NYSE:GE

GE Aerospace (GE)

360.07
+5.03 (1.42%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
28 watching
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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
TOP PICK
Dividends. Paid more than for it then any stock in years. Part of reason is that dividend was slashed. Has tremendous upside as economy recovers, and it will. He likes companies that make money. Looking for a 100% gain.
DON'T BUY
A little too big of a company to have a good growth profile. Although they are in all the right areas, there are a lot of areas they are trying to go back on. Still have a lot of restructuring to do.
WEAK BUY
Cycle is only starting to expand again for this company. International is a strength for them. Trading at just over 10X earnings with a 3%+ yield. Solid holding.
DON'T BUY
Great industrial company, well diversified. Volatility in currencies. Doesn’t like the financial component and it is a big one. They are managing their way out of the problems. Prefers technology.
BUY
A good, industrial, global franchise. About 3.3% yield. Have shrunk their balance sheet a little bit and are focusing more on their strengths, industrial complexes and GE Capital
BUY
Have reduced exposure to financial services and built up their exposure to energy, etc. Even though financial services is still a big part of it, it is far out performing the US banks.
BUY
Likes it here. Good management. Doesn't think there is much risk with its finance arm. Looking at the generators and turbo business they are building for infrastructure, there is huge growth here.
COMMENT
You can't discount this company, because they are so important in so many fields. Wind turbines, jet engines, etc. As enormous potential to make money on global sales, particularly with the low US$. Has real potential to surprise on the upside in the next few years.
DON'T BUY
Has very little upside potential. Would like to see the company broken up into its different parts, which would be better apart than together.
DON'T BUY
Doesn’t own it. It was thought that their diversification gave them stability of earnings, but some businesses were volatile. They grew aggressively because they made a lot of acquisitions bit these latest are small and volatile. It was better run before. GE capital was the engine that drove the company but that is not going to happen any more. It will grow with the economy.
SELL
He would sell and move into Illinois Tool Works (ITW-N) instead. If you've owned this one for 10 years, you have not made any money. You want growth and dividends.
DON'T BUY
If you want to buy it for a trade today, that is one thing but he would not be an owner of shares right now. Some of their businesses are doing really well but there are a bunch that are not particularly doing very well.
TOP PICK
A huge industrial conglomerate that is another plan (?) on global recovery. Has been a laggard. If it can get above about $21, stock will work higher.
DON'T BUY
Not a big fan. Need to get out of financial services business. It’s going to be very difficult for them to operate in this environment. It’s weak because the US banks are weak. Thinks it will perform with the market.
PAST TOP PICK
(Top Pick June 8/10, Up 29.86%) Is a leader. As recovery continues, this should recover. He sees a double.
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