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
Difficulty is that half of it is finance so you have a large US commercial bank on top of the industrial side. Industrial side is a very good play on a global recovery.
BUY
Has fallen on tough times but still has a tremendous stable of wonderful businesses, particularly energy. Got sideswiped by the financial business but you have a chance now of buying one of the great global companies at a pretty reasonable price.
BUY
Financial side seems to have calm down and rating agencies, which cut it from AAA to AA have said that's as far as they are going. Most operations are outside of the US. Has a lot of cyclicality behind it, which will do well when the economy comes back. Still trades like a financial services stock but think this will start to fade away.
COMMENT
On the repair and are still being weighted down by their exposure to GE capital. They are quietly restructuring and a patient investor will be rewarded.
HOLD
(Market Call Minute.)
HOLD
(Market Call Minute) Doesn’t like it. It is never going to get the same multiple it did years ago.
STRONG BUY
Probably a proxy for a global industrial company. World economy is picking up and this is a stock that when we look back 3 and 5 years will wonder why we didn't Buy it.
HOLD
Likes it. Stock has come off it’s lows, but trading at a reasonable multiple. His lack of interest in the banks causes him to temper his interest in GE. Commercial real estate is a bit of a head wind in the face of GE.
BUY
Been a buy all year. If you focus on the industrial part of their business it would justify it.
PAST TOP PICK
(A Top Pick Oct 23/08. Up 28%.) GE Bonds 5.73% due Oct 22 of 2037.
DON'T BUY
Has never really liked his company because of its growth through acquisitions over a long period of time. Had a higher multiple because of the safety in their earnings but turned out they were highly cyclical. (He owns the bonds.)
BUY
Suffered greatly during a financial meltdown because of their finance division. Shrinking the financial division and focused where they should be. The infrastructure business is doing extremely well. Cash flow is tremendous. A great long-term hold.
PAST TOP PICK
(A Top Pick Dec 17/08. Up 20%.) GE Capital Bonds 5.37% maturing in 2037.
HOLD
A barometer of the US economy. Has recovered very nicely. Good company but he is not investing in any US stocks currently. Worried about the Cdn$ going higher and that the US stock market is overvalued. If you are a long-term investor this should be OK.
BUY
(Market Call Minute.) Has some real potential that is not recognized by the market, particularly in power generation.
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