GE Aerospace Partners with Palantir to Enhance Supply Chain Efficiency
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 12 2026
0mins
Should l Buy GE?
Source: Benzinga
- AI Implementation: GE Aerospace collaborates with Palantir to deploy artificial intelligence tools that predict equipment failures, streamline supply chains, and enhance maintenance and repair operations, thereby improving aircraft availability and training efficiency.
- Project Background: This partnership builds on a program focused on the T-38 trainer jets powered by the J85 engine, with a 2024 pilot project enhancing visibility into parts demand and shortages, thus strengthening supply chain responsiveness.
- Financial Outlook: GE Aerospace is set to release its financial update on April 21, 2026, with EPS expected to rise from $1.49 to $1.60 and revenue estimates increasing from $9.94 billion to $10.63 billion, indicating strong growth potential.
- Market Performance Analysis: Although GE Aerospace shares fell 0.73% to $322.79 in premarket trading, the stock has risen 66.74% over the past 12 months, reflecting strong market momentum, with analysts generally rating it as a “Buy” and setting price targets above $303.79.
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Analyst Views on GE
Wall Street analysts forecast GE stock price to rise
9 Analyst Rating
8 Buy
0 Hold
1 Sell
Strong Buy
Current: 292.680
Low
275.00
Averages
345.67
High
386.00
Current: 292.680
Low
275.00
Averages
345.67
High
386.00
About GE
General Electric Company, doing business as GE Aerospace, is a global aerospace propulsion, services, and systems company. The Company has an installed base of approximately 50,000 commercial and 30,000 military aircraft engines. The Company operates through two segments: Commercial Engines & Services and Defense & Propulsion Technologies. The Commercial Engines & Services segment designs, develops, manufactures and services jet engines for commercial airframes, as well as business aviation and aeroderivative applications. Its services include maintenance, repair and overhaul (MRO) of engines and the sale of spare parts and offers services under a variety of arrangements. The Defense & Propulsion Technologies segment provides defense engines and critical aircraft systems and consists of its Defense & Systems and Propulsion & Additive Technologies businesses. Its portfolio of brands includes Avio Aero, Unison, Dowty Propellers and Colibrium Additive.
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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