CLS Celestica Inc.
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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.
Bull case
- Returns on capital run well above its cost of capital.
- It holds more cash than debt and is profitable.
Bear case
- The share price trend is still falling.
- Its sector cycle (AI Infrastructure CapEx) is in slowdown.
Features
- V-WIDE-MOAT Wide moat Returns on capital run well above its cost of capital.
- H-FORTRESS Fortress balance sheet It holds more cash than debt and is profitable.
- F-UPSIDE Analyst upside Analysts' average target is 55% above the price. Shared by most companies we track
AI impact
Supplies what AI runs on Tailwind
The company manufactures networking switches, servers, and storage systems used to run AI workloads. It benefits from cloud providers buying hardware for AI data centers, but faces risks because demand is concentrated among large customers who could slow their infrastructure spending.
Where AI helps it
- Sells what AI workloads consume
Where AI could hurt it
- Depends on the AI build-out continuing
- A few AI customers buy much of what it sells
In the company's words
These products include networking switches, optical systems, data center racks, servers and storage products used primarily by cloud-based and other service providers (including AI service providers), as well as enterprise customers, for a range of applications including AI workloads and cloud…
See also " We are dependent on our customers' ability to compete and succeed in the marketplace using products we manufacture and services we provide, " and " The future development and adoption of AI and the deployment of data center infrastructure are uncertain and depend on the availability and…
Assessed by AI from the company's own annual report filed 27 Feb 2026 and quarterly report filed 26 Oct 2026. A reading of the business, not a forecast or a recommendation.
Measurement status
Too little reported history, No usable valuation history
What the price assumes
The measured price implies roughly +25.9% annual cash-flow growth, between +17.9% and +31.8% under other reasonable assumptions.
An estimate that depends on its assumptions, not a forecast.
Quality versus peers
Each dimension is shown on its own; they are not combined into a score.
Current analyst snapshot
Shown for reference only; not used in any measurement.
What would have to break
- Not triggered — Revenue decline
- Not triggered — Margin break
- Not triggered — Cash burn with rising debt
- Not triggered — Heavy dilution
- Not triggered — Warning language in filings
News
No recent brief on this company.