National Bank Financial Forecasts Weaker Earnings for CAE

CAE Inc. (TSE:CAE) (NYSE:CAE) – Research analysts at National Bank Financial decreased their FY2026 earnings per share (EPS) estimates for CAE in a note issued to investors on Thursday, April 16th. National Bank Financial analyst C. Doerksen now expects that the company will earn $1.19 per share for the year, down from their prior estimate of $1.20. National Bank Financial currently has a “Outperform” rating and a $53.00 price target on the stock. National Bank Financial also issued estimates for CAE’s FY2028 earnings at $1.58 EPS.

CAE (TSE:CAE) (NYSE:CAE) last issued its earnings results on Thursday, February 12th. The company reported C$0.34 EPS for the quarter. CAE had a return on equity of 7.50% and a net margin of 7.73%.

A number of other research analysts have also commented on CAE. Royal Bank Of Canada cut their target price on CAE from C$46.00 to C$42.00 in a research note on Monday, April 13th. Canadian Imperial Bank of Commerce upped their target price on CAE from C$47.00 to C$56.00 in a research note on Wednesday, January 21st. TD cut their target price on CAE from C$53.00 to C$49.00 and set a “buy” rating for the company in a research note on Wednesday. Stifel Nicolaus set a C$50.00 target price on CAE and gave the company a “buy” rating in a research note on Wednesday, March 4th. Finally, Canaccord Genuity Group upgraded CAE from a “hold” rating to a “buy” rating and upped their target price for the company from C$38.00 to C$49.00 in a research note on Friday, March 13th. Nine research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of C$51.00.

CAE Stock Performance

Shares of TSE CAE opened at C$34.79 on Thursday. The business has a fifty day simple moving average of C$38.40 and a 200 day simple moving average of C$39.98. The company has a current ratio of 0.91, a quick ratio of 0.71 and a debt-to-equity ratio of 62.81. The firm has a market capitalization of C$11.20 billion, a price-to-earnings ratio of 29.48, a PEG ratio of 1.76 and a beta of 0.71. CAE has a one year low of C$33.15 and a one year high of C$47.65.

More CAE News

Here are the key news stories impacting CAE this week:

• Positive Sentiment: National Bank Financial kept an “Outperform” rating and a C$53 price target on CAE, and published multi-year EPS projections (e.g., FY2028 EPS forecast of $1.58) that imply substantial upside versus the current share price. MarketBeat CAE page
• Neutral Sentiment: Press roundups and analyst-comment coverage (e.g., The Globe and Mail / TipRanks piece) are summarizing differing takes on industrials and CAE specifically — informative but not a single catalyst. Analysts Offer Insights on Industrial Goods Companies
• Negative Sentiment: National Bank Financial trimmed several near-term and FY2027 EPS estimates (examples: FY2027 cut to $1.27 from $1.36; Q4?2027 cut to $0.44 from $0.49; Q2?2027 to $0.26 from $0.29), signaling slightly weaker near-term profitability than previously expected — downward revisions that can pressure the stock. MarketBeat CAE page
• Negative Sentiment: TD trimmed its price target from C$53 to C$49 while maintaining a “buy” rating — a lower target reduces immediate upside assumptions and can weigh on sentiment even though the rating stays positive. CAE Given New C$49.00 Price Target at TD

CAE Company Profile

CAE Inc is a global company focused on delivering training for the civil aviation, defense, security, and healthcare markets. Multiple types of simulators and synthetic exercises may be sold to customers to serve as alternatives for live-training experiences. The company’s training solutions are provided through products and services. CAE has many different training locations where clients can be trained and educated through a series of programs. Additionally, part of the revenues come from supplying aviation personnel on a lease, along with providing aviation support organizations.