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NYSE:GE

GE Aerospace (GE)

357.02
-0.62 (0.17%)
as of Jun 18, 2026, 11:45:31 pm Market Open.
27 watching
0
Investor Insights
star iconJun 19, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

GE Aerospace, recently appreciated for its robust performance in the aerospace sector, has experienced remarkable growth due to increasing demand for commercial aircraft and heightened defense spending. Despite some short-term volatility, experts emphasize the long-term bullish outlook for the aerospace and defense industries, especially as the company dominates the jet engine market with a significant backlog of orders. The aftermarket service component is highlighted as a key growth driver, providing higher margins and recurring revenue. While some analysts suggest that the stock is approaching full valuation, the consensus remains positive, with expectations for continued double-digit revenue growth over the next few years. This positive sentiment is bolstered by the company’s strong positioning in both the commercial and defense markets.

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Consensus
Buy
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Valuation
Fair Value
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HOLD
Now, it's three companies in airlines (which won't happen during Omicron), power (what's the catalyst in this industry?) and healthcare (he'd buy that). He'd hold. Many are unhappy with the spin-offs, but he's fine with them.
DON'T BUY
A disappointing investment. They now have a core group of companies that may not be the best in the world, but can stand on their own two feet. Splitting the company is to try to capture its value. He doesn't want to get involved.
COMMENT
Their various divisions like aerospace and slower-growth healthcare have nothing to do with each other. Separate parts can earn higher values as pure plays than the others or as a conglomerate. He likes their aerospace division. The power division is inconsistent.
WATCH
Stock popped due to finally being broken up. He's not a buyer pre-split up. Lots of information still to be had. Possible that afterwards, there may be an attractive piece that he'd look at.
TOP PICK
Under-owned. There is a new leadership team. Had their earnings and upped guidance on recovery. A cyclical play on economic upturn. Robust cashflow. Paying down debt, which is still a problem. As they pay down debt, it will be rerated.Trades at 18x 2023 with a 70% EPS growth expectation. (Analysts’ price target is $120.78)
COMMENT
He's not sure their reverse split was necessary. GE's turnaround needs a lot time. He thinks they will succeed, but not quickly.
DON'T BUY
Long legacy of unattractive segments. Focused on healthcare, aviation, renewables. Issue is relative to other US industrials, the balance sheet is not as clean. Investors fear something is lurking. He's not fond of reverse share splits. He owns ROP instead. It's better run, better ability to grow, higher ability to reinvest cashflow.
DON'T BUY
Difficult to understand. Dog's breakfast that doesn't make sense as a single entity. If they split up, there would be attractive pieces. Better places to be to generate returns over time. Not a fan.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Oct 20/20, Up 69.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GE has triggered its stop at $12.50. We recommend covering the rest of the position at this time. Combined with the previous recommendation to cover 50% of the position, this results in a net investment return over 52%.
COMMENT
Merely okay, neither great nor bad. Some of their businesses perform, others don't.
DON'T BUY
Has potential, but lots of troublesome issues. A reverse split is never a good thing. Selling a lot of good franchises, which leaves then with a weaker portfolio. Not in a great cashflow position. Pension issues. Risk/reward is better elsewhere.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Oct 20/20, Up 77.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GE is progressing well. We now recommend trailing up the stop (from $11.50) to $12.50. If triggered, this would all but guarantee a net investment return of 52%, when considering our previous recommendation to cover 50% of the holding.
DON'T BUY
The stock is languishing after losing its way in recent years. Their oil and aircraft businesses are uncertain, though they benefit as the economy recover. It's expensive on a PE basis. The dividend is very low. Not excited about this. He'd rather buy a pure play than own a conglomerate like this.
HOLD
Buy when it falls back to $11, but doubts this will happen. Hold. The CEO is doing a fine job.
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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Oct 20/20, Up 82.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with GE is progressing well. We recommend trailing up the stop (from $8.00) to $11.50. This would all but guarantee a minimum return on investment of 46%, including the previous recommendation to cover 50% of the position.
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