TSE:CAE

CAE Inc (CAE.TO)

36.25
-0.35 (0.96%)
as of Aug 14, 2026, 8:00:01 pm Market Open.
320 watching
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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
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.
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.
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