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
0
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.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Overvalued
review icon
Similar
TSMC,TSM
DON'T BUY
Tough to get a really good margin in this business.
DON'T BUY
Very good company with a good balance sheet. IBM, a good customer, came out with very good numbers. There are still a lot of their customers that are weak. Expect them to lag on the upturn.
BUY
The only electronic manufacturing service company that had a down year last year. Could be said for a very large year this year. Expects it to go a lot higher.
DON'T BUY
Margins are getting squeezed by the manufacturers. Well-managed company.
DON'T BUY
A tech oriented stock that didn't do very well last year. Very dependent on out sourcing.
BUY
At a good price. A high-volume, low-margin business. IT and telecom spending should increase in 2004 and large companies will be out sourcing more. Revenue and earnings should improve.
DON'T BUY
Has had a very difficult time relative to its sector.
DON'T BUY
Fair market value is way below the current price. The earnings dollar coming through doesn't rate the current price.
DON'T BUY
Earnings have been a challenge. Model price is around $7.40.
DON'T BUY
Seems to be the standout in this industry as having the biggest problems. There is still a lot of excess capacity. No turn around anytime soon.
DON'T BUY
A very good company and have executed well in a difficult environment. Expects a lot more competition to come in from Asia. Could also be a laggard in any tech upswing. Too expensive.
DON'T BUY
Margins are being squeezed. Treat as the trading stock.
DON'T BUY
Ahead of itself. Their margins could continue to be squeezed. Look for a 20% pullback before buying.
BUY
Good balance sheet. Good risk reward.
DON'T BUY
Pretty expensive. Doesn’t see underlying demand for their services growing as fast as the stock price.
Showing 301 to 315 of 570 entries