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
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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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HOLD
Still have issues. They have to fill the plans in order to maintain the slim margins that they get on the products. Was oversold and could trade back up to the $8-$9 area.
SELL
Analysts are expecting earnings in the area of $0.08 to $0.10 this year. At the current price, this is an expensive stock.
DON'T BUY
Getting down to a point now where it represents a bit of value. Doesn't like the business that much because it is such as skinny business.
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.
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