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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
0
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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Similar
LMT
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)
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.
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)
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.
COMMENT
Starting to grow business from military and healthcare side. Healthcare side has long runway for growth. Must be patient with this stock and will see better share price.
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)
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.
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.
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

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)
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.
COMMENT
A great industrial company they just raised equity to expand on their military side. She likes this deal because it diversifies beyond airplanes. Now they're fully valued.
PARTIAL SELL
Recent acquisition will be very good. Not sure how much upside is left after this run. Reasonable that it gets to mid-40s in the next 12-24 months. Extremely well managed over the years. Multiples are getting high. Take profits. No better company in the aerospace sector in Canada.
PARTIAL SELL
They did an acquisition and did a share offering to finance it. They are moving from commercial aviation to defence. He would suggest selling half. Over the long term it will be a great company. Take your gains off the table.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Today’s news with L3Harris Technologies is very solid. The deal is accretive with two large institutions providing equity capital. Customer and backlog is expanded and accounts for $500M more in sales. A very good move for the company. Unlock Premium - Try 5i Free

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