Morgan Stanley analyst Kristine Liwag lowered the firm's price target on GE Aerospace to $400 from $425 and keeps an Overweight rating on the shares. GE's stock being down 6% despite a strong bottom-line beat as well as reiterating 2026 guidance and pointing towards the higher end of the range likely reflects concerns around operational impact should oil prices stay elevated, the analyst tells investors. However, the firm maintains its 2026 and outyear estimates, sees potential for upward revisions and views the recent pullback as "an attractive opportunity," the analyst tells investors.
