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
0
Investor Insights
star iconAug 15, 2026, 12:00 am

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

CAE Inc, symbol CAE-T, is experiencing a mix of sentiments among analysts. Some view it as a strong long-term investment, pointing to stable revenues from long-term contracts, while others express concerns over recent management changes and the company's pivot towards higher-growth sectors like defense. The stock is currently trading below its 200-day moving average and is perceived as somewhat expensive with a high PE ratio in comparison to its growth rate. Additionally, there are worries regarding jet fuel prices, although the company benefits from a pilot shortage and continues to win defense contracts. Overall, despite the lack of dividend payments and some recent disappointing guidance, CAE is positioned to leverage significant growth opportunities in both pilot training and defense markets.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Overvalued
review icon
Similar
LMT
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.
TOP PICK
Manufacturer of flight simulators as well as running flight training. Airlines are going to need new pilots. There is also a huge demand for new aircraft, which will require training. Earnings are showing a nice progression.
BUY
This is the way he is playing the aerospace market. Getting more and more into the flight training business. A growing number of large class commercial airlines are being replaced over the next few years
COMMENT
FMV is more than double the stock price, which had been moving up well, but gave up the ghost recently. This is peculiar because airlines are being bought globally and air fleets are being expanded.
BUY
With the number of new aircraft being sold the requirements for flight simulators will continue to improve. There is growth there.
TOP PICK
Recent numbers we're extremely strong. Sold 21 simulators and looking to sell about 34 for the year. Looking for fairly strong sales again this year. Will continue to grow for the next couple of years. Good price.
BUY
Great quarter and strong guidance forward. Aviation sector has great passenger loads and a need to train more pilots.
COMMENT
Sold his holdings about 3 months ago. A stock that is moving sideways or down in a roaring bull market is expensive. Ranks #287. Last quarter earnings were up 13% and are expected to be up 16% in the next couple of days. Signed a new contract with the Canadian Government.
BUY ON WEAKNESS
In the aerospace market this company is in a good position. More and more new planes are coming out and will require more pilots and training. Should have a number of years of good earnings and growing backlog. Would Buy more at $1 less.
TRADE
This is a Canadian world class company which is involved with flight simulators. Their sales will follow plane orders. The peak of ordering cycle has come off. But, there may be some new reordering in the future as the fleets are getting older and need to become more efficient.
BUY
Like the name, not currently in fund. All about the Canadian dollar appreciation, it will be affected. Very attractive purchase at this point.
WATCH
Long term is going higher. In a terrific sector. In a corrective period, but thinks it is a correction on the way to higher prices. Watch the peers. If it doesn't break through the low level of around 12.5 will be ok.
Showing 271 to 285 of 740 entries