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 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.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Overvalued
review icon
Similar
LMT
TOP PICK
Simulators and flight training. Very strong orders for new aircraft creating a need for simulators to train pilots. Given the growth rates in traveling, there will be a need for new products.
BUY ON WEAKNESS
Aerospace market is fairly strong now and this company is one of the major beneficiaries. Have announced a number of new contracts for simulators. There are a lot of new planes coming out that are going to need pilots trained.
TOP PICK
Manufactures simulators and run flight training. Development of new, lighter, more powerful aircraft will need a lot of pilots over the next several years. Also retiring pilots need replacement. Strong orders are coming through.
HOLD
Aerospace and defence contractor. Make simulators that I used by the airlines. At 20X earnings, there are a lot of expectations built into this. Fairly valued.
TOP PICK
Flight simulators and flight school operations. There is a lot of new development of aircraft. There is a real demand for pilots right now.
TOP PICK
A late cycle player because it's levered to the civil and military aerospace side. Has tons of growth ahead of it. Global demand for pilots is huge.
PAST TOP PICK
(A Top Pick Aug 18/06. Up 46%.) The direction in hiring of new pilots is very strong. Just reported quite good numbers.
BUY
Looks for sectors where there is a secular trend in place that will lead to strong pricing power. Civil aviation is one of them. There will be a global demand for 18,000 new pilots each year for the next 5 years. CAE is racking up lots of orders. Recent earnings beat the street dramatically.
DON'T BUY
Has done well with the improvement in the airline sector. Given the uncertainty of the economic outlook, she would be a little cautious on this one.
HOLD
A world-class company. As the airlines ramp up they'll get more business. Bought an Australian Company, Kesem Int’l, a security company that tries to detect beforehand and deals afterwards with disasters. On his watch list.
TOP PICK
Simulators are in a very strong part of aerospace. Also have a training school. International in scope. New aircraft designs will require new simulators.
PAST TOP PICK
Then 9.07 Still going up, "linear advance", It's peer group is still going up as well.
BUY
Fair market value is around $24 and has been rising, because the sales of the big aircraft manufacturers such as Boeing and Airbus and so on. CAE manufactures the simulators to train the pilots. It's not cheap in historical terms, but in fair market value terms is cheap. It came from discount to book value 4 years ago and is now 4 times book value.
TOP PICK
Continuing to show very solid growth. Will be reporting for fiscal 07 tomorrow. Looking at earnings growth of $.65 to $.80. Recently reported $70 million of new contracts.
BUY
Believes we are in a strong civil aviation cycle. Need 17000 pilots per year over the next 6 to 7 years, and CAE goes a long way to supply the simulators and training equipment for them. Is benefiting from the global market and not just the North American market.
Showing 286 to 300 of 740 entries