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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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.
DON'T BUY
Doesn't think the stock will be going up any time soon. Others in the sector have been improving their earnings but this one will be later.
DON'T BUY
Produce goods for multiple manufacturers. Only going to get more competitive. Stay away.
DON'T BUY
A tough business. A low-margin business. Will be a while before he turns around.
HOLD
Feels the stock is going through a transition. Demand is turning in the technology space for large number of their products. Should see growth in revenues.
DON'T BUY
The tech sector is highly overvalued.
DON'T BUY
Owns Onex instead. Have been disappointed with some of the events. They should be getting more business from the US. Very concerned.
DON'T BUY
Multiples are getting a little better. Not attractive at this level. Could be a trade.
DON'T BUY
Have had a tough time. But a lot of capacity that didn't have a lot of value. Limited exposure in the far east. Have a lot of cash.
DON'T BUY
Did own. Not tech stock, its manufacturing. Been a bad investment. Dont like long term fundamentals.
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