Morgan Stanley Overweight initiation: Social media chatter intensified around GE Aerospace after Morgan Stanley launched coverage with an Overweight rating and $425 price target. Participants praised the company's competitive moat in aerospace and defense, highlighting durable growth prospects and a pristine balance sheet. The analysis underscores a favorable risk-reward profile, positioning the stock as a market standout since its 2024 spin-off.
Q4 earnings momentum: Earlier buzz centered on robust Q4 results, with revenue and EPS surpassing estimates amid soaring orders and free cash flow gains. FY2026 guidance for low-double-digit revenue growth further bolstered confidence. Investors noted the potential for ongoing earnings revisions as a key driver.
Bullish technical outlook: Traders spotlight clean uptrends and breakout patterns, with institutional flows dominating recent action. Premarket strength today signals sustained buyer interest. Discussions reflect broad enthusiasm for the stock's trajectory amid major deals like engine orders from airlines.
Note: This discussion summary was generated from an AI condensation of post data.
GE Aerospace Insider Trading Activity
GE Aerospace insiders have traded $GE stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $GE stock by insiders over the last 6 months:
- RUSSELL STOKES (Senior Vice President) has made 0 purchases and 3 sales selling 38,363 shares for an estimated $11,687,169.
- AMY L GOWDER (Senior Vice President) sold 4,000 shares for an estimated $1,222,920
- ROBERT M. GIGLIETTI (Vice President) has made 0 purchases and 2 sales selling 3,035 shares for an estimated $927,235.
- RICCARDO PROCACCI (Senior Vice President) sold 800 shares for an estimated $248,088
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
GE Aerospace Revenue
GE Aerospace had revenues of $12.7B in Q4 2025. This is an increase of 17.63% from the same period in the prior year.
You can track GE financials on Quiver Quantitative's GE stock page.
GE Aerospace Congressional Stock Trading
Members of Congress have traded $GE stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $GE stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $50,000 on 01/09.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
GE Aerospace Hedge Fund Activity
We have seen 1,531 institutional investors add shares of GE Aerospace stock to their portfolio, and 1,183 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 19,496,234 shares (-75.3%) from their portfolio in Q4 2025, for an estimated $6,005,424,959
- CANADA PENSION PLAN INVESTMENT BOARD removed 3,497,115 shares (-52.3%) from their portfolio in Q4 2025, for an estimated $1,077,216,333
- CAPITAL INTERNATIONAL INVESTORS removed 2,942,530 shares (-6.6%) from their portfolio in Q4 2025, for an estimated $906,387,515
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,418,237 shares (-8.2%) from their portfolio in Q4 2025, for an estimated $744,889,543
- BLACKROCK, INC. added 2,226,990 shares (+2.5%) to their portfolio in Q4 2025, for an estimated $685,979,729
- CORIENT PRIVATE WEALTH LLC added 2,181,621 shares (+379.0%) to their portfolio in Q4 2025, for an estimated $672,004,716
- CITIGROUP INC added 1,835,408 shares (+148.7%) to their portfolio in Q4 2025, for an estimated $565,360,726
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
GE Aerospace Government Contracts
We have seen $1,386,782,617 of award payments to $GE over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- PACER PHANTOM: $102,166,520
- ROYAL JORDANIAN AIR FORCE (FOREIGN MILITARY SALES) F110 ENGINES: $97,939,711
- T700 TURBINE ENGINE PRODUCTION: $92,454,676
- DELIVERY ORDER 6 IS DERIVED FROM THE ORIGINAL BASIC IDIQ CONTRACT FA8626-22-D-0010. THUS, ALL RELEVANT CLAU...: $82,336,138
- BULGARIA II AIR FORCE (FOREIGN MILITARY SALES) F110 ENGINES: $76,687,321
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
GE Aerospace Analyst Ratings
Wall Street analysts have issued reports on $GE in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 01/13/2026
- JP Morgan issued a "Overweight" rating on 10/27/2025
- B of A Securities issued a "Buy" rating on 10/27/2025
- RBC Capital issued a "Outperform" rating on 10/22/2025
- UBS issued a "Buy" rating on 10/22/2025
To track analyst ratings and price targets for GE Aerospace, check out Quiver Quantitative's $GE forecast page.
GE Aerospace Price Targets
Multiple analysts have issued price targets for $GE recently. We have seen 6 analysts offer price targets for $GE in the last 6 months, with a median target of $357.5.
Here are some recent targets:
- Seth Seifman from JP Morgan set a target price of $335.0 on 01/26/2026
- Gavin Parsons from UBS set a target price of $374.0 on 01/23/2026
- John Godyn from Citigroup set a target price of $380.0 on 01/23/2026
- Charles Minervino from Susquehanna set a target price of $350.0 on 12/04/2025
- Ronald Epstein from B of A Securities set a target price of $365.0 on 10/27/2025
- Ken Herbert from RBC Capital set a target price of $340.0 on 10/22/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
