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.

consensus icon
Consensus
Hold
valuation icon
Valuation
Overvalued
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Similar
AVGO
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).
WATCH
Has had a slight positive earnings revision. There has to be more write-offs on the balance sheet. As they continue to write off, it will be more positive for the company. His model price is $8.30. The model price has come down appreciably but the mean estimate is still $.16 for 07 and $.50 for 08.
DON'T BUY
A technology company and is pretty far outside of his radar screen. Has a very high multiple. Too expensive for him.
SELL
Has never been one of her favourites. If they were ever to do well, now would be the time. Price cutting in this area has been horrendous. Margins are razor thin.
WATCH
Has been going down for a long time, but news has been getting better. Would wait until you are sure it has made its change. Let it trade up and then make a higher low before you buy.
DON'T BUY
This is an industry that needs to consolidate further. Very low margin business.
SELL
She sees no reason whatsoever to own the stock. Net margin for 2007 was .04%and are now trading at a 44 multiple.
DON'T BUY
Have not been able to generate earnings. Looking at 08 for expected earnings for reasonable multiple, but they have not been able to deliver in the past.
DON'T BUY
Has found over time that contract manufacturing is not a good business because of the squeeze by customers on pricing.
SELL
Have had bad results for about 6 or 7 years in a row. In anything to do with manufacturing, margins are being compressed because of Asia and China.
HOLD
Still have issues. They have to fill the plans in order to maintain the slim margins that they get on the products. Was oversold and could trade back up to the $8-$9 area.
SELL
Analysts are expecting earnings in the area of $0.08 to $0.10 this year. At the current price, this is an expensive stock.
DON'T BUY
Getting down to a point now where it represents a bit of value. Doesn't like the business that much because it is such as skinny business.
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