GE Aerospace Price Target Raised to $375, Earnings Growth Expected
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 15 2026
0mins
Should l Buy GE?
Source: CNBC
- Earnings Estimate Upgrade: Deutsche Bank raised GE Aerospace's price target from $360 to $375, indicating a potential upside of approximately 15%, reflecting market optimism regarding its future profitability.
- Strong Stock Performance: GE Aerospace's shares have surged about 80% over the past 12 months, demonstrating robust demand and execution in the defense and aerospace sectors, further solidifying its market position.
- Upcoming Earnings Outlook: GE Aerospace is set to report earnings next Thursday, with expectations of a ~9% EBIT beat, which could enhance investor confidence and drive stock price increases.
- Significant Competitive Advantage: GE Aerospace's assets and business are considered best-in-class in the aerospace sector, and its current stock price is trading at a
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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: 325.150
Low
275.00
Averages
345.67
High
386.00
Current: 325.150
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 45,000 commercial and 25,000 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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- Significant Commercial Growth: Palantir's commercial revenue surged 137% in the fourth quarter to $507 million, indicating rapid growth in its business beyond defense technology, further solidifying the company's market position.
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- 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.
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- 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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- AI Solutions Deployment: GE Aerospace will implement Palantir's AI platform across various supply chain functions, enabling its workforce to focus on problem-solving while delegating repetitive tasks to AI agents, thereby improving overall operational efficiency.
- Defense Contract Support: Last month, GE Aerospace included Palantir in a new U.S. defense contract aimed at boosting readiness for the Air Force's T-38 training fleet, further solidifying their strategic partnership in the defense sector.
- Data Unification and Training Enhancement: The integration of Palantir's AI software with GE Aerospace's extensive engineering expertise helps unify enterprise data, ensuring more aircraft availability and enhancing pilot training efficiency, thereby strengthening the overall combat capability of U.S. airpower.
See More
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- Partnership Expansion: GE Aerospace and Palantir have announced a multi-year partnership expansion aimed at enhancing military aviation readiness for the U.S. Air Force through advanced AI solutions, ensuring aircraft remain mission-ready and thereby strengthening military operational capabilities.
- Production Efficiency Boost: With a GE Aerospace engine taking off every two seconds, the collaboration leverages AI to predict and prevent potential failures, optimizing supply chains and enhancing production efficiency to ensure more aircraft are available to meet increasing combat demands.
- Sustainment Workflow Pilot: In early 2024, the pilot sustainment workflow allowed GE Aerospace and the Air Force to monitor parts demand and shortages in real-time, significantly improving readiness for the T-38 trainer jets and driving overall efficiency improvements.
- Data Integration and Automation: GE Aerospace utilizes Palantir's AI platform to integrate supply chain data and automate repetitive tasks, enabling employees to focus on high-value problem-solving, thereby enhancing overall operational efficiency and customer service quality.
See More
