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
Not a fan of this sector.
BUY ON WEAKNESS
Their business model makes a lot of sense. Would buy below $50 and sell above $80.
DON'T BUY
Great business model, but customers are not spending.
DON'T BUY
Volatile. Prefers owning through ONEX. Low margins.
BUY
At good levels now.
DON'T BUY
A good business, but their end market is very weak. Narrow margins.
DON'T BUY
Ranks very low. No earnings. Could drop further.
DON'T BUY
Sector is good and has a long term outlook. In the short term it will be slow.
TOP PICK
20 X this years earnings and 18 X next years earnings is close to their bottom, so should have a bounce.
DON'T BUY
Sector is in trouble.
DON'T BUY
Good company, but stock is expensive. Its customers are not growing at this time. Also nervous about their accounting.
TOP PICK
25 X their earnings. If it gets up into the 30 X earnings, don't buy. A good way to play technology.
TOP PICK
(Was a top pick on Nov 26 up 1.5%) Good success story. Has cash. Volatile. Have used as a trading stock.
BUY
Good for long term, but P/E is a little high. Improving their margins.
BUY
A good, broad customer base.
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