Yahoo · Sep 16, 2026
GE Aerospace Gains Over 3.1% as a Rival Validates Its $11.75 Billion Bet
Honeywell's industry endorsement supports GE's supply-chain logic without resolving the acquisition's demanding financial hurdle.
NASDAQ · GE
GE Aerospace
Industrials · Aerospace & Defense
$307.05
Up+$5.85 (+1.91%)
Updated Sep 16, 2026, 8:39 PM
SID Score
5.6/10
Composite research score
Smart Money
56/100
Neutral
- Market cap
- 304.26B
- P/E ratio
- 38.18
- Dividend yield
- 0.56%
- 52-week range
- $268.91 – $388.84
- Volume
- 7.28M
- Avg. volume
- 4.07M
Price performance
GE price history
1M range · 20 trading sessions · Daily adjusted prices
GE closed at $307.05 after 20 trading sessions, down 18.14% for the selected period.
- Last close
- $307.05
- Period change
- -18.14%
- Period low
- $307.05
- Period high
- $375.09
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 15, 2026 | $318.54 | $320.36 | $306.80 | $307.05 | 7.28M |
| Sep 14, 2026 | $315.20 | $318.46 | $312.08 | $317.56 | 5.15M |
| Sep 11, 2026 | $328.29 | $329.88 | $322.77 | $323.66 | 2.53M |
| Sep 10, 2026 | $322.36 | $327.50 | $321.80 | $324.15 | 3.46M |
| Sep 9, 2026 | $330.875 | $332.06 | $321.16 | $325.42 | 5.02M |
| Sep 8, 2026 | $338.11 | $342.73 | $332.04 | $334.91 | 3.06M |
| Sep 4, 2026 | $332.24 | $337.21 | $332.24 | $337.12 | 2.51M |
| Sep 3, 2026 | $331.55 | $334.44 | $329.32 | $333.48 | 2.65M |
| Sep 2, 2026 | $333.36 | $333.86 | $329.31 | $329.50 | 2.69M |
| Sep 1, 2026 | $333.71 | $336.25 | $329.51 | $331.09 | 3.03M |
| Aug 31, 2026 | $338.83 | $339.75 | $333.72 | $335.71 | 4.48M |
| Aug 28, 2026 | $345.085 | $345.6299 | $341.27 | $342.58 | 2.54M |
| Aug 27, 2026 | $352.79 | $353.495 | $339.60 | $342.73 | 5.1M |
| Aug 26, 2026 | $351.78 | $356.39 | $350.00 | $354.39 | 3.04M |
| Aug 25, 2026 | $345.945 | $350.00 | $344.22 | $349.54 | 3.14M |
| Aug 24, 2026 | $346.59 | $348.49 | $340.54 | $341.84 | 2.67M |
| Aug 21, 2026 | $347.54 | $351.86 | $346.41 | $348.37 | 3.55M |
| Aug 20, 2026 | $353.09 | $354.50 | $343.56 | $344.64 | 6.06M |
| Aug 19, 2026 | $373.52 | $374.555 | $355.98 | $356.23 | 4.92M |
| Aug 18, 2026 | $366.89 | $375.58 | $365.00 | $375.09 | 4.93M |
Latest GE news
The latest Smart Investors Daily articles mentioning GE.
Stock researchCompany · Overview
GE research
Overview
Company profile and research snapshot.
Company profile
GE Aerospace is the global leader in designing, manufacturing, and servicing commercial aircraft engines, along with partner Safran in their CFM joint venture. With its massive global installed base of nearly 70,000 commercial and military engines, GE Aerospace earns most of its profits on recurring service revenue of that equipment, which operates for decades. GE Aerospace is the remaining core business of the company formed in 1892 with historical ties to American inventor Thomas Edison; that company became a storied conglomerate with peak revenue of $130 billion in 2000 until GE spun off its appliance, finance, healthcare, and wind and power businesses between 2016 and 2024.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $358.00
- Implied upside
- —
- Analysts
- 13
| Date | Firm | Rating | Target |
|---|---|---|---|
| Jul 23, 2026 | Bernstein | Outperform | — |
| Jul 20, 2026 | JP Morgan | Overweight | — |
| Jul 17, 2026 | RBC Capital | Outperform | — |
| Jul 17, 2026 | UBS | Buy | — |
| Jul 15, 2026 | RBC Capital | Outperform | — |
News briefing
Generated Sep 16, 2026, 5:03 PM
Why Is GE Aerospace Up Today?
GE Aerospace gained 3.48% ($10.67) today despite a mixed narrative of analyst downgrades and industry headwinds. The rally appears driven by hedge fund accumulation and positive sentiment around GE's strategic positioning, even as Wall Street issues cautionary notes about the sustainability of aerospace aftermarket growth.
Bottom line: GE Aerospace's 3.48% gain today reflects a tug-of-war between hedge fund accumulation and analyst pessimism about the sustainability of aerospace aftermarket margins. Investors should monitor whether GE's strategic wins like the CPP deal can offset concerns about peak aftermarket growth cycles and macroeconomic headwinds in 2024.
Yahoo · Sep 16, 2026
How Far Can GE Stock Move When The Work Is Already Booked?
GE Aerospace (GE) has more engine work booked than it can currently perform, and that visibility is much of why people own the shares. The option chain does not treat the stock as settled. At about $307, contracts running twelve months out carry a band from near $216.93 to near $434.6, with roughly a two-in-three chance the stock finishes inside it.
Yahoo · Sep 16, 2026
Can GE Aerospace Continue Its Strong Capital Returns to Shareholders?
GEs higher dividend, $20B buyback authorization and raised 2026 free cash flow outlook support its strong shareholder returns.
Yahoo · Sep 16, 2026
GE Trades Below 50-Day and 200-Day SMA: How to Play the Stock?
GE Aerospace stock trades below key moving averages as strong engine demand and orders face cost pressures, debt concerns and a high valuation.
AI research layers
Interpretive context generated from the platform’s current data sources.
GE Aerospace Stock Performance
GE Aerospace shares closed at $307.05, reflecting a single-day decline of 3.11% per SID market data. The stock has experienced broad-based weakness across multiple timeframes, losing 11.95% over the past month and 5.29% over the trailing three months. Despite this near-term pullback, GE has posted a positive 11.97% return over the past twelve months, underscoring the longer-term uptrend that preceded the recent correction. Technically, the stock is trading well below both its 50-day moving average of $352.35 and its 200-day moving average of $324.58, according to SID market data. The 14-day RSI stands at 31.2, placing the stock near oversold territory. GE Aerospace carries a beta of 1.405, indicating elevated sensitivity to broader market movements. Average daily volume stands at approximately 4.07 million shares, supporting adequate liquidity for institutional participants navigating the current downturn.
GE Aerospace Valuation Analysis
GE Aerospace currently trades at a price-to-earnings ratio of 38.18, a premium relative to the broader Industrials sector, per SID market data. The PEG ratio stands at 8.90, suggesting the stock's earnings growth rate does not proportionally justify its elevated P/E multiple at current levels. The price-to-book ratio registers at 16.36, reflecting the market's substantial premium over the company's net asset value, consistent with an asset-light, services-oriented aerospace business model. GE Aerospace's market capitalization sits at approximately $304.3 billion, positioning it among the largest companies in the Industrials sector. The company offers a dividend yield of 0.47%, according to SEC filings, representing a modest income component relative to the stock's total return profile. Taken together, these valuation metrics place GE Aerospace at a premium to many industrial peers, with the elevated PEG ratio warranting attention from growth-focused investors.
Smart Money Activity for GE
GE Aerospace registers a composite smart money score of 56 out of 100, signaling a neutral overall positioning among informed market participants, per SID market data. Institutional ownership receives a perfect sub-score of 25 out of 25, indicating strong conviction from large fund managers. Congressional trading activity scores 15.6 out of 25, suggesting moderate engagement from lawmakers holding or transacting in the stock. In contrast, the insider trading sub-score stands at just 6.8 out of 25, reflecting a less favorable signal from company executives. According to SEC Form 4 filings, there have been 19 insider transactions over the past 90 days, comprising 7 purchases and 12 sales, resulting in a net selling pattern among corporate insiders. The dark pool activity sub-score of 8.6 out of 25 indicates relatively limited off-exchange institutional accumulation. The divergence between robust institutional ownership and net insider selling presents a mixed signal for investors monitoring smart money flows in GE Aerospace.
GE Aerospace Earnings Outlook
GE Aerospace has delivered four consecutive quarters of earnings beats, according to company earnings reports. In the most recent quarter reported on July 16, 2026, the company posted earnings per share of $2.02, exceeding the consensus estimate of $1.85 by $0.17, representing a 9.2% upside surprise. The prior quarter saw an even larger beat, with actual EPS of $1.86 surpassing the $1.61 estimate by $0.25, or 15.5%. Earlier quarters continued the trend, with the January 2026 report delivering $1.57 versus the $1.43 estimate and the September 2025 report coming in at $1.66 against the $1.50 consensus. The sequential EPS trajectory from $1.57 to $1.66 to $1.86 to $2.02 demonstrates accelerating earnings momentum across the four reported periods. This consistent pattern of outperformance against analyst estimates reflects operational execution across GE Aerospace's engine services and defense portfolios.
Wall Street Analyst Ratings for GE
Wall Street consensus on GE Aerospace remains uniformly positive, with all five most recent analyst updates maintaining bullish ratings, per SID consensus data. On July 23, 2026, Bernstein reiterated its Outperform rating, while JP Morgan maintained its Overweight designation on July 20. RBC Capital reaffirmed its Outperform stance on both July 17 and July 15 across separate coverage categories, and UBS sustained its Buy rating on July 17, according to Wall Street analyst reports. Notably, none of the recent actions involved upgrades or downgrades; all five represented reiterations of existing positive ratings, suggesting sustained conviction despite the stock's 11.95% monthly decline. The clustering of reaffirmations around the July earnings report date indicates analysts maintained their constructive outlooks following the company's latest quarterly beat. The absence of any Hold or Sell ratings among recent coverage updates reflects broad institutional consensus that GE Aerospace's fundamental trajectory supports its premium valuation within the Industrials sector.
