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
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.
DON'T BUY
Thinks the stock is looking for a bottom here. Numbers on the recent results were disappointing on the face of it, but the operating earnings were not too bad. Their problem was the "one time" restructuring charges that they took. Growth outlook is not terrific yet. Need to see a big resurgency in tech spending.
DON'T BUY
In a very tough area. A lot of competition. Some of the numbers that have come out have not been good. Would prefer participating in them through Onex. Dead money.
BUY
The tail on the end of the dog. If the industry is suffering, Celestica will suffer more. Low margin business. Going through a real struggle to get its margins back into line. Good level to buy at.
DON'T BUY
An enormous, very low margin business. Not his kind of company.
WEAK BUY
Has been in a slow decline. Its customers are Sun Microsystems, IBM, Hewlett Packard, etc. A nice cross section of the North American computer section, but It just doesn't seem to be happening quick enough. Probably a trading range from $16 to $20 so treat as a trading stock.
HOLD
Mixed signals. A couple of competitors guidance warned that the next couple of quarters might be a llittle soft. Hard to get excited about the stock.
DON'T BUY
Slowly being re-structured. Very low margins. More and more, manufacturers are shoving the inventory burdens off to them.
DON'T BUY
Not a fan. In reality, it is a commodity play and they have a lot of facilities outside of China which will be given tough competition. Expects they will have more re-structuring. A low margin business.
BUY
Leveraged to what is going on in the communcation industry. Those stocks are starting to show some resiliance. Not a bad time to look at this stock.
DON'T BUY
Not a lot out there to make this stock go. Has vastly under performed a lot of their peers. Excess inventories in the tech sector.
DON'T BUY
Looks very expensive. Latest quarterly earnings were above expectations. Will continue to suffer until there is a big, sustained increase in tech spending.
DON'T BUY
Tech group started to rally at the end of Aug. This company has not participated. Despite predicted good revenue growth, the gross margins are just not there.
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