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TSE:CAE

CAE Inc (CAE.TO)

36.32
+0.60 (1.68%)
as of Jun 17, 2026, 8:00:00 pm Market Open.
316 watching
0
Investor Insights
star iconJun 17, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

CAE Inc, despite not paying a dividend, is positioned in a growth sector with strong long-term prospects in both commercial and defense aerospace markets. Rising oil prices may temporarily impact share performance, especially as seen with airline-related stocks. However, the ongoing pilot shortage ensures a steady demand for pilot training, and recent breakouts in stock performance suggest bullish sentiment. The aerospace sector's increasing importance, particularly with rising defense budgets globally, supports the notion of CAE as a resilient investment. Analysts project a positive trajectory for the stock, with varied price targets reflecting this optimism.

consensus icon
Consensus
Positive
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Valuation
Fair Value
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Similar
LMT
DON'T BUY
Stock is trading at depressed values because people are concerned about military spending, which is a big part of their contracts. Never liked that it had a lot of off balance sheet expenses. Very cyclical and not a Buy & Hold. 1.62% yield.
PAST TOP PICK
(A Top Pick May 17/11. Down 14.53%.)
TOP PICK
Flight simulator company. Extremely well balanced between military and commercial. Are getting big in offering training services as well. Deploying simulators into health care and mining and exploration. If you can buy around $10, you can see a reasonably good return over the next year or two.
PAST TOP PICK
(A Top Pick Jan 14/11. Down 7.99%.)
COMMENT
Had looked at this a lot in 2003-2005 when it was way out of favour and was at about half its current value. Doesn't interest him at this price point. Have done a great job overall in terms of marketing their product and revenue but their debt load is quite heavy relative to revenue. Has about a 50% upside based on historical values and he normally looks at a minimum 100%.
PAST TOP PICK
(A Top Pick Jan 14/11. Down 18.38%.) He is looking to buy more. People have lost faith on the military side of their business, which is about half their business. Civil side has been picking up a bit. There are a lot more aircraft being ordered and their training programs are going to expand going forward. Have broadened out a little into the healthcare sector.
DON'T BUY
Benefiting from the replacement cycle in jets. The problem is, they are not really winning. He would prefer to be in one of the parts providers such as Precision Castparts (PCP-N), Triumph Group (TGI-N) and others.
TOP PICK
Big in flight simulators and have recently been expanding into health areas with patient simulators in endoscopy and ultrasound. Stock has been pulling off because of concerns of military spending going forward but their civil side remains quite strong.
BUY
You have to be aware that this is a lagging business in that you order the planes and then you order the simulators to train the pilots. Rise in airplane orders in the last few years will not create a rise in simulator orders for the next 1-2 years. It will be a good longer-term business.
PARTIAL SELL
Technical trend is definitely on the upside so still looks very good. Has some seasonality as it tends to move higher from January to June/July. Made an announcement of flight simulators, which has been positive for it. Seems to have reached the end of it seasonality. If you own, consider taking some profits.
COMMENT
It's been going sideways since Feb. would put a bracket trade on, sell if it goes below $12, and buy if it goes above $12.90. The longer the sideways movement the bigger the move.
TOP PICK
An environment play as we are seeing more of a pick up in the commercial aviation side and this company will benefit. Will do very well over 3–5 years.
HOLD
The good thing is that the airline business is getting stronger and airlines are ordering more planes. Ultimately they are going to have to train pilots. This is a late cycle stock.
TOP PICK
Leader in simulators and flight training. Military side is very strong and the civil side is starting to come back. Growing backlog.
DON'T BUY
He’d like to own this at one point. The problem he has is that their customer base is the commercial airlines, which are loosing money.
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