TSE:CAE

CAE Inc (CAE.TO)

33.73
-0.01 (0.03%)
as of Sep 4, 2026, 8:00:01 pm Market Open.
322 watching
0
Investor Insights
star iconSep 4, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

CAE Inc. has received mixed reviews from experts, showcasing a blend of optimism and caution regarding its future. While the company has long-term contracts that provide stability and captures significant market demand in training pilots and defense sectors, some analysts express concerns about its current financials and stock valuation. Recent management changes and the pivot towards higher-growth sectors are viewed positively, yet the absence of dividends and high PE ratios raise red flags for others. Although rising oil prices and geopolitical tensions pose risks, the underlying demand for pilot training and defense projects remains strong, suggesting a promising outlook in the long term.

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Consensus
Mixed
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Valuation
Overvalued
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Similar
LMT
PAST TOP PICK
(Past top pick November 11, up 11%) Still holding. Going to be a good year.
BUY
Has a value of $11. They really disappointed the street and the CEO is questionable. If they can get it going, the stock could go back to $8/9.
TOP PICK
Has been out of favor. Had been selling at quite a premium to its current price. Their current model has more programs than before we should give them more contracts. Capable of earning $.60¢ a share.
DON'T BUY
Think they materially overpaid for their GE Aerospace acquisition two years ago. Have not been successful in raising money.
DON'T BUY
Has been a frustrating stock. Doesn't think there's any value in it. Not a fan of their accounting.
TOP PICK
Gives earnings and has a dividend. Their potential in training is great.
DON'T BUY
A tough business. Their appeal was knocked down.
WAIT
Still have some significant hurdles ahead of them. Would look at towards the end of the year or the first part of next year.
WEAK BUY
Trading at 30/35% then whats its worth, doesnt expect they will grow these earnings. Not the most stable stock in terms of day to day volatility.
DON'T BUY
Continuing to win orders, particularly in the military. Cash flow and balance sheet looks a lot better than it did. Commercial airlines are still not doing particularly well. Could be dead money for 12/18 months.
SELL
The price of the stock has stabilized, but they have steadily declining earnings estimates.
TOP PICK
Has been picking up a few contracts. Has had a few disappointments. Expects earnings to recover to the 40¢/45¢ range this year up to about 50¢/60¢ next year. Capable of throwing off a return on equity of 17% at a very modest book.
DON'T BUY
Has disappointed time and time again. A tough industry. They capitalize a lot of their expenses, compared to their competition, which means their numbers are overstated.
DON'T BUY
On their watch list. Have a huge debt load. There is some confusion on what management is doing in financing.
TOP PICK
Sees a lot of good things happening in this company. Balance sheet is stronger. Thinks there will be a lot of new aircraft coming out which will require flight training and simulators. Have a good long-term strategy.
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