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
PAST TOP PICK
(A Top Pick Sept 14/07. Down 17%.) Last quarter was very strong. Showing some decent numbers. Decent growth. Good backlog. Was hurt a little by the Cdn$. Also some softness in the US airline industry. Nicely diversified between defence operations, commercial operations and training schools.
HOLD
(Market Call Minute.) A little bit of economic sensitivity. Might make sense to have a look at it on its pullback.
BUY
Expect that earnings will get close to $1 or more in the next year or 2.
BUY
Have a great order backlog. New planes are being introduced and pilots have to be trained. Also getting contracts for simulators on submarines. Doing extremely well and trading around 11X next year's earnings.
BUY
Has a model price of $14.21, 33% positive differential. Model price has been falling since January. A lot of good news regarding contracts signed but no follow through in terms of earnings or positive model price.
PARTIAL BUY
Totally mispriced. People are equating the higher price of oil with higher jet fuel costs and assume new airline orders will plummet. That should not impact this company. There will be a continual demand for pilot retraining. Start with a small position and build up.
COMMENT
In the aero sector, everybody is worried about the slowdown in Boeing (BA-N) and what it is going to do for the industry and, by association, less demand for simulators/flight training. Doesn't think it is necessarily true. Looking interesting as a buy at this level. Looking at this one.
BUY
ROE level is18.8% but the more important thing is that the growth in the profitability is very strong. About 19 X earnings. PEG ratio is 1.26.
PAST TOP PICK
(A Top Pick July 12/07. Down 17%.) Problem was because of concerns about US airlines. Quarterly report was extremely strong. Growth is from outside of North America. Backlog is continuing to grow. Strong Buy.
BUY
Their customer base is the airlines, which are dying. With the price of oil going up, there will be a new generation of planes, which will require training. Pretty good choice for an aggressive stock.
BUY
Had a nice base building December to May. Went above the 200-day moving average. Has now pulled back to the 200-day moving average, which is a very positive development. Good place to take a risk. Support is probably at about $11.50 or $12.
BUY ON WEAKNESS
(Market Call Minute.) Good stock to hold when market tends to be pulling back.
WAIT
The company is in a good position. Well recognized internationally. Technically, the chart is showing a symmetrical triangle. Would wait for it to break out of the symmetrical triangle on the up side.
TOP PICK
A global star if you look down their revenue streams and where they're getting their money. Pretty much outside of North America and Europe. Not super cheap, but the order book last year was really strong. There is a worldwide shortage of pilots and they pretty much do all the simulation.
TOP PICK
Leader in global pilot training/retraining. Airline industry needs about 16,000 new pilots a year. Also a leader in the manufacture of the training modules.
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