TSE:CLS

Celestica Inc (CLS.TO)

407.11
-8.73 (2.10%)
as of Sep 1, 2026, 8:00:01 pm Market Open.
212 watching
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Investor Insights
star iconSep 1, 2026, 12:00 am

This summary was created by AI, based on 36 opinions in the last 12 months.

Celestica Inc (CLS-T) has experienced significant growth over the past year, largely due to heightened demand in the AI and data center sectors. Many analysts highlight that although the stock has a strong performance history, currently trading at high price-to-earnings ratios, it may be overvalued. Various experts identify the need for consolidation in the price and stress caution regarding the potential for volatility linked to the semiconductor industry's cyclical nature. While numerous analysts express optimism about the company’s future, particularly with its alignment to AI infrastructure growth, some advise watching for potential pullbacks before entering positions or adding to existing ones. The consensus reflects a cautious optimism, suggesting investors should be mindful of both the opportunities and risks associated with the heightened expectations built into the stock's price.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
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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.
COMMENT
Reverse head and shoulders now? The problem is that the second one is lower than the first one. It's trending lower, but at least it has established a support level around $11.
PAST TOP PICK
(A Top Pick Feb 16/18, Down 9%) This technology company makes things for other manufacturers like routers for Cisco. Earnings growth is looking better he thinks. The stock looks oversold so he is staying with it.
PARTIAL BUY
Sold off a lot for no real reason. It's a growth stock that doesn't pay much of a dividend. So in a correction these stocks go down and are volatile. Its prospects are good with a reasonable multiple. Hold or even add to your position.
DON'T BUY
When you had the talk of Trump and the tax cut, these guys do all that manufacturing he was going to bring back to North America. It is a tough business and margins you complete for. It is not an oligopoly. It is a manufacturing play and not a technology play. Money went to share buy backs.
PAST TOP PICK
(A Top Pick Oct 18/17, Down 14%) They lost a couple of contracts. Since then they spent money on new acquisitions and set up future growth. The balance sheet is not that bad and they should recover. He would hold on.
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