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
HOLD
Bonds. They have worked very diligently at reducing their balance sheets risks. Solid long-term hold.
DON'T BUY
Had a near-death experience and almost went under in March. Have almost $100 billion of commercial paper outstanding so it is more of a finance company than people think. This one is too hard.
WAIT
Sees this one higher in a year. The big minus is their finance unit. A 2nd smaller minus his aircraft engines. Big plus is that it is probably the best managed manufacturer globally. Also moved a lot of production to China and brought costs down. When he is ready to buy US, this is at the top of his list.
TOP PICK
Now safe to put your feet back into this company. Broad range of companies. Financial services side has dominated their earnings outlook and how investors viewed them for the last few years. Vast majority of operations are outside of the US. 3% yield.
BUY
They were really dependent on the GE Financial Services, which is what drove the stock down. At this price, he likes it. When there is a recovery in media they will be participating in it. They are also very big in infrastructure and alternative energy.
DON'T BUY
Greening themselves as far as their business thrust. The problem is understanding GE Capital, which is more or less a bank. Products are quite good.
DON'T BUY
This one took it on the chin because of their big financial services division. Stock has been a laggard off the bottom. Poor relative strength against the rest of the market.
SELL
Industrial business is doing quite well and is generating strong free cash flow. However, the value of GE Capital is unknown. Too risky.
DON'T BUY
Found it incredibly complicated review in their financials to try to assess the true value of the company.
SELL
The black box nature of GE Capital scares him.
COMMENT
Looks like the worst is behind them however the financial side is still going to be a distraction. There are other companies that he would rather own.
BUY
Most important part of this company became financial services and it suffered when the market fell apart because of financials. Core of this company is quite good. If a long-term investor, this could be a good entry point.
TOP PICK
Fairly controversial name. Held it for a long time. Added insignificantly at $8. Not a lot of fans of the CEO – he has some credibility issues. Enough core businesses to overcome what is happening in the financial business.
BUY
Likes it. Dropped dramatically and there was an over emphasis in what was going on in this company. Thinks it will do well going forward.
WAIT
Concerned about GE Capital. Is a bit of a black box. Has a lot of terrific business if financial parts of business improve. If they thought everything was all right they would not have cut the dividend.
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