NYSE:GE

GE Aerospace (GE)

360.07
+5.03 (1.42%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
28 watching
0
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
DON'T BUY
Dead money. His model price is $30.77, a negative differential of 17%-18%.
TOP PICK
Multinational, multi-industry company. Stock has gone sideways for years even though it's doubled its earnings and dividends. Looking for them to get rid of some of their non-core businesses and concentrating on their core businesses.
HOLD
Have very large component of their business in financial services. Financial services trade at lower valuations than the industrial portion. Prefers to buy companies that are dirt-cheap. When the price comes down, that is the time to take a hard look at it.
COMMENT
Have grown at low double-digit rates and have diversified well. Good company and well run. Has settled into a mid-teens type of earnings, which is more reasonable. The value will rise with the level of earnings, which is 10% to 12%.
DON'T BUY
Grew through a lot of acquisitions and they continue to make acquisitions. Can't do big acquisitions anymore, which has really hurt them. Have also gone into higher risk areas.
COMMENT
If you were looking for a conservative portfolio, this would be a Buy. Could pull back a bit further. 3% yield. PE is about 15.
COMMENT
Recent earnings were quite good. Had a big run-up in December, took it all back, found support around $34, and bounced off that. Feels it is just being the bellwether that it is. Looks like it is ready to carve out a higher low, so wait for this.
BUY
In the process of selling its plastic business for around $12 billion. AAA credit rating. Dividend yield about 3%. Trades at around 14 X earnings. Good defensive play.
DON'T BUY
Because of its size, it is very difficult for it to grow. Would prefer other places.
DON'T BUY
Trades at 15 X earnings, which is probably the lowest multiple it has had in a long time. 3.3% dividend. The business mix now is less stable in earnings than what it used to be. Feels you would be better off with other companies in this sector.
BUY
An excellent core holding. 3% dividend yield. Some price targets of $45.
DON'T BUY
Very, very big, so they are insulated from downturns in any particular sector. However, because of their size, it is almost impossible to sustain any kind of growth rate that they had 10 years ago. Doesn't see a lot of upside.
BUY
Loves this company, but has been disappointing as a stock. Hasn't participated the way he hoped it would. Extremely profitable. Good dividend.
HOLD
Should continue to grow, but not at the rate they used to. The value of the assets of this company are well in excess of the current share price.
DON'T BUY
Historically, it looks cheap, but the trouble is, this is a company that grew by fairly aggressive acquisition and they have to do bigger and bigger ones. Feels it is a difficult story.
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