TSE:CLS

Celestica Inc (CLS.TO)

470.91
-2.12 (0.45%)
as of Jul 23, 2026, 8:00:01 pm Market Open.
208 watching
0
Investor Insights
star iconJul 23, 2026, 12:00 am

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

Celestica Inc (CLS-T) has garnered mixed reviews from various experts, primarily focused on its role in the burgeoning AI and cloud infrastructure markets. Many are optimistic about the company's potential for revenue growth, citing impressive quarterly gains exceeding 50% and an upbeat outlook for the coming years, which could see earnings per share escalate significantly. However, some analysts caution against the high price-to-earnings (PE) multiple, suggesting the stock is overpriced given its manufacturing background, leading to volatility concerns. The general sentiment leans towards holding or cautiously purchasing on dips, reflecting both the stock's recent volatility and the growing importance of AI infrastructure. While a handful suggest profit-taking given the stock's substantial run-up, most agree Celestica will continue to be significant in the tech space.

consensus icon
Consensus
Hold
valuation icon
Valuation
Overvalued
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Similar
AVGO
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.
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.
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