TSE:CLS

Celestica Inc (CLS.TO)

424.50
+40.25 (10.47%)
as of Sep 3, 2026, 4:51:50 pm Market Open.
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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
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Valuation
Overvalued
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TSM
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.
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.
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