TSE:CAE

CAE Inc (CAE.TO)

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

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Consensus
Mixed
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Valuation
Overvalued
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LMT
PAST TOP PICK
One of his past picks, it has done well. No technical reason to sell but he is selling to get into another sector. He recommends healthcare and aerospace as the sectors to get into.
TOP PICK
There have been a record number of planes ordered this last year. This will mean more simulators or training will be required. This has another year to 18 months to go.
BUY
Right now, civil aviation is on a roll. Aircraft are being purchased all over the world in record numbers, meaning that the market for flight simulators is booming. New management team seems to be getting their act together. It looks attractive at this price.
DON'T BUY
One of the Canadian companies that ranks on the world stage in quality and outlook but a bit expensive here. Would be interested at around $7.
SELL
Has had a tremendous year. Expensive at this level at 20 X earnings. Still dependent on the aircraft sector which still has problems.
HOLD
This story sort of looks like it's coming around. New management and they're getting their costs under control. A few brokers picked up the story and it went up 15% in a day. Reasonably, could see it trading up towards $10 in a cycle, but it's already had a lot of the move.
DON'T BUY
Has done very well. Expensive relative to its earnings. A bit of a “show me” stock. Earnings projections are pretty aggressive relative to where it’s been.
TOP PICK
(A Top Pick Sept 15/05. Up 3%.) Just broke out on good volumes. Has announced $48 million in new orders. Now have 20 simulator sales. Have good opportunities as many planes have been ordered worldwide which gives about 1 year’s lead on sales.
TOP PICK
(A Top Pick Aug 9/05. Down 12.5%.) Chart looks good. Into a 2nd cycle. It's in a space that's hard to get into.
TOP PICK
(A Top Pick July 21/05. Up 18%.) Earnings are expected to grow from $0.19 to $0.32 which is 64%. A 32% growth is expected to '07.
BUY
Been bit of a dog for a number of years. Technically it's into gear. Industrial seasonality is from the end of September to the end of May. Has changed its management quite significantly and has been getting extra contracts recently.
TOP PICK
Has room to grow. A lot of new aircraft are being designed and they are winning a lot of orders. Biggest risk is airline slumps.
TOP PICK
(A Top Pick July 21/05. Up 25%.) Sales in North America might be weak, but India and China are flying more which will require more trained pilots. Ranks well in his model.
TOP PICK
(A Top Pick Apr 27/05. Up 23%.) One of the few opportunities in Canada where you have a liquid play and aerospace. Has made a tremendous base.
HOLD
Not a sector that investors love. Has a hard time coming up with earnings that would justify a higher stock price. You don't want to pay any more than 15 X earnings multiple. Until they can show that they can earn $0.50/0.60 can't make a case for buying it here.
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