GEIndustrials · Aerospace & DefenseThe 22 Wall Street analysts covering GE Aerospace hold a median 12-month price target of $400 — +20.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 91 of 100 as at 31 Aug 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores GE Aerospace on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (98): Analysts have, on balance, been raising their forecasts.
Accruals (47): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on GE, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +20.8% from it.
Of the 20 most recent actions, 7 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 July 2026 | Bernstein | Maintains | Outperform | $405 → $421 |
| 20 July 2026 | JP Morgan | Maintains | Overweight | $335 → $400 |
| 17 July 2026 | RBC Capital | Reiterates | Outperform | $400 |
| 17 July 2026 | UBS | Maintains | Buy | $426 → $435 |
| 15 July 2026 | RBC Capital | Maintains | Outperform | — |
| 15 July 2026 | RBC Capital | Maintains | Outperform | $355 → $400 |
| 13 July 2026 | TD Cowen | Maintains | Buy | — |
| 13 July 2026 | TD Cowen | Maintains | Buy | $330 → $380 |
| 9 July 2026 | Susquehanna | Maintains | Positive | $380 → $430 |
| 9 July 2026 | Susquehanna | Maintains | Positive | — |
| 2 July 2026 | Jefferies | Maintains | Buy | $365 → $455 |
| 2 July 2026 | Jefferies | Maintains | Buy | — |
| 1 July 2026 | Citigroup | Maintains | Buy | — |
| 27 May 2026 | Seaport Global | Initiates | Buy | — |
| 20 May 2026 | RBC Capital | Reiterates | Outperform | — |
| 22 Apr 2026 | Morgan Stanley | Maintains | Overweight | — |
| 22 Apr 2026 | RBC Capital | Reiterates | Outperform | — |
| 22 Apr 2026 | UBS | Maintains | Buy | — |
| 2 Apr 2026 | Citigroup | Maintains | Buy | — |
| 1 Apr 2026 | Wells Fargo | Initiates | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. GE appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 1 Sept 2026, GE Aerospace returned +20.9% against +19.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 19% of US stocks
Cheaper than 19% of US stocks
Cheaper than 5% of US stocks
Cheaper than 8% of US stocks
Higher than 71% of US stocks
Higher than 55% of US stocks
Higher than 36% of US stocks
Higher than 80% of US stocks
Higher than 80% of US stocks
Higher than 93% of US stocks
Higher than 77% of US stocks
Higher than 11% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
GE Aerospace has a market value of $355.4B and an enterprise value of $366.0B.
Revenue in the twelve months to 30 June 2026: $50.6B. The latest quarter grew 21.1% year on year.
Net income over the same four quarters: $9.0B, a 17.7% net margin.
Diluted earnings per share, trailing twelve months: $8.49.
Free cash flow in the twelve months to 30 June 2026: $8.4B, after $1.2B of capital spending.
GE Aerospace spent $8.4B on share buybacks and $1.6B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 39.6×; forward P/E: 37.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.56%, paying out 20% of earnings.
GE Aerospace employs 57,000 people — $888K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own GE Aerospace — and when they’d sell — is the membership. See the Ticker Nerd 20 →
GE Aerospace (GE) shares closed at $331.09 in its most recent trading session, a decline of 1.38% from the prior day. The stock fell more than the broader market during the session.
Why it matters — GE watchers would note the stock underperforming the broader market, reflecting a down day for the company's shares.
Zacks Investment Research published a comparison of Howmet Aerospace (HWM) and GE Aerospace, concluding that HWM's commercial and defense strength, rising estimates, and share gains make it a better pick than GE despite its premium valuation.
Why it matters — The article suggests GE Aerospace is a less attractive investment option compared to a key aerospace and defense competitor.
Zacks Investment Research discusses how Wall Street analysts' recommendations are commonly used by investors deciding whether to buy, sell, or hold a stock, and notes that media reports of brokerage-firm analysts changing their ratings can affect a stock's price. The article addresses whether GE is a buy given optimistic analyst sentiment.
Why it matters — GE watchers would care because analyst ratings and rating changes can influence investor decisions and the stock's price.
GE Aerospace's LEAP engine deliveries rose 41% this year, driven by increased aircraft production at Boeing and Airbus. The faster delivery pace is important because engine supply has been a key bottleneck limiting new aircraft deliveries, with order backlogs for widely used jets remaining high.
Why it matters — A GE watcher would care because higher LEAP engine deliveries directly support GE Aerospace's core engine business and help address the supply constraint that has been limiting aircraft production for its two major customers.
A Motley Fool article compares Archer Aviation and GE Aerospace as industrial-stock choices for 2026. It describes Archer as transitioning from a development-stage startup to a commercial aerospace company with a substantial order book, while GE Aerospace is the aviation business split off from the old General Electric, focused on high-margin jet engines and defense technology.
Why it matters — The piece frames GE Aerospace as a focused jet-engine and defense business, giving investors a view of how analysts position it against emerging aerospace competitors.
The 22 Wall Street analysts covering GE Aerospace have a median 12-month price target of $400, with estimates ranging from $347 to $455. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 22 analysts covering GE Aerospace, 19 rate it a Buy, 2 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks GE Aerospace 91 out of 100 across roughly 4,600 US stocks as at 31 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Aug 2026, GE Aerospace ranks 91 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (98 of 100).
No one can know that. What the data says: the median 12-month target from 22 analysts implies +20.8% from the last close, and Ticker Nerd's factor model ranks GE Aerospace 91 out of 100 as at 31 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering GE Aerospace publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for GE are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $347 to $455 over the next 12 months.
GE Aerospace returned +20.9% over the 12 months to 1 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
General Electric Company is an American industrial company focused on aerospace technologies and advanced aviation services. Today, the company operates as GE Aerospace, designing and producing commercial and defense aircraft engines, integrated engine components, aircraft systems, and related aftermarket support.
The most recent item we track (Zacks Investment Research, 1 Sept 2026): "Here's Why GE Aerospace (GE) Fell More Than Broader Market". GE Aerospace (GE) shares closed at $331.09 in its most recent trading session, a decline of 1.38% from the prior day. The stock fell more than the broader market during the session.
General Electric Company is an American industrial company focused on aerospace technologies and advanced aviation services. Today, the company operates as GE Aerospace, designing and producing commercial and defense aircraft engines, integrated engine components, aircraft systems, and related aftermarket support. Its offerings include maintenance, repair, and overhaul services, spare parts, propulsion systems, and specialized technologies used in commercial aviation, military aviation, business aviation, and general aviation. The company also supplies avionics, power systems, mechanical transmissions, turboprop engines, and other aircraft components through brands and business units that serve airlines, governments, airframers, and defense customers. General Electric Company plays an important role in the global aerospace market by supporting aircraft performance, fleet reliability, and long-term service operations across multiple regions.
CEO Mr. H. Lawrence Culp Jr. · 57,000 employees · United States · https://www.geaerospace.com
