Yahoo · Sep 3, 2026
GE Vernova (GEV) Laps the Stock Market: Here's Why
In the closing of the recent trading day, GE Vernova (GEV) stood at $941.84, denoting a +2.16% move from the preceding trading day.

NASDAQ · GE
Industrials · Aerospace & Defense
$333.48
Up+$3.98 (+1.21%)
Updated Sep 4, 2026, 1:29 PM
SID Score
6.5/10
Composite research score
Smart Money
55/100
Neutral
Price performance
1M range · 21 trading sessions · Daily adjusted prices
GE closed at $333.48 after 21 trading sessions, down 10.97% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 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 |
| Aug 27, 2026 | $352.79 | $353.495 | $339.60 | $342.73 | 5.1M |
| Aug 26, 2026 | $351.78 | $356.39 | $350.00 | $354.39 | 3.04M |
| Aug 25, 2026 | $345.945 | $350.00 | $344.22 | $349.54 | 3.14M |
| Aug 24, 2026 | $346.59 | $348.49 | $340.54 | $341.84 | 2.67M |
| Aug 21, 2026 | $347.54 | $351.86 | $346.41 | $348.37 | 3.55M |
| Aug 20, 2026 | $353.09 | $354.50 | $343.56 | $344.64 | 6.06M |
| Aug 19, 2026 | $373.52 | $374.555 | $355.98 | $356.23 | 4.92M |
| Aug 18, 2026 | $366.89 | $375.58 | $365.00 | $375.09 | 4.93M |
| Aug 17, 2026 | $367.87 | $372.3588 | $366.7613 | $369.43 | 5.52M |
| Aug 14, 2026 | $362.50 | $368.69 | $361.51 | $368.38 | 2.97M |
| Aug 13, 2026 | $367.00 | $367.08 | $359.55 | $360.64 | 2.74M |
| Aug 12, 2026 | $369.79 | $370.20 | $363.2373 | $365.33 | 2.18M |
| Aug 11, 2026 | $367.74 | $372.5574 | $366.4725 | $368.06 | 2.29M |
| Aug 10, 2026 | $371.52 | $372.26 | $364.84 | $366.70 | 3.09M |
| Aug 7, 2026 | $376.39 | $377.81 | $368.44 | $370.08 | 2.53M |
| Aug 6, 2026 | $383.97 | $388.84 | $372.79 | $374.55 | 3.55M |
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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 |
|---|---|---|---|
| Jul 23, 2026 | Bernstein | Outperform | — |
| Jul 20, 2026 | JP Morgan | Overweight | — |
| Jul 17, 2026 | RBC Capital | Outperform | — |
| Jul 17, 2026 | UBS | Buy | — |
| Jul 15, 2026 | RBC Capital | Outperform | — |
Generated Sep 3, 2026, 9:15 PM
GE Aerospace gained 1.21% today, driven primarily by a $2.8 billion Navy contract award for its hypersonic program advancement. The stock is benefiting from renewed institutional interest and recognition of the company's strength in commercial engines and defense innovation, though broader market skepticism about industrials persists.
Bottom line: GE Aerospace's modest gain reflects genuine progress in defense contracts and commercial engine strength, but the stock remains caught between bullish defense catalysts and bearish renewable energy headwinds. Investors should monitor hypersonic program development and GE Vernova's recovery trajectory, as these will likely determine whether the current valuation represents opportunity or a value trap.
Yahoo · Sep 3, 2026
In the closing of the recent trading day, GE Vernova (GEV) stood at $941.84, denoting a +2.16% move from the preceding trading day.
Yahoo · Sep 3, 2026
GE Aerospace (GE) stock trades at about $329.50, about 14% below the $381.22 high it set inside the past year, and most of the decline is recent. It has fallen 12.7% over the past month. In July the company raised its 2026 guidance across the board.
Yahoo · Sep 3, 2026
Boeing (BA) trades at $208.87, down 12.0% over the past twelve months while the S&P 500 returned 20.5%. The complaint behind it is simple: the company still loses money building airplanes. What complicates it is how fast that loss is shrinking.
Yahoo · Sep 3, 2026
SCOTTSDALE, Ariz., September 03, 2026--StandardAero (NYSE: SARO), a leading independent pure-play provider of aerospace engine aftermarket services, including engine maintenance, repair and overhaul (MRO) and engine component repair, today celebrated the grand opening of its new 70,000 sq. ft. expansion at one of the Company’s facilities in Winnipeg, MB. The additional footprint increases the company’s capacity to serve airline and military aircraft operators in North America and across the glob
Interpretive context generated from the platform’s current data sources.
GE Aerospace shares closed at $333.48, reflecting a daily decline of 3.11% per SID market data. Over the trailing one-month period, the stock has retreated 12.66%, though it maintains a positive three-month return of 4.72% and a robust one-year gain of 16.05%. From a technical perspective, GE is currently trading below its 50-day moving average of $358.55, representing a discount of approximately 7.0% to that level. However, shares remain above the 200-day moving average of $324.26, suggesting the longer-term trend has not yet broken down. The 14-day relative strength index registers at 33.2, placing the stock near oversold territory, which historically signals potential short-term stabilization. GE carries a beta of 1.405, indicating above-average sensitivity to broader market movements. Average daily trading volume stands at approximately 4.07 million shares, according to Massive/Polygon data.
GE Aerospace currently trades at a price-to-earnings ratio of 38.18, which positions the stock at a significant premium relative to the broader Industrials sector, according to SID market data. The PEG ratio stands at 8.90, suggesting the earnings multiple is elevated even when adjusted for expected growth, per SEC filings and consensus forecasts. The price-to-book ratio of 16.36 further underscores the premium valuation, reflecting the market's recognition of GE Aerospace's asset-light, high-margin business model following its corporate transformation. The company offers a modest dividend yield of 0.47%, indicating that capital returns are weighted more toward reinvestment and share repurchases than income distribution. With a market capitalization of approximately $304.3 billion, GE Aerospace ranks among the largest pure-play aerospace companies globally. These valuation metrics reflect the company's positioning as a market leader in aviation propulsion and services.
GE Aerospace registers a composite smart money score of 55 out of 100, reflecting a neutral overall signal according to SID market data. Institutional ownership confidence scores a perfect 25 out of 25, indicating strong conviction from large fund managers and asset allocators. Congressional trading activity is moderately elevated at 15.6 out of 25, suggesting notable interest from lawmakers who hold or trade the stock. Insider activity scores lower at 6.8 out of 25, with SEC Form 4 filings revealing 19 transactions over the past 90 days, comprising 7 purchases and 12 sales. The net selling bias among insiders warrants monitoring, though sales may reflect routine diversification or pre-planned 10b5-1 dispositions rather than directional sentiment. Dark pool activity registers at 7.9 out of 25, indicating below-average off-exchange institutional accumulation. The divergence between maximum institutional confidence and moderate insider selling creates a mixed signal for investors tracking smart money flows into GE Aerospace shares.
GE Aerospace has delivered four consecutive quarters of earnings beats, demonstrating consistent operational execution according to company earnings reports. In the most recent quarter reported in July 2026, the company posted earnings per share of $2.02 against analyst estimates of $1.85, representing a positive surprise of $0.17 or approximately 9.2%. The prior quarter saw an even larger beat, with actual EPS of $1.86 exceeding the $1.61 consensus by $0.25, a 15.5% upside surprise. Across the four reported quarters, earnings have ranged from $1.57 to $2.02 per share, with surprises consistently between $0.14 and $0.25 per analyst estimates. The sequential quarterly growth trajectory from $1.57 to $2.02 reflects expanding margins and revenue momentum in aerospace aftermarket services. This sustained pattern of outperformance against consensus expectations highlights management's track record of conservative guidance and operational delivery.
Wall Street consensus on GE Aerospace remains uniformly positive, with all recent analyst actions reaffirming bullish ratings according to SID consensus data. On July 23, 2026, Bernstein maintained its Outperform rating, while JP Morgan reiterated an Overweight designation on July 20. UBS maintained a Buy rating on July 17, coinciding with RBC Capital's reiteration of Outperform across both its main and REIT coverage channels. Notably, none of the five most recent analyst actions involved a downgrade or a shift to a neutral or negative stance, reflecting broad institutional confidence in the company's fundamentals. The clustering of reaffirmations in mid-to-late July 2026 follows the company's strong first-quarter earnings beat of $2.02 versus $1.85 estimated, per Wall Street analyst reports. The unanimity among top-tier firms including Bernstein, JP Morgan, RBC Capital, and UBS suggests the sell-side community views the recent 12.66% monthly pullback as inconsistent with the company's underlying earnings trajectory.


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