Global Digital Simulation Advances Will Expand Air And Defense Training

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Nov 24

Updated

28 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

14.4%

7D

2.6%

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1Y

14.4%

7D

2.6%

You can edit this narrative until Nov 29 3:05 AM. Then, changes will post as Updates.

Author's Valuation

CA$43.5414.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 28 Nov 25

Fair value Increased 0.53%

CAE: Sector Momentum And Margin Improvement Will Drive Long-Term Share Gains

Analysts have slightly increased their average price target for CAE, raising it from approximately $43.31 to $43.54. They cite improved revenue growth projections and stronger expected profit margins as the reasons for this adjustment.

Shared on 14 Nov 25

Fair value Increased 1.50%

CAE: Revenue Acceleration Will Drive Shares Higher Amid Margin Pressures

Analysts have modestly increased their price target for CAE from approximately $42.67 to $43.31, citing improved revenue growth outlook despite some ongoing margin pressures. Analyst Commentary Bullish Takeaways Bullish analysts have increased their price targets, reflecting growing confidence in CAE's revenue growth outlook and operational execution.

Shared on 04 Sep 25

Analysts maintain a positive outlook on CAE, citing its dominant market position, exposure to industry growth and defense spending tailwinds, lower tariff risks, and relative undervaluation, resulting in the consensus price target holding steady at CA$42.67. Analyst Commentary Bullish analysts cite CAE's strong position as a dominant player in a fragmented market and as a critical "toll booth" in aviation, implying a sustainable competitive advantage.

Shared on 01 May 25

Fair value Increased 4.07%

Shared on 23 Apr 25

Fair value Decreased 0.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 0.65%

AnalystConsensusTarget has decreased future PE multiple from 25.3x to 17.5x.

AnalystConsensusTarget Fair Value

CA$43.54

14.4% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

5.90%

Aerospace & Defense revenue growth rate

0.41%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.11%

Calculation

CA$579.54m

Earnings '28

x

30.09x

PE Ratio '28

=

CA$17.44b

Market Cap '28

CA$17.44b

Market Cap '28

/

326.87m

No. shares '28

=

CA$53.35

Share Price '28

CA$53.35 Share Price '28

Discounted to 2025 @ 7.11% p.a.

=

CA$43.42

Fair Value '25