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TSE:CAE

CAE Inc (CAE.TO)

35.38
-0.01 (0.03%)
as of Jun 15, 2026, 8:00:00 pm Market Open.
315 watching
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Investor Insights
star iconJun 15, 2026, 12:00 am

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

CAE Inc. operates in a dynamic aerospace sector where demand is experiencing significant growth, attributed to increasing defense spending and an ongoing pilot shortage that necessitates training and simulation services. Despite current volatility caused by rising oil prices affecting airlines, analysts suggest that CAE is well-positioned for long-term growth, especially in light of its role in training pilots through advanced simulators. The stock has broken past resistance levels, indicating that there may be potential for further appreciation in value. While the company does not pay dividends, the analysts express confidence in its future performance, with a consensus price target suggesting further upside potential.

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Consensus
Positive
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Valuation
Fair Value
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Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

We would consider it OK but not great for now. For a new position, we would be okay starting with a small position. It has been a bit disappointing but potential does remain. 
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PAST TOP PICK
(A Top Pick Mar 24/22, Up 0.5%)

They had a bad Q2 last year, so he picked up shares. He wants to see them resume their dividend. They're integrating acquisitions well and air travel, especially in China, is rising. All looks good. Good long-term and a global leader.

TOP PICK

Play on shortage of pilots and need to renew aircraft. Well positioned on defense. With world pressures, he expects more defense spending. Fixed-price contracts had held them back, but are rolling off and get renewed higher. Stock's come off, though it's not inexpensive. Future earnings should cause stock to be revalued up. No dividend.

(Analysts’ price target is $36.17)
HOLD
Healthcare business not going anywhere. Demand will remain for the business in the long term. Very volatile market will create major ups and downs. Doesn't see flight simulator business growing. Looking for dividend re-in statement.
PAST TOP PICK
(A Top Pick Dec 09/21, Down 18%) Admires management. Defense side has been hurt. Fixed price overruns with Boeing. Longer-term story is intact. One of the best in the world for pilot training and simulators. Demand is increasing. Defense should pick up. Expensive compared to current earnings, but you'll do well over the long term.
BUY ON WEAKNESS
Allan Tong’s Discover Picks CAE has some things going for it. Fingers crossed, the Covid pandemic looks like it is truly behind us. There's been a boom in travel that shows no sign of abating. Airlines need pilots. Period. Given geopolitical tensions triggered by Russia, defence budgets are on the rise, and certainly not shrinking. Expect defence dollars to trickle onto CAE's bottom line. Also, the company's order backlog jumped 26% between Q1-2022 and Q1-2023, amounting to over $10.026 billion. Caveats: A recession could slow down business, but demand from defence could buffer that. Also, CAE trades at a high beta of 1.93. Read 2 Stocks on Sale: CAE and Paypal for our full analysis.
BUY
One of the better managed companies in Canada. Diversified into flight training. Huge demand coming for pilot training. US defense training simulators. May be impacted by a recession, but a good, long-term buy at these levels. Fears of less government spending are misplaced, given world turmoil.
BUY
CAE Inc (CAE) stock declined 32.07% on the month and 26.32% YTD. It is a technology company which digitalizes the physical world by deploying simulation training and critical operations support solutions. On the positive side, the order backlog increased 26% to $10.026 billion. This is a solid long-established global operation which should deliver results in future to support a higher stock price.
PAST TOP PICK
(A Top Pick Sep 22/21, Down 36%) Stumbled, especially last quarter. Higher costs, staff shortages, supply chain issues. Still compelling on price to growth at 26x 2023 earnings with an anticipated 27% growth rate. Defense areas should stabilize earnings, making it less cyclical. He'll be adding.
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Consolidator in the industry. Strong industry tailwinds such as aircraft traffic. Recovering in the post-pandemic environment. EPS expected to grow by 50% in 2022.
WATCH
Best in the world at flight simulators and training pilots. Covid hurt revenues. Airlines are now in hiring mode. It's been beaten down and he's looking at it. Good long-term industry. Simulator applications for medical industry.
DON'T BUY
Trades at high 82x PE They bought a US defence business a year ago. Their latest quarter shows much-lower profits from their defence business. At least short term, this impacts their earnings. She wants to see some stability and how this acquisition shakes out over time.
BUY
Allan Tong’s Discover Picks This has helped push expectations to the skies as CAE trades at 88.9x, compared to 70.49x at the end of June this year. That’s a touch lower than 92.29x in September 2021. That said, the forward PE all this time has ranged between 24-39x, so the street keeps expecting a lower PE, but doesn’t get it. Meanwhile, CAE has beaten earnings once in the last four quarters, met in another and missed two others. Call it a patchy earnings record, but we can cut the company some slack since they reported in the period of Omicron and lockdowns. Read 3 Long-Term Stocks to Buy and Hold for our full analysis.
BUY
Has been buying shares in the company for the past 12 months. Current share price presenting buying opportunity. Expecting training to increase in flying business with increase in travel demand. Expecting share price to recover
TOP PICK
Latest quarter had disappointing news on the defense side. This provides an opportunity to invest in one of Canada's star companies. Leader in their field. Recent contract with Quantas, potential for $30-40M annual revenue. Inflation does impact their fixed-price defense contracts. No dividend. (Analysts’ price target is $36.04)
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