BNP Paribas Exane Issues Pessimistic Forecast for GE Aerospace (NYSE:GE) Stock Price

GE Aerospace (NYSE:GE) had its price target cut by investment analysts at BNP Paribas Exane from $305.00 to $290.00 in a research note issued to investors on Friday,MarketScreener reports. The firm currently has an “underperform” rating on the stock. BNP Paribas Exane’s price objective suggests a potential downside of 1.32% from the stock’s previous close.

A number of other equities research analysts have also recently weighed in on the company. The Goldman Sachs Group lifted their price target on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a report on Friday. Royal Bank Of Canada lifted their target price on GE Aerospace from $300.00 to $340.00 and gave the company an “outperform” rating in a research note on Friday, October 17th. TD Cowen boosted their price target on GE Aerospace from $330.00 to $350.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Deutsche Bank Aktiengesellschaft raised their price target on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a report on Friday. Finally, Citigroup restated a “buy” rating and set a $380.00 price objective (up from $378.00) on shares of GE Aerospace in a research note on Friday. Sixteen investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $318.41.

GE Aerospace Stock Performance

GE stock opened at $293.89 on Friday. GE Aerospace has a 1 year low of $159.36 and a 1 year high of $332.79. The stock has a market capitalization of $310.00 billion, a price-to-earnings ratio of 36.10, a PEG ratio of 1.97 and a beta of 1.40. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.76 and a current ratio of 1.04. The stock’s fifty day moving average is $305.09 and its two-hundred day moving average is $292.46.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, topping analysts’ consensus estimates of $1.43 by $0.14. The business had revenue of $12.72 billion for the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter last year, the company earned $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, research analysts predict that GE Aerospace will post 5.4 EPS for the current year.

Insiders Place Their Bets

In other news, SVP Russell Stokes sold 8,000 shares of the firm’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $297.71, for a total transaction of $2,381,680.00. Following the completion of the transaction, the senior vice president owned 150,434 shares in the company, valued at approximately $44,785,706.14. This trade represents a 5.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Insiders own 0.21% of the company’s stock.

Institutional Trading of GE Aerospace

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Norges Bank bought a new stake in shares of GE Aerospace during the 2nd quarter worth $3,408,828,000. Capital World Investors lifted its holdings in shares of GE Aerospace by 16.2% during the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after purchasing an additional 2,995,054 shares during the last quarter. Jennison Associates LLC boosted its position in shares of GE Aerospace by 21.5% in the 3rd quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after purchasing an additional 1,494,541 shares during the period. Vanguard Group Inc. boosted its position in shares of GE Aerospace by 1.6% in the 2nd quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock valued at $23,677,180,000 after purchasing an additional 1,482,069 shares during the period. Finally, CIBC Bancorp USA Inc. purchased a new position in GE Aerospace in the 3rd quarter worth about $285,263,000. 74.77% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting GE Aerospace

Here are the key news stories impacting GE Aerospace this week:

• Positive Sentiment: Q4 results beat and big order/backlog momentum — GE reported better‑than‑expected Q4 EPS and revenue, with record LEAP deliveries, a large order surge and aftermarket strength that support profit and cash‑flow upside. Is GE Stock Fully Valued Around $300?
• Positive Sentiment: Company guidance and profit outlook point higher — Management raised FY‑2026 profit guidance above some estimates citing high‑margin aftermarket demand, which supports medium‑term earnings upgrades. GE forecasts 2026 profit above estimates
• Positive Sentiment: Analyst upgrades/price target increases from major bulge‑bracket firms — Goldman Sachs and Deutsche Bank raised price targets and remain Buy, signalling meaningful upside from current levels. Goldman Sachs raises PT to $350 Deutsche Bank raises PT to $387
• Neutral Sentiment: MarketBeat view: pullback is a buying setup — Technical/long‑term analysts call the post‑earnings pullback a buy‑the‑dip opportunity given buybacks, dividends and intact uptrend, but they expect possible short‑term sideways action. MarketBeat tailwinds article
• Negative Sentiment: Mixed/negative investor reaction — Despite the beats, the stock slipped as some investors focused on signs of slowing sequential revenue growth and viewed FY guidance as cautious; that contributed to today’s decline. Stock brushes off upbeat Q4
• Negative Sentiment: Analyst downgrade/price target cut adds short‑term pressure — BNP Paribas Exane cut its price target and kept an Underperform rating, creating a headline that can amplify selling even as other banks lift targets. BNP Paribas Exane cuts PT to $290
• Negative Sentiment: Risk of near‑term range‑bound action or deeper pullback if support breaks — Market commentary highlights a likely range near ~$280–$300; a break below support could trigger more downside. MarketBeat technical notes

GE Aerospace Company Profile

GE Aerospace (NYSE: GE) is the aerospace business of General Electric, focused on the design, manufacture and support of aircraft engines, integrated propulsion systems and related aftermarket services. The company serves commercial airlines, airframers, business and general aviation operators, and defense customers, providing propulsion solutions for a broad range of aircraft types from single‑aisle airliners to widebody and military platforms.

Its product portfolio includes a family of commercial and military jet engines as well as spare parts, components and systems engineering.