Stocks / Technology Hardware
CLSTechnology Hardware
Celestica, Inc.
$330.581d +0.8%5d +2.2%settled close · 2026-09-17
Mkt cap $34B (4/10)β 3.0252w $234–468Shares 114.9MInd. Printed Circuit BoardsNYSE since 1998Emp. 29,591HQ Toronto, A6celestica.com
The tape, with the calls on it
Who said what, and what CLS did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
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Who’s talkingIdea Scout · free
Who’s talking about CLS
3 longlatest 2026-06-09
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-06-09 | Alex SacerdoteFounder & Portfolio Manager, Whale Rock Capital Management | Bullish | Invest Like the Best | Celestica is the sole supplier of Google's TPU server and holds 50-60% share of the cloud Ethernet switch… |
| 2025-03-18 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Celestica builds AI platforms for enterprises and trades at 15-16x earnings with 30-35% growth, making it… |
| 2024-08-06 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Celestica beat earnings estimates and raised guidance but sold off ~20% as collateral damage in the AI trade… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
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The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where CLS’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-06 | ||||||
| 2026-07-28 | ||||||
| 2026-07-27 | ||||||
| 2026-04-29 | ||||||
| 2026-04-15 | ||||||
| 2026-04-14 | ||||||
| 2026-04-10 | ||||||
| 2026-04-08 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
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