GE Aerospace (NYSE:GE) Price Target Cut to $350.00 by Analysts at UBS Group

GE Aerospace (NYSE:GE) had its target price decreased by equities research analysts at UBS Group from $357.00 to $350.00 in a report released on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. UBS Group’s price objective points to a potential upside of 27.33% from the company’s previous close.

A number of other brokerages also recently commented on GE. Deutsche Bank Aktiengesellschaft lifted their price objective on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. BNP Paribas Exane lowered their price target on GE Aerospace from $305.00 to $290.00 and set an “underperform” rating for the company in a research report on Friday, January 23rd. Sanford C. Bernstein boosted their price target on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. Susquehanna reissued a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a research report on Thursday, January 15th. Finally, Wolfe Research boosted their price target on GE Aerospace from $340.00 to $360.00 and gave the company an “outperform” rating in a research report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, GE Aerospace currently has an average rating of “Moderate Buy” and an average target price of $348.50.

GE Aerospace Price Performance

GE stock traded down $11.85 during midday trading on Wednesday, hitting $274.88. 10,217,315 shares of the stock were exchanged, compared to its average volume of 5,816,132. The stock’s 50-day moving average price is $310.78 and its 200-day moving average price is $307.09. The stock has a market cap of $288.30 billion, a price-to-earnings ratio of 33.67, a PEG ratio of 2.83 and a beta of 1.43. GE Aerospace has a fifty-two week low of $192.57 and a fifty-two week high of $348.48. The company has a debt-to-equity ratio of 1.00, a quick ratio of 0.74 and a current ratio of 1.04.

GE Aerospace (NYSE:GE) last issued its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.60 by $0.26. The firm had revenue of $11.61 billion during the quarter, compared to analysts’ expectations of $11.61 billion. GE Aerospace had a return on equity of 35.52% and a net margin of 18.98%.GE Aerospace’s revenue was up 24.6% on a year-over-year basis. During the same period in the previous year, the firm posted $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Research analysts predict that GE Aerospace will post 7.43 earnings per share for the current year.

Insider Buying and Selling

In related news, SVP Amy L. Gowder sold 4,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $305.73, for a total value of $1,222,920.00. Following the transaction, the senior vice president owned 16,535 shares in the company, valued at approximately $5,055,245.55. The trade was a 19.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Russell Stokes sold 30,363 shares of the business’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $306.47, for a total value of $9,305,348.61. Following the completion of the transaction, the senior vice president owned 150,434 shares in the company, valued at approximately $46,103,507.98. This trade represents a 16.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 37,398 shares of company stock worth $11,455,491. 0.19% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of GE. Diversified Trust Co increased its holdings in GE Aerospace by 21.3% in the third quarter. Diversified Trust Co now owns 32,021 shares of the company’s stock valued at $9,633,000 after buying an additional 5,625 shares during the last quarter. Cadinha & Co. LLC increased its holdings in GE Aerospace by 154.8% in the third quarter. Cadinha & Co. LLC now owns 97,280 shares of the company’s stock valued at $29,264,000 after buying an additional 59,106 shares during the last quarter. Phoenix Financial Ltd. increased its holdings in GE Aerospace by 34.3% in the third quarter. Phoenix Financial Ltd. now owns 22,632 shares of the company’s stock valued at $6,808,000 after buying an additional 5,775 shares during the last quarter. Integrity Financial Corp WA bought a new stake in GE Aerospace in the third quarter valued at about $481,000. Finally, Prime Capital Investment Advisors LLC increased its holdings in GE Aerospace by 23.6% in the third quarter. Prime Capital Investment Advisors LLC now owns 51,105 shares of the company’s stock valued at $15,373,000 after buying an additional 9,750 shares during the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.

GE Aerospace News Summary

Here are the key news stories impacting GE Aerospace this week:

• Positive Sentiment: Q1 results beat expectations: adjusted EPS $1.86 vs. ~$1.60 and revenue/orders jumped sharply, supporting management’s FY‑2026 guidance range and showing robust commercial and services demand. GE Aerospace Q1 Adj. Profit Rises; Backs FY26 Outlook
• Positive Sentiment: Company investing in workforce, MRO and manufacturing capacity (Lifting Futures training program + new MRO/manufacturing investments) — supports long‑term execution and supply‑chain scalability. GE Aerospace Makes New MRO, Manufacturing Workforce Investments
• Neutral Sentiment: Analyst landscape is mixed but still constructive overall — several firms maintained Buy/Overweight stances while trimming price targets after the print. That keeps upside narrative intact but reduces near‑term support. Where Do Analysts Stand on GE Aerospace Stock (GE) Post Q1 Earnings?
• Neutral Sentiment: Competitive positioning note: BNP Paribas flagged peers like RTX as better positioned after earnings from the sector’s big players — useful context for relative valuation decisions. RTX is best positioned after aerospace earnings trio reports: BNP Paribas
• Negative Sentiment: Management left FY‑2026 EPS guidance at $7.10–$7.40 (below some street consensus), which disappointed investors who expected upward revisions after the beat — a primary reason for the selloff. General Electric (GE) Is Down 9.8% After Strong Aerospace Beat But Unchanged 2026 Outlook
• Negative Sentiment: Rising jet‑fuel costs and Middle East geopolitical uncertainty were flagged on the call as margin and demand risks, prompting investors to mark down near‑term multiple. GE stock falls despite earnings beat as fuel costs and weaker flight outlook weigh
• Negative Sentiment: Rotation into GE Vernova (the spun‑off energy company) after its blowout quarter sent GEV sharply higher and contributed to GE Aerospace selling pressure and a noticeable one‑day market‑cap loss. GE Vernova Zooms 13%, GE Aerospace Loses 5% as Earnings Day Fractures the Family

About GE Aerospace

GE Aerospace (NYSE: GE) is the aerospace business of General Electric, focused on the design, manufacture and support of aircraft engines, integrated propulsion systems and related aftermarket services. The company serves commercial airlines, airframers, business and general aviation operators, and defense customers, providing propulsion solutions for a broad range of aircraft types from single‑aisle airliners to widebody and military platforms.

Its product portfolio includes a family of commercial and military jet engines as well as spare parts, components and systems engineering.