NYSE:GE

GE Aerospace (GE)

360.07
+5.03 (1.42%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
28 watching
0
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.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
BA
TRADE
Late cycle business provides some support. It is a call on the whole US economy. If thing improve, will increase dividends.
BUY
Turnaround story on the finance side. Into a host of other activities such as water, solar, wind and many other things. Treat as a long-term hold.
BUY
Has moved off the bottom with a lot of other stocks but is still trading at only 12-13 times earnings. Can see good earnings growth.
DON'T BUY
Industrial space is a cyclical area and this one is the broad-based call on the global economy. About the 50 and 200 day moving averages. He would prefer something like Deere (DE-N) or Boeing (BA-N).
SELL
(Market Call Minute.) Still has the GE Capital situation hanging over them. Have been selling assets to raise cash.
DON'T BUY
This is one of the stocks were the stock price leads the fundamentals. His model price is $14.29 giving it a -21% differential.
COMMENT
Proxy for US and global economy. He owns the GE capital bonds, which was a safer bet during the dark days. Company is well capitalized and well run. There is now a focus on global growth. If you are not negative on the economy and the US markets, it will do fine.
BUY
Has had a nice run since the beginning of the year, probably outperform in the market by a fair amount. Trades at about 15X next year's earnings. As we get further away from the financial crisis, the problems of GE Capital will fade.
DON'T BUY
International conglomerate. Hard company to analyze because they have so many divisions. Still concerned about the GE capital side. Has been avoiding large US stocks because of the currency exchange rates.
DON'T BUY
If you believe this recovery is solid and will continue, this company could prosper quite well and it would be in a position to increase their dividends. His view is to wait and see.
WEAK BUY
(Market Call Minute) Might be time to buy as it has under performed for years.
BUY
One of his favourites. People think of the financial mess that their financing arm has gone through but more importantly, their other activities they are involved in making like a mini mutual fund in industrial America. If you have a 3 year view, it's a Buy.
SELL
It is largely reflective of the market. She is not a buyer of GE. If you want financial exposure, use the Canadian banks or other financial stocks.
TOP PICK
10/22/2037 5.73% Bond – distressed bond, but double A rated. Trades cheaply. It’s a long bond. The credit is giving you 200 basis points over the government of Canada. They are de-leveraging their balance sheet. It’s a global company and they are well diversified.
BUY
They continue to have an issue with their capital markets business, compounded by the economy and recession prevents the growth they had in the past. Let the economy improve and you will see the company come out of the fog. It’s not cheap, but not overly expensive. It’s a show-me stock.
Showing 661 to 675 of 1,076 entries