surpassing estimates by $166.49 million. The EPS of $1.89 also topped estimates by $0.13. The performance was driven by increased demand for AI-related technologies. As a result, management raised fiscal 2026 guidance and now expects revenue around $17.0 billion with adjusted EPS of $8.75 for 2026.

​BofA views Celestica Inc. (NYSE:CLS) as a key player in AI infrastructure and noted the company’s strength in high-speed networking and custom servers to be its differentiating factor. The firm forecasts a standout fiscal 2027 for Celestica, driven by ramping new programs and earnings beating consensus estimates.

​​Celestica Inc. (NYSE:CLS) is a global electronics manufacturing services (EMS) company that is based in Canada. The company specializes in design, manufacturing, hardware platform, and supply chain solutions to deliver end-to-end product lifecycle solutions for various industries, including technology, aerospace, industrial, and healthcare.

While we acknowledge the potential of CLS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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