GE stock sentiment todayGE Aerospace
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
GE
GE AerospaceThe post-spin-off GE Aerospace is a pure-play aviation powerhouse with massive pricing power in the aftermarket services sector.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for GE. Not financial advice.
Price · last 12 months
Gossip
Following the April 2024 spin-off of GE Vernova, the market narrative has shifted from 'conglomerate discount' to 'scarcity premium.' Analysts are highly optimistic about the LEAP engine cycle and the multi-year backlog for wide-body aircraft.
- ·Robust demand for narrow-body engine services
- ·Sustained global air travel recovery
- ·Increased capital returns (dividends and buybacks)
- ·Market leadership in high-margin aftermarket parts
Financial
GE Aerospace boasts an exceptionally lean balance sheet post-split and industry-leading operating margins (approx. 20%) driven by its massive installed base of 44,000+ commercial engines.
- ·Projected $5B+ Free Cash Flow for 2024
- ·Backlog valued at over $150 billion
- ·Operating profit growth targeting high teens
- ·De-leveraged balance sheet with investment-grade rating
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $7.2M on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Supply chain bottlenecks slowing new engine deliveries
- ·Durability issues with the LEAP-1B engine components
- ·Slowdown in Boeing 737 MAX production affecting delivery schedules
Peer temperature
How direct competitors stack up against GE right now.
- NEUTRALRTXRTX Corporation (Pratt & Whitney)
COLDER — Significant overhang from the GTF engine powder metal recall and high litigation costs compared to GE's cleaner execution.
See full analysis → - HOTRR.LRolls-Royce Holdings
HOTTER — Trading at a lower valuation with a more aggressive turnaround trajectory in wide-body engine utilization.
See full analysis → - COLDBABoeing
COLDER — Suffering from severe cash burn and regulatory scrutiny while GE remains the stable beneficiary of the existing fleet's maintenance needs.
See full analysis →
- GE-8.7%
- RTX-11.3%
- RR.L-3.8%
- BA-9.5%
Analyst price target
Consensus average of 13 analysts · median 400.00
Source: StockAnalysis.com · updated 2026-07-27
AI-generated analysis for informational purposes only. Not financial advice.