CAE logo

CAE Inc. Stock Price

TSX:CAE Community·CA$11.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 39 Fair Values set on narratives written by author

CAE Share Price Performance

CA$37.85
-2.78 (-6.84%)
CA$46.86
Fair Value
CA$37.85
-2.78 (-6.84%)
19.2% undervalued intrinsic discount
CA$46.86
Fair Value
Price CA$37.85
AnalystConsensusTarget CA$46.86
AnalystHighTarget CA$51.00
AnalystLowTarget CA$29.89

CAE Community Narratives

·
Fair Value CA$46.86 19.2% undervalued intrinsic discount

Global Digital Simulation Advances Will Expand Air And Defense Training

1users have liked this narrative
0users have commented on this narrative
26users have followed this narrative
·
Fair Value CA$51 25.8% undervalued intrinsic discount

Defense Modernization And Pilot Shortages Will Drive Long-Term Upside Potential

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
·
Fair Value CA$29.89 26.6% overvalued intrinsic discount

Oversized Training Network And Defense Budget Shifts Will Pressure Long-Term Earnings Potential

1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
CA$29.89
26.6% overvalued intrinsic discount
Revenue
1.03% p.a.
Profit Margin
9.21%
Future PE
25.81x
Price in 2029
CA$37.2
CA$46.86
19.2% undervalued intrinsic discount
Revenue
2.8% p.a.
Profit Margin
11.72%
Future PE
30.65x
Price in 2029
CA$58.4
CA$51
25.8% undervalued intrinsic discount
Revenue
6.77% p.a.
Profit Margin
11.66%
Future PE
29.86x
Price in 2028
CA$62.66

Trending Discussion

Updated Narratives

CAE logo

CAE: Transformation Costs And Margin Pressure Will Keep Shares In Penalty Box

Fair Value: CA$29.89 26.6% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CAE logo

CAE: Defense Industrial Strategy Will Support Future Simulation And Training Demand

Fair Value: CA$46.86 19.2% undervalued intrinsic discount
26 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CAE logo

Defense Modernization And Pilot Shortages Will Drive Long-Term Upside Potential

Fair Value: CA$51 25.8% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Adequate balance sheet and fair value.

1 Risk
2 Rewards

CAE Inc. Key Details

CA$4.9b

Revenue

CA$3.5b

Cost of Revenue

CA$1.4b

Gross Profit

CA$1.1b

Other Expenses

CA$313.1m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.97
28.30%
6.37%
45.9%
View Full Analysis

About CAE

Founded
1947
Employees
13000
CEO
Matthew Bromberg
WebsiteView website
www.cae.com

CAE Inc., together with its subsidiaries, provides training, simulation, and critical operation solutions in Canada, the United States, the United Kingdom, Europe, Asia, the Oceania, Africa, and rest of the Americas. The company operates through two segments, Civil Aviation; and Defense and Security. The Civil Aviation segment offers training solutions for flight, cabin, maintenance, ground personnel, and air traffic controllers in commercial, business, and helicopter aviation; a range of flight simulation training devices; and ab initio pilot training and crew sourcing services, as well as airline operations digital solutions for commercial airlines, regional airlines, business aircraft operators, civil helicopter operators, aircraft manufacturers, third-party training centres, flight training organizations, air navigation service providers, maintenance, repair and overhaul organizations and aircraft finance leasing companies. The Defense and Security segment operates as a training and simulation provider that delivers scalable and platform-independent solutions to enable and enhance force readiness and security for defense forces, original equipment manufacturers (OEMs), government agencies, and public safety organizations. The company was formerly known as CAE Industries Ltd. and changed its name to CAE Inc. in 1993. CAE Inc. was incorporated in 1947 and is headquartered in Saint-Laurent, Canada.

Recent CAE News & Updates

Narrative Update Jun 26

CAE: Transformation Costs And Margin Pressure Will Keep Shares In Penalty Box

Analysts have adjusted the fair value estimate for CAE to CA$29.89 from CA$32.65, reflecting lower modeled revenue growth and slightly softer profit margins, even as some recent price target revisions cite ongoing transformation costs and a mixed read-through from management meetings. Analyst Commentary Recent research on CAE shows a split view, but the more cautious voices are focused on execution risk in the transformation plan, near term earnings pressure, and where the stock trades relative to peers.

Recent updates

No updates