GE Aerospace (NYSE:GE) Downgraded by Wall Street Zen to Hold

Key Points

• Wall Street Zen downgraded GE Aerospace from "buy" to "hold" in a research note issued Saturday.
• Despite that downgrade, analysts remain broadly positive — the brokerage mix includes 15 Buys, 3 Holds and 1 Sell, with an average rating of "Moderate Buy" and a consensus price target of $350.88; several firms have raised targets (e.g., Morgan Stanley $425, Sanford Bernstein $405, Deutsche Bank $387).
• GE Aerospace posted an earnings beat (Q EPS $1.57 vs. $1.43 est.) and revenue of $11.90B (up 17.6% y/y), set FY2026 guidance of 7.10–7.40 EPS, and its shares trade around $308 with a PE near 37.9.

GE Aerospace (NYSE:GE - Get Free Report) was downgraded by research analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a research note issued to investors on Saturday.

Several other brokerages have also issued reports on GE. Deutsche Bank Aktiengesellschaft upped their target price on shares of GE Aerospace from $375.00 to $387.00 and gave the stock a "buy" rating in a research report on Friday, January 23rd. Sanford C. Bernstein upped their target price on shares of GE Aerospace from $374.00 to $405.00 and gave the stock an "outperform" rating in a research report on Tuesday, March 3rd. TD Cowen cut their target price on shares of GE Aerospace from $350.00 to $330.00 and set a "buy" rating for the company in a research report on Wednesday. UBS Group set a $374.00 target price on shares of GE Aerospace and gave the stock a "buy" rating in a research report on Friday, January 23rd. Finally, Morgan Stanley started coverage on shares of GE Aerospace in a research report on Friday, February 20th. They issued an "overweight" rating and a $425.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $350.88.

GE Aerospace Stock Down 1.5%

Shares of NYSE:GE opened at $308.43 on Friday. GE Aerospace has a 52-week low of $175.05 and a 52-week high of $348.48. The firm has a fifty day moving average of $311.76 and a 200 day moving average of $306.67. The firm has a market capitalization of $323.48 billion, a PE ratio of 37.89, a price-to-earnings-growth ratio of 2.89 and a beta of 1.43. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04.

GE Aerospace (NYSE:GE - Get Free Report) last announced its earnings results on Thursday, January 22nd. The company reported $1.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.43 by $0.14. GE Aerospace had a net margin of 18.98% and a return on equity of 35.52%. The company had revenue of $11.90 billion during the quarter, compared to analyst estimates of $11.27 billion. During the same period in the previous year, the business earned $1.32 earnings per share. The firm's quarterly revenue was up 17.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, research analysts anticipate that GE Aerospace will post 5.4 EPS for the current fiscal year.

Insider Buying and Selling at GE Aerospace

In other GE Aerospace news, VP Robert M. Giglietti sold 3,035 shares of the company's stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $305.51, for a total transaction of $927,222.85. Following the completion of the sale, the vice president directly owned 10,583 shares in the company, valued at $3,233,212.33. This represents a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, SVP Russell Stokes sold 30,363 shares of the company's stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $306.47, for a total transaction of $9,305,348.61. Following the sale, the senior vice president owned 150,434 shares of the company's stock, valued at approximately $46,103,507.98. The trade was a 16.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 37,398 shares of company stock worth $11,455,491 over the last three months. Company insiders own 0.19% of the company's stock.

Institutional Trading of GE Aerospace

A number of institutional investors have recently modified their holdings of the company. Forty three Eighteen Advisors LLC bought a new position in GE Aerospace in the fourth quarter worth about $2,078,000. Rockefeller Capital Management L.P. raised its stake in GE Aerospace by 18.9% in the fourth quarter. Rockefeller Capital Management L.P. now owns 521,787 shares of the company's stock worth $160,726,000 after buying an additional 82,770 shares in the last quarter. Bank of New Hampshire raised its stake in GE Aerospace by 0.3% in the fourth quarter. Bank of New Hampshire now owns 10,917 shares of the company's stock worth $3,363,000 after buying an additional 38 shares in the last quarter. Osbon Capital Management LLC bought a new position in GE Aerospace in the fourth quarter worth about $65,000. Finally, Lane Brothers & Co. Inc. bought a new position in GE Aerospace in the fourth quarter worth about $379,000. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: Defense & Propulsion momentum — GE Aerospace's Defense & Propulsion unit is winning contracts, building backlog and showing margin improvement, supporting near-term earnings visibility and cash flow expectations. GE Gains From Strength in Defense & Propulsion Unit
• Positive Sentiment: AI partnership and manufacturing productivity — Coverage highlights GE Aerospace teaming with Ford on AI initiatives to boost efficiency and margins, a signal that industrials can leverage AI to defend margins versus software peers. This supports longer-term margin expansion. AI Makes Strange Bedfellows of Ford and GE Aerospace
• Positive Sentiment: Bullish media and analyst voices — Prominent commentators (e.g., Jim Cramer) and bullish analyst write-ups highlight durable demand for engines as aircraft production continues, adding retail investor interest. Jim Cramer on GE Aerospace
• Positive Sentiment: Long-term cash-flow thesis — Deep-dive bullish pieces argue the market is underestimating GE Aerospace’s multi-decade free cash flow potential, which underpins higher valuation upside if execution continues. The Market Is Missing The Multi-Decade Cash Flow Engine
• Neutral Sentiment: Nassau toxic-site study — GE Aerospace will contribute a study toward a cleanup plan for a toxic site in Nassau. It’s a local environmental/regulatory headline; likely manageable but worth monitoring for scope/cost implications. GE Aerospace study to contribute to cleanup plan for toxic Nassau site
• Neutral Sentiment: Relative valuations across GE spinoffs — Analysis comparing GE’s spun-off businesses underscores differing growth/valuation profiles; useful context but not an immediate catalyst for GE Aerospace. The GE Family Divided
• Negative Sentiment: Analyst/broker optimism questioned — Coverage noting that the average brokerage recommendation rates GE as a Buy but warns that sell‑side optimism may be overstated; that can prompt short-term volatility if analysts trim ratings or investors reassess expectations. GE Is Considered a Good Investment by Brokers

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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