TSE:CLS

Celestica Inc (CLS.TO)

472.51
+39.79 (9.20%)
as of Aug 12, 2026, 8:00:00 pm Market Open.
209 watching
0
Investor Insights
star iconAug 12, 2026, 12:00 am

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

Celestica Inc (CLS-T) has experienced significant momentum in the last few years, primarily attributed to its role in the data center buildout and increased demand driven by AI technologies. The stock has shown impressive growth of over 1,000% in three years, yet it currently trades at high price-to-earnings (PE) multiples, around 35-44x, resulting in high expectations from the market. Experts have expressed caution, suggesting that while the company has positive revenue growth and strong operational performance, its valuation may be stretched given the cyclical nature of its business and dependencies on hyperscaler revenues. Analysts recommend careful buying strategies, indicating that potential price corrections could create advantageous entry points, yet many foresee the risks associated with future AI spending and market volatility. Overall, the sentiment is mixed with some experts advising to take profits and others suggesting a long-term perspective with the caveat of high valuations.

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Consensus
Mixed
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Valuation
Overvalued
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Similar
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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.
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.
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