Goldman Sachs Boosts Celestica (CLS) PT to $440, Maintains Buy, Cites Position to Benefit from AI Infrastructure

Core Insights - Celestica Inc. is identified as a strong investment opportunity for the next decade, with analysts expressing increased confidence in the company's growth potential, particularly in AI infrastructure [1][3]. Analyst Ratings and Price Targets - Goldman Sachs raised its price target for Celestica to $440 from $340, maintaining a Buy rating, citing the company's favorable position to benefit from AI infrastructure investments leading into 2026 [1]. - TD Securities also increased its price target to $305 from $238, holding a Hold rating, and noted that Celestica's Q3 2025 report showed strong momentum expected to continue into 2026 [2]. - Barclays maintained a Buy rating with a price target of $220, indicating a positive outlook for the company [3]. Company Overview - Celestica Inc. provides supply chain solutions across Asia, North America, and internationally, operating in two segments: Advanced Technology Solutions and Connectivity & Cloud Solutions [3].