GE Aerospace (NYSE:GE) Cut to “Hold” at Wall Street Zen

GE Aerospace (NYSE:GE) was downgraded by equities researchers at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued on Saturday.

A number of other equities research analysts also recently issued reports on GE. JPMorgan Chase & Co. increased their target price on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Morgan Stanley began coverage on shares of GE Aerospace in a research note on Friday. They issued an “overweight” rating and a $425.00 price target on the stock. TD Cowen lifted their price objective on GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. The Goldman Sachs Group boosted their target price on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, Citigroup reaffirmed a “buy” rating and issued a $380.00 target price (up from $378.00) on shares of GE Aerospace in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $329.29.

GE Aerospace Stock Up 2.3%

Shares of GE Aerospace stock opened at $342.54 on Friday. GE Aerospace has a 1 year low of $159.36 and a 1 year high of $344.30. The company has a market cap of $359.26 billion, a P/E ratio of 42.08, a P/E/G ratio of 3.09 and a beta of 1.40. The company has a current ratio of 1.04, a quick ratio of 0.74 and a debt-to-equity ratio of 1.00. The stock has a 50-day moving average price of $313.63 and a 200 day moving average price of $299.04.

GE Aerospace (NYSE:GE) last released its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.14. The company had revenue of $11.90 billion for the quarter, compared to analysts’ expectations of $11.27 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.The business’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.32 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, analysts expect that GE Aerospace will post 5.4 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, SVP Amy L. Gowder sold 4,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the completion of the sale, the senior vice president owned 16,535 shares in the company, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of the stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total value of $9,305,348.61. Following the transaction, the senior vice president directly owned 150,434 shares in the company, valued at approximately $46,103,507.98. This represents a 16.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 37,398 shares of company stock valued at $11,455,491 over the last quarter. Insiders own 0.21% of the company’s stock.

Institutional Trading of GE Aerospace

A number of institutional investors and hedge funds have recently modified their holdings of the company. Bare Financial Services Inc lifted its position in GE Aerospace by 81.1% during the 2nd quarter. Bare Financial Services Inc now owns 96 shares of the company’s stock worth $25,000 after acquiring an additional 43 shares during the last quarter. REAP Financial Group LLC bought a new position in shares of GE Aerospace in the third quarter worth about $25,000. Blueline Advisors LLC bought a new position in shares of GE Aerospace in the fourth quarter worth about $25,000. Marquette Asset Management LLC acquired a new position in shares of GE Aerospace during the 3rd quarter worth about $26,000. Finally, Lavaca Capital LLC boosted its stake in GE Aerospace by 1,666.7% during the 2nd quarter. Lavaca Capital LLC now owns 106 shares of the company’s stock valued at $27,000 after purchasing an additional 100 shares during the period. 74.77% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Morgan Stanley initiated coverage of GE Aerospace with an Overweight rating and a $425 price target, arguing the market underestimates GE’s long‑term free cash flow and pricing power — a clear analyst-driven bullish catalyst. Morgan Stanley initiates GE Aerospace stock with overweight rating
• Positive Sentiment: Media coverage is spotlighting GE’s new “AI Wingmate” program — AI tools for inspections and predictive maintenance that could lower airline downtime and support services revenue growth, boosting investor sentiment around recurring aftermarket cash flows. GE Aerospace readies for liftoff with wild new AI wingmate
• Positive Sentiment: Reports note GE signed a significant engine order with United Airlines (and dealer/airline comments praising GE engines surfaced), reinforcing near‑term aftermarket and OEM revenue visibility. Contract wins like this support higher revenue and service attach rates. GE Aerospace, United Airlines ink big engine order
• Positive Sentiment: GE is partnering with Starfighters Space to support the STARLAUNCH I rocket program’s critical design review — a small but strategic aerospace collaboration that highlights GE’s broader aerospace engineering role and potential new revenue avenues. Starfighters and GE Progress STARLAUNCH Platform
• Neutral Sentiment: Technically, several market commentators flagged GE Aerospace entering a “buy range” and hitting all‑time highs — this momentum can attract trend‑following flows but also raises volatility risk on any pullback. Dow Jones Futures Fall Before Big Economic Data, Possible Trump Tariff Ruling; AI Leader Climbs, Cancer-Test Firm Crashes

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.