
TSE:CAE
This summary was created by AI, based on 8 opinions in the last 12 months.
CAE Inc. has garnered mixed reviews from experts, highlighting its potential amidst a backdrop of recent management changes and strategic pivots towards higher-growth sectors like defense. While the company shows promise with long-term contracts ensuring stable revenue and an expanding role in pilot training amidst a critical shortage, the absence of dividends is noted as a downside. Some analysts express concerns over its valuation, indicating that the stock appears expensive against its growth prospects, given its high PEG ratio and recent disappointing guidance. Nevertheless, the aerospace sector's future prospects, driven by increased defense spending and a resilient business jet market, offer a glimmer of hope for long-term investors despite recent challenges.
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
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)