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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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.
TOP PICK

An electronic manufacturer, they make stuff for other companies. Their biggest customer is Cisco. They have plants around the world. It’s an up and down industry because you are dependant on how other companies do. They are starting to turn around, earnings projections is going up, bought back about 30% of their stock, they have a ton of cash. Raised their guidance. He likes the outlook. Doesn’t pay a dividend. (Analysts' price target $12.34)

TOP PICK

They have bought back over 80 million shares over the recent years. They just make a $130 million acquisition, it trades at 10 times earnings, and is debt free – it is great value. Yield 0%. (Analysts’ price target is $12.18 )

WATCH

It has an interesting pattern. After a correction you can get clues that the downtrend is over by watching for a period of consolidation. Higher lows an higher highs. This is what they are doing so you could see a movement up. Buy it if it breaks the high end of the short term trading range.

TOP PICK

This company makes electronic parts for other manufacturers. Their last quarter flow was not good and earnings took a hit. They have a good return on capital and hold a lot of cash, buying back some of their stock recently. The valuation is good here. It does not pay a dividend. Yield 0%. (Analysts’ price target is $14.64)

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