CAE (CAE) Target Price Revised to C$36 by Morgan Stanley Amid Supply Chain Concerns | CAE Stock News

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Apr 11, 2025
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In a recent analysis, Morgan Stanley adjusted its price target for CAE Inc. (CAE, Financial), revising it down slightly from C$37 to C$36. Despite this adjustment, the investment firm maintains an Equal Weight rating on the aerospace company's shares.

The decision comes as Morgan Stanley assesses ongoing challenges within the aerospace sector, highlighting increased risks in the supply chain that are further exacerbated by uncertainties surrounding tariffs. According to the firm, these factors have made the supply chain particularly vulnerable, prompting caution in the industry.

In light of these challenges, Morgan Stanley indicates a preference for companies in the aftermarket segment of the aerospace sector, which tend to be more resilient compared to original equipment manufacturers. This strategic shift underscores a focus on stability amid potential disruptions affecting supply chains globally.

Wall Street Analysts Forecast

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Based on the one-year price targets offered by 3 analysts, the average target price for CAE Inc (CAE, Financial) is $25.74 with a high estimate of $32.51 and a low estimate of $19.31. The average target implies an upside of 15.64% from the current price of $22.26. More detailed estimate data can be found on the CAE Inc (CAE) Forecast page.

Based on the consensus recommendation from 8 brokerage firms, CAE Inc's (CAE, Financial) average brokerage recommendation is currently 2.6, indicating "Hold" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.

Based on GuruFocus estimates, the estimated GF Value for CAE Inc (CAE, Financial) in one year is $24.57, suggesting a upside of 10.38% from the current price of $22.26. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the CAE Inc (CAE) Summary page.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.