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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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DON'T BUY
They've fallen on hard times due to mismanagement. They carry a lot of debt. So, if we enter a recession, GE will have a tough time paying that off.
WATCH
Not for the faint of heart. It is hard to pick where you should have gotten in until after the fact. It was on a downward trend. He would be cautious right now. It is too soon to say it is forming a base. He would be surprised if it put in a 'V' bottom.
WAIT
In their watch list but it is going to take a while to restructure the company. Still to early. Would wait until the CEO has an investor call.
COMMENT
Doesn't like it. So much work left to do to turn this company around. Has tons of debt. Controversial story right now. Sure it might go back to $15 but it will take years and high risk, and might not be worth it on an annualized basis given other opportunities in the market.
DON'T BUY
Destruction of capital. You don't want to be in a position where you're selling off your trophy assets. He wants to buy top-quality companies with great management, and that's not happening here. Buffet says "turnarounds seldom turn," so he tries to avoid these situations.
DON'T BUY
When companies run into trouble they will come out with a laundry list of things to blame. Usually it is management. In this case the seeds of their problem go back to Jack Welch. He set up GE-N for their later fall. He made GE capital such an important part of GE-N. Recently it was set up to be a big player in power generation. One acquisition was exactly at the wrong time. He has his clients completely out of it.
DON'T BUY
They've borrowed huge amounts of capital to buy back stock, which hasn't paid off at all. They have a ton of debt maturities coming in the next two years. He feels very negative about the credit market in general, so avoid GE.
DON'T BUY
They are in a dire financial situation and would not expect any increases in dividends as they fight for cash. Owning it puts you in a tough spot, because he thinks an investor could lose 100% of their holding. He sees better opportunities out there.
DON'T BUY
It got an upgrade from JP Morgan today. The upgrade is going from really bad to a little bit less bad so don't treat it as a catalyst. It is down about 60% in 2018. The drop was due to challenged management and then they spent a lot of money on acquisitions. Most people don’t know what GE-N now does, what business they are in. There is no clear path as to what the business will look like in 2 or 5 years from now. It is speculative in terms of whether it is near the bottom.
PAST TOP PICK
(A Top Pick Jan 26/18, Down 57%) He thought he was clever buying this after major bad news came out. He exited and will stay away from it. Their debt has been seriously downgraded. Then, there's tax-loss selling now.
COMMENT
You have to look back 40 years. They realized that manufacturing would be challenged and so became a financier. It came to an end in 2008 and now they are going back to manufacturing, which they knew would be a touch business. That is why they are suffering. It is difficult to succeed at it.
SELL
Tax-loss sell it. Most recently, they are recalling power-generation units around the world, which will further drag down revenues. 20 years ago, this was a quality company. No longer.
DON'T BUY
Accounting is too complex to understand, so stay away.
WATCH
It is a binary situation. If anyone can turn around the company it is the new CEO – his track record is incredible. The power division remains weak and the capital side is under reserved. He would wait to see improvement.
DON'T BUY
He looked at it a year ago while it was going through re-structuring. He thinks it still has not fully bottomed in price. They are now selling parts of the business to pay down debt and funding costs may be going up. About 40% of their business is in turbine power business and that may be slowing down.
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