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
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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.

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Consensus
Cautious
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Valuation
Overvalued
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AVGO
PARTIAL SELL

Its manufacturing business is low margin but it manufactures a lot of products needed for AI hardware. It is less innovative than other tech stocks. If you hold it you could trim half and cycle that into another idea.

BUY

Stock performing very well lately. Technically is #1 ranked in Canada. Would recommend buying - in upward trend. 

HOLD

Margins and cashflow have improved. Benefits from onshoring. Tough business, stock tends to be volatile because it's at the mercy of orders from big customers. He wouldn't be interested, but if you own it hold on, as it should do well over the next year.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 16/23, Up 110.3%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CLS has triggered its stop at $32.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 70%, when combined with our previous recommendations.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 16/23, Up 134.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CLS is progressing well.  To remain disciplined, we recommend trailing up the stop (from $26) to $32 at this time.  

BUY

It broke out huge earlier this year and is overbought. Soon, it will likely consolidate, but that's okay and healthy.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 16/23, Up 107.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CLS is progressing well.  To be disciplined, we recommend trailing up the stop (from $20) to $26 at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 16/23, Up 86.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CLS is progressing well.  To remain disciplined, we recommend trailing up the stop (from $17) to $20 at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 16/23, Up 31.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CLS has reached its $20.00 target.  To be disciplined, we recommend covering half the position at this time and trailing up the stop (from $15.50) to $17.00 at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 16/23, Up 25.3%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CLS is progressing well.  We now recommend to trail up the stop (from $12.50) to $15.50. 

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

Trading at 9x earnings, under book value, and with expectations of 25% annual earnings growth by analysts over the next five years, this Canadian leader in cloud based supply chain services is a TOP PICK.  The company has been prudently using some cash reserves to buy back stock and retire debt.  We recommend a stop-loss at $12.50, looking to achieve $20.00 -- upside over 30%.  Yield 0%  

(Analysts’ price target is $19.83)
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. As had a good quarter with beating estimates and raising results. Continues to see demand from the cloud and semiconductor industries. Revenues rose 27% and EPS also beat. They raised revenue outlook from $6.37B to $6.5B. Unlock Premium - Try 5i Free

PAST TOP PICK
(A Top Pick Nov 13/20, Up 54%) Pleased with the return on it. Scores middle of the pack. No longer as cheap as when they bought it.
TOP PICK
A contract manufacturer for electronics, communications, and storage. The move to the cloud has benefited them. The stock has struggled for a while but it is too cheap to ignore right now. Top 10% on valuation. 0.6x book value, 4.3x enterprise to EBITA, and 4x cashflow. A cashflow machine with no concerns on the balance sheet. A cyclical play. (Analysts’ price target is $10.28)
PAST TOP PICK
(A Top Pick May 29/18, Down 40%) They make electronic products for other manufacturers, like Cisco. There has been a lot of new product spending delays in the space and this is hurting them. The valuation is great and the company continues to buy back their own shares.
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