GE Shows Promise: Will Its 4.0% Surge Lead to Further Gains?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 15 2025
0mins
Source: NASDAQ.COM
GE Aerospace Stock Performance: GE shares rose 3.9% to $299.81, driven by strong demand in its Commercial Engines & Services business, despite a 5.2% loss over the past month.
Earnings Expectations: GE is projected to report quarterly earnings of $1.40 per share, reflecting a 6.1% year-over-year increase, with revenues expected to reach $11.18 billion, up 13.1% from the previous year.
Earnings Estimate Revisions: The consensus EPS estimate for GE has been slightly revised upward, indicating a potential for price appreciation, as positive trends in earnings revisions often correlate with stock price increases.
Boeing's Market Position: Boeing's stock closed 1.8% higher at $204.38, with a consensus EPS estimate of -$0.43, reflecting a significant year-over-year change, while it currently holds a Zacks Rank of #4 (Sell).
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 225.000
Low
150.00
Averages
269.14
High
298.00
Current: 225.000
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Production Continues: Despite the defect, production of the 737 Max continues at the current pace, with affected aircraft undergoing rework expected to take only a few days, thereby minimizing the impact on delivery schedules.
- Orders and Deliveries: Boeing delivered 51 commercial aircraft in February, marking its strongest monthly result since 2017, and secured 21 gross aircraft orders, although six were cancellations, resulting in six net orders, indicating resilience in market demand.
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- Efficiency Improvements: By optimizing production processes and supply chain management, Boeing has successfully increased delivery efficiency, which not only shortens delivery timelines but also boosts customer satisfaction.
- Strategic Implications: This delivery growth signifies Boeing's gradual recovery of market competitiveness following the challenges posed by the pandemic, with potential for further market share expansion in the future.
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- Military Cooperation: He praised the unprecedented military cooperation between the U.S. and Israel, comparing it to the alliances formed during World War II, indicating that both nations share intelligence and resources on multiple levels, enhancing their capacity to confront Iran.
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- Repair Time Commitment: A Boeing spokeswoman stated that fixes could be completed in a matter of days for each plane; however, recent production issues have raised concerns about the company's manufacturing capabilities, especially after regulators imposed stricter measures.
- February Delivery Data: Boeing delivered 51 jets in February, an increase from 46 in January 2026, including 43 single-aisle 737 MAX jets, indicating some market demand despite ongoing challenges.
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- Emergency Stockpiles: The IEA reported that its member countries hold over 1.2 billion barrels of public emergency oil stocks and an additional 600 million barrels of industry inventories under government obligation, providing short-term support to mitigate supply disruptions and potentially easing market tensions.
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See More
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- Delivery Delays: Boeing (BA) announced that a wiring defect on some 737 Max aircraft will delay a portion of deliveries, although the company expects to meet its full-year delivery goal, with the issue stemming from minor scratches caused by a machining error affecting quality standards.
- Production Continues: Despite the defect, production of the 737 Max continues at the current pace, with affected aircraft undergoing rework expected to take only a few days, thereby minimizing the impact on delivery schedules.
- Orders and Deliveries: Boeing delivered 51 commercial aircraft in February, marking its strongest monthly result since 2017, and secured 21 gross aircraft orders, although six were cancellations, resulting in six net orders, indicating resilience in market demand.
- Potential Major Sale: Boeing is nearing a significant potential sale of about 500 737 Max jets, which could be announced during Donald Trump's planned visit to Beijing, although the agreement has not yet been finalized, potentially providing crucial support for the company's financial recovery.
See More
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- Contract Value: Boeing has signed a contract valued at approximately $289 million with Israel to provide up to 5,000 air-launched precision bombs, reflecting Israel's ongoing investment and demand in defense capabilities.
- Weapon Performance: The weapons involved are Boeing's Small Diameter Bombs, designed to strike targets over 40 miles away when launched from fighter aircraft, thereby enhancing Israel's long-range strike capabilities.
- Delivery Timeline: Deliveries are not expected to begin for roughly three years, which may impact Israel's strategic planning, especially given the current tensions in the Middle East.
- Transaction Structure: This deal is structured as a direct commercial sale between Boeing and Israel rather than a government-to-government foreign military sale, indicating Boeing's flexibility and adaptability in the international market.
See More
Boeing's Deliveries Surge in February
- Delivery Increase: Boeing's deliveries in February rose, surpassing the previous month's figures, indicating the company's positive progress in restoring production and delivery capabilities.
- Market Demand Recovery: The increase in deliveries reflects a rebound in demand for new aircraft as airlines recover, which could enhance Boeing's revenue outlook moving forward.
- Efficiency Improvements: By optimizing production processes and supply chain management, Boeing has successfully increased delivery efficiency, which not only shortens delivery timelines but also boosts customer satisfaction.
- Strategic Implications: This delivery growth signifies Boeing's gradual recovery of market competitiveness following the challenges posed by the pandemic, with potential for further market share expansion in the future.
See More
Israeli President Herzog Discusses Iran War with U.S. Business Leaders
- Necessity of War: Israeli President Herzog stated at the Yale CEO caucus that despite the high costs, the war against Iran, initiated jointly with the U.S., is a necessary price for a better future in the Middle East, emphasizing the urgency of countering Iran.
- Regional Unity: Herzog highlighted that Middle Eastern countries are forming a NATO-like cooperative structure for the first time to collectively resist Iranian threats, demonstrating unity among regional nations in the face of a common enemy.
- Military Cooperation: He praised the unprecedented military cooperation between the U.S. and Israel, comparing it to the alliances formed during World War II, indicating that both nations share intelligence and resources on multiple levels, enhancing their capacity to confront Iran.
- Strategic Strikes on Iran: Herzog emphasized that the war is
See More
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- Delivery Delay Issue: Boeing is delaying deliveries of its 737 MAX planes due to scratched wiring found in newly built aircraft, which could slow overall deliveries in March and impact the company's goal of delivering 500 planes in 2026.
- Repair Time Commitment: A Boeing spokeswoman stated that fixes could be completed in a matter of days for each plane; however, recent production issues have raised concerns about the company's manufacturing capabilities, especially after regulators imposed stricter measures.
- February Delivery Data: Boeing delivered 51 jets in February, an increase from 46 in January 2026, including 43 single-aisle 737 MAX jets, indicating some market demand despite ongoing challenges.
- Market Sentiment Reaction: Retail sentiment around Boeing remains 'extremely bullish' despite delivery delays, with shares rising 2.3% so far in 2026, reflecting confidence in the company's future performance.
See More
IEA Calls Emergency Meeting to Assess Oil Market Conditions
- Oil Price Fluctuations: The IEA met with G7 Energy Ministers in Paris, leading to a drop in oil prices below $80 as the agency announced an emergency meeting to assess supply security, which could impact market sentiment and investment decisions in the short term.
- Emergency Stockpiles: The IEA reported that its member countries hold over 1.2 billion barrels of public emergency oil stocks and an additional 600 million barrels of industry inventories under government obligation, providing short-term support to mitigate supply disruptions and potentially easing market tensions.
- Microsoft Rating Downgrade: Due to Jim Cramer's concerns regarding Microsoft's AI business and cloud computing unit, the investment club downgraded its rating from 1 to 2, even though the stock trades at around 21 times its estimated fiscal 2027 earnings, indicating it is relatively cheap compared to its 10-year average of 23.5 times.
- Boeing 737 MAX Delivery Delays: Boeing announced delays in the delivery of some 737 MAX planes due to a wiring issue, although fixes are expected to be completed in days without affecting current production rates, this news may still have a short-term negative impact on market confidence.
See More
