GE Aerospace Stock Forecast: Trending StrongBuy Among Analysts

(GE) has had a volatile run recently, with the stock falling 8.7% over the last week and slipping 1.6% over the past month, even as it surged 52.4% in the last 12 months. Wall Street’s analysts are firmly bullish, forecasting a move toward a 12‑month average price target of $360.21 from the last close at $286.73, implying meaningful upside ahead.

Analyst Gavin Parsons of UBS reiterated his Buy rating on GE Aerospace on April 22, 2026, setting a price target of $350, which points to solid upside from current levels. Parsons argues that the recent sell-off looks overdone given resilient revenues and margins, and he views management’s conservative guidance, shaped by higher oil prices and geopolitical uncertainty, as potentially leaving room for positive surprises.

Parsons highlights that a 1.43x book-to-bill ratio and strong services orders into April suggest a higher-than-expected baseline for services revenue. He believes 2026 guidance, reiterated toward the high end, is conservative, with upside driven by robust CES Services growth and LEAP engine margin expansion, even as factors like higher GE9X costs and a pick-up in aircraft retirements act as partial drags.

Bank of America’s Ronald Epstein also reiterated a Buy on April 22, 2026, with a higher price target of $365, again implying upside from the current price. Epstein notes that while the Middle East conflict may pressure services demand in late 2026 and 2027, GE’s strong first-quarter results, robust outlook for the next few quarters, and large commercial services backlog above $170 billion support a multi-year growth story.

Epstein points to CES services revenue rising 39% year over year, strong spare parts demand, and surging equipment orders, alongside rising LEAP and GE9X engine deliveries. Both analysts see GE Aerospace as well positioned, with conservative guidance, strong services momentum, and a powerful backlog underpinning earnings growth, reinforcing the StrongBuy consensus and the bullish 12‑month stock forecast.

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