Is Wall Street Bullish or Bearish on GE Aerospace Stock?
Evendale, Ohio-based GE Aerospace (GE) designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and mechanical aircraft systems. With a market cap of $288.6 billion, GE Aerospace operates through Commercial Engines and Services and Defense and Propulsion Technologies segments.
The aerospace and defense giant has notably outperformed the broader market over the past year. GE stock prices have soared 67.8% over the past 52 weeks and 63.3% on a YTD basis, compared to the S&P 500 Index’s ($SPX) 21.1% gains over the past year and 7.9% returns on a YTD basis.
Narrowing the focus, GE Aerospace stock has also outperformed the Industrial Select Sector SPDR Fund’s (XLI) 23.7% surge over the past 52 weeks and 14.6% gains in 2025.
Despite delivering impressive growth figures, GE Aerospace’s stock prices dipped 2.2% following the release of its Q2 results on Jul. 17. The company reported high growth in equipment sales as well as service revenues, leading to a 21.2% year-over-year growth in overall topline to $11 billion, surpassing the Street’s expectations. Furthermore, the company continued to observe significant growth in orders, ensuring its future growth prospects. Meanwhile, its adjusted EPS jumped 38% year-over-year to $1.66, exceeding the consensus estimates by 16.1%. Following the initial dip, GE stock prices rose 1.2% in the following trading session.
For the full fiscal 2025, ending in December, analysts expect GE to report an adjusted EPS of $5.87, up 26.7% year-over-year. Further, the company has a solid earnings surprise history. It has surpassed the Street’s bottom-line estimates in each of the past four quarters.
The stock has a consensus “Strong Buy” rating overall. Of the 20 analysts covering the stock, opinions include 15 “Strong Buys,” two “Moderate Buys,” and three “Holds.”
This configuration is slightly less optimistic than three months ago, when 17 analysts gave “Strong Buy” recommendations.
On Jul. 23, Barclays (BCS) analyst Julian Mitchell maintained an “Overweight” rating on GE and raised the price target from $230 to $295.
GE’s mean price target of $282.11 represents a modest 3.6% premium. Meanwhile, the Street-high target of $321 suggests a notable 17.9% upside potential from current price levels.
On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.