Celestica Inc (CLS.TO) Buy, Sell or Hold

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Celestica Inc (CLS.TO)

472.51

+39.79 (9.20%)

as of Aug 12, 2026, 8:00:00 pm Market Open.

209 watching

Investor Insights

Aug 12, 2026, 12:00 am

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

Celestica Inc (CLS-T) has experienced significant momentum in the last few years, primarily attributed to its role in the data center buildout and increased demand driven by AI technologies. The stock has shown impressive growth of over 1,000% in three years, yet it currently trades at high price-to-earnings (PE) multiples, around 35-44x, resulting in high expectations from the market. Experts have expressed caution, suggesting that while the company has positive revenue growth and strong operational performance, its valuation may be stretched given the cyclical nature of its business and dependencies on hyperscaler revenues. Analysts recommend careful buying strategies, indicating that potential price corrections could create advantageous entry points, yet many foresee the risks associated with future AI spending and market volatility. Overall, the sentiment is mixed with some experts advising to take profits and others suggesting a long-term perspective with the caveat of high valuations.

Consensus

Mixed

Valuation

Overvalued

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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.

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.

Showing 256 to 270 of 570 entries

Most Recent Experts

Chris Blumas

at Raymond James Investment Counsel Ltd.

Shannon Saccocia, CIO, Boston Private

Boston Private

Joe Terranova

Virtus Investment Partners

Bryn Talkington

Requisite Capital Management

Brian Belski

BMO Capital Markets

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Celestica Inc (CLS.TO)