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).
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy BA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on BA
Wall Street analysts forecast BA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BA is 252.43 USD with a low forecast of 150.00 USD and a high forecast of 285.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
14 Buy
2 Hold
1 Sell
Strong Buy
Current: 235.950
Low
150.00
Averages
252.43
High
285.00
Current: 235.950
Low
150.00
Averages
252.43
High
285.00
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.
Saudi Arabia's National Airline in Talks for Historic Aircraft Order
- Potential Historic Order: Saudi Arabia's national airline is in early discussions with Boeing and Airbus about a potential order for at least 150 aircraft, which would mark the largest in its history, aimed at supporting the kingdom's travel and tourism expansion strategy.
- Fleet Renewal and Expansion: This purchase would enable Saudia to replace older jets while expanding its current fleet of approximately 200 aircraft, although specific aircraft types and quantities have yet to be determined, and discussions remain at a preliminary stage.
- Strategic Focus on Religious Travel: Under its aviation strategy, Saudia is expected to concentrate more on religious travel, while the newly established Riyadh Air is positioned as a premium carrier targeting international tourists, indicating a strategic market segmentation approach.
- Leadership and Service Upgrades: Saudia has refreshed its leadership, pursued high-profile partnerships, and invested in onboard upgrades, including plans to introduce Starlink internet service on select aircraft, enhancing customer experience and competitive positioning.
See More
Boeing Cuts 300 Supply-Chain Jobs Amid Workforce Adjustments
- Layoff Announcement: Boeing is cutting approximately 300 supply-chain positions within its defense sector across multiple U.S. locations, indicating a strategic shift in response to evolving market demands.
- Employee Placement Efforts: Despite the layoffs, Boeing has over 1,300 open roles and is actively seeking to place displaced workers into other positions, demonstrating the company's commitment to its workforce and resource management.
- 787 Project Relocation: The decision to transfer remaining work on the 787 Dreamliner to South Carolina is expected to affect 250 to 300 employees, raising concerns among union leaders ahead of upcoming labor negotiations.
- Ongoing Hiring: In contrast to the layoffs, Boeing is adding engineering positions in the Puget Sound region to support commercial airplane programs, reflecting the company's ongoing efforts to integrate resources and enhance production capabilities.
See More
Market Turmoil and Corporate Earnings Analysis
- Tech Sector Weakness: S&P futures tumbled due to weakness in Big Tech, with Bitcoin falling below $70,000 for the first time, indicating intensified sell-off in the crypto market that could undermine investor confidence and exacerbate market volatility.
- Job Market Instability: Challenger, Gray & Christmas reported that planned layoffs at American companies hit the highest January total since the global financial crisis, with hiring intentions at their lowest, reflecting the fragility of economic recovery and potential decline in consumer spending.
- Alphabet Price Target Hikes: Following a strong quarterly report, Wall Street analysts raised Alphabet's price targets, yet shares fell over 5% in early trading due to market rotation away from tech, highlighting concerns about future growth amidst competitive pressures.
- Boston Scientific Stock Plunge: Boston Scientific shares sank 17.5% on Wednesday, marking its largest single-day decline in 25 years after disappointing quarterly earnings, although Citi maintained a buy rating, indicating that increased competition could impact its market share.
See More
Boeing Secures Largest Landing Gear Exchange Deal at Singapore Airshow
- Record Deal Size: Boeing disclosed its largest-ever landing gear exchange deal at the Singapore Airshow, supporting over 75 Singapore Airlines Group aircraft across the 737 MAX and 787 fleets with flexible exchange and overhaul services, which are expected to extend gear life and reduce aircraft downtime.
- Service Innovation: The Landing Gear Exchange program offers customized, on-demand access to serviceable landing gear through a managed inventory and partner ecosystem, helping airlines cut spare inventory needs and shorten maintenance-driven ground time, thereby enhancing dispatch reliability.
- Aftermarket Service Enhancement: This agreement strengthens Boeing's aftermarket offerings, which include parts supply, repair oversight, and logistics services aimed at boosting fleet availability and minimizing operational disruptions, further solidifying Boeing's competitive position in the market.
- Delivery Plan Update: Boeing also expects to deliver the 787-9 and 787-10 Dreamliner units in the first half of this year, with improved takeoff weights adding over 400 miles of range or 5-6 tons of additional cargo capacity, enhancing the competitiveness of its product line.
See More
UK CAA Seeks Explanation from Air India Over Faulty Fuel Switch Incident
- Potential Regulatory Action: The UK's Civil Aviation Authority (CAA) has requested an explanation from Air India regarding a faulty fuel control switch incident on a Boeing 787-8 Dreamliner, with possible regulatory actions looming if the airline fails to respond within a week, which could significantly impact the airline's operational compliance.
- Incident Background: On Air India Flight AI-132 from London to Bengaluru, the crew reported that the fuel control switch would not stay locked in the 'run' position, requiring three attempts to secure it, prompting the CAA to demand a detailed account of all maintenance actions performed on the aircraft.
- Fleet Grounding Measures: Following the incident, Air India grounded its entire 787 Dreamliner fleet, although it reported no issues after investigation; this decision may affect flight schedules and customer trust, potentially impacting the airline's financial performance.
- Boeing 787 Delivery Update: Concurrently, Boeing expects to deliver its upgraded 787 Dreamliner fleet, promising up to 400 miles of additional range or an improved hauling capacity of 5-6 tons, and reported 160 aircraft deliveries with revenues of $23.948 billion, exceeding analysts' expectations of $22.470 billion, indicating strong market demand.
See More
Boeing Secures Largest Landing Gear Exchange Contract in History
- Record Contract Size: Boeing's agreement with Singapore Airlines Group covers over 75 aircraft, marking the largest landing gear exchange contract in the company's history, showcasing Boeing's strong competitive position in the aviation services market.
- Increased Flexibility: The program is designed to provide greater overhaul scheduling flexibility for the SIA Group's 737 Max and 787 fleets, thereby extending the useful life of landing gear components and reducing aircraft downtime, enhancing operational efficiency.
- Supply Chain Optimization: By combining Boeing's global inventory and distribution capabilities with the airline's maintenance planning, the agreement accelerates parts delivery and ensures reliable operations, further solidifying the partnership with Singapore Airlines Group.
- Maintenance Efficiency Improvement: The landing gear exchange program allows airlines to access serviceable landing gear assemblies through a managed inventory and partner network, limiting the need for large on-site spare gear stocks, shortening maintenance-related ground time, and improving dispatch reliability.
See More
Saudi Arabia's National Airline in Talks for Historic Aircraft Order
- Potential Historic Order: Saudi Arabia's national airline is in early discussions with Boeing and Airbus about a potential order for at least 150 aircraft, which would mark the largest in its history, aimed at supporting the kingdom's travel and tourism expansion strategy.
- Fleet Renewal and Expansion: This purchase would enable Saudia to replace older jets while expanding its current fleet of approximately 200 aircraft, although specific aircraft types and quantities have yet to be determined, and discussions remain at a preliminary stage.
- Strategic Focus on Religious Travel: Under its aviation strategy, Saudia is expected to concentrate more on religious travel, while the newly established Riyadh Air is positioned as a premium carrier targeting international tourists, indicating a strategic market segmentation approach.
- Leadership and Service Upgrades: Saudia has refreshed its leadership, pursued high-profile partnerships, and invested in onboard upgrades, including plans to introduce Starlink internet service on select aircraft, enhancing customer experience and competitive positioning.
See More
Boeing Cuts 300 Supply-Chain Jobs Amid Workforce Adjustments
- Layoff Announcement: Boeing is cutting approximately 300 supply-chain positions within its defense sector across multiple U.S. locations, indicating a strategic shift in response to evolving market demands.
- Employee Placement Efforts: Despite the layoffs, Boeing has over 1,300 open roles and is actively seeking to place displaced workers into other positions, demonstrating the company's commitment to its workforce and resource management.
- 787 Project Relocation: The decision to transfer remaining work on the 787 Dreamliner to South Carolina is expected to affect 250 to 300 employees, raising concerns among union leaders ahead of upcoming labor negotiations.
- Ongoing Hiring: In contrast to the layoffs, Boeing is adding engineering positions in the Puget Sound region to support commercial airplane programs, reflecting the company's ongoing efforts to integrate resources and enhance production capabilities.
See More
Market Turmoil and Corporate Earnings Analysis
- Tech Sector Weakness: S&P futures tumbled due to weakness in Big Tech, with Bitcoin falling below $70,000 for the first time, indicating intensified sell-off in the crypto market that could undermine investor confidence and exacerbate market volatility.
- Job Market Instability: Challenger, Gray & Christmas reported that planned layoffs at American companies hit the highest January total since the global financial crisis, with hiring intentions at their lowest, reflecting the fragility of economic recovery and potential decline in consumer spending.
- Alphabet Price Target Hikes: Following a strong quarterly report, Wall Street analysts raised Alphabet's price targets, yet shares fell over 5% in early trading due to market rotation away from tech, highlighting concerns about future growth amidst competitive pressures.
- Boston Scientific Stock Plunge: Boston Scientific shares sank 17.5% on Wednesday, marking its largest single-day decline in 25 years after disappointing quarterly earnings, although Citi maintained a buy rating, indicating that increased competition could impact its market share.
See More
Boeing Secures Largest Landing Gear Exchange Deal at Singapore Airshow
- Record Deal Size: Boeing disclosed its largest-ever landing gear exchange deal at the Singapore Airshow, supporting over 75 Singapore Airlines Group aircraft across the 737 MAX and 787 fleets with flexible exchange and overhaul services, which are expected to extend gear life and reduce aircraft downtime.
- Service Innovation: The Landing Gear Exchange program offers customized, on-demand access to serviceable landing gear through a managed inventory and partner ecosystem, helping airlines cut spare inventory needs and shorten maintenance-driven ground time, thereby enhancing dispatch reliability.
- Aftermarket Service Enhancement: This agreement strengthens Boeing's aftermarket offerings, which include parts supply, repair oversight, and logistics services aimed at boosting fleet availability and minimizing operational disruptions, further solidifying Boeing's competitive position in the market.
- Delivery Plan Update: Boeing also expects to deliver the 787-9 and 787-10 Dreamliner units in the first half of this year, with improved takeoff weights adding over 400 miles of range or 5-6 tons of additional cargo capacity, enhancing the competitiveness of its product line.
See More
UK CAA Seeks Explanation from Air India Over Faulty Fuel Switch Incident
- Potential Regulatory Action: The UK's Civil Aviation Authority (CAA) has requested an explanation from Air India regarding a faulty fuel control switch incident on a Boeing 787-8 Dreamliner, with possible regulatory actions looming if the airline fails to respond within a week, which could significantly impact the airline's operational compliance.
- Incident Background: On Air India Flight AI-132 from London to Bengaluru, the crew reported that the fuel control switch would not stay locked in the 'run' position, requiring three attempts to secure it, prompting the CAA to demand a detailed account of all maintenance actions performed on the aircraft.
- Fleet Grounding Measures: Following the incident, Air India grounded its entire 787 Dreamliner fleet, although it reported no issues after investigation; this decision may affect flight schedules and customer trust, potentially impacting the airline's financial performance.
- Boeing 787 Delivery Update: Concurrently, Boeing expects to deliver its upgraded 787 Dreamliner fleet, promising up to 400 miles of additional range or an improved hauling capacity of 5-6 tons, and reported 160 aircraft deliveries with revenues of $23.948 billion, exceeding analysts' expectations of $22.470 billion, indicating strong market demand.
See More
Boeing Secures Largest Landing Gear Exchange Contract in History
- Record Contract Size: Boeing's agreement with Singapore Airlines Group covers over 75 aircraft, marking the largest landing gear exchange contract in the company's history, showcasing Boeing's strong competitive position in the aviation services market.
- Increased Flexibility: The program is designed to provide greater overhaul scheduling flexibility for the SIA Group's 737 Max and 787 fleets, thereby extending the useful life of landing gear components and reducing aircraft downtime, enhancing operational efficiency.
- Supply Chain Optimization: By combining Boeing's global inventory and distribution capabilities with the airline's maintenance planning, the agreement accelerates parts delivery and ensures reliable operations, further solidifying the partnership with Singapore Airlines Group.
- Maintenance Efficiency Improvement: The landing gear exchange program allows airlines to access serviceable landing gear assemblies through a managed inventory and partner network, limiting the need for large on-site spare gear stocks, shortening maintenance-related ground time, and improving dispatch reliability.
See More
