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
0
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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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.
DON'T BUY
This is a bona fide contrarian play. It's on their watch list. Doesn’t know how it’s going to play out just yet. One concern is that they have a fair amount of debt on the books and competition is emerging out of China. He'll look for the strongest in the weak sector and go for that one.
HOLD
There is another restructuring coming. Their forecast is not too rosy. A lousy business. Moving into other areas which could turn out better.
DON'T BUY
The electronic manufacturing service area in general is plagued by overcapacity and following margins. It's tough to make a buck in this sector. Dead money for now.
DON'T BUY
Thinks contract manufacturing is past its time in North America. Expect this to move increasingly to India and China.
BUY
They're a shareholder and feels they will be adding to the stock at this price. You have to look out to next year and their order rates. Its end markets are just not growing. Would like to see some new customers come in. Expect in the next year they will start to see some better order numbers. Cheap.
SELL
Can't see them making a turn around soon. Not only is there a lack of sales growth and visible earnings, they are still paying a price for past sins.
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