Q1 Earnings Spark Debate: GE Aerospace delivered first-quarter results that exceeded expectations, with earnings per share of $1.86 topping forecasts and orders surging 87% alongside a record backlog. Shares nonetheless plunged 10-20% as investors fixated on trimmed 2026 guidance tied to Middle East tensions and soaring oil prices curbing air travel demand. Social media buzz portrays this as a classic overreaction, with fundamentals shining through the noise.
Dip Emerges as Opportunity: Discussions on social media surged with traders snapping up shares during the pullback, highlighting unyielding aerospace demand and defense sector tailwinds. Despite margin pressures and macro headwinds, the post-spinoff lean operations and massive order book fuel optimism for a rebound. Many label the decline a prime entry point for patient investors.
Long-Term Growth in Focus: Sentiment tilts bullish as users underscore visible growth trajectories and institutional accumulation amid the volatility. Conservative outlooks fail to overshadow robust commercial engine bookings and backlog momentum. The conversation reveals confidence in GE Aerospace's trajectory despite near-term hurdles.
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. You can access data on insider stock transactions through the Quiver Quantitative API.
GE Aerospace Revenue
GE Aerospace had revenues of $12.4B in Q1 2026. This is an increase of 24.73% 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 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $GE stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARIA ELVIRA SALAZAR purchased up to $15,000 on 03/24.
- REPRESENTATIVE AUSTIN SCOTT sold up to $15,000 on 02/17.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $50,000 on 01/09 and 1 sale worth up to $50,000 on 02/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
GE Aerospace Hedge Fund Activity
We have seen 1,543 institutional investors add shares of GE Aerospace stock to their portfolio, and 1,161 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AUTO-OWNERS INSURANCE CO removed 65,507,921 shares (-99.7%) from their portfolio in Q1 2026, for an estimated $18,399,864,850
- 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
GE Aerospace Government Contracts
We have seen $2,034,906,828 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:
- T408 LOT 9 LONG LEAD ITEMS: $497,410,973
- PACER PHANTOM: $102,166,520
- T700 TURBINE ENGINE PRODUCTION: $92,454,676
- DO3 - ENGINE BUILD, TEST, MATURATION AND INTEGRATION: $84,219,005
- REQUIREMENT IS TO DESIGN, DEVELOP, QUALIFY AND INTEGRATE AN IMPROVED TURBINE ENGINE (ITE) FOR THE EMD PHASE.: $72,965,859
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 1 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
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 9 analysts offer price targets for $GE in the last 6 months, with a median target of $350.0.
Here are some recent targets:
- Josh Sullivan from Morgan Stanley set a target price of $400.0 on 04/22/2026
- Ken Herbert from RBC Capital set a target price of $355.0 on 04/22/2026
- Gavin Parsons from UBS set a target price of $350.0 on 04/22/2026
- John Godyn from Citigroup set a target price of $353.0 on 04/02/2026
- David Strauss from Wells Fargo set a target price of $325.0 on 04/01/2026
- Jairam Nathan from Daiwa Capital set a target price of $301.0 on 03/31/2026
- Douglas Harned from Bernstein set a target price of $405.0 on 03/03/2026
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.
