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
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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
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Valuation
Overvalued
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AVGO
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.
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.
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