GE Aerospace (NYSE:GE) Cut to Hold at Wall Street Zen

Key Points

• Wall Street Zen downgraded GE Aerospace from "buy" to "hold as part of mixed analyst actions; the stock still carries an overall "Moderate Buy" consensus with an average price target of $349.89.
• GE Aerospace beat Q1 estimates with $1.86 EPS versus $1.60 expected and revenue up 24.6% year‑over‑year, and it set FY2026 guidance of $7.10–$7.40 EPS (analysts average 7.45).
• Market sentiment is mixed: high‑profile callers and some firms urged a "buy the dip" while downgrades, cautious guidance and jet‑fuel/geopolitical risks pressured shares, and insiders sold roughly 37,398 shares (~$11.46M) in the last 90 days.

GE Aerospace (NYSE:GE - Get Free Report) was downgraded by equities researchers at Wall Street Zen from a "buy" rating to a "hold" rating in a research report issued to clients and investors on Monday.

GE has been the subject of several other research reports. Zacks Research cut GE Aerospace from a "strong-buy" rating to a "hold" rating in a report on Tuesday, March 24th. President Capital cut their price target on GE Aerospace from $355.00 to $342.00 and set a "buy" rating for the company in a report on Wednesday, April 22nd. Deutsche Bank Aktiengesellschaft upped their price target on GE Aerospace from $375.00 to $387.00 and gave the company a "buy" rating in a report on Friday, January 23rd. Jefferies Financial Group set a $365.00 price target on GE Aerospace in a report on Sunday. Finally, TD Cowen cut their price target on GE Aerospace from $350.00 to $330.00 and set a "buy" rating for the company in a report on Wednesday, April 8th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $349.89.

GE Aerospace Price Performance

Shares of NYSE:GE opened at $284.61 on Monday. GE Aerospace has a fifty-two week low of $196.86 and a fifty-two week high of $348.48. The business has a 50-day moving average of $308.80 and a two-hundred day moving average of $306.67. The stock has a market capitalization of $296.94 billion, a P/E ratio of 35.05, a P/E/G ratio of 2.65 and a beta of 1.43. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.01 and a quick ratio of 0.70.

GE Aerospace (NYSE:GE - Get Free Report) last announced its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, topping analysts' consensus estimates of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The company had revenue of $11.61 billion during the quarter, compared to analysts' expectations of $11.61 billion. During the same quarter in the previous year, the firm earned $1.49 earnings per share. The business's quarterly revenue was up 24.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities research analysts predict that GE Aerospace will post 7.45 EPS for the current fiscal year.

Insider Activity

In other news, SVP Russell Stokes sold 30,363 shares of the company's stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following the sale, the senior vice president directly owned 150,434 shares in the company, valued at approximately $46,103,507.98. This represents a 16.79% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, SVP Amy L. Gowder sold 4,000 shares of the company's stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $305.73, for a total value of $1,222,920.00. Following the completion of the sale, the senior vice president owned 16,535 shares in the company, valued at approximately $5,055,245.55. This represents a 19.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 37,398 shares of company stock worth $11,455,491. Company insiders own 0.19% of the company's stock.

Institutional Investors Weigh In On GE Aerospace

Large investors have recently modified their holdings of the stock. REAP Financial Group LLC bought a new stake in GE Aerospace during the 3rd quarter worth approximately $25,000. Blueline Advisors LLC acquired a new position in GE Aerospace during the 4th quarter worth $25,000. Marquette Asset Management LLC acquired a new position in GE Aerospace during the 3rd quarter worth $26,000. Barnes Dennig Private Wealth Management LLC lifted its holdings in GE Aerospace by 147.2% during the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 89 shares of the company's stock worth $27,000 after buying an additional 53 shares in the last quarter. Finally, Roble Belko & Company Inc lifted its holdings in GE Aerospace by 98.1% during the 3rd quarter. Roble Belko & Company Inc now owns 103 shares of the company's stock worth $31,000 after buying an additional 51 shares in the last quarter. 74.77% of the stock is currently owned by institutional investors.

More GE Aerospace News

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

• Positive Sentiment: High-profile endorsement: Jim Cramer said he’d be a buyer based on GE Aerospace’s earnings where “every key line was above expectations,” giving retail momentum to the stock. Jim Cramer on GE Aerospace: “I’d Be a Buyer Down Here”
• Positive Sentiment: Institutional support/buy-the-dip narrative: Citi and other outlets counseled investors to view the pullback after earnings as a buying opportunity, citing continued demand and solid fundamentals. GE Stock Drops After Earnings. Citi Says Buy the Dip.
• Positive Sentiment: New coverage with an upside view: Wells Fargo initiated coverage with an Overweight and $325 target, signaling confidence in longer‑term LEAP engine ramps. Wells Fargo Asserts GE Aerospace Growth Prospects on Leap SV Ramp
• Neutral Sentiment: Price-target tweak but mixed signal: BNP Paribas Exane raised its target to $300 while keeping an “underperform” rating — modestly higher target but continued caution from that shop. BNP Paribas Adjusts Price Target on GE Aerospace
• Neutral Sentiment: Macro/market context: MarketBeat’s week review notes a constructive earnings backdrop but warns oil/commodity volatility could matter if geopolitical tensions resume — a background risk for aerospace names. MarketBeat Week in Review – 04/20 - 04/24
• Negative Sentiment: Analyst downgrades and pessimistic forecasts: Reports show an analyst downgrade that knocked shares lower (trading down ~3.7% in one headline) and UBS issued a pessimistic price forecast, pressuring sentiment. GE Aerospace Trading Down 3.7% Following Analyst Downgrade UBS Group Issues Pessimistic Forecast for GE Aerospace
• Negative Sentiment: Guidance disappointed some investors: coverage notes the company’s cautious outlook after Q1 led to the initial selloff despite strong results — a key driver for short‑term weakness. Why GE Aerospace Stock Is Trading Lower Today
• Negative Sentiment: Operational headwind — jet fuel/geo risk: Analysis highlights that higher jet fuel prices and possible supply disruptions tied to geopolitical tensions (Iran) tighten airline economics, which can slow airline orders/usage and weigh on engine aftermarket demand. How the Iran Conflict Is Squeezing GE Aerospace's Outlook

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.

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