
NYSE:CLS
This summary was created by AI, based on 2 opinions in the last 12 months.
Celestica Inc. (CLS-N) has garnered mixed reviews from experts weighing its future prospects against its current valuation. One expert notes that the company stands to benefit significantly from the growth of data centre revenues and upcoming network upgrades, which could positively impact both revenue and margins. They also highlight a transition from AI training to inference as another potential catalyst for growth. However, another expert points out that the stock is currently trading well above the average analyst price target, suggesting caution and recommending the use of trailing stops to manage risk. The divergence in price targets indicates a lack of consensus, with one expert targeting $382.78 while another sets a lower target of $199.00, reflecting differing opinions on the stock's current state and future outlook.
Analyze companies day by day, ask if it's still meeting expectations. He owns this one in his Canadian portfolio, and in his US small-cap. Last week, it reaffirmed 2025 growth expectations. More than 1/2 its business is directed at data centre development. Parabolic move, but fundamentals have also grown very well. Valuation still undemanding.
Keep an eye on it, and don't get carried away with price momentum. Trim if it gets too big a position in your portfolio. There's a difference between a trim (portfolio management) and a sell (based on fundamental value).
What Canadian company would benefit from 5G technologies, except the big telcos? No, there isn't one. By 2026, the 5G business will be worth $1.26 trillion globally. The problem is that service providers have to invest a lot of money and wait a long time to recoup that money. He, instead, invests in the companies supplying these service providers, like Cisco and Celestica.
Celestica Inc. is a American stock, trading under the symbol CLS (previously CLS-N on Stockchase) on the New York Stock Exchange (CLS). It is usually referred to as NYSE:CLS or CLS
In the last year, 1 stock analyst published opinions about CLS (previously CLS-N on Stockchase). 0 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for Celestica Inc..
Celestica Inc. was recommended as a Top Pick by Norman Levine on 2005-08-30. Read the latest stock experts ratings for Celestica Inc..
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for help on deciding if you should buy, sell or hold the stock.
1 stock analyst on Stockchase covered Celestica Inc. in the last year. It is a trending stock that is worth watching.
On 2026-06-02, Celestica Inc. (CLS) stock closed at a price of $472.40.
Has owned this for a while. Tailwinds will continue. Revenues are correlated with data centres, which are rising well. Also, a network upgrade from 800 Gigs to 1.6 T will benefit revenues and margins. Also, the switch from AI training to AI inference will also benefit CLS. The PE is high around 30x, but revenues will accelerate.
(Analysts’ price target is $382.78)