TSE:CLS

Celestica Inc (CLS.TO)

470.91
-2.12 (0.45%)
as of Jul 23, 2026, 8:00:01 pm Market Open.
208 watching
0
Investor Insights
star iconJul 23, 2026, 12:00 am

This summary was created by AI, based on 33 opinions in the last 12 months.

Celestica Inc (CLS-T) has garnered mixed reviews from various experts, primarily focused on its role in the burgeoning AI and cloud infrastructure markets. Many are optimistic about the company's potential for revenue growth, citing impressive quarterly gains exceeding 50% and an upbeat outlook for the coming years, which could see earnings per share escalate significantly. However, some analysts caution against the high price-to-earnings (PE) multiple, suggesting the stock is overpriced given its manufacturing background, leading to volatility concerns. The general sentiment leans towards holding or cautiously purchasing on dips, reflecting both the stock's recent volatility and the growing importance of AI infrastructure. While a handful suggest profit-taking given the stock's substantial run-up, most agree Celestica will continue to be significant in the tech space.

consensus icon
Consensus
Hold
valuation icon
Valuation
Overvalued
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AVGO
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.
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.
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