TSE:CLS

Celestica Inc (CLS.TO)

472.51
+39.79 (9.20%)
as of Aug 12, 2026, 8:00:00 pm Market Open.
209 watching
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Investor Insights
star iconAug 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.

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Consensus
Mixed
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Valuation
Overvalued
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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.
BUY
Relatively positive on this company. Worries that half of their business is still in the telecommunications business. Did a great restructuring job.
DON'T BUY
A later cycle beneficiary of increased demand for technology products. Too early.
DON'T BUY
Earnings are still being estimated to being north of $2 which would make the multiple look reasonable. Hasn't been doing well in spite of their customers successes. Less risk owning it through Onex.
DON'T BUY
Has been a very disappointing performer. Outsourcers are being squeezed on margins.
BUY
Suffering because of weakness in the tech sector and because they reduced their forcasts for the next couple of quarters. Earnings potential makes the stock look cheap. End markets have to pick up.
DON'T BUY
Company has revised sales estimates down by 10% and earnings estimates substantially. Some cocern on end customers' inventory.
SELL
Had bad news on a warning which killed the stock. For a tax strategy, sell this and buy some Onex. If this goes up, Onex will go up and in the meantime you have a tax loss.
DON'T BUY
Fundamental problems. A turn around story, so be careful.
DON'T BUY
Not a fan of the stock or the space they are in. The damage has been done and if you own, consider your tax situation re selling or holding.
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