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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
valuation icon
Valuation
Fair Value
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Similar
LMT
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.
TOP PICK
Very strong market for flight training. A lot of new aircraft being introduced, which will require new simulators. Strong need for pilots. Very steady demand for simulators and a lot of new orders coming in.
PAST TOP PICK
(A Top Pick Apr 24/07. Down 12%.) Doesn't own the stock, but he is a believer in the business. There is a global shortage of pilots and there is very strong growth in civil aviation. He would like to see it trade above $13 before buying.
BUY
Would not buy this one for a takeover possibility. Reasonably priced at around 12X forward earnings. Good value.
TOP PICK
The presumption that a recession and high energy prices means less flying is totally untrue. There are massive increases in civil aviation in Asia. There is a big shortage of pilots and is estimated at 27,000. They are on the verge of some big military contracts. Could also be an acquisition target.
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