NYSE:GE

GE Aerospace (GE)

360.07
+5.03 (1.42%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 1, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

GE Aerospace has garnered positive attention from various experts, largely due to its strong positioning in the aerospace and defense sectors. The company benefits from a significant backlog of aircraft orders and recurring revenue from its service operations, particularly in jet engines. Analysts highlight the growth potential, with expectations of around 15% earnings growth, and note the stock's solid performance over the past year, outpacing many industry peers. Despite some short-term volatility and recent market fluctuations, the consensus suggests a long-term bullish outlook, reinforcing the strength of the aerospace sector. Maintaining focus on the company's structural advantages, including its dominant market position, has been emphasized, alongside caution over potential overvaluation as the stock approaches historical highs.

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Consensus
Positive
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Valuation
Fair Value
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Similar
BA
WEAK BUY
Can certainly go up from here. One of issues is that people saw it as a stable stock and gave it a higher multiple than others in the sector and a lot of these earnings came from GE Capital., which blew up in the crisis. It is a different mix of business and cannot get the old multiple. If you see reasonable global growth, GE will do well.
SELL
Big financial business and big industrial business. He likes the latter. The financial stuff is a big exposure to Europe. He would be nervous of this one because of this. At least sell half of it.
BUY
He is generally cautious on industrials but feels this is a really interesting company because a big part of their business is gas turbine engines. Feels there could be a lot of growth in this space. Dividend of about 4%.
COMMENT
Has not like this one for a long time. Trades at around 12-13 times earnings. 4% yield. One of the problems is that it was given a very high multiple over many years but the earnings came from GE Capital. They're not going to get the stability of earnings anymore. You can pick it up here or on a pullback.
DON'T BUY
Used to own it but exited because it is having difficulty getting traction. Doesn’t think it is as good a value as UTX or HON.
TOP PICK
Has been dead money for years and looks like it is starting to move up again. Goes the way of the US markets. He likes it a lot. Moving above all the moving averages. Nice and liquid and you should hold it.
DON'T BUY
Not a bad holding, dividend is safe, but he would rather be elsewhere. GE has so many businesses.
HOLD
It is moving along with the market. Slowly getting their act together over the last 10 years. They have been quietly restructuring. He would probably look elsewhere but this is one to consider – see his top picks – UTX or Honeywell.
DON'T BUY
His model price is $15.29 which is a negative of about 17%. Has never really liked this stock for years and still doesn't. They need to do a restructuring and a lot of that has to do with GE Capital. Thinks the stock still goes to $20.80. Stock has a beta of 1 so if the market goes up, this one goes up in sympathy. There are better companies elsewhere.
DON'T BUY
Owned for many years but recently exited the name. CEO took over just days after 9/11 and has had a very tough decade. 2008 was very tough on this company. Not getting the traction on the earnings side. Have made some headway but feels there are better industrials out there.
BUY ON WEAKNESS
Under $20 or under $16 it is a pretty good buy.
DON'T BUY
Trading around 10X forward earnings. Perhaps 10% long-term earnings growth. Below the 50-200 day moving averages. 31% of its revenues are still derived from the financial side. For industrials he prefers Caterpillar (CAT-N) or Honeywell (HON-N).
SELL
Was long time holder, recently sold. Has disappointed over and over.
COMMENT
Very high quality company that can be had at a very good price but it is so large, it is growth challenged. Doesn't own the stocks but owns many of their fixed income instruments.
BUY
Great company. Stock has done nothing for a long time. Business has been re-created in much more manufacturing and much less financial services. The manufacturing is really doing well and coming into its own. Stock in the future.
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