TSE:CAE

CAE Inc (CAE.TO)

33.86
+0.12 (0.36%)
as of Sep 4, 2026, 3:15:06 pm Market Open.
322 watching
0
Investor Insights
star iconSep 4, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

CAE Inc has garnered a mix of opinions from various experts, with some highlighting its potential in the defense sector while others express caution regarding its recent performance. Concerns arise from a new CEO's efforts to pivot the company's focus, as well as soft guidance that has disappointed investors. Positive indicators include long-term contracts that promise stable revenue and strong ongoing demand for pilot training amid an airline pilot shortage. However, the stock is viewed as potentially overvalued with a high PE ratio compared to its growth potential. Overall, while the company faces challenges, particularly with management changes and pricing pressures, it still holds promise due to strong fundamentals in the defense and aerospace sectors.

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Consensus
Mixed
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Valuation
Overvalued
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Similar
LMT
BUY
If you like the outlook for aerospace (ex-Boeing), then commercial aviation is doing very well, because the middle class wants to travel. It's wonderful, long-term stock.
TOP PICK
They can maintain the dividend as well as do acquisitions. They have a 17% ROE. Near term earnings are expected to go up 10% by May. It broke out of a near term accumulation zone. He sees a 16% potential upside. (Analysts’ price target is $30.10)
PAST TOP PICK
(A Top Pick Feb 01/18, Up 25%) This is the name you go to in the simulation space. He was trying to take advantage of the ongoing pilot shortage. He is a happy holder of this
HOLD
There is 100,000 pilots about to retire and air travel demand is increasing. They are a world leader in the space. The stock has done well recently and he really likes the company. A good five year hold.
HOLD
Simulator business that's tried and true. Reported some good results. Not directly related to the general economy. Having done so well, probably overdue for a pause, but it's a good hold.
BUY
Is Quebec a dangerous place to invest? National Bank is worth considering, which he doesn't own. But he owns CAE, very well-managed over the decades. They don't depend on the Quebec government. It's diversified very well. A solid hold for him.
BUY
Like the name. They make flight simulators for commercial and military flights. There is a need for pilots and for training pilots. They are getting into the augmented reality side and partnered with Microsoft on that. Current business is good. Good cash flow.
BUY ON WEAKNESS
This is a flight simulator business based out of Montreal. They are a well run company. There will be increased demand for flight training around the world. He thinks valuation is too high right now.
COMMENT
Flight simulation is a good space because air travel is increasing. CAE has alot of existing relationships. Reasonably price, but she doesn't see a compelling reason to buy it.
BUY
They do the flight simulation training. Is trading at a reasonable number for a growth stock. It is in the midst of a 15% correction. There is a push for airlines to commit to additional training and this name is the best in the sector. Good opportunity to pick up at this level. Yield is 1.7%
WATCH

It will typically do well in the last part of the year. We are coming down it its support level. If it breaks support then look somewhere else.

TOP PICK

They provide flight training simulators in civil and defence industries. Strongly correlated to Boeing and Airbus. CAE trains people to fly new planes. Moving into healthcare by partnering with Microsoft in augmented reality, a business with potential. (1.5% dividend, Analysts' price target: $27.86)

BUY

Airline industry is roaring ahead. New airlines are being created. Pilot age is creeping up, so more pilots will need to be trained. Will do well for next several years. Such a specialized area, so until airline industry itself runs into trouble, CAE has lots of wind behind it.

HOLD

This is looking risky right now. It is not moving higher after testing $28 in June. A good stop would be $26. Earnings are coming out next week. He would not be a buyer until it traded back above $28.

BUY ON WEAKNESS

It is a great company and he is sorry he sold it. He would wait for a pullback as he thinks it may be overbought. He would not get greedy and only look for a $1-$2 retracement. To set a target for selling, he watches for it to round over, but ride it as long as possible. (Analysts’ price target is $27.70)

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