TSE:CLS

Celestica Inc (CLS.TO)

538.27
+19.70 (3.80%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
205 watching
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Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 34 opinions in the last 12 months.

Celestica Inc (CLS-T) has garnered attention due to its strong performance in the AI and cloud infrastructure space, demonstrating revenue growth exceeding 50% last quarter. While some analysts see significant upside potential, with price targets around $625, opinions are mixed, with concerns over the stock's valuation, as it has increased substantially over the past year. A common recommendation is to take profits, indicating that the stock is not trading cheaply, especially after a considerable rise. Analysts note that while the stock benefits from the ongoing AI boom and data center developments, its valuation is perceived as stretched by some experts. Thus, investors are advised to exercise caution and consider pullbacks as potential buying opportunities.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Overvalued
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Similar
TSM
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.
HOLD
Likes this one. He has a model price of $17. Has positive fundamentals. It just needs some good news.
HOLD
Good balance sheet. The business is going through a real tough transition. A lot of their manufacturing was in high cost areas so they are moving it all over to Asia and Mexico. Restructuring will probably be finished by the 3rd quarter. Demand has been flat. Sound optimistic about the next quarter.
DON'T BUY
This is an area that he stays away from. This industry is cutthroat. Work on razor thin margins.
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