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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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Boeing,BA
DON'T BUY
It has fallen from grace. The last year's performance has been good but it has fallen from a significant perch. He would not choose this American industrial.
DON'T BUY
Are selling their air leasing business to a rival Scratches his head because this business could offer earnings growth ahead. They have a bad history of selling businesses. Today's reverse split is just dumb.
DON'T BUY
Announced a 1-8 reverse stock split She predicts the board should get rid of today's reverse split, which is a sign of weakness and a bad idea. GE got to this place because they had stock, but rather they made bad acquisitions and debt skyrocketed. They did a split 20 years ago, which has no bearing. Instead, they should simplify the business and manage their debt.
BUY ON WEAKNESS
Announced it will sell its jet-leasing business to a rival and proposed a 1-8 reverse stock split They're winding down GE Capital and putting that debt on the balance sheet. This news is terrible for investors expecting a dividend anytime soon, and puts their net leverage north of 5x when they had been aiming to be below 2.5x by end-2021 into 2022. This is a very good day for GE because they're getting to a simpler story at GE Capital. The proceeds from this jet sale will lower debt. He doesn't love the reverse split which companies that are up against the ropes do. The GE Cap and lack of dividend explain today's sell-off, which is a buying opportunity.
DON'T BUY
Lots of red flags. Not investment grade. Speculative. Lots of debt. Big unfunded pension liability. Cashflow challenged. Selling off the crown jewels to survive.
PARTIAL BUY

Their annual report is good-they're playing more offence and he now believes in their wind division. But they need travel to get orders from Boeing which pushes this stock up. He supports the CEO who has cleaned up the balance sheet.

BUY
This has quietly been moving up. They report Tuesday and he expects a positive report. The CEO is turning the company around. Air travel will be a tailwind.
BUY
Will it double in 2021? No, but the business is turning around. The resumption of air travel will be a tailwind. Their hospital business is doing well. It could reach $15.
SELL
A study in how things change and how we shouldn't fall in love with a stock, nor hold grudges. Not investment grade. Speculative. Cashflow and pension issues. Had to sell off good businesses, and left with those that are struggling. If you think there's a better investment opportunity, take it.
WATCH
It feels like this is a company that did what they needed to do to make numbers for a very long time. It is a case of when you are comfortable that all the stones have been uncovered you could look at it.
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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 35.8%)Stockchase Research Editor: Michael O'Reilly This PAST TOP PICK achieved our target at $10. We are being disciplined and are recommending to cover 50% of the position. We also recommend raising the trailing stop from the original $6 to $8 -- above our initial recommended entry.
BUY

A turnaround story that's broken $10 faster than he expected. GE has a huge tailwind from Boeing, whose 737 Max has now been approved; GE's aerospace business will boom because it makes the 737's engines. This boom will give the CEO breathing space to build up GE's healthcare and power divisions. His renewable business should benefit under Biden. In 5 months, vaccines should allow many people to fly again, which will be a huge windfall for its aerospace business.

DON'T BUY
GE has solid wind and healthcare businesses, but these alone are not enough to buy this yet. Give it another another quarter before looking at this. GE reports next week.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly GE has floundered for the past several years, but new initiatives are beginning to change analyst outlooks. The company recently announced its plan to abandon new-build coal-fired plants in favour of renewables and natural gas projects, including wind powered offshore windfarms. Goldman Sachs recently resumed coverage, looking to a $10 target – more than 35% upside. We would trade this with a $6.00 stop-loss. Yield 0.55%. (Analysts’ price target is $9.17)

DON'T BUY

It's a mishmash restructuring play. They made a blunder buying back so many shares in recent years. Don't throw more more into this if you own it. Doesn't like how it's been run. Instead, he likes industrials and would buy Honeywell.

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