TSE:CAE

CAE Inc (CAE.TO)

36.25
-0.35 (0.96%)
as of Aug 14, 2026, 8:00:01 pm Market Open.
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Investor Insights
star iconAug 14, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

CAE Inc. (CAE-T) is currently navigating a challenging market environment, especially in light of management changes and market conditions. The company has been recognized for its stability through long-term contracts, particularly in pilot training, which remains essential amidst a pilot shortage. However, recent developments have raised concerns, such as disappointing guidance and vulnerability to external factors like jet fuel prices driven by geopolitical issues. Analysts are divided; while some remain optimistic about the potential for growth in the defense sector and aerospace, others caution that the stock appears overvalued based on its PE ratio and growth projections. Despite the lack of dividends, the company is viewed as having strong growth prospects, with price targets varying between $43.34 and $48.30, reflecting a cautious yet hopeful outlook on its performance in the coming years.

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Consensus
Mixed
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Valuation
Overvalued
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Similar
LMT
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.
COMMENT
Prefers over Bombardier (BBD.B-T).
PAST TOP PICK
(Past Top Pick Jan 7/08 Down 42%)
BUY
In an area that has some stability. Have been selling their simulators to emerging markets. Also have military training equipment. Order books are still relatively full. Watch the plane orders, which will indicate the situation 12 to 18 months ahead.
DON'T BUY
A little bit rich. Not the strong profit growth they had recently. Doesn't look strong enough for him.
PAST TOP PICK
(A Top Pick Jan 7/08. Down 44%.) Sold his holdings at $11, down 7.8%. Saw aircraft sales deteriorating. Great company but downturn is going to affect aviation for a while. (Has a small Short position in one of his funds.)
DON'T BUY
When the world economy started to implode, he sold his holdings. A terrific company but it may be an intermediate to longer-term play because of the economic downturn.
PAST TOP PICK
(A Top Pick Oct 12/07. Down 51%.) Investors are wondering if simulators are going to be sold in this environment. Simulators will be required as new aircraft gets introduced. Great Buying opportunity.
BUY
Have a very good backlog. Great exposure in the flight simulator business to a growing aerospace market.
DON'T BUY
Yield is not yet 2%, could go 20% further down.
PAST TOP PICK
(A Top Pick Sept 14/07. Down 25%.) Numbers coming out are still very strong. Have done a very good job of diversifying their asset base. Investors are knocking down the PE ratios of all these companies because of the general weakness in the international environment. A Buy at this price.
BUY
(Market Call Minute.) World needs an extraordinarily large number of new pilots for retraining and replacing retirees. There will still be a healthy demand for flight simulators.
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