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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 pretty decent set of assets. North American Airlines have not been buying new planes, but middle east, Asian and European airlines have been. When the NA Airlines start buying, it will continue having decent growth.
DON'T BUY
Had a wonderful rise last summer and since then, it has had a bit of a rolling top with lower highs and lower lows. The chart would have to flatten out and start making a base before it gets to a point where it would be a favourite again.
WEAK BUY
Like, have been adding to exposure lately. One of the premium companies exposed to the aeronautical market. Planes are going to need replacement in the near future. Looks quite attractive at this price. Has a dominant position in the industry.
DON'T BUY
Price is far too high, not interested.
TOP PICK
Provide Flight training. In terms of sales are doing extremely well. Target is high teens.
PAST TOP PICK
Then 13.31, down 15% Likes the civil aviation space. Technically the stock has gone wrong so he would avoid it.
BUY
This is a really interesting story. Right now it presents a very interesting opportunity in taking advantage of the growth in the global airline industry. Airline business is going to grow substantially in Asia and will require the training of a lot of pilots.
TOP PICK
There is a worldwide shortage of pilots. There is really rapid growth in aviation in Asia. They are on a huge roll. Have been announcing a lot of new orders and partnerships in Asia.
BUY ON WEAKNESS
Bought half his position at $13.20 and will probably buy the balance between $10.50 and $11.
COMMENT
(Market Call Minute.) Neutral short-term, but on the long-term would be a Buy. Aerospace sector is in an upswing and one of the better places to be invested.
BUY
Last quarterly report showed some very strong numbers. Their business is progressing quite nicely and has an international scope.
TOP PICK
Likes their niche of simulators and pilot training. There is a global shortage of pilots. Airlines are rapidly changing their fleets because of energy concerns and this requires training of the pilots. An increase of passengers from Asia also adds to the demand.
TOP PICK
World class and is #1 in their space. Its market is the military with simulators and pilot training, but the real story is in the civil side. Simulators are needed for new aircraft but pilot training is where the best margins are. There are 18,000 to 20,000 new pilots each year. Also going into simulators on disaster training. Real growth on simulators will be in 5 to 10 years.
DON'T BUY
Have done well in this sector. Hasn't moved far too much for him and is no longer a contrarian play.
BUY
Has done very well over the past year. There is a large expansion in the airline industry in China, etc. and a lot of new pilots will be required to be trained. This one is on his radar screen.
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