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
Financials 
Technical Analysis 0
Investor Insights
Aug 14, 2026, 12:00 amThis 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
Mixed
Valuation
Overvalued
Similar
LMT
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.
transportation equip & components
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.
transportation equip & components
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
James TelfserOwned
transportation equip & components
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)
Michael SprungOwned
transportation equip & components
TOP PICK
Strong business, high barriers to entry. About 30% market share of aviation training. Good global footprint, high quality customers. Good tech platform. Airline challenges provide tailwinds. 25-30% estimated earnings growth for next 3 years. In troubled times, still preserved its clean balance sheet, maintained stable margins. Buy here, well rewarded over 2 years. No dividend. (Analysts’ price target is $40.29)
Mike ArchibaldOwned
transportation equip & components
BUY
Owns stock in company - gives good exposure to recovering travel industry.
A lot of debt on balance sheet a result of pandemic.
Profitably and margins will improve.
Balance sheet will be safe as debt is termed out into the future.
Will continue to own stock in the company.
Mike ArchibaldOwned
transportation equip & components
TOP PICK
Right now, he wants safety. This fits. Strong recovery in air travel, with renewed focus on defense. Future is bright. In a market selloff, this may not get hit as hard. Wants to see management revisit dividend in next 12-24 months. No dividend. (Analysts’ price target is $40.30)
Ryan BushellOwned
transportation equip & components
BUY
Prudently paying down debt from recent acquisitions. Free cashflow poised to move upwards when the world normalizes. Business continues to improve fundamentally. Dividend could come back, but perhaps not this year. Ventilator division won't be a driver going forward. Likes business jet exposure. Entering a long cycle of pilot training. Should revisit highs in near future.
Ryan BushellOwned
transportation equip & components
TOP PICK
Leader in simulators and training. As air travel returns, airlines will look to outsource this. Expects more military spending. Well positioned. Margins expected to increase, with more free cashflow. Could see a dividend. Reasonable price. No dividend. (Analysts’ price target is $40.80)
Michael SprungOwned
transportation equip & components
PAST TOP PICK
(A Top Pick Nov 04/20, Up 34%) It was a lot better a few weeks ago until they released their quarter. They stopped their dividend early in Covid and he bought this expecting them to reinstate that when things normalized. CAE has bought two companies this year which prevented that, but CAE is a cash generator that will restore that dividend. He'd like to see that dividend restored before they buy more. Their secret ingredient is exposure to business jets, which will see big growth. He's adding at current levels after a pullback.
Ryan BushellOwned
transportation equip & components
COMMENT
Timing the reopening play is an interesting theme to play. AC will come with lots of volatility. AC has changed their capital structure that could dog them when they come out on the revenue side. If you buy AC and stomach the volatility, you will be in a better space. CAE is probably a better way to play. You get more margin of safety and you will also get a good margin profile when utilization of their training picks up. CAE would be his choice.
James TelfserUnknown
transportation equip & components
HOLD
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Continues to like the name but patience is probably needed. It has traded sideways for a while but 5i would not sell it. There may be better momentum names but investors can continue to hold this stock. Unlock Premium - Try 5i Free
Stockchase InsightsUnknown
transportation equip & components
TOP PICK
Safer play on the global aviation recovery. Nice upside with further capital deployment. Not cheap, but growing around 36%. Sets up nicely for investors on price to growth. No dividend. (Analysts’ price target is $42.78)
Greg NewmanOwned
transportation equip & components
BUY ON WEAKNESS
The shares have doubled since the bottom. They suspended dividends last year. It should be reinstate it after they close their acquisition. Seeing a complete reorganization of pilots. The extra cost of flying private versus benefit will be a different calculation. Could see good business jet demand. The company is fully priced now. Buys whenever it dips below $30.
Ryan BushellOwned
transportation equip & components
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