TSE:CLS

Celestica Inc (CLS.TO)

517.24
+29.99 (6.15%)
as of Jun 30, 2026, 8:00:01 pm Market Open.
209 watching
0
Investor Insights
star iconJun 30, 2026, 12:00 am

This summary was created by AI, based on 34 opinions in the last 12 months.

Celestica Inc (CLS-T) has become a prominent player in the tech manufacturing space, particularly benefiting from the AI and data centre buildout trends. Experts generally praise its recent performance, noting significant revenue growth and a strong demand backdrop, especially in AI-related sectors. However, opinions diverge regarding its valuation, with many expressing caution due to the high price-to-earnings multiples, which some believe may overestimate future earnings. Several analysts recommend taking profits at current levels, citing volatile trading conditions and the inherent risks of investing in a sector tied closely to AI. While there is optimism about the company's growth trajectory, many advise waiting for a pullback before initiating new positions, thus reflecting a cautious but optimistic outlook for Celestica's future.

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Consensus
Cautious
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Valuation
Overvalued
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Similar
AVGO
DON'T BUY
Never really made anyone money unless you get it at the right stage in the cycle. Put stuff in boxes at very small margins for electronic and computer companies. When margins are squeezed, they squeeze Celestica’s margins.
BUY ON WEAKNESS
One of the stronger competitors in a very tough industry, contract manufacturing. Outsource manufacturing for the telecom industry. Historically marches have been very slim which is the reason for concern but they have come through the downturn with a very strong balance sheet. Trades at 10X earnings.
TOP PICK
Never liked it because of 1) low margins and 2) tied into long-term contracts where customer could walk away. Management has done a great job by getting rid of low margin businesses and increase their good businesses. RIM (RIM-T) is about 20% of their revenues. Good diversification in their products.
DON'T BUY
It’s a manufacturing company, not a tech company. Compare it to Magna and steel stocks. It’s doesn’t stack up well.
SELL
Has been executing well and the earnings are coming through. Thinks they are ramping up revenues as they are assisting Research in Motion (RIM-T) roll out some of their new products. Fully valued.
WATCH
(Market Call Minute.) Not a lot of stocks have returned to their October levels. Likes it a lot. The pullback worries him a bit. Has to break through $8 before you buy.
PAST TOP PICK
(Top Pick Apr 8/08 Down 0.42%) Had taken a down turn before being picked and has rebounded to here. Assuming economy is turning around, it is a hold.
PAST TOP PICK
(A Top Pick April 8/08. Down 47.3%.) Down 27% at Jan 28 sell point. Ranks neutral. New management is doing a good job.
DON'T BUY
(Market Call Minute.) Had reasonable earnings lately and thinks the company is turning around but you never see the margin growth that you want.
TOP PICK
Electronic manufacturing services continues to turn around. Revenues were up 14%. 13.5 P/E based on estimated 08 earnings.
SELL
Outsourcing electronics has turned out to be a horrible business. Too much competition.
DON'T BUY
(Market Call Minute.) Has avoided the stock.
DON'T BUY
The whole industry still suffers from over capacity. Main challenges are from Mexico. Ranks #253, middle of the pack, and earnings have not changed in the last 90 days. Earnings are expected to from $0.23 to $0.47.
DON'T BUY
Has not been showing up on his screens as a value stock. There was some rumour of M&A activity going to take place, but he's not sure if this is true or not. Not a reason to hold the stock. Expensive from an earnings perspective.
SHORT
Has been Short this one for a long time. Doesn't like any of the tech builders such as this one and Flextronic (FLEX-Q).
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