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
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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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AVGO
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.
BUY
Very disappointing in the last few weeks. Should do well. Its end markets are doing well. Margins are very weak right now. High inventory is creating problems but this should be cleared up in the next few quarters. Valuation is very compelling.
DON'T BUY
Short-term outlook is bleak. His FMV is substantially lower than the current price. Has a fair amount of cash on the balance sheet. Would take another look at around $11/13.
WEAK BUY
A very low-margin business. Valuation is high. However, you will see some margin improvement and decent revenue growth.
BUY ON WEAKNESS
A safe way to have some tech exposure. Has been disappointing in its turnaround. Might buy a couple of $'s lower.
DON'T BUY
In the world of outsourcing, this company has been a major disappointment. Doesn't see anything to change this.
BUY
Doing quite well. Have done a lot of restructuring. There is an opportunity for operating margins, which have been depressed, to come in line with the group at about 4/5%. Trading at only a 20 multiple.
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