GE Aerospace (NYSE:GE) Price Target Cut to $280.00 by Analysts at BNP Paribas Exane

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

GE has been the topic of a number of other research reports. JPMorgan Chase & Co. decreased their price objective on shares of GE Aerospace from $400.00 to $375.00 and set an “overweight” rating on the stock in a report on Wednesday. Wells Fargo & Company lowered their target price on shares of GE Aerospace from $390.00 to $380.00 and set an “overweight” rating on the stock in a research report on Wednesday, September 30th. Citigroup reaffirmed a “buy” rating and issued a $431.00 target price (up from $353.00) on shares of GE Aerospace in a report on Wednesday, July 1st. The Goldman Sachs Group reiterated a “buy” rating and set a $410.00 price target on shares of GE Aerospace in a research report on Monday, July 20th. Finally, Jefferies Financial Group set a $435.00 price target on shares of GE Aerospace and gave the company a “buy” rating in a research report on Wednesday, September 23rd. Seventeen research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $375.62.

GE Aerospace Price Performance

Shares of NYSE GE traded up $0.41 during trading on Wednesday, hitting $300.29. 2,852,963 shares of the company were exchanged, compared to its average volume of 5,083,135. The company has a debt-to-equity ratio of 0.96, a current ratio of 0.98 and a quick ratio of 0.67. GE Aerospace has a 1 year low of $268.91 and a 1 year high of $388.84. The company has a market cap of $311.56 billion, a price-to-earnings ratio of 35.32, a PEG ratio of 2.27 and a beta of 1.38. The firm’s fifty day moving average price is $327.33 and its 200 day moving average price is $328.85.

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

Insider Activity

In related news, SVP Mohamed Ali sold 8,096 shares of GE Aerospace stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $353.71, for a total transaction of $2,863,636.16. Following the completion of the transaction, the senior vice president directly owned 20,666 shares in the company, valued at $7,309,770.86. The trade was a 28.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.19% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On GE Aerospace

Large investors have recently bought and sold shares of the stock. Amundi increased its position in GE Aerospace by 135.2% in the first quarter. Amundi now owns 6,119,975 shares of the company’s stock worth $1,736,665,000 after purchasing an additional 3,518,278 shares during the period. Jupiter Topco LLC acquired a new position in GE Aerospace during the 2nd quarter valued at about $1,283,858,000. Wellington Management Group LLP lifted its position in GE Aerospace by 97.3% during the 2nd quarter. Wellington Management Group LLP now owns 6,797,935 shares of the company’s stock valued at $2,540,592,000 after purchasing an additional 3,352,432 shares during the period. Jennison Associates LLC lifted its position in GE Aerospace by 37.7% during the 1st quarter. Jennison Associates LLC now owns 11,026,006 shares of the company’s stock valued at $3,128,850,000 after purchasing an additional 3,017,937 shares during the period. Finally, State Street Corp boosted its stake in shares of GE Aerospace by 2.6% in the 2nd quarter. State Street Corp now owns 46,497,628 shares of the company’s stock valued at $17,377,559,000 after purchasing an additional 1,160,584 shares during the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

Key Stories Impacting GE Aerospace

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.