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TSE:CAE

CAE Inc (CAE.TO)

35.27
-1.05 (2.89%)
as of Jun 18, 2026, 3:40:14 pm Market Open.
316 watching
0
Investor Insights
star iconJun 18, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

CAE Inc is positioned in a strategic market with a strong focus on training pilots and defense sector growth, especially in light of the current pilot shortage faced by airlines. Despite no dividend payments, analysts highlight the company's positive trajectory and its breakout from previous resistance levels in 2021, suggesting a strong bullish sentiment moving forward. The aerospace sector is anticipated to experience significant demand, influenced by both commercial aircraft expansion and increased defense spending globally. While recent volatility due to rising oil prices has affected stock performance, analysts recommend a long-term view, emphasizing the company’s potential for substantial growth driven by secular trends in aviation and defense.

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Consensus
Positive
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Valuation
Fair Value
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Similar
LMT
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.
COMMENT
A recovery story with the aerospace industry. Growth will be a little lower in the next 5 years. Longer term is fine, but won’t repeat its recent performance.
HOLD
Has had a good run. He took profits. Has a few more dollars left in it.
TOP PICK
A global growth stock. Beneficiary to the upgrade cycle in aviation. Earnings next year should be up about 50%. Very strong earnings and price momentum.
COMMENT
He has a model price of $15.94. A 20% positive differential. Any pull back to $12.20 would be a “load up the truck” time.
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