TSE:BBD.B

Bombardier Inc (B) (BBD.B.TO)

366.24
+4.22 (1.17%)
as of Jul 24, 2026, 8:00:01 pm Market Open.
385 watching
0
Investor Insights
star iconJul 26, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

Bombardier Inc has shown remarkable growth and transformation in the aerospace and defense sectors. Analysts have acknowledged a significant turnaround from near-bankruptcy to a leader in business jets, with improvements in debt and a solid balance sheet. The company has benefited from increased demand in the aircraft segment, particularly in private aviation, and has secured government contracts that may lead to further growth. Despite the promising outlook, some experts caution that the stock is trading at higher multiples, indicating potential valuation concerns. Overall, optimism persists about its future prospects, with strong service business margins and an expanding order book.

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Consensus
Positive
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Valuation
Overvalued
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DON'T BUY
High Yield Bond so there is a little more risk attached to them. BB rated indicating the cash flows are volatile and uncertain. The bad news today certainly didn't help them. Expect the aerospace sector is going to be very challenging over the next couple of years. Rail side would be little more bullish. Not too big to fail.
HOLD
Seasonality usually starts around March and continues through until mid-July when the Paris and Farnborough air shows are on. Recently stock has not been acting very well but starting to see indications of support. You may want to get out prior to the actual shows themselves.
WAIT
Likes it, but until we see the C-7 there will be a cloud overhanging them. The rail contracts are a very low margin business. It’s on his watch list.
SELL
Pretty good trend line and then it broke it. You could see $4.30. You may have to live with some volatility. There may be some better places for that infrastructure play.
BUY
3 parts. Regional jets, which competes with Embraer of Brazil. Includes the new C series jet and expect they will end up with a big contract. Business jets took a hit but the cycle will probably be turning in his very profitable. Trains are doing very well. A lot of earning power may take a while.
DON'T BUY
Despite all the good news the company keeps issuing, the fair market value and earnings forecasts keep slipping. Trading at a very critical juncture of $5-$5.50 and if it goes through there, there could be another 25% on the downside.
BUY
He owns the preferreds. The rail side is doing quite well, margins are rising. Aircraft side is waiting for the economy to turn around.
TOP PICK
Pulled back after the aerospace business disappointed making it an opportunity. Transportation side still delivers very good margin improvement. Extremely good backlog. Could get as high as $6.50.
DON'T BUY
Glory days of 1990s are gone and not coming back. Rail revenues are low margins and difficult to raise because it is usually state run railway companies they deal with. This represents 50% of overall revenues. Airline side is cyclical. C series is a positive development and they have orders for 90 of them but not enough to justify long-term growth.
DON'T BUY
Trains and planes business has been better recently. They keep announcing some really good contracts. Very thin margins on train contracts. Preferred shares are attractive and he owns some of their debt.
BUY
Solid company that has had an incredible turnaround in the last 10 years. Best way to play the secular theme of passenger train business.
HOLD
Have been making some pretty spectacular deals over the last couple of months. Not a bad longer-term buy. If it got near $7-$8 he would start edging out of the stock.
BUY
Over long term there will be upside. He owned last year so he took profits. It’s grown its earnings but the stock has not done as well, so now might be the perfect time to buy it.
BUY
Good news with the C series and the train contract. Contracts don’t come in until a couple of years out. They need orders for the plane. A lot of cash flow is going to be put into the development. Everything is moving in the right direction. You need a longer term view.
STRONG BUY
Owns a lot of the preferred shares, not so much of the common. A difficult company to analyze, but is a very solid business. Just landed a large contract in France.
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