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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
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Similar
AVGO
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.
DON'T BUY
Outsourcing business is a poor business and they are executing poorly in a poor business.
DON'T BUY
Haven't managed to have a good year for a long time. Can't see when they will get things turned around.
DON'T BUY
The balance sheet is far too big for the company. What it is saying is that there have to be substantial write-offs in the future. He would wait for that.
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