TSE:CLS

Celestica Inc (CLS.TO)

424.50
+40.25 (10.47%)
as of Sep 3, 2026, 4:51:50 pm Market Open.
213 watching
0
Investor Insights
star iconSep 3, 2026, 12:00 am

This summary was created by AI, based on 37 opinions in the last 12 months.

Celestica Inc. (CLS) has received mixed reviews from various experts regarding its performance and prospects. Many acknowledge the company's strong alignment with the burgeoning AI infrastructure and data center demand, which has contributed to significant revenue growth over the past year. However, some experts express concerns over its valuation, citing its high price-to-earnings (PE) ratio and potential volatility as factors for caution. While there is enthusiasm about the company's execution and position within the AI buildout, several analysts suggest that the stock might be reaching a peak, indicating a possible need to trim positions or wait for a better entry point. Overall, the sentiment displays a range of opinions on holding or taking profits, emphasizing the stock's growth potential alongside its heightened risks related to market fluctuations and overvaluation pressures.

consensus icon
Consensus
Hold
valuation icon
Valuation
Overvalued
review icon
Similar
TSM
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.
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.
Showing 256 to 270 of 575 entries