Update shared on 31 Oct 2025
Fair value Increased 41%Analysts have raised their price target for Celestica from $402.69 to $565.81, citing expectations of higher revenue growth and improved profit margins.
What's in the News
- Celestica raised its earnings guidance for 2025, now expecting $12.2 billion in revenue, up from the prior estimate of $11.55 billion (Corporate Guidance).
- The company issued new guidance for Q4 2025 and full year 2026, projecting Q4 revenue between $3.325 billion and $3.575 billion. The full year 2026 revenue is projected at $16.0 billion (Corporate Guidance).
- On October 27, 2025, Celestica announced plans to commence a share repurchase program after the current NCIB expires in December 2025, pending TSX approval. The buyback is planned to run for 12 months (Potential Buyback).
- Celestica introduced the DS6000 and DS6001 1.6TbE data center switches, designed for AI/ML applications. This marks a significant advance in switch capacity and performance (Product-Related Announcements).
- The company was added to the FTSE All-World Index (USD) (Index Constituent Adds).
Valuation Changes
- Fair Value: Increased significantly from CA$402.69 to CA$565.81, reflecting a more optimistic outlook.
- Discount Rate: Increased slightly from 7.36% to 7.36%.
- Revenue Growth: Improved from 23.42% to 29.22%.
- Net Profit Margin: Increased from 6.13% to 6.50%.
- Future P/E: Increased from 32.30x to 35.10x.
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