BNP Paribas Exane Cuts GE Aerospace (NYSE:GE) Price Target to $290.00

GE Aerospace (NYSE:GE) had its target price reduced by equities researchers at BNP Paribas Exane from $305.00 to $290.00 in a note issued to investors on Friday,MarketScreener reports. The brokerage presently has an “underperform” rating on the stock. BNP Paribas Exane’s target price would indicate a potential downside of 2.34% from the stock’s previous close.

Several other research analysts have also commented on the company. UBS Group set a $374.00 price target on GE Aerospace in a research report on Friday. Wall Street Zen downgraded shares of GE Aerospace from a “buy” rating to a “hold” rating in a research report on Saturday, January 3rd. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Aerospace in a research note on Wednesday, October 8th. Deutsche Bank Aktiengesellschaft raised their price objective on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a “buy” rating in a research report on Friday. Finally, Citigroup reaffirmed a “buy” rating on shares of GE Aerospace in a report on Friday. Sixteen equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $318.29.

GE Aerospace Stock Up 0.7%

GE Aerospace stock traded up $1.96 during mid-day trading on Friday, hitting $296.96. The company had a trading volume of 923,263 shares, compared to its average volume of 5,471,513. The stock has a market cap of $313.24 billion, a price-to-earnings ratio of 39.63, a PEG ratio of 2.17 and a beta of 1.40. The company has a quick ratio of 0.76, a current ratio of 1.08 and a debt-to-equity ratio of 0.99. GE Aerospace has a 1 year low of $159.36 and a 1 year high of $332.79. The business has a fifty day moving average of $305.30 and a 200 day moving average of $291.83.

GE Aerospace (NYSE:GE) last posted its earnings results on Thursday, January 22nd. The company reported $1.57 EPS for the quarter, beating analysts’ consensus estimates of $1.43 by $0.14. GE Aerospace had a net margin of 18.34% and a return on equity of 34.01%. The firm had revenue of $11.90 billion for the quarter, compared to the consensus estimate of $11.27 billion. During the same period last year, the firm posted $1.32 EPS. The company’s revenue was up 17.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts expect that GE Aerospace will post 5.4 earnings per share for the current fiscal year.

Insider Activity at GE Aerospace

In other news, SVP Russell Stokes sold 8,000 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $297.71, for a total value of $2,381,680.00. Following the completion of the sale, the senior vice president directly owned 150,434 shares of the company’s stock, valued at $44,785,706.14. This trade represents a 5.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.21% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On GE Aerospace

A number of hedge funds and other institutional investors have recently bought and sold shares of GE. Dara Capital US Inc. acquired a new position in shares of GE Aerospace during the 4th quarter worth $2,527,000. Valley Brook Capital Group Inc. boosted its holdings in GE Aerospace by 9.1% during the fourth quarter. Valley Brook Capital Group Inc. now owns 6,147 shares of the company’s stock worth $1,893,000 after buying an additional 515 shares in the last quarter. Armbruster Capital Management Inc. grew its holdings in shares of GE Aerospace by 3.6% in the 4th quarter. Armbruster Capital Management Inc. now owns 2,153 shares of the company’s stock worth $663,000 after acquiring an additional 75 shares during the period. Halbert Hargrove Global Advisors LLC increased its position in shares of GE Aerospace by 390.7% in the fourth quarter. Halbert Hargrove Global Advisors LLC now owns 265 shares of the company’s stock valued at $82,000 after buying an additional 211 shares in the last quarter. Finally, Steigerwald Gordon & Koch Inc. increased its holdings in GE Aerospace by 79.0% during the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 451 shares of the company’s stock valued at $139,000 after acquiring an additional 199 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Trending Headlines about GE Aerospace

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

• Positive Sentiment: Quarterly beat and surge in orders — GE posted Q4 EPS and revenues above consensus and reported a large jump in orders and backlog, driven by strong engine and aftermarket demand. This underpins earnings momentum and cash generation. Article Title
• Positive Sentiment: Aftermarket and profit guidance above estimates — Management flagged strong high‑margin aftermarket revenue and issued FY2026 profit guidance that came in above some estimates, supporting margin and FCF expectations. Article Title
• Positive Sentiment: Commercial engine deliveries and backlog strength — Engine deliveries rose (~25% in 2025) and backlog/ordering activity remains elevated, supporting multi‑year demand visibility for parts, services and new engine ramps. Article Title
• Positive Sentiment: Analyst support and high price targets — Multiple firms reiterated Buy/Outperform ratings and elevated price targets (many in the $325–$380 range), offering upside if execution and growth re-accelerate. Article Title
• Neutral Sentiment: CEO response to airline complaints — Management publicly defended industry pricing amid airline pushback on maintenance costs; that dialogue could influence regulatory/partner relations but is not an immediate earnings driver. Article Title
• Negative Sentiment: Sell‑the‑news and guidance viewed as conservative — Despite beats, some investors sold into the report because FY2026 guidance and commentary were seen as cautious relative to the recent run‑up; that drove the intraday share pullback. Article Title
• Negative Sentiment: Signs of slowing top‑line growth flagged by markets — Commentary and some reports highlighted a sequential slowdown in revenue growth, which, combined with a high valuation, increased sensitivity to any guidance shortfall. Article Title

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.