GE Aerospace (GE-NE)

Related posts

Nervous markets await Nvidia
Investor Insights
Apr 9, 2025, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

GE Aerospace has shown impressive growth, particularly highlighted in January where it achieved a remarkable 22% increase, making it one of the top performers on the S&P. The company recently reported strong earnings and is taking proactive steps to enhance shareholder value, including a 30% dividend increase and a substantial $7 billion buyback plan. While some concerns linger over past supply chain issues, expectations remain high for upcoming results. The company’s strong position in the aerospace sector, with limited competition, and a significant installed base for its engines suggests continued demand and potential growth as the market stabilizes post-COVID. Experts generally see the stock as a stable holding, poised for further progress as the CEO implements a successful turnaround strategy.

Consensus
Positive
Valuation
Fair Value

Most recent Opinions go here

Be up to date, don’t miss your chance.

TOP PICK

His premise is to own good and getting better: growing, but you can get multiple expansion as people come to understand what's changing for the better. Powers 3 out of 4 commercial flights with their engines. Engines plus service. Global fleet is as old as it's ever been, partly because waiting for next generation of GE engines (both for commercial and for defense). Defense stocks are on a tear. Long-term secular bull market in travel. Unlikely to be hurt by some major slowdown that doesn't appear to be coming.

70% of revenue is service revenue, with long contracts in place. Reported earnings today, beat the high bar nicely. Guidance is that it'll grow revenue at least double digits over next 3 years, will also return lots of capital to shareholders. Generates a lot of cash it doesn't necessarily need; can be used to buy back shares or increase dividend. Yield is 0.55%.

(Analysts’ price target is $260.47)
TOP PICK

Quality, long-cycle industrial. Airplane engines that go into the new generation of planes, but also the older generation that's already flying. Best of both worlds (OEM plus after-market) in a critical part of the value chain. Order book is so long that they control delivery and, so, their future, which is not always true. 

More recession resilient than you'd think, because the building of the planes is more consistent than other parts of the industry. Great management team. Yield is 0.64%.

(Analysts’ price target is $225.75)
HOLD

It took a long while for her, but shares now keep rising. Hold, don't chase it now.

BUY
The 3rd-best performer on the S&P in January

Up 22% last month. Delivered blow-out earnings and issued a strong forecast, raised their dividend by 30% and started a $7 billion buyback. It has been climbing, supported by steadily improving numbers, which he expects to continue. The CEO is doing a great turnaround job.

COMMENT

It reports Thursday. He expects a good quarter, but the last one they reported suffered from supply chain isues. So, if GE gets it right this time, they will recoup that loss.

HOLD

Depends which part of the company you want to own when it splits into 3. Aerospace sector has done very well. He owns HEI, and so wouldn't own GE due to stock correlation. Demand for components will still be great. You can hold, and just sit back and let it do what it's supposed to do.

BUY

Controls a lot of the commercial flight market, drives a lot of its growth. Very few competitors. Highly technical. Installed base for engines is very high -- they don't get changed willy-nilly, but they do need servicing as they age. Lowered debt. Once flying gets back to normal after Covid, opportunity to be more than it is presently.

Showing 1 to 7 of 7 entries
  • «
  • 1
  • »

GE Aerospace(GE-NE) Rating

Ranking : 3 out of 5

Star iconStar iconStar iconStar empty iconStar empty icon

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 4

Stockchase rating for GE Aerospace is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

GE Aerospace(GE-NE) Frequently Asked Questions

What is GE Aerospace stock symbol?

GE Aerospace is a OTC stock, trading under the symbol GE-NE on the (). It is usually referred to as or GE-NE

Is GE Aerospace a buy or a sell?

In the last year, 4 stock analysts published opinions about GE-NE. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for GE Aerospace.

Is GE Aerospace a good investment or a top pick?

GE Aerospace was recommended as a Top Pick by on . Read the latest stock experts ratings for GE Aerospace.

Why is GE Aerospace stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is GE Aerospace worth watching?

In the last year, there was no coverage of GE Aerospace published on Stockchase.

What is GE Aerospace stock price?

On , GE Aerospace (GE-NE) stock closed at a price of $.