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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AVGO
COMMENT
Dropped almost 25% today. Announced terrible earnings. Could trade down to its tangible book value in the $5 range. Has major issues facing it. Tech sector is starting to recover, but the communications sector outlook is not as good. Would not sell today, but would wait 2 or 3 weeks and evaluated it then.
DON'T BUY
They are in the outsourcing, which is a bad business. You are better to be with an outsourcer. They have no control of the product or price.
DON'T BUY
Being in the outsourcing business is not a good idea. There is no control over pricing, you don’t design or sell your own products.
DON'T BUY
Has been a disappointment. Change of CEO’s was a danger signal.
DON'T BUY
It is much better to be doing the outsourcing than to be the outsourcer. No control over the product or design.
HOLD
Problem is that it can’t seem to earn enough money on its billion of dollars of sales. Needs more margins in Mexico and eastern Europe. Can earn a lot if it gets its act together.
BUY
Earnings are coming oat very soon. Has finally shrunk itself down to its size and gotten out of many of the high cost, geography that they were in two. They can now start to increase their margins.
COMMENT
Has really turned around. Continuing to manage their business well. Managing their costs, and doing a deal with Microsoft on their Xbox. Expects revenues next year will be up quite significantly. Suspects there’s still some upside room, but he doesn't follow the stock closely.
DON'T BUY
The tech stocks are too expensive. This is one of the few that it appears value seems to be coming back in again. The whole group is overvalued.
DON'T BUY
Doesn't own any high-tech companies because they are not fundamentally cheap. His style is to buy a Toonie for a Loonie.
DON'T BUY
Manufacturer of electronic devices on a contract basis. Very low margin and extremely competitive. Not a lot of room for error. Have been going through restructuring and some of it looks like it is paying off.
DON'T BUY
Not a big fan of the Electronics Manufacturing Services group, particularly at this point in the market. If you can buy a leader with a proven history of execution, that is were you should start.
DON'T BUY
This sector has too much capacity. Estimates have been shaved by 8% in the last 90 days. Expecting slower spending by consumers and industry next year which would be a negative for them.
SELL
Wouldn't buy stocks that are going down. This one has been going down for a long time.
DON'T BUY
Has been struggling for the last three years with the collapse of the tech boom. Still speculative. They look to be making the turn, but it's early.
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