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TSE:BBD.B
This summary was created by AI, based on 14 opinions in the last 12 months.
Bombardier Inc. has shown tremendous growth and recovery from a near-bankruptcy state, evolving into a pure-play business jet leader with a robust balance sheet. Analysts are positive about the company's future, citing strong jet-delivery growth and a significant increase in services revenue, alongside favorable market dynamics in aerospace and defense sectors. Although the stock traded much lower in the past and has now seen significant appreciation, experts recommend a cautious approach, suggesting potential trimming of positions as valuations reach full prices. Investors are keeping an eye on external factors such as government contracts and political changes, which may impact future performance. Overall, Bombardier is viewed favorably, but careful observation of price movements and market conditions is advised.
He's been in business for 30 years, and BBD has never been a good long-term stock. Now, it's in the right space with industrials. The stock is in the bottom of its trading range; if it breaks below that, this will probably return to $30. BBD has a had a decent run this, year the 30-year chart is a heartbreaker.
He's been watching it, as it's regained momentum. Streamlined from its legacy business, now focused entirely on private aircraft. Business prospects are getting better. Private aircraft are big-ticket, discretionary. Order book could get cold if corporate profits decline. Facts have changed, he's changed his mind, and the company is now investment-grade at least.
A horrible loser for 20 years. New strategy to get into a very narrow market is working well. Disappointed last quarter on free cashflow and margins, stock came down quite a bit. At 5.9x, trades at half the valuation of peers. PE is 6x 2025 numbers. Growing at 34%. A risky name.