StreetInsider.com News Articles

GE Aerospace (GE) PT Lowered to $375 at RBC Capital

Wed, 21 Oct 2026 08:52:19 -0400

(Updated - October 21, 2026 8:52 AM EDT)

RBC Capital analyst Ken Herbert lowered the price target on GE Aerospace (NYSE: GE) to $375.00 (from $400.00) while maintaining an Outperform rating.

The analyst commented: "Strong 3Q26 results not enough to offset peak AM sentiment; GE Aerospace (GE) reported 3Q26 adj. EPS of $2.25, ahead of consensus $2.01. CES services grew 17%, in-line with RBCe and ahead of consensus ~15% (but below stretched expectations of ~20%). GE raised its 2026 guidance, as expected, but continues to call out low DD 2027 services growth. While we believe services growth will outperform in 2027, lingering

GE Aerospace (GE) PT Lowered to $375 at RBC Capital

Wed, 21 Oct 2026 08:52:19 -0400

(Updated - October 21, 2026 8:52 AM EDT)

RBC Capital analyst Ken Herbert lowered the price target on GE Aerospace (NYSE: GE) to $375.00 (from $400.00) while maintaining an Outperform rating.

GE Aerospace (GE) PT Lowered to $400 at Susquehanna

Wed, 21 Oct 2026 07:40:33 -0400

Susquehanna analyst Charles Minervino lowered the price target on GE Aerospace (NYSE: GE) to $400.00 (from $480.00) while maintaining a Positive rating.

GE Aerospace (GE) PT Lowered to $375 at JPMorgan

Wed, 21 Oct 2026 06:54:02 -0400

JPMorgan analyst Seth Selfman lowered the price target on GE Aerospace (NYSE: GE) to $375.00 (from $400.00) while maintaining a Overweight rating.

The analyst comments "A challenging market backdrop for Aero stocks continued with GE’s Q3 report earlier today, where the stock underperformed the XLI by 4 points despite a solid beat and raise. This has become a pattern, with the stock now underperforming for four consecutive quarters on beats and raises. This is to some degree a high-class problem, as GE is coming off several quarters of exceptionally strong aftermarket growth, with the deceleration underway driving some indigestion for the

GE Aerospace (GE) PT Lowered to $375 at JPMorgan

Wed, 21 Oct 2026 06:54:02 -0400

JPMorgan analyst Seth Selfman lowered the price target on GE Aerospace (NYSE: GE) to $375.00 (from $400.00) while maintaining a Overweight rating.

GE Aerospace (GE) PT Lowered to $375 at Morgan Stanley

Wed, 21 Oct 2026 06:19:13 -0400

Morgan Stanley analyst Kristine T Liwag lowered the price target on GE Aerospace (NYSE: GE) to $375.00 (from $400.00) while maintaining a Overweight rating.

The analyst comments "We reiterate OW on GE, viewing initial 2027 commentary as a floor rather than a ceiling. Despite oil price pressures and potential multiple compression, durable aftermarket demand and strong earnings visibility support upside. We lower our PT to $375 from $400 on higher FCF offset by lower multiple."

GE Aerospace (GE) PT Lowered to $375 at Morgan Stanley

Wed, 21 Oct 2026 06:19:13 -0400

Morgan Stanley analyst Kristine T Liwag lowered the price target on GE Aerospace (NYSE: GE) to $375.00 (from $400.00) while maintaining a Overweight rating.

GE Aerospace (GE) PT Raised to $380 at UBS

Wed, 21 Oct 2026 06:00:13 -0400

UBS analyst Gavin Parsons raised the price target on GE Aerospace (NYSE: GE) to $380.00 (from $377.00) while maintaining a Buy rating.

The analyst comments "This quarter is unlikely to resolve the debate around the magnitude of the Aero aftermarket deceleration (or normalization), but we think it provided more positive evidence than expected. Two key and interconnected debates have been whether signs of slowdown will emerge this quarter, and what revenue headwind will materialize in 2027 from lower 2026 flight activity. No slowdown yet - services orders growth accelerated sequentially. And 2027 visibility seems to be improving for GE. That said,

GE Aerospace (GE) PT Raised to $380 at UBS

Wed, 21 Oct 2026 06:00:13 -0400

UBS analyst Gavin Parsons raised the price target on GE Aerospace (NYSE: GE) to $380.00 (from $377.00) while maintaining a Buy rating.

GE Aerospace Defended at Citi

Tue, 20 Oct 2026 16:29:14 -0400

Citi analyst John Godyn reiterated a Buy rating and a $431.00 price target on GE Aerospace (NYSE: GE), following the company's third-quarter 2026 earnings report.

GE Aerospace reported third-quarter 2026 adjusted earnings per share of $2.25, exceeding the VA-consensus estimate of $2.02. Following the results, Godyn updated his model to the high end of the company's newly issued full-year 2026 guidance.

Management projected low-double-digit revenue growth for services in 2027 and noted that mix effects between services and equipment may limit incremental margins in that period.

The analyst sees "significant upside" remaining even at current levels.

Shares of GE Aerospace closed at $311.28, according

GE Aerospace shares fall despite earnings beat

Tue, 20 Oct 2026 09:50:36 -0400

GE Aerospace stock dropped 3.8% in morning trading Tuesday after the company reported third-quarter 2026 earnings that exceeded analyst expectations. The decline followed a premarket drop of more than 4%, with shares testing the $300 level.

The company posted adjusted earnings per share of $2.25, surpassing the analyst consensus of $2.00. Adjusted revenue reached $13.29 billion, above the $12.85 billion estimate.

Free cash flow fell 14% year-over-year to $2.0 billion due to working capital timing. Management indicated that GE9X program losses are expected to create a roughly $300 million headwind as the engine ramps into 2027.

Insider selling totaled $21.3 million over the

Vertical Research Partners Reiterates Buy Rating on GE Aerospace (GE)

Tue, 20 Oct 2026 07:26:49 -0400

Vertical Research Partners analyst Robert Stallard reiterated a Buy rating and $400.00 price target on GE Aerospace (NYSE: GE).

The analyst comments "OUR VIEW – Not much to complain about here. Despite the mix headwind in Civil, GE held the line on the margin in the quarter which was better than we had expected, though some shift to the right on the GE9X probably helped. Civil aftermarket revenue growth has eased, but it has still remained roughly 2x the growth rate of the non-engine aero aftermarket. As this year draws to a close, we expect there to be questions on the

GE Aerospace beats estimates, raises guidance on strong demand

Tue, 20 Oct 2026 07:20:43 -0400

Investing.com -- GE Aerospace (NYSE:GE) on Tuesday reported third quarter adjusted earnings per share of $2.25, surpassing the analyst estimate of $2.00 by $0.25. Adjusted revenue reached $13.29 billion, exceeding the consensus estimate of $12.85 billion and marking an 18% increase from the prior year period.

The company raised its full-year 2026 guidance across all metrics following the strong quarterly performance.

The aerospace manufacturer’s third quarter adjusted revenue grew 18% YoY, driven by a 21% increase in its Commercial Engines & Services segment. Total orders surged 49% to $19.0 billion, with commercial services orders up 23%. "We delivered strong

Jefferies Reiterates Buy Rating on GE Aerospace (GE)

Tue, 20 Oct 2026 06:56:48 -0400

Jefferies analyst Sheila Kahyaoglu reiterated a Buy rating and $435.00 price target on GE Aerospace (NYSE: GE).

The analyst comments "GE Q3:26 EPS of $2.32 vs est/cons $2.03/$2.01. Revs +18% y-o-y (3% above) w/ profits +20% (8% ahead). EBIT beat by $0.25. 2026 Rev guidance raised to 19-20% (from High-Teens; est/cons 19%) w/ Services higher-end of Low-20% (Low-20% prior; est/cons +22%). Op Profit raised +3% to $10.9-11.0BB (from $10.55-10.75BB; est/cons $10.8BB/$10.9BB) w/ 2026 EPS +4% to $8.00-8.10 (from $7.65-7.85; est/cons $7.95/$7.93). FCF raised +$200MM or +2% to $9.1-9.4BB."

For an analyst ratings summary and ratings history on GE Aerospace click here.

Form 10-Q GENERAL ELECTRIC CO For: Sep 30

Tue, 20 Oct 2026 06:34:00 -0400

si-local-file:///var/storage/secattach/20261020/27206185.html

Form 8-K GENERAL ELECTRIC CO For: Oct 20

Tue, 20 Oct 2026 06:31:00 -0400

si-local-file:///var/storage/secattach/20261020/27206169.html

General Aerospace (GE) Tops Q3 EPS by 25c, Beats on Revenue; Raises FY EPS Guidance

Tue, 20 Oct 2026 06:28:02 -0400

(Updated - October 20, 2026 6:28 AM EDT)

General Aerospace (NYSE: GE) reported Q3 EPS of $2.25, $0.25 better than the analyst estimate of $2.00. Revenue for the quarter came in at $13.29 billion versus the consensus estimate of $12.85 billion.

GUIDANCE:

General Aerospace sees FY2026 EPS of $8.00-$8.10, versus the consensus of $7.92. The company's prior guidance stood at $7.65-$7.85.

For earnings history and earnings-related data on General Aerospace (GE) click here.

General Aerospace (GE) Tops Q3 EPS by 25c, Beats on Revenue; Raises FY EPS Guidance

Tue, 20 Oct 2026 06:28:02 -0400

(Updated - October 20, 2026 6:28 AM EDT)

GUIDANCE:

General Aerospace sees FY2026 EPS of $8.00-$8.10, versus the consensus of $7.92. The company's prior guidance stood at $7.65-$7.85.

For earnings history and earnings-related data on General Aerospace (GE) click here.

Here's how Susquehanna views the aerospace sector prior to Q3 earnings

Mon, 19 Oct 2026 15:00:00 -0400

Investing.com - Aerospace and defense names are set to headline the earnings calendar on Tuesday, with GE Aerospace, RTX Corporation, and Northrop Grumman all slated to report before the opening bell on Wall Street.

Investors appear to have broadly moved away from stocks in the sector during the third quarter, according to analysts at Susquehanna. Since August 14, the S&P Aerospace & Defense Select Industry Index, which tracks the industry, has fallen by more than 24%.

In a note, analysts including Philip Walsh, Charles Minervino, and Eric Clay suggested that a “multitude of factors” may have contributed to the decline, including higher

Here's how Susquehanna views the aerospace sector prior to Q3 earnings

Mon, 19 Oct 2026 15:00:00 -0400

In a note, analysts including Philip Walsh, Charles Minervino, and Eric Clay suggested that a “multitude of factors” may have contributed to the decline, including higher

Here's how Susquehanna views the aerospace sector prior to Q3 earnings

Mon, 19 Oct 2026 15:00:00 -0400

In a note, analysts including Philip Walsh, Charles Minervino, and Eric Clay suggested that a “multitude of factors” may have contributed to the decline, including higher

GE Aerospace (GE) call put ratio 1.2 calls to 1 put into quarter results

Mon, 19 Oct 2026 11:16:37 -0400

GE Aerospace (NYSE: GE) October 23 weekly call option implied volatility is at 75, November is at 39; compared to its 52-week average of 27 to 48. Call put ratio 1.2 calls to 1 put into the expected release of quarter results before the bell on October 20.

GE Aerospace (GE) call put ratio 1.2 calls to 1 put into quarter results

Mon, 19 Oct 2026 11:16:37 -0400

GE Aerospace (GE) call put ratio 2 calls to 1 put into quarter results

Mon, 19 Oct 2026 05:04:07 -0400

GE Aerospace (NYSE: GE) October 23 weekly 312.50 straddle priced for a move of 6.5%. Call put ratio 2 calls to 1 put into the expected release of quarter results before the bell on October 20.

Bernstein SocGen on GE Aerospace (GE): 'Fuel worries? Not that scary for GE portfolio'

Fri, 16 Oct 2026 08:56:15 -0400

Bernstein SocGen Group analyst Douglas S. Harned reiterated an Outperform rating and $421.00 price target on GE Aerospace (NYSE: GE).

The analyst commented: "Fuel worries? Not that scary for GE portfolio; GE Aerospace will report Q3 earnings on October 29th, with the call at Sentiment on GE and broader commercial aero aftermarket exposure has been very negative during the last two months. The worry has been that the customers would postpone or cancel shop visits if they were short on cash. So far, much of the cost of higher fuel has been passed through with higher yields. But, at the same