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
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.
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.
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