GE Aerospace (NYSE:GE) Stock Price Expected to Rise, BNP Paribas Exane Analyst Says

Key Points

• BNP Paribas Exane raised its price target on GE Aerospace to $300 from $290 but kept an "underperform" rating, implying only about a 7% upside from the prior close.
• Most other major brokers are more bullish — the consensus is a "Moderate Buy" with an average price target of $349.06 and several firms (JPMorgan, Goldman Sachs, RBC, Wells Fargo) at Buy/Overweight with higher targets.
• GE posted a solid Q1 beat (EPS $1.86 vs. $1.60) and strong revenue growth with FY26 guidance of $7.10–$7.40 EPS, but management warned of margin and geopolitical risks, which contributed to investor selling despite the beat.

GE Aerospace (NYSE:GE - Get Free Report) had its price target increased by BNP Paribas Exane from $290.00 to $300.00 in a research note issued on Wednesday,MarketScreener reports. The brokerage presently has an "underperform" rating on the stock. BNP Paribas Exane's target price points to a potential upside of 7.05% from the company's previous close.

Other analysts also recently issued research reports about the stock. JPMorgan Chase & Co. raised their price target on shares of GE Aerospace from $325.00 to $335.00 and gave the stock an "overweight" rating in a report on Monday, January 26th. Royal Bank Of Canada reiterated an "outperform" rating and issued a $355.00 price objective on shares of GE Aerospace in a report on Wednesday. The Goldman Sachs Group increased their price objective on GE Aerospace from $338.00 to $350.00 and gave the stock a "buy" rating in a research report on Friday, January 23rd. Wells Fargo & Company started coverage on GE Aerospace in a research report on Wednesday, April 1st. They issued an "overweight" rating and a $325.00 target price on the stock. Finally, Weiss Ratings reaffirmed a "buy (b)" rating on shares of GE Aerospace in a research note on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $349.06.

GE Aerospace Trading Up 1.4%

NYSE:GE traded up $3.97 during trading hours on Wednesday, hitting $280.26. The company had a trading volume of 1,809,529 shares, compared to its average volume of 5,797,137. GE Aerospace has a 1 year low of $194.05 and a 1 year high of $348.48. The company has a market cap of $293.94 billion, a P/E ratio of 34.56, a P/E/G ratio of 2.71 and a beta of 1.43. The company has a 50-day moving average of $310.02 and a 200 day moving average of $306.87. The company has a current ratio of 1.01, a quick ratio of 0.74 and a debt-to-equity ratio of 0.99.

GE Aerospace (NYSE:GE - Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, topping the consensus estimate of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The business had revenue of $11.61 billion for the quarter, compared to analyst estimates of $11.61 billion. During the same quarter in the previous year, the firm earned $1.49 EPS. The company'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. Sell-side analysts expect that GE Aerospace will post 7.34 earnings per share for the current year.

Insider Buying and Selling at GE Aerospace

In other news, VP Robert M. Giglietti sold 3,035 shares of the firm's stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $305.51, for a total value of $927,222.85. Following the completion of the transaction, the vice president owned 10,583 shares of the company's stock, valued at approximately $3,233,212.33. This trade represents a 22.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Amy L. Gowder sold 4,000 shares of the company's stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $305.73, for a total transaction of $1,222,920.00. Following the sale, the senior vice president directly owned 16,535 shares in the company, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 37,398 shares of company stock valued at $11,455,491 in the last three months. 0.19% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On GE Aerospace

Several institutional investors have recently modified their holdings of the business. REAP Financial Group LLC purchased a new stake in GE Aerospace during the 3rd quarter worth about $25,000. Blueline Advisors LLC purchased a new position in shares of GE Aerospace in the 4th quarter valued at about $25,000. Marquette Asset Management LLC acquired a new position in shares of GE Aerospace during the third quarter worth about $26,000. Barnes Dennig Private Wealth Management LLC increased its stake in shares of GE Aerospace by 147.2% during the third 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 during the period. Finally, Roble Belko & Company Inc increased its stake in shares of GE Aerospace by 98.1% during the third quarter. Roble Belko & Company Inc now owns 103 shares of the company's stock worth $31,000 after buying an additional 51 shares during the period. Institutional investors and hedge funds own 74.77% of the company's stock.

More GE Aerospace News

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

• Positive Sentiment: Quarterly beats and backlog strength — GE reported adjusted EPS of $1.86 (above estimates) and strong revenue with orders up sharply; management says the commercial services backlog exceeds ~$170B, supporting multi-year visibility. GE Aerospace Q1 Adj. Profit Rises; Backs FY26 Outlook
• Positive Sentiment: LEAP engine ecosystem expansion — A Woodward / AFI KLM E&M agreement expands licensed repair capacity for CFM LEAP components; that supports the LEAP fleet (a GE–Safran product) and long-term MRO revenue potential. Air France Industries KLM Engineering & Maintenance Signs Agreement with Woodward for LEAP Engine Component Support
• Positive Sentiment: Analyst support and new coverage — Wells Fargo initiated coverage with an Overweight and $325 PT, and several firms maintained buy/overweight stances despite target trims, indicating continued analyst conviction in multi-year growth. Wells Fargo Asserts GE Aerospace (GE) Growth Prospects on Leap SV Ramp
• Neutral Sentiment: Mixed analyst moves — Several firms cut price targets (UBS, Morgan Stanley, President Capital) but kept positive ratings; updates lower near-term upside but leave medium/long-term thesis intact. Where Do Analysts Stand on GE Aerospace Stock (GE) Post Q1 Earnings?
• Neutral Sentiment: Workforce and community investments — GE Aerospace Foundation announced a $30M “Lifting Futures” program to train manufacturing workers, which supports long-term capacity and hiring but is not an immediate earnings driver. GE Aerospace Foundation Announces Inaugural "Lifting Futures" Workforce Locations
• Neutral Sentiment: Relative market positioning vs Boeing — Market favored Boeing’s narrative post-earnings while reacting differently to GE’s results; useful context for portfolio positioning but not a company-specific change. Boeing vs GE Aerospace After Earnings: Why the Market Is Picking One Over the Other
• Negative Sentiment: Unchanged/ cautious guidance and margin risk — Management maintained FY26 outlook despite the beat; they flagged margin pressure, fuel-cost/geopolitical risk (Middle East), and that caution triggered investor selling and volatility. Why GE Aerospace (GE) Stock Is Trading Lower Today
• Negative Sentiment: Sell-off despite the beat — Commentary notes a meaningful market cap decline (~$20B wiped out) as investors punished the lack of upside in the outlook; sentiment and multiple compression are the primary drivers of the share decline. GE loses $20B in market cap on earnings
• Negative Sentiment: Sector volatility—Defense peers’ mixed results (e.g., Lockheed miss) underscore uneven market reactions in aerospace/defense, adding short-term uncertainty for GE’s defense and services exposure. Lockheed Martin Retreats On Earnings Miss, Defense Demand Remains Elevated

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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