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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BA
BUY
Have been quietly restructuring and streamlining over the last few years. Getting back to their knitting as a global industrial company. (GE Capital made money last quarter.) Can grow at 12%-13% and will earn about $1.30 next year.
BUY
Interested in this as it is still in a large number of industries including aircraft engines, wind turbines etc. that will show growth.
SELL
Met earnings but missed reasonably significantly on revenue. Have a number of segments that are not operating on all cylinders. Relative under performer versus the market. If you own, consider taking the loss before year-end and will be able to buy it back at the same price a few months from now.
HOLD
Got into trouble in 2008 on GE Capital side. This masked continued good performance of their other businesses. Operating businesses are quite strong and play right into global economic expansion.
BUY
Great company. If you wanted to own one stock in the US it would be this one because of diversity.
DON'T BUY
(Market Call Minute) Too complicated for him. Prefers others.
COMMENT
Stumbled with its financial product and because it is so broadly exposed to US industry, it took a hit. Has some terrific businesses including turbines, jet engines, etc.
WEAK BUY
Likes the industrial space in general. This one is just bumping up against its 200-day moving average and he wonders if it will stop in that area. Like buying the entire index because they are in so many different spaces. Earnings momentum is relatively flat. Current year and next year's growth is on par with the rest of the S&P 500.
HOLD
Was thought of as an industrial/infrastructure company, but more and more through the decades they stretched for yields via GE Capital, which taught them a lesson. Restructured. Still own GE Capital but much smaller and less leveraged. Actually made money last quarter. With re-emerging global economies, their industrial/infrastructure parts are doing well. Expect they'll earn $1.30 next year and grow their business 15%-18%.
HOLD
Pretty fairly valued at this time. Thinks the worries are over with this one. The capital business has shrunk a little. Still a great global company. Will probably see very slow growth in the multiple.
PAST TOP PICK
(Top Pick Sept 11/09, Up 8%) He is not in love with this stock, but still likes it. It trades like a US financial stock. Sell on strength
DON'T BUY
GE Capital was driving them for many years and that hurt them in 2008. Other parts of the business are very good. Doesn't think it will ever get the valuation that it had 5 years ago. Recent acquisitions have been higher risk.
HOLD
Quietly restructuring and the latest earnings release showed an increase in earnings. Also building out their industrial and infrastructure business to take advantage of the emerging market. Expect they will earn $1.25-$1.30 next year. Have plans to increase dividends over time.
COMMENT
Has been pretty much a proxy for the overall market. 70% of sales come from North America or Europe. Chart shows a potential rounded top indicating a more weakening of buyers. Has overhead resistance at about $16.50. About 3% yield.
PAST TOP PICK
(A Top Pick June 8/09. Up 21.23%.) Still a Hold.
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