NASDAQ · GE
Industrials · Aerospace & Defense
$319.78
Up+$7.32 (+2.29%)
Updated Sep 26, 2026, 1:32 AM
SID Score
6.0/10
Composite research score
Smart Money
47/100
Neutral
Price performance
1M range · 19 trading sessions · Daily adjusted prices
GE closed at $319.78 after 19 trading sessions, down 6.66% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 24, 2026 | $317.54 | $323.17 | $315.4801 | $319.78 | 3.73M |
| Sep 23, 2026 | $318.40 | $325.92 | $317.62 | $319.80 | 4.35M |
| Sep 22, 2026 | $322.33 | $322.50 | $314.36 | $319.22 | 3.4M |
| Sep 21, 2026 | $317.54 | $322.14 | $313.81 | $319.01 | 3.8M |
| Sep 18, 2026 | $313.63 | $314.53 | $309.6225 | $314.27 | 10.45M |
| Sep 17, 2026 | $316.79 | $318.68 | $313.47 | $313.47 | 5.33M |
| Sep 16, 2026 | $310.175 | $318.50 | $308.68 | $312.90 | 4.53M |
| Sep 15, 2026 | $318.54 | $320.36 | $306.80 | $307.05 | 7.28M |
| Sep 14, 2026 | $315.20 | $318.46 | $312.08 | $317.56 | 5.15M |
| Sep 11, 2026 | $328.29 | $329.88 | $322.77 | $323.66 | 2.53M |
| Sep 10, 2026 | $322.36 | $327.50 | $321.80 | $324.15 | 3.46M |
| Sep 9, 2026 | $330.875 | $332.06 | $321.16 | $325.42 | 5.02M |
| Sep 8, 2026 | $338.11 | $342.73 | $332.04 | $334.91 | 3.06M |
| Sep 4, 2026 | $332.24 | $337.21 | $332.24 | $337.12 | 2.51M |
| Sep 3, 2026 | $331.55 | $334.44 | $329.32 | $333.48 | 2.65M |
| Sep 2, 2026 | $333.36 | $333.86 | $329.31 | $329.50 | 2.69M |
| Sep 1, 2026 | $333.71 | $336.25 | $329.51 | $331.09 | 3.03M |
| Aug 31, 2026 | $338.83 | $339.75 | $333.72 | $335.71 | 4.48M |
| Aug 28, 2026 | $345.085 | $345.6299 | $341.27 | $342.58 | 2.54M |
The latest Smart Investors Daily articles mentioning GE.
GE research
Company profile and research snapshot.
GE Aerospace is the global leader in designing, manufacturing, and servicing commercial aircraft engines, along with partner Safran in their CFM joint venture. With its massive global installed base of nearly 70,000 commercial and military engines, GE Aerospace earns most of its profits on recurring service revenue of that equipment, which operates for decades. GE Aerospace is the remaining core business of the company formed in 1892 with historical ties to American inventor Thomas Edison; that company became a storied conglomerate with peak revenue of $130 billion in 2000 until GE spun off its appliance, finance, healthcare, and wind and power businesses between 2016 and 2024.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 23, 2026 | Jefferies | Buy | — |
| Jul 23, 2026 | Bernstein | Outperform | — |
| Jul 20, 2026 | JP Morgan | Overweight | — |
| Jul 17, 2026 | RBC Capital | Outperform | — |
| Jul 17, 2026 | UBS | Buy | — |
Generated Sep 25, 2026, 9:19 PM
GE Aerospace gained 2.29% today, reflecting modest investor optimism despite a mixed narrative of strong defense spending demand and concerning operational headwinds. The aerospace giant is navigating rising costs and supply-chain pressures while analysts remain cautiously supportive, though recent price target cuts suggest the market may already be pricing in much of the upside.
Bottom line: GE Aerospace is benefiting from structural defense spending tailwinds, but today's modest gain reflects investor skepticism that much upside remains unpriced after recent rallies. The critical variable ahead is whether the company's $11.75 billion supply-chain investment successfully alleviates margin pressures—success would unlock further gains, while execution missteps could pressure the stock significantly.
Yahoo · Sep 25, 2026
Defense budgets are soaring on both sides of the Atlantic, and one ETF promises to capture the entire boom in a single trade. But a closer look at what you actually own when you buy it reveals a far more concentrated story than the 63-stock lineup suggests.
Yahoo · Sep 24, 2026
GE Aerospace (GE) earns the widest operating margin in a group of six peer companies, and it grows revenue faster than all but one of them. The market already charges for that lead. Yet over the past twelve months the stock has returned far less than RTX, a slower-growing rival. The quality is real. The question is how much of it you are already paying for.
Yahoo · Sep 24, 2026
GE Aerospace (NYSE:GE) has plenty of demand. Getting enough engines and parts out the door has been the harder part. That helps explain why the company is willing to spend $11.75 billion on Consolidated Precision Products (CPP), one of the world’s largest makers of precision sand castings. The acquisition, GE Aerospace’s biggest since becoming a […]
Yahoo · Sep 24, 2026
GE's margin slips despite higher profit as rising costs weighed, while stronger guidance and LEAP demand support the 2026 outlook.
Interpretive context generated from the platform’s current data sources.
GE Aerospace shares closed at $319.78, declining 3.11% in the most recent session, per SID market data. The stock has experienced notable weakness over recent periods, falling 8.51% over the past month and 13.89% over the past three months, though it retains a modest 7.05% gain over the trailing twelve months. GE currently trades below both key moving averages, sitting beneath its 50-day moving average of $345.11 and its 200-day moving average of $325.18, according to Massive/Polygon technical data. The 14-day RSI reading of 35.3 places the stock near oversold territory, suggesting sustained selling pressure. GE Aerospace carries a beta of 1.405, indicating higher volatility relative to the broader market. Average daily trading volume stands at approximately 4.07 million shares, supporting adequate liquidity. The company's market capitalization is approximately $304.3 billion, positioning it among the largest names in the Industrials sector.
GE Aerospace trades at a price-to-earnings ratio of 38.18, reflecting a premium valuation relative to the broader Industrials sector, according to SID market data. The company's PEG ratio stands at 8.90, suggesting the current earnings multiple substantially exceeds the company's projected earnings growth rate, per SEC filings and consensus estimates. The price-to-book ratio of 16.36 further underscores the elevated valuation, indicating investors are paying a significant premium over the company's book value. GE Aerospace offers a dividend yield of approximately 0.47%, providing minimal income contribution relative to the stock's price. The premium multiples across all valuation metrics reflect the market's recognition of GE Aerospace's position as a pure-play aerospace and defense company following its corporate restructuring. Despite the recent price decline of 13.89% over three months, these valuation metrics remain stretched, indicating the selloff has not yet meaningfully compressed the company's trading multiples to historical norms.
GE Aerospace's composite smart money score stands at 47 out of 100 with a neutral signal, according to SID market data, reflecting mixed positioning among sophisticated market participants. Institutional sentiment ranks at a perfect 25 out of 25, indicating strong conviction and accumulation from major fund managers, per 13F institutional filings. However, insider activity scores a notably lower 6.8 out of 25, with SEC Form 4 filings revealing 18 insider transactions over the past 90 days — comprising 6 purchases against 12 sales. This two-to-one sell-to-buy ratio suggests company insiders have been net sellers during the recent period. Dark pool activity registers at 8.9 out of 25, pointing to relatively subdued off-exchange institutional interest. Congressional trading activity scores 6.4 out of 25, indicating limited notable transactions by members of Congress. The divergence between strong institutional ownership scores and weaker insider sentiment creates a mixed overall picture, with institutional holders maintaining positions while insiders reduce personal exposure at current price levels.
GE Aerospace has delivered a consistent pattern of earnings beats across its three most recent reported quarters, according to company earnings reports. In the January 2026 quarter, GE posted earnings per share of $1.57 versus estimates of $1.43, a positive surprise of $0.14. The April 2026 quarter showed the strongest outperformance, with actual EPS of $1.86 exceeding the $1.61 consensus by $0.25. Most recently, the July 2026 quarter delivered EPS of $2.02 against expectations of $1.85, representing a $0.17 beat. This trajectory reflects sequential quarterly earnings growth from $1.57 to $2.02, demonstrating a 28.7% increase over three quarters. Looking ahead, analyst estimates project EPS of $1.99 for the October 2026 quarter. The consistent pattern of surpassing expectations may influence how the market prices in future guidance, as the three consecutive beats averaging approximately $0.19 above consensus suggest systematic analyst underestimation of GE Aerospace's earnings power.
Wall Street consensus on GE Aerospace remains uniformly positive, with all five most recent analyst actions maintaining bullish ratings, per Wall Street analyst reports. Jefferies reiterated its Buy rating on September 23, 2026, while Bernstein maintained an Outperform rating on July 23, 2026. JP Morgan upheld its Overweight designation on July 20, 2026, and both RBC Capital and UBS reaffirmed Outperform and Buy ratings respectively on July 17, 2026, according to SID consensus data. Notably, none of the five recent ratings represent upgrades — each action maintained a prior positive rating, suggesting sustained long-term conviction rather than a shift in sentiment. The cluster of reaffirmations around mid-to-late July 2026 coincides with the company's earnings report, where GE beat estimates by $0.17. With shares currently trading at $319.78 and having declined 13.89% over three months, the gap between the uniformly bullish analyst consensus and recent price weakness may indicate analysts view the pullback as a potential entry point rather than a fundamental deterioration.
The latest Smart Investors Daily articles mentioning GE.
