GE Aerospace (NYSE:GE – Get Free Report) was downgraded by Wall Street Zen from a “buy” rating to a “hold” rating in a note issued to investors on Saturday.
GE has been the subject of a number of other reports. Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a report on Monday, October 27th. UBS Group set a $374.00 price objective on shares of GE Aerospace and gave the stock a “buy” rating in a report on Friday, January 23rd. The Goldman Sachs Group increased their target price on shares of GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. BNP Paribas Exane reduced their price target on shares of GE Aerospace from $305.00 to $290.00 and set an “underperform” rating on the stock in a research report on Friday, January 23rd. Finally, Citigroup reaffirmed a “buy” rating and set a $380.00 price objective (up previously from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, GE Aerospace presently has a consensus rating of “Moderate Buy” and a consensus price target of $329.29.
Check Out Our Latest Research Report on GE
GE Aerospace Trading Up 2.3%
GE Aerospace (NYSE:GE – Get Free Report) last released its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping the consensus estimate of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company had revenue of $11.90 billion during the quarter, compared to the consensus estimate of $11.27 billion. During the same quarter in the previous year, the firm earned $1.32 EPS. The company’s revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, research analysts expect that GE Aerospace will post 5.4 EPS for the current fiscal year.
Insiders Place Their Bets
In other GE Aerospace news, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the sale, the senior vice president directly owned 150,434 shares in the company, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the completion of the sale, the senior vice president owned 16,535 shares of the company’s stock, valued at approximately $5,055,245.55. This trade represents a 19.48% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 37,398 shares of company stock worth $11,455,491. 0.21% of the stock is owned by company insiders.
Institutional Investors Weigh In On GE Aerospace
Several large investors have recently modified their holdings of the stock. Bare Financial Services Inc raised its holdings in GE Aerospace by 81.1% during the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after buying an additional 43 shares during the period. REAP Financial Group LLC purchased a new position in shares of GE Aerospace in the third quarter worth approximately $25,000. Blueline Advisors LLC acquired a new stake in shares of GE Aerospace during the fourth quarter valued at approximately $25,000. Marquette Asset Management LLC purchased a new stake in shares of GE Aerospace in the 3rd quarter valued at approximately $26,000. Finally, Lavaca Capital LLC lifted its position in shares of GE Aerospace by 1,666.7% in the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after acquiring an additional 100 shares in the last quarter. 74.77% of the stock is owned by institutional investors.
Key Stories Impacting GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: Morgan Stanley initiated coverage of GE Aerospace with an Overweight rating and a $425 price target, arguing the market underestimates GE’s long‑term free cash flow and pricing power — a clear analyst-driven bullish catalyst. Morgan Stanley initiates GE Aerospace stock with overweight rating
- Positive Sentiment: Media coverage is spotlighting GE’s new “AI Wingmate” program — AI tools for inspections and predictive maintenance that could lower airline downtime and support services revenue growth, boosting investor sentiment around recurring aftermarket cash flows. GE Aerospace readies for liftoff with wild new AI wingmate
- Positive Sentiment: Reports note GE signed a significant engine order with United Airlines (and dealer/airline comments praising GE engines surfaced), reinforcing near‑term aftermarket and OEM revenue visibility. Contract wins like this support higher revenue and service attach rates. GE Aerospace, United Airlines ink big engine order
- Positive Sentiment: GE is partnering with Starfighters Space to support the STARLAUNCH I rocket program’s critical design review — a small but strategic aerospace collaboration that highlights GE’s broader aerospace engineering role and potential new revenue avenues. Starfighters and GE Progress STARLAUNCH Platform
- Neutral Sentiment: Technically, several market commentators flagged GE Aerospace entering a “buy range” and hitting all‑time highs — this momentum can attract trend‑following flows but also raises volatility risk on any pullback. Dow Jones Futures Fall Before Big Economic Data, Possible Trump Tariff Ruling; AI Leader Climbs, Cancer-Test Firm Crashes
GE Aerospace Company Profile
GE Aerospace (NYSE: GE) is the aerospace business of General Electric, focused on the design, manufacture and support of aircraft engines, integrated propulsion systems and related aftermarket services. The company serves commercial airlines, airframers, business and general aviation operators, and defense customers, providing propulsion solutions for a broad range of aircraft types from single‑aisle airliners to widebody and military platforms.
Its product portfolio includes a family of commercial and military jet engines as well as spare parts, components and systems engineering.
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