Defense Deal Speculation: Social media chatter has centered on reports that General Electric engines may power Turkey's KAAN fighter jet under a potential multibillion-dollar contract. Observers note the timing ahead of NATO summits and highlight how such deals could bolster the company's aerospace segment amid geopolitical shifts.
Valuation Scrutiny: Discussions also touch on GE's elevated multiples, with trailing P/E ratios near 40x cited alongside strong operating margins and return metrics. Participants debate whether recent earnings and spin-off dynamics justify current pricing levels.
Sector Outlook Notes: Commentary on gas turbine demand references analyst views of balanced markets through 2030, factoring in data center orders and infrastructure projects. The tone reflects ongoing interest in energy and aviation exposure.
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 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 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 2 sales selling 30,363 shares for an estimated $9,305,489.
- 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 insider transaction endpoint.
General Electric Revenue
General Electric 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.
You can access data on GE stock through the Quiver Quantitative API.
General Electric Congressional Stock Trading
Members of Congress have traded $GE stock 8 times in the past 6 months. Of those trades, 5 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $GE stock by members of Congress over the last 6 months:
- REPRESENTATIVE MATTHEW VAN EPPS sold up to $15,000 on 06/16.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $45,000 on 03/31, 03/23 and 0 sales.
- 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 Congress trades endpoint.
General Electric Hedge Fund Activity
We have seen 1,641 institutional investors add shares of General Electric stock to their portfolio, and 1,288 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
- CAPITAL INTERNATIONAL INVESTORS removed 22,665,915 shares (-54.1%) from their portfolio in Q1 2026, for an estimated $6,366,402,205
- CAPITAL RESEARCH GLOBAL INVESTORS added 9,994,332 shares (+40.4%) to their portfolio in Q1 2026, for an estimated $2,807,207,972
- CAPITAL WORLD INVESTORS removed 5,874,569 shares (-27.7%) from their portfolio in Q1 2026, for an estimated $1,650,048,940
- DODGE & COX removed 4,453,578 shares (-85.8%) from their portfolio in Q1 2026, for an estimated $1,250,920,988
- ALLIANCEBERNSTEIN L.P. added 3,651,381 shares (+333.3%) to their portfolio in Q1 2026, for an estimated $1,025,599,895
- AMUNDI added 3,518,278 shares (+135.2%) to their portfolio in Q1 2026, for an estimated $988,213,924
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 13F endpoint.
General Electric Government Contracts
We have seen $1,876,497,689 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: $529,723,898
- PACER PHANTOM: $102,166,520
- REQUIREMENT IS TO DESIGN, DEVELOP, QUALIFY AND INTEGRATE AN IMPROVED TURBINE ENGINE (ITE) FOR THE EMD PHASE.: $72,832,647
- DO3 - ENGINE BUILD, TEST, MATURATION AND INTEGRATION: $66,791,976
- IGF::OT::IGF REPLACEMENT OF MAIN UNIT GENERATOR TURBINE RUNNERS IN UNITS 1-14 AT MCNARY DAM POWERHOUSE, UMA...: $66,749,203
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
General Electric 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 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 9 analysts offer price targets for $GE in the last 6 months, with a median target of $353.0.
Here are some recent targets:
- Richard Safran from Seaport Global set a target price of $375.0 on 05/27/2026
- Ken Herbert from RBC Capital set a target price of $355.0 on 05/20/2026
- Josh Sullivan from Morgan Stanley set a target price of $400.0 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
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.
