NYSE:GE

GE Aerospace (GE)

359.27
+0.23 (0.06%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 10, 2026, 12:00 am

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

GE Aerospace has received predominantly positive reviews from various experts, highlighting its strong position in the aerospace and defense sectors. The company benefits from a significant backlog in airplane orders and service revenue due to ongoing delays in the next generation of jet engines. Analysts see the aerospace engine business as robust, with significant demand leading to pricing power and long-term service contracts. The consistent growth prospects, indicated by strong earnings growth forecasts and an expanding market share, suggest that the company is well-positioned for future success. However, some experts caution that the stock might be approaching a fully valued state after substantial gains over the past year.

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Consensus
Bullish
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Valuation
Fair Value
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Similar
Boeing, BA
TOP PICK
Capital Bonds 5.37% maturing 2037. Doesn't usually lend money for a long period but the spreads have widened out because of the credit issues. GE Capital is now a bank and their commercial paper is being bought by the US. Capital market is slowly being healed and he thinks the spreads will come in at which time you will have a huge capital gain.
TOP PICK
GE Capital Bonds 5.37% maturing in 2037. Usually you don't want to lend to anybody for more than 5 to 7 years but this is extraordinary. Gives you about 383 basis points over long Canada. Rated AAA, the highest bond rating possible. When the world becomes normal, spreads will come right in and you'll get a massive gain.
BUY
If you are going to own a US stock, this would be one of the top ones. Yield of 7.1% allows you to wait 2 or 3 years for an economic recovery.
DON'T BUY
Concerned because it is so large and their financial aims.
BUY
He's just recently purchased it, and he likes the name. It's in a position to really participate in the stimulus infrastructure program that the (US) government is talking about. It went down to $10 but feels it is too low. Could recover, and is well priced.
DON'T BUY
Infrastructure part is very attractive. Unfortunately, they are lugging along a financial services part. They have a lot of industrial business. Inexpensive, it can go lower.
COMMENT
Feels the dividend is safe. Stock is cheap at these levels even with the worries of the financial sector. Their industrial businesses are doing very well and they have great global scope.
BUY
Company has recently reiterated that the dividend is safe. Have also positioned themselves to get some capital from the US government. Very well managed and very strong balance sheet. Very well-positioned to come out of this cycle.
HOLD
Trading at 7.5 X next year's earnings. Recently stated that they are still comfortable with 09 estimates. Some of their businesses are more recession resistant than others. Some are in infrastructure where there could be a lot of government money coming in. They'll still be a profitable company. 8% yield.
DON'T BUY
Generally fearful on this one. For a long time they were able to convince people that they were a growth industrial but was actually a financial services company in hiding. GE Finance is in big trouble. Big commercial paper exposure and not enough bank lines to back it. One of the most complicated balance sheets that there is out there. He has been warning people away from it. Could end up as a single digit stock.
COMMENT
A great franchise. Have had trouble with their financial arm, which caused the stock to trade down. Have a fabulous infrastructure side. Global presence. Has the ability to grow their capital over time.
HOLD
(Market Call Minute.) Like its long-term outlook, especially its industrial area. In the near term, its financial unit continues to be a question mark.
BUY
(Market Call Minute.) One of the great American companies. Oversold.
BUY
Half its earnings come from its financial side. Getting some support from the Fed. Continuing to make power stations and air engines which will continue to be bought. It will be a survivor. Will rebound as the economy rebounds in the next year or so.
COMMENT
Stock has sold off in the last few months because of their financial divisions exposure. Also had a very big industrial base. Also one of the better environmental companies. Have a high degree of revenue outside of the US so with the strong US$ margins will be affected.
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