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CAE rated Buy with 24% upside on transformation and improving cash flow despite near-term margin pressure

Analyst Insights
05 Oct 2026
Seeking Alpha
View Source
Bullish
CAE rated Buy with 24% upside on transformation and improving cash flow despite near-term margin pressure

CAE, a leader in flight training and simulation, maintains a Buy rating with a $29.85 price target, implying 24% upside. The company is undergoing a multi-year transformation targeting $125–$150 million in annual savings by 2030, with benefits expected to be clearer by fiscal 2028. Recent results showed 6.8% revenue growth but civil margins contracted due to regional weakness and transformation costs. Improved balance sheet strength and free cash flow post-turnaround could boost shareholder returns in the medium term.

CAE, a flight training and simulation company, is featured here with Pluang's Industrials-sector data for context. As of Oct 05, 2026 16:11 WIB, 93 Industrials stocks were priced on Pluang, with 38 rising and 30 falling. Notable movers included RDW at USD 11.01 with a 1-day change of +1.19%, SPCX at USD 160.24 up +0.81%, and FIX at USD 1,740.80 gaining +0.65%.

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