
TSE:CAE
This summary was created by AI, based on 5 opinions in the last 12 months.
Experts are generally optimistic about CAE Inc's prospects, highlighting strong demand for pilot training amidst a global pilot shortage and supportive defense spending from various countries. Although concerns regarding rising jet fuel prices stemming from geopolitical tensions exist, the ongoing roll-out of new aircraft and a resilient business jet market offer a bullish outlook. There are mixed feelings regarding recent financial guidance, which disappointed some investors. The company’s position in the aerospace sector, especially with defense projects, suggests long-term growth potential despite the absence of a dividend. Analysts' price targets vary, indicating differing expectations on valuation, but overall, the demand in both commercial and defense segments sets a positive tone for CAE's future performance.
Benefiting from problems of Boeing. If you own it, keep holding. Fully valued. Buying back stock, which is a positive. Outlook is pretty positive.
All regulators will say pilots should get more training across the board since the Boeing fiasco. It is 28 times earnings and he likes the backlog. There is a moat around the business. (Analysts’ price target is $37.78)
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