Yahoo · Oct 15, 2026
Why It’s Time To Load Up on GE Aerospace Stock
GE Aerospace could deliver solid third-quarter results despite the broader market concerns.

NASDAQ · GE
Industrials · Aerospace & Defense
$307.02
Up+$4.98 (+1.62%)
Updated Oct 16, 2026, 1:53 AM
SID Score
5.5/10
Composite research score
Smart Money
48/100
Neutral
Price performance · GE
1M range · 20 trading sessions · Daily adjusted prices
Prices through Oct 14, 2026
GE closed at $307.02 after 20 trading sessions, down 2.06% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 14, 2026 | $307.73 | $311.27 | $305.09 | $307.02 | 3.3M |
| Oct 13, 2026 | $308.00 | $309.98 | $305.20 | $307.63 | 4.55M |
| Oct 12, 2026 | $307.78 | $311.7279 | $307.6472 | $308.64 | 2.43M |
| Oct 9, 2026 | $306.29 | $308.61 | $303.52 | $308.20 | 2.95M |
| Oct 8, 2026 | $299.98 | $306.56 | $296.61 | $305.62 | 6.39M |
| Oct 7, 2026 | $305.51 | $308.55 | $302.98 | $303.62 | 3.92M |
| Oct 6, 2026 | $306.50 | $310.85 | $304.00 | $309.39 | 3.52M |
| Oct 5, 2026 | $309.125 | $309.68 | $305.36 | $306.34 | 5.42M |
| Oct 2, 2026 | $316.50 | $318.50 | $308.19 | $309.56 | 4.17M |
| Oct 1, 2026 | $310.19 | $315.50 | $309.602 | $312.39 | 3.44M |
| Sep 30, 2026 | $317.89 | $317.908 | $312.25 | $312.29 | 4.19M |
| Sep 29, 2026 | $318.87 | $324.08 | $316.58 | $317.89 | 3.73M |
| Sep 28, 2026 | $321.46 | $323.0004 | $315.24 | $318.24 | 4.17M |
| Sep 25, 2026 | $321.90 | $329.17 | $319.64 | $327.09 | 4.29M |
| 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 |
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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 |
|---|---|---|---|
| Sep 30, 2026 | Wells Fargo | Overweight | — |
| Sep 23, 2026 | Jefferies | Buy | — |
| Jul 23, 2026 | Bernstein | Outperform | — |
| Jul 20, 2026 | JP Morgan | Overweight | — |
| Jul 17, 2026 | RBC Capital | Outperform | — |
No generated briefing is available yet.
Yahoo · Oct 15, 2026
GE Aerospace could deliver solid third-quarter results despite the broader market concerns.
Yahoo · Oct 15, 2026
Get a deeper insight into the potential performance of GE (GE) for the quarter ended September 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Yahoo · Oct 15, 2026
GE (GE) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Yahoo · Oct 15, 2026
Shares of GE Vernova (GEV) returned 66.5% in the twelve months to October 13, 2026, outpacing the 20.5% return for the S&P 500. During that period, orders consistently increased at the company's Power and Electrification businesses, and management raised its 2026 revenue forecast twice. Those orders appear to be what investors were paying for. So what could you have seen of those orders before the twelve months began, on October 10, 2025.
Interpretive context generated from the platform’s current data sources.
GE Aerospace shares have experienced notable downward pressure across multiple timeframes, with the stock trading at $307.02, reflecting a single-day decline of 3.11%, per SID market data. Over the past month, shares have fallen 3.13%, while the three-month return shows a steeper decline of 14.63%. The one-year performance stands at negative 2.38%, underperforming the broader industrials sector. Technically, the stock is trading well below both its 50-day moving average of $334.44 and its 200-day moving average of $325.73, indicating sustained bearish momentum according to Massive/Polygon data. The 14-day relative strength index registers at 35.9, approaching oversold territory below the conventional 30 threshold. Average daily trading volume stands at approximately 4.07 million shares. GE Aerospace carries a beta of 1.405, indicating meaningfully higher volatility relative to the broader market during this period of price weakness.
GE Aerospace currently commands a market capitalization of approximately $304.3 billion, positioning it among the largest companies in the industrials sector, per SID market data. The stock trades at a price-to-earnings ratio of 38.18, reflecting a significant premium relative to broader industrial peers. The PEG ratio stands at 8.90, according to SEC filings, suggesting that the current earnings multiple substantially exceeds the company's projected growth rate. GE Aerospace's price-to-book ratio of 16.36 further underscores the premium valuation investors have assigned to the company's asset base, consistent with an asset-light aerospace services model. The current dividend yield is approximately 0.47%, indicating the company allocates a relatively modest portion of earnings toward shareholder distributions. Taken together, these valuation metrics place GE Aerospace at elevated multiples across key measures, reflecting market pricing that incorporates expectations for sustained long-term revenue and earnings expansion in the aerospace aftermarket segment.
GE Aerospace registers a smart money composite score of 51 out of 100, reflecting a neutral overall signal according to SID market data. Institutional ownership sentiment scores a perfect 25 out of 25, indicating strong conviction among large fund managers in maintaining or increasing positions. However, insider activity tells a more cautious story, scoring 9.8 out of 25. Per SEC Form 4 filings, there have been 19 insider transactions over the past 90 days, comprising 7 purchases and 12 sales, yielding a sell-to-buy ratio of approximately 1.7 to 1. Dark pool activity scores 12.5 out of 25, suggesting moderate but unremarkable levels of off-exchange institutional trading. Congressional trading activity registers at just 4.0 out of 25, indicating minimal recent legislative member involvement. The divergence between strong institutional holdings and net insider selling presents a mixed picture, with 13F institutional filings confirming broad fund support while corporate insiders have been net reducers of their personal stakes during the recent quarter.
GE Aerospace has delivered a consistent pattern of earnings beats across its three most recent reporting periods, per company earnings reports. In January 2026, the company reported earnings per share of $1.57 against an estimate of $1.43, a positive surprise of $0.14. The April 2026 quarter saw EPS of $1.86 versus the $1.61 consensus, representing the largest beat at $0.25. Most recently in July 2026, GE Aerospace posted $2.02 per share compared to the $1.85 estimate, exceeding expectations by $0.17. This sequential earnings trajectory demonstrates accelerating absolute profitability, with EPS growing from $1.57 to $2.02 across three consecutive quarters. Looking ahead, analyst estimates project $2.00 per share for the upcoming October 2026 quarter, suggesting expectations for continued elevated performance. The sustained pattern of upside surprises averaging approximately $0.19 per quarter indicates that consensus estimates may continue to understate the company's actual earnings power.
Wall Street consensus on GE Aerospace remains uniformly positive, with all five most recent analyst actions maintaining bullish ratings, per SID consensus data. Wells Fargo reiterated its Overweight rating on September 30, 2026, while Jefferies maintained a Buy recommendation on September 23, 2026. Earlier, Bernstein reaffirmed an Outperform rating on July 23, followed by JP Morgan maintaining Overweight on July 20 and RBC Capital sustaining its Outperform call on July 17, according to Wall Street analyst reports. Notably, none of the five recent ratings represent upgrades; each action maintained a prior bullish stance, suggesting that analyst conviction has remained stable rather than increasing during the stock's recent 14.63% three-month decline. The absence of any downgrades despite the significant price deterioration indicates that analysts view the selloff as disconnected from fundamental trajectory. This uniform bullish positioning across major investment banks reflects broad institutional confidence in GE Aerospace's long-term growth thesis centered on aerospace aftermarket services and engine programs.


The latest Smart Investors Daily articles mentioning GE.