Key Stats for GE Aerospace Stock
- This Week Performance: -0.7%
- 52-Week Range: $159.4 to $348.5
- Current Price: $339.8
What Happened?
GE Aerospace (GE) has already hit the $10 billion operating profit milestone two years ahead of its original post-spin schedule, a feat that fundamentally reframes the stock’s valuation ceiling at $339.81.
Last Tuesday, Bernstein raised its price target to $405 from $374, reiterating Outperform, citing stronger GEnx and GE90 workscopes, pricing momentum, and CFM56 shop visits expected to hold above 2,300 through at least 2030.
The engine powering that conviction: 2025 free cash flow of $7.7 billion grew 24%, conversion exceeded 110%, and the company now guides $8.0 billion to $8.4 billion for 2026, all while LEAP deliveries hit a record 1,800-plus units.
The Pratt and Whitney supply crisis handed CFM a structural opening, and GE’s February 19 announcement that American Airlines selected LEAP-1A engines for all A321neo deliveries through 2032 confirms the market is taking it.
CEO Larry Culp stated on the Q4 earnings call that “we expect to deliver mid-teens revenue growth between ’24 and ’26 compounded and $10 billion of profit in ’26, two years earlier than our outlook at spin,” underscoring a guidance cadence that has consistently outrun consensus.
With LEAP’s installed base projected to roughly triple by 2030, CFM56 retirements tracking below prior estimates at 2% for 2026, and LEAP OE turning profitable this year, GE Aerospace’s aftermarket compounding story has at least five more years of structural runway before it moderates.
Wall Street’s Take on GE Stock
Bernstein’s March 3 target raise to $405 forces a direct reassessment of GE’s aftermarket compounding power, given CFM56 shop visits now hold above 2,300 through at least 2030.
EPS grew 38.5% in the past year to $6.37, and the Street projects $7.43 for 2026, a 16.7% forward increase grounded in mid-teens services revenue growth guidance.
Regardless, as of March 5, 14 analysts rate GE a Buy, 3 Outperform, 1 Hold, and 2 Underperform, with a mean price target of $362.83, implying 6.8% upside from current levels.
The Street’s high target of $425 reflects full realization of LEAP profitability and widebody workscope expansion, while the $290 low target prices in rare earth supply chain disruption already flagged in February reporting.
What Does the Valuation Model Say?
The mid-case TIKR valuation model targets $532.67 by December 2030, implying 56.8% total return from current levels at a 9.8% annualized IRR.
The market is pricing GE as though its $10 billion profit milestone is fully reflected, yet the 2028 target of $11.5 billion remains unpriced at current multiples.
The mid-case model projects 13% annual EPS growth, but 2.6% annual P/E compression means the market is not fully rewarding that earnings power.
Management’s confirmation that LEAP OE turns profitable in 2026, two years after record 1,800-unit deliveries, signals the margin inflection point is structural, not cyclical.
The sharpest credible risk is yttrium supply disruption: China exported only 17 tons to the U.S. in 8 months post-controls versus 333 tons prior, threatening engine coating production timelines.
Q1 2026 earnings will serve as the first hard confirmation that high-teens revenue growth and the GE9X loss doubling are both tracking within the January 22 guidance framework.
Thus, the current market is signaling GE Aerospace as a Buy, with the LEAP aftermarket inflection and $8.0 billion to $8.4 billion free cash flow guidance as the primary metrics to monitor against any supply chain deterioration.
Should You Invest in GE Aerospace?
The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.
Pull up GE stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
You can build a free watchlist to track GE Aerospace alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.
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