TSE:CLS

Celestica Inc (CLS.TO)

396.03
-11.08 (2.72%)
as of Sep 2, 2026, 3:51:06 pm Market Open.
212 watching
0
Investor Insights
star iconSep 2, 2026, 12:00 am

This summary was created by AI, based on 36 opinions in the last 12 months.

Celestica Inc (CLS-T) is currently positioned in a dynamic market influenced heavily by the AI and data center buildout, garnering mixed reviews from experts. Many believe it has had an impressive run, showing significant revenue growth and strong operational execution; however, concerns about overvaluation and the sustainability of such growth loom large. The stock trades at a high PE ratio, leading analysts to suggest that while it has performed well in recent years, its price may already reflect much of the expected growth, making it a risky investment at current levels. Several experts suggest a cautious approach, advocating for profit-taking or waiting for a pullback before considering new investments. Competition from more cost-effective Asian suppliers and the cyclical nature of the industry are also mentioned as potential risks that could impact future performance.

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Consensus
Cautious
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Valuation
Overvalued
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Similar
AVGO
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).
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.
Showing 211 to 225 of 574 entries