Yahoo · Sep 15, 2026
GE Aerospace (GE) Suffers a Larger Drop Than the General Market: Key Insights
The latest trading day saw GE Aerospace (GE) settling at $306.96, representing a -3.34% change from its previous close.
NYSE · GE
GE Aerospace
Industrials · Aerospace & Defense
$307.05
Down-$10.51 (-3.31%)
Updated Sep 16, 2026, 10:15 AM
SID Score
5.7/10
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 15, 2026, 9:11 PM
Why Is GE Aerospace Down Today?
GE Aerospace fell 3.31% ($10.51) today amid a significant analyst downgrade and growing concerns about the sustainability of the aerospace aftermarket boom. While the company's massive $11.75 billion Commercial Parts & Power (CPP) acquisition demonstrates growth ambitions, Wall Street is signaling that the strong tailwinds driving aerospace stocks may be moderating.
Bottom line: GE Aerospace is grappling with a critical inflection point: while its $12 billion CPP acquisition shows strategic ambition and hedge funds remain supportive, today's analyst downgrade signals that the aerospace aftermarket tailwind may be weakening. Investors should monitor whether GE's acquisition integration capabilities can generate growth independent of sector-wide momentum, while watching for signs of whether the aftermarket cycle has truly peaked.
Yahoo · Sep 15, 2026
Why Is Boeing Stock Falling While Revenue Soars Past Peers?
Boeing (BA) grew revenue faster over the past twelve months than any of its aerospace and defense peers, GE Aerospace included, and its stock still fell. It is also the only one in that group running an operating loss. The growth has come with rising airplane deliveries, and the market is waiting to see whether those airplanes earn a margin.
Yahoo · Sep 15, 2026
What Has To Go Right For GE Stock To Keep Climbing?
GE Aerospace (GE) trades near $318, up 13.4% over the past twelve months. Behind that price sits a commercial services backlog of roughly $170 billion, work on engines already flying. The easy read is that the good news is in the price, and the coming three years just work that backlog off. A three-year scenario on the company's own numbers puts a size on what is left.
Yahoo · Sep 15, 2026
Can 3M Continue Its Strong Capital Returns to Shareholders?
MMM's dividends, buybacks, remaining repurchase capacity and strong cash-flow outlook support continued shareholder returns.
AI research layers
Interpretive context generated from the platform’s current data sources.
GE Aerospace Stock Performance
GE Aerospace shares have experienced notable downward pressure in recent trading, with the stock priced at $317.56, reflecting a daily decline of approximately 3.1%, per SID market data. Over the trailing one-month period, shares have fallen 11.95%, while the three-month return stands at negative 5.29%. Despite this near-term weakness, GE has delivered a positive 11.97% return over the past twelve months, underscoring longer-term strength in the aerospace cycle. 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, signaling sustained bearish momentum. The 14-day relative strength index registers at 31.2, approaching oversold territory. GE Aerospace carries a beta of 1.405, indicating amplified sensitivity to broader market movements, according to Massive/Polygon data. Average daily trading volume stands at approximately 4.07 million shares.
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 that the current earnings multiple significantly exceeds the company's projected earnings growth rate, according to SEC filings and consensus estimates. The price-to-book ratio registers at 16.36, reflecting substantial market premium over the company's reported book value, consistent with GE Aerospace's asset-light, services-oriented business model following its corporate restructuring. The company offers a dividend yield of approximately 0.47%, positioning it as a modest income component within aerospace portfolios. GE Aerospace's market capitalization stands at roughly $304.3 billion, making it one of the largest pure-play aerospace companies globally. These valuation metrics collectively indicate the market is pricing in significant future earnings expansion from the company's installed engine base and aftermarket services revenue streams.
Smart Money Activity for GE
GE Aerospace's composite smart money score stands at 55 out of 100, reflecting a neutral overall signal, per SID market data. Institutional ownership sentiment scores a perfect 25 out of 25, indicating strong conviction among large fund managers and asset allocators. Congressional trading activity scores 15.6 out of 25, suggesting moderate interest from lawmakers with portfolio exposure to the defense and aerospace sector. In contrast, insider activity scores just 6.8 out of 25, with SEC Form 4 filings revealing 19 insider transactions over the last 90 days, comprising 7 purchases and 12 sales. This net selling pattern among corporate insiders may reflect routine compensation-related liquidation rather than directional conviction. Dark pool activity registers at 7.7 out of 25, indicating relatively subdued institutional block trading in off-exchange venues. The divergence between strong institutional ownership scores and weaker insider metrics creates a mixed signal landscape, according to 13F institutional filings and SEC Form 4 data.
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 in July 2026, the company posted earnings per share of $2.02 versus analyst estimates of $1.85, representing a positive surprise of $0.17. The prior quarter saw an even larger beat, with actual EPS of $1.86 compared to estimates of $1.61, a $0.25 upside surprise. The January 2026 quarter produced EPS of $1.57 against expectations of $1.43, while the September 2025 quarter delivered $1.66 versus the $1.4967 consensus. The sequential earnings trajectory from $1.57 to $2.02 over four quarters demonstrates meaningful profit acceleration, reflecting strengthening aftermarket demand and improved operational execution. This consistent pattern of exceeding analyst estimates by margins ranging from $0.14 to $0.25 per share highlights a tendency among analysts to conservatively model GE Aerospace's earnings power.
Wall Street Analyst Ratings for GE
Wall Street consensus on GE Aerospace remains uniformly bullish, with recent analyst activity reflecting sustained confidence in the company's trajectory. On July 23, 2026, Bernstein reiterated its Outperform rating, while JP Morgan maintained its Overweight designation on July 20, per Wall Street analyst reports. RBC Capital reaffirmed Outperform on both July 17 and July 15, covering the stock across multiple research verticals. UBS maintained its Buy rating on July 17. Notably, none of the five most recent analyst actions resulted in a downgrade or rating change; all were reiterations of existing positive coverage, according to SID consensus data. This unanimity among major sell-side institutions — spanning Bernstein, JP Morgan, RBC Capital, and UBS — reflects broad agreement on GE Aerospace's fundamental outlook despite the stock's recent 11.95% one-month decline. The clustering of reaffirmations following the company's latest earnings report suggests the quarterly results reinforced rather than challenged prevailing analyst theses.
