Celestica shares drop 27% despite rising institutional interest and strong growth outlook

Celestica's stock has fallen about 27% since the last coverage, underperforming the market's 2% gain. Despite recent volatility, institutional demand for Celestica is increasing, indicating ongoing investor confidence. The stock currently trades at a discount compared to peers based on forward price-to-earnings ratio, revenue, and earnings growth rates. Risks include reliance on AI capital expenditures and margin pressure, but the analyst remains bullish on Celestica's long-term prospects amid expected market fluctuations.

Celestica's market capitalization stands at $43.53 billion as of September 23, 2026, 16:51 WIB, with a trading volume of 1,866,725 shares on Pluang. The stock price is $354.00, showing a slight decline of 0.59% on the day. Despite the recent price drop, Pluang data indicates a 100% sell order activity, reflecting a cautious stance among current investors. The typical hold time for Celestica on Pluang is 28 days, suggesting moderate-term interest in the stock.