TSE:CLS

Celestica Inc (CLS.TO)

538.27
+19.70 (3.80%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
205 watching
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Investor Insights
star iconJun 8, 2026, 12:00 am

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

Celestica Inc (CLS-T) has garnered attention due to its strong performance in the AI and cloud infrastructure space, demonstrating revenue growth exceeding 50% last quarter. While some analysts see significant upside potential, with price targets around $625, opinions are mixed, with concerns over the stock's valuation, as it has increased substantially over the past year. A common recommendation is to take profits, indicating that the stock is not trading cheaply, especially after a considerable rise. Analysts note that while the stock benefits from the ongoing AI boom and data center developments, its valuation is perceived as stretched by some experts. Thus, investors are advised to exercise caution and consider pullbacks as potential buying opportunities.

consensus icon
Consensus
Mixed
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Valuation
Overvalued
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TSM
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.
DON'T BUY
Keen on the tech sector because of the good values. This one is further removed from the food chain, so there are better things to invest in right now, such as Intel (INTC-Q) or Dell (DELL-Q), Cisco (CSCO-Q). It will do well later on in the cycle.
DON'T BUY
Considered a safe way to play technology. A very low margin business. When the tech industry goes down, it is hit as well. They are shying away from the EMS sector. The sector has had to go through a dramatic restructuring. Prefers to be with the innovators, not the producers.
WAIT
5 year chart shows the stock's clearly in a downward trend. Not going to change in the near future. 1 year chart shows a nice recovery in the last 3/4 weeks. A recovery in a bear market and an opportunity to get out. Information technology sector has a terrible time from the end of Jan to the end of May. Earnings picture is starting to recover. Wait until Sept to buy.
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