TSE:CLS

Celestica Inc (CLS.TO)

397.08
-10.03 (2.46%)
as of Sep 2, 2026, 4:06:09 pm Market Open.
212 watching
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Investor Insights
star iconSep 2, 2026, 12:00 am

This summary was created by AI, based on 36 opinions in the last 12 months.

Celestica Inc (CLS-T) is currently positioned in a dynamic market influenced heavily by the AI and data center buildout, garnering mixed reviews from experts. Many believe it has had an impressive run, showing significant revenue growth and strong operational execution; however, concerns about overvaluation and the sustainability of such growth loom large. The stock trades at a high PE ratio, leading analysts to suggest that while it has performed well in recent years, its price may already reflect much of the expected growth, making it a risky investment at current levels. Several experts suggest a cautious approach, advocating for profit-taking or waiting for a pullback before considering new investments. Competition from more cost-effective Asian suppliers and the cyclical nature of the industry are also mentioned as potential risks that could impact future performance.

consensus icon
Consensus
Cautious
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Valuation
Overvalued
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Similar
AVGO
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.
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.
Showing 226 to 240 of 574 entries