Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

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.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
Boeing,BA
DON'T BUY
This is dead money. In the midst of changing its business and on its acquisition program the balance sheet is getting bigger and bigger. His model price is $26.88 which is a 23% negative differential.
HOLD
Some of the US big caps have not performed well over the last few years and their time might be coming.
BUY
Management has done a good job in moving the company to focus more on areas of expertise in reducing the areas of financial exposure. You won't go far wrong with this one. A major exporter with international exposure so won't be affected by a US slowdown as much as some other companies.
HOLD
Large capitalization stocks in the US have gone nowhere this year. One of the best managed companies in the US. Has great international exposure. Money is just now starting to flow from small cap stocks into big cap stocks.
WEAK BUY
A very solid company. The risk profile has gotten higher because they are generally getting the company into new sectors such as health care.
BUY
A blue chip. Tremendously successful company. Dividend yield of 2.8%. If you believe in America going forward this is a good stock.
DON'T BUY
The difficult thing with it is that it is half financial services and half manufacturing. The manufacturing/industrial part of the business is really doing well. The market is worred about their financial side with home loans, etc.
DON'T BUY
Trying desperately to get away from being a finance company and to grow health care as well as the power generation business. But their finance arm is such a large percentage of their overall revenues, that he would be very wary of owning it. He prefers a mini GE Teleflex (TFX-N) which has better growth and is not a big behemoth.
DON'T BUY
A very good company. US$ is a negative factor. As the US goes, so goes GE. The dividend of 2.9% will be your only consolation for the next 18 months as the US economy probably won't do much.
TOP PICK
Had some earnings out that are a little bit better. This is a wonderful, very large company. A good conglomerate. Wonderful management. Earnings growth in the 15% range. Organic growth about 8%. Dividends have been growing over the past 10/15 years at about 14% annually.
TOP PICK
In 2000, the stock sold for $64, earned $1.29 and had a $0.57 dividend. Today it sells for $33, will earn over $2 next year with a $0.90 dividend. Has a lower multiple than the S&P500 and the earnings growth is well above that expected in the S&P500.
BUY
Likes what management has been doing in the last few years. Earnings are going to be growing at a much faster rate. Stock has gone sideways lately and this is an opportunity to Buy it.
DON'T BUY
It is now more attractive than it used to be. A wonderful company. Still overpriced for its future prospects.
DON'T BUY
This one is always substantially above his model price. They are really transforming their balance sheet and trying to re-make themselves. His model price is $25.40.
HOLD
Has been straight down since June. Part of the problem is that it is 50% financial and people worry about this. The company's organic growth rate in the last 2 quarters is above 8% which is quite amazing. 2.5% dividend yield. Going to buy back $25 billion in stock in the second half of the year.
Showing 916 to 930 of 1,076 entries