Recent Stock Surge: General Electric has garnered significant attention on social media recently, driven by a remarkable year-to-date stock increase of over 70%. Many users are praising the company’s turnaround, highlighting strong free cash flow and dividend growth as key positives. Discussions often focus on the aerospace division’s robust performance as a major driver.
New Deals and Investments: Another hot topic is GE’s recent business wins, including a major engine deal with Pegasus Airlines and a U.S. Navy contract, sparking excitement online. Posts also mention significant investments in U.S. manufacturing, like a $500 million commitment to relocate production to Kentucky, seen as a boost for domestic industry. These developments are fueling optimism among followers.
Market Outlook Debate: While many express bullish views on GE’s future, citing pricing power and sector momentum, some caution about sustainability after such a sharp price run-up. Conversations reflect a mix of confidence in long-term growth and questions about near-term challenges. The dynamic chatter keeps the ticker trending across platforms.
Note: This discussion summary was generated from an AI condensation of post data.
General Electric Insider Trading Activity
General Electric insiders have traded $GE stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 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) sold 8,000 shares for an estimated $2,381,680
- MOHAMED ALI (Senior Vice President) has made 0 purchases and 2 sales selling 1,517 shares for an estimated $407,754.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
General Electric Revenue
General Electric had revenues of $12.2B in Q3 2025. This is an increase of 23.77% from the same period in the prior year.
You can track GE financials on Quiver Quantitative's GE stock page.
General Electric 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 VAL T. HOYLE sold up to $15,000 on 09/23.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 07/31.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
General Electric Hedge Fund Activity
We have seen 1,509 institutional investors add shares of General Electric stock to their portfolio, and 1,095 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GQG PARTNERS LLC removed 8,028,180 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $2,066,373,250
- JPMORGAN CHASE & CO added 7,730,407 shares (+215.3%) to their portfolio in Q3 2025, for an estimated $2,325,461,033
- FMR LLC removed 5,518,302 shares (-9.1%) from their portfolio in Q3 2025, for an estimated $1,660,015,607
- BLACKROCK, INC. added 4,453,996 shares (+5.3%) to their portfolio in Q3 2025, for an estimated $1,339,851,076
- CAPITAL RESEARCH GLOBAL INVESTORS removed 3,828,971 shares (-12.7%) from their portfolio in Q3 2025, for an estimated $1,151,831,056
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,108,563 shares (+31.6%) to their portfolio in Q3 2025, for an estimated $935,117,921
- CAPITAL WORLD INVESTORS added 2,995,054 shares (+16.2%) to their portfolio in Q3 2025, for an estimated $900,972,144
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
General Electric Government Contracts
We have seen $1,535,473,726 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:
- F-15EX LOTS 2+ PROPULSION SYSTEM PROCUREMENT: $211,747,168
- DO3 - ENGINE BUILD, TEST, MATURATION AND INTEGRATION: $113,904,237
- 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
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
General Electric Analyst Ratings
Wall Street analysts have issued reports on $GE in the last several months. We have seen 6 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 12/12/2025
- JP Morgan issued a "Overweight" rating on 10/27/2025
- B of A Securities issued a "Buy" rating on 10/27/2025
- UBS issued a "Buy" rating on 10/22/2025
- RBC Capital issued a "Outperform" rating on 10/22/2025
- Barclays issued a "Overweight" rating on 07/23/2025
To track analyst ratings and price targets for General Electric, check out Quiver Quantitative's $GE forecast page.
General Electric Price Targets
Multiple analysts have issued price targets for $GE recently. We have seen 8 analysts offer price targets for $GE in the last 6 months, with a median target of $345.0.
Here are some recent targets:
- John Godyn from Citigroup set a target price of $386.0 on 12/12/2025
- 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
- Seth Seifman from JP Morgan set a target price of $325.0 on 10/27/2025
- Gavin Parsons from UBS set a target price of $366.0 on 10/22/2025
- Ken Herbert from RBC Capital set a target price of $340.0 on 10/22/2025
- Julian Mitchell from Barclays set a target price of $295.0 on 07/23/2025
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.
