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
0
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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
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Similar
AVGO
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.
DON'T BUY
A good business, but margins are getting thinner with the new contracts. Will take a while. Fully priced.
DON'T BUY
With the lack lustre demand, they will continue to struggle.
DON'T BUY
More incline to short this stock. Has not performed well during the recent rally. Thin margins.
DON'T BUY
Valuation looks too high. End demand is weak. Margins are very thin.
BUY
Love the company and its financial discipline. The issue is the valuation. Would buy at $17/18.
BUY
A lot of cash on the balance sheet.
Showing 301 to 315 of 564 entries