GE Aerospace (NYSE:GE) Stock Price Target Cut by BNP Paribas Exane

GE Aerospace (NYSE:GE) had its price objective dropped by equities research analysts at BNP Paribas Exane from $305.00 to $280.00 in a research note issued to investors on Wednesday, Benzinga reports. The brokerage presently has an “underperform” rating on the stock. BNP Paribas Exane’s target price suggests a potential downside of 6.76% from the company’s previous close.

Other equities research analysts have also recently issued reports about the company. TD Cowen reaffirmed a “buy” rating and set a $380.00 price objective (up from $330.00) on shares of GE Aerospace in a research note on Monday, July 13th. Citigroup reissued a “buy” rating and issued a $431.00 target price (up from $353.00) on shares of GE Aerospace in a research note on Wednesday, July 1st. Sanford C. Bernstein reissued an “outperform” rating on shares of GE Aerospace in a research note on Friday. Wells Fargo & Company reduced their target price on GE Aerospace from $390.00 to $380.00 and set an “overweight” rating on the stock in a report on Wednesday, September 30th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $378.00 target price on shares of GE Aerospace in a research report on Wednesday. Seventeen research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $375.62.

GE Aerospace Trading Up 0.1%

GE traded up $0.41 during trading on Wednesday, reaching $300.29. 2,852,963 shares of the company’s stock were exchanged, compared to its average volume of 5,083,135. The company’s fifty day moving average price is $327.33 and its 200-day moving average price is $328.85. The firm has a market capitalization of $311.56 billion, a PE ratio of 35.32, a P/E/G ratio of 2.27 and a beta of 1.38. GE Aerospace has a fifty-two week low of $268.91 and a fifty-two week high of $388.84. The company has a debt-to-equity ratio of 0.96, a quick ratio of 0.67 and a current ratio of 0.98.

GE Aerospace (NYSE:GE) last posted its quarterly earnings results on Tuesday, October 20th. The company reported $2.25 earnings per share for the quarter, beating analysts’ consensus estimates of $2.01 by $0.24. The company had revenue of $13.29 billion for the quarter, compared to the consensus estimate of $12.88 billion. GE Aerospace had a return on equity of 40.56% and a net margin of 17.72%. The firm’s quarterly revenue was up 24.7% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.66 EPS. As a group, equities analysts forecast that GE Aerospace will post 7.91 EPS for the current year.

Insider Buying and Selling at GE Aerospace

In other news, SVP Mohamed Ali sold 8,096 shares of the business’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $353.71, for a total value of $2,863,636.16. Following the completion of the transaction, the senior vice president owned 20,666 shares of the company’s stock, valued at $7,309,770.86. The trade was a 28.15% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.19% of the stock is currently owned by corporate insiders.

Institutional Trading of GE Aerospace

Large investors have recently made changes to their positions in the company. Burkett Financial Services LLC lifted its holdings in shares of GE Aerospace by 28.9% during the 2nd quarter. Burkett Financial Services LLC now owns 125 shares of the company’s stock valued at $47,000 after purchasing an additional 28 shares in the last quarter. BOK Financial Private Wealth Inc. increased its stake in GE Aerospace by 3.2% during the 2nd quarter. BOK Financial Private Wealth Inc. now owns 960 shares of the company’s stock worth $359,000 after purchasing an additional 30 shares in the last quarter. Gradient Investments LLC increased its stake in GE Aerospace by 4.4% during the 2nd quarter. Gradient Investments LLC now owns 765 shares of the company’s stock worth $286,000 after purchasing an additional 32 shares in the last quarter. Kinloch Capital LLC raised its holdings in GE Aerospace by 3.1% during the 2nd quarter. Kinloch Capital LLC now owns 1,079 shares of the company’s stock worth $403,000 after buying an additional 32 shares during the period. Finally, United Community Bank raised its holdings in GE Aerospace by 10.1% during the 2nd quarter. United Community Bank now owns 361 shares of the company’s stock worth $135,000 after buying an additional 33 shares during the period. Institutional investors own 74.77% of the company’s stock.

Key GE Aerospace News

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

• Positive Sentiment: Strong results and higher guidance support the bull case. GE Aerospace reported adjusted EPS of $2.25, above the $2.01 consensus, while revenue reached $13.29 billion and rose sharply year over year. Orders increased 49% to $19 billion, led by commercial engines and services. Management raised its 2026 adjusted EPS outlook to $8.00-$8.10, revenue-growth guidance to approximately 19%-20%, and free-cash-flow guidance to $9.1-$9.4 billion. GE Aerospace raises 2026 profit forecast as services strength drives growth
• Positive Sentiment: Commercial services demand remains a key catalyst. GE expects low-double-digit services growth in 2027 as airlines keep older aircraft in service amid new-plane delivery delays. Strong demand for engine repairs and spare parts, along with a commercial-services backlog of roughly $170 billion, provides visibility into high-margin revenue. GE Aerospace Q3 Earnings Call Highlights Higher Services Outlook
• Positive Sentiment: Some analysts remain constructive. UBS raised its price target to $380 and maintained a Buy rating, while Citi described the stock as an attractive entry point. JPMorgan, RBC and Susquehanna reduced their targets but retained bullish ratings, implying substantial upside from current levels. GE Aerospace price target raised at UBS
• Neutral Sentiment: Investor reaction has been unusually cautious. GE has reportedly declined after each of its past several earnings releases despite repeated earnings beats, suggesting expectations are already elevated and traders are focused on forward risks rather than quarterly performance. Is GE Aerospace Stock Overvalued?
• Negative Sentiment: Near-term cost and cash-flow concerns are weighing on sentiment. Management flagged an expected $300 million profit drag in 2027 related to the GE9X production ramp. Investors are also monitoring engine-related cost pressures, spare-parts backlogs, fuel-price risks for airlines and weaker operating cash flow, which overshadowed the earnings beat.
• Negative Sentiment: Lowered price targets signal reduced near-term upside expectations. JPMorgan cut its target to $375, RBC to $375 and Susquehanna to $400, even though all three firms retained positive ratings. The revisions indicate analysts are adjusting for margin pressure and execution risks.

About GE Aerospace

GE Aerospace (NYSE: GE) is a global aerospace company that designs, develops, manufactures and services aircraft engines and related systems. Its products support commercial air transport, business and general aviation, military aircraft, and other defense applications. The company also provides engine components, avionics, mechanical systems, digital solutions and maintenance, repair and overhaul services.

GE Aerospace serves airlines, aircraft operators, leasing companies, airframers and government customers worldwide.