TSE:CLS

Celestica Inc (CLS.TO)

470.91
-2.12 (0.45%)
as of Jul 23, 2026, 8:00:01 pm Market Open.
208 watching
0
Investor Insights
star iconJul 23, 2026, 12:00 am

This summary was created by AI, based on 33 opinions in the last 12 months.

Celestica Inc (CLS-T) has garnered mixed reviews from various experts, primarily focused on its role in the burgeoning AI and cloud infrastructure markets. Many are optimistic about the company's potential for revenue growth, citing impressive quarterly gains exceeding 50% and an upbeat outlook for the coming years, which could see earnings per share escalate significantly. However, some analysts caution against the high price-to-earnings (PE) multiple, suggesting the stock is overpriced given its manufacturing background, leading to volatility concerns. The general sentiment leans towards holding or cautiously purchasing on dips, reflecting both the stock's recent volatility and the growing importance of AI infrastructure. While a handful suggest profit-taking given the stock's substantial run-up, most agree Celestica will continue to be significant in the tech space.

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Consensus
Hold
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Valuation
Overvalued
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Similar
AVGO
BUY
Good business but earnings stream is a bit volatile. One risk is that RIM orders (20% of business) go down.
BUY
Likes this at this point. Part of their decline was due to the Japanese situation in and the view of supply chain issues, etc. All of their plants are now in Asia. Has about $4 a share in cash so there is opportunity for big dividend increases and maybe acquisitions.
BUY ON WEAKNESS
Fairly cheap but worries about how much value they can extract, as they don’t sell the end product. Financial multiples are attractive. Not sure this is the best time after their run up. In the wrong place of the value chain as they don’t get to keep any of the economic value themselves. Seem to be doing a better job of late.
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.
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