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

GE Aerospace (NYSE:GE) had its price objective cut by equities research analysts at BNP Paribas Exane from $305.00 to $290.00 in a research report issued on Friday,MarketScreener reports. The brokerage currently has an “underperform” rating on the stock. BNP Paribas Exane’s target price points to a potential downside of 2.34% from the stock’s current price.

GE has been the subject of several other research reports. TD Cowen increased their price target on shares of GE Aerospace from $330.00 to $350.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Sanford C. Bernstein reiterated an “outperform” rating on shares of GE Aerospace in a research report on Monday, October 27th. Susquehanna restated a “positive” rating and issued a $380.00 target price on shares of GE Aerospace in a research report on Thursday, January 15th. The Goldman Sachs Group increased their price target on GE Aerospace from $338.00 to $350.00 and gave the stock a “buy” rating in a report on Friday. Finally, JPMorgan Chase & Co. boosted their price objective on shares of GE Aerospace from $275.00 to $325.00 and gave the company an “overweight” rating in a report on Monday, October 27th. Sixteen analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, GE Aerospace currently has a consensus rating of “Moderate Buy” and an average target price of $318.29.

GE Aerospace Price Performance

Shares of NYSE:GE traded up $1.96 during midday 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. GE Aerospace has a twelve month low of $159.36 and a twelve month high of $332.79. The stock has a market cap of $313.24 billion, a price-to-earnings ratio of 39.63, a price-to-earnings-growth ratio of 2.17 and a beta of 1.40. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.08 and a quick ratio of 0.76. The business’s 50-day simple moving average is $305.30 and its 200-day simple moving average is $291.83.

GE Aerospace (NYSE:GE) last issued its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.43 by $0.14. GE Aerospace had a return on equity of 34.01% and a net margin of 18.34%.The company had revenue of $11.90 billion during the quarter, compared to analysts’ expectations of $11.27 billion. During the same period in the prior year, the business earned $1.32 EPS. The firm’s quarterly 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, research analysts predict that GE Aerospace will post 5.4 earnings per share for the current year.

Insiders Place Their Bets

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

Institutional Trading of GE Aerospace

A number of large investors have recently modified their holdings of GE. Vanguard Group Inc. increased its holdings in GE Aerospace by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 91,989,511 shares of the company’s stock worth $23,677,180,000 after purchasing an additional 1,482,069 shares during the period. State Street Corp grew its holdings in GE Aerospace by 0.7% during the 3rd quarter. State Street Corp now owns 44,577,642 shares of the company’s stock worth $13,425,562,000 after acquiring an additional 308,730 shares in the last quarter. Geode Capital Management LLC increased its position in shares of GE Aerospace by 3.1% in the 2nd quarter. Geode Capital Management LLC now owns 24,113,967 shares of the company’s stock valued at $6,181,956,000 after purchasing an additional 724,559 shares during the last quarter. Capital World Investors raised its holdings in shares of GE Aerospace by 16.2% in the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after purchasing an additional 2,995,054 shares in the last quarter. Finally, Norges Bank purchased a new stake in shares of GE Aerospace during the 2nd quarter worth $3,408,828,000. Hedge funds and other institutional investors 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: 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.