TSE:CLS

Celestica Inc (CLS.TO)

517.24
+29.99 (6.15%)
as of Jun 30, 2026, 8:00:01 pm Market Open.
209 watching
0
Investor Insights
star iconJun 30, 2026, 12:00 am

This summary was created by AI, based on 34 opinions in the last 12 months.

Celestica Inc (CLS-T) has become a prominent player in the tech manufacturing space, particularly benefiting from the AI and data centre buildout trends. Experts generally praise its recent performance, noting significant revenue growth and a strong demand backdrop, especially in AI-related sectors. However, opinions diverge regarding its valuation, with many expressing caution due to the high price-to-earnings multiples, which some believe may overestimate future earnings. Several analysts recommend taking profits at current levels, citing volatile trading conditions and the inherent risks of investing in a sector tied closely to AI. While there is optimism about the company's growth trajectory, many advise waiting for a pullback before initiating new positions, thus reflecting a cautious but optimistic outlook for Celestica's future.

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Consensus
Cautious
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Valuation
Overvalued
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Similar
AVGO
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.
SELL
A very competitive business. Their end customers haven't come swinging back. There is still huge overcapacity in the industry. The stock ranks 550 out of 700 (bottom 3rd.) in his quant model. Earnings estimates have gone down by 15% in the last 90 days.
DON'T BUY
There is huge excess capacity out there. Margins just keep getting compressed. It's very hard for these guys to make a buck.
BUY
The industry has been a big disappointment. Going through a readjustment. Has beeen neglected. Not expensive.
DON'T BUY
Used to like them and the business they were in, but has stopped liking the business. The problem is, they have no control over their product. There is a constant squeeze on margins.
TOP PICK
Dropped a lot and at this price, it is pretty well washed out. Continued to retreat despite executing on its plan reasonably well. The problem is that some of its end customers, such as Sun Microsystems (SUNW-Q) and IBM (IBM-N) have reported weak sales. A lot of their business model deals with flow through of hardware. 55% of their business is now done out of Asia.
DON'T BUY
Expects it to be in a very narrow trading range until there is a significant pick up in technology spending. Continuing to work on its cost controls and earnings were a little bit above expectations. Still looks expensive relative to its growth prospects.
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