General Electric

GE · NYSE

$299.87−$11.41 (−3.67%)TodayMarket closed · Oct 20, 7:59 PM ET

Prev close $311.28

GE analyst rating

BuyConsensus of 13 analysts over the last 12 months. 92% rate it a buy.

Strong buy0
Buy12
Hold1
Underperform0
Sell0

12-month price target · 26 analysts

Average $404.80 (+35.0% upside)

Low: $353.50
Now: $299.87
High: $472.50

Upgrades and downgrades

The latest rating actions, newest first

GE analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Wells Fargo	Sep 30, 2026	Maintains	Overweight	$390.00 → $380.00	69%
Jefferies	Sep 23, 2026	Maintains	Buy	$455.00 → $435.00	55%
Bernstein	Jul 23, 2026	Maintains	Outperform	$405.00 → $421.00	39%
JP Morgan	Jul 20, 2026	Maintains	Overweight	$335.00 → $400.00	63%
RBC Capital	Jul 17, 2026	Maintains	Outperform	$400.00	59%
UBS	Jul 17, 2026	Maintains	Buy	$426.00 → $435.00	49%
RBC Capital	Jul 15, 2026	Maintains	Outperform	$355.00 → $400.00	59%
TD Cowen	Jul 13, 2026	Maintains	Buy	$330.00 → $380.00	63%
Susquehanna	Jul 9, 2026	Maintains	Positive	$380.00 → $430.00	56%
Jefferies	Jul 2, 2026	Maintains	Buy	$365.00 → $455.00	55%

The case for and against

Updated Oct 16, 2026

Bull case

GE Aerospace is attractive because its near-80,000-engine installed base creates a long-duration, high-margin services annuity, and services now account for roughly 70% of revenue with CFM56 alone estimated at about 20% of revenue and 40% of EBIT. Its 2Q26 performance showed that this model is still accelerating, with adjusted revenue up 24% year over year, EBIT of $2.75B at a 21.7% margin, and free cash flow of $3.0B, while management lifted 2026 guidance to $10.65B of adjusted EBIT and $9.05B of FCF at the midpoint. The bullish case is further supported by strong backlog and demand visibility, improving supply-chain and turnaround times, durability-kit adoption, and the expectation that LEAP and CFM56 work scopes will sustain profitable aftermarket growth.

Bear case

GE Aerospace is exposed to a vulnerable aftermarket cycle, where slower airline retirements and weaker travel demand could curb recurring services growth just as investors expect the engine mix to normalize. Supply-chain bottlenecks remain a major fundamental risk, with narrowbody maintenance turnaround times still around 95 days versus a 70-day target and widebody shops near 130 days versus 90, leaving LEAP profitability and delivery cadence susceptible to delay. Even with 2028E FCF of about $8.9B in the downside case, a slower economic recovery, higher costs, and emerging-market exposure could pressure margins and keep sentiment fragile.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.