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.

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Consensus
Mixed
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Valuation
Overvalued
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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.
BUY
Has had a nice run. Have to get their European market to turn around. Also has to demonstrate that they mon't lose market share.
BUY
Not expensive. Free cash flow. Volatile.
BUY ON WEAKNESS
Can be a trader between $14.50 and $25. No fundamerntals or earnings.
DON'T BUY
Very volatile.
BUY
A lot of pressure on their margins. Has weathered the storm really well. In any tech recovery, it will do well. Somewhat speculative.
DON'T BUY
Good management. Strong balance sheet. Industry stinks.
BUY
Business is slow. They have a phenomenal business model. Generating decent cash. Price is very compelling.
DON'T BUY
Doesn't have the earnings.
DON'T BUY
Thin margins, so needs a lot of value.
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