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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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BUY
Good exposure to the health care infrastructure, finance. Has really good growth.
SELL
Has always been expensive to him. There's substantial changes going on in its balance sheet. The balance sheet is getting bigger and bigger through acquiring companies, so those earnings have to go up even more. His model price is $25.52. Also, he's very bullish on the Cdn$.
SELL
OK, but he prefers Teleflex (TFX-N) which is a mini General Electric conglomerate. It's in a lot of the areas that GE is in but has much better free cash flow. Would switch.
BUY
CEO has just talked about returning to double digit growth. On a 3/5 year basis, its diversified product line is very attractive.
TOP PICK
Even though it's a US stock, most of its sales are outside of the US. A great play on the world economy. Great management. Decent dividend as well. Stock was weak lately when they announced one quarter would be weak.
BUY
Feels they are seeing the challenge of the energy space going forward and are moving into many different areas and geographical spaces to take advantage of future prospects. High return. Well run. Good long term hold. Moderate valuations.
PAST TOP PICK
(A Top Pick Mar 31/05. Up a shade.) Has been treading water with the US market. A great way to play the world economy. Margins are improving. Continuing to buy the stock at this price.
BUY
Likes this company. A US bell weather stock.
TRADE
In the last several years has gotten into his funds under a value philosophy rather than growth. Think of this one as a combination of companies. You might want to consider if you are looking for good dividend yield, but don't expect a lot of growth..
DON'T BUY
Has a model price of $23.64, a 35% negative differential. GE has always been mispriced. His model price has actually been going down. They are growing by acquisition. He sees a tough, tough time for GE.
TOP PICK
(A Top Pick Jan 5/05. Up marginally.) Announced that their earnings will be up more than the street expected. Not an exciting earnings play, but a good long term steady earnings play. Getting out of the financial services area and building up in other areas. Most of their earnings are coming from outside the US which he likes.
TOP PICK
Have increased their outlook as to how fast they can grow earnings in the next 3/5 years. Now talking high double digit rate of growth. Most growth is coming from the industrial sector.
BUY
Recreating itself. Divesting itself of more of its holdings in Genworth Insurance and concentrating into new businesses like water, nano-technology, new materials. A very good holding. Trades at a reasonable price relative to the growth. Earnings have improved significantly over the past couple of years.
DON'T BUY
Not much room to grow. Little growth, better prospects out there.
HOLD
Poised for good earnings. Good investment, be patient. Risks may be undervalued assets.
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