NYSE:GE

GE Aerospace (GE)

359.27
+0.23 (0.06%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
27 watching
0
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.

consensus icon
Consensus
Bullish
valuation icon
Valuation
Fair Value
review icon
Similar
Boeing, BA
BUY
Amazing that a company as big as this was so brutally sold off when people didn't like its earnings. Huge company with very important sales in very important markets including wind turbines, solar, nuclear, etc. These will be very good markets in years to come.
COMMENT
Their ability to access markets and to finance many of the power, infrastructure projects and aerospace is going to be quite difficult. If you have a 2 to 3 year time frame, it's probably not a bad entry point.
COMMENT
Not sure that given the performance of the stock over the last couple of years that the CEO will last. There is a lot of credit with them so it could negatively impact their earnings for a couple of quarters.
COMMENT
Trading at 13X earnings is not overly expensive in the context of very low interest rates. This is cheaper than its own historical average. The market is not going to be willing to pay 15X or 16X until they are more comfortable.
BUY
Not particularly a high-growth company. It has had pretty good numbers. Stats indicate that whenever this company has a particularly large down day there have been positive returns on a 3, 6, 9 and a 12 month basis.
BUY
Have 2 businesses. Industrial, which is rock solid and their financial which is caught up in the credit crunch. The industrial side will benefit from the weaker US dollar. On a valuation basis, it comes out very attractive.
BUY
People will buy this stock over its competition. 3.5% yield. 10% yearly growth.
BUY
Has continued to grow its earnings at about 10%. In a very good economy, that might ratchet up to 13% or 14%. Longer term, this stock will get organic growth in the 10% to 13% range, which will allow the stock price to grow at 10% or 13%.
COMMENT
Very diversified company. More than half of its earnings come from outside the US. However, a big part of their operations is GE Finance (GFN-A), which could be directly or indirectly involved in some of these large loans. This has affected the stock price. Looking out 1 or 2 years, this stock could do well.
DON'T BUY
Doesn't own this because of GE Capital, their financial subsidiary. The stock is down because people are worried about what might be in GE Capital. Too much uncertainty. He would like to see a lot of disclosure.
DON'T BUY
(Market Call Minute.) Growth rate is not going to push the share price higher.
BUY
A great international play. One of their big strengths is a substantial portion of its revenues and earnings are outside of North America. You want to have international companies in your portfolio. These companies will benefit from weakness in the US$.
BUY
Very intriguing story. Tends to be very volatile and to be taken as a proxy for the broader US economy. Significant amount of their business is outside of the US, so it is a play on Asian growth and Europe. It will benefit from the weaker US$. For a long-term point of view it is also a way of playing the green economy. Aggressively moving into this area.
DON'T BUY
Starting to show up on his screens, mostly because of its yield. Reasonable PE and 3.5% yield. He tends to not invest in really large companies because the law of large numbers makes it difficult for them to grow at a rapid pace. He has always been concerned about the black box of GE finance.
BUY
Likes its international exposure because of the slow growth in North America. Had a decent earnings report and the guidance was good. Good long-term investment.
Showing 841 to 855 of 1,076 entries