GE Aerospace Stock Trending as Analysts Double Down

(GE) stock has fallen 9.6% over the past week and 7.1% over the past month, but it is still up a strong 50.2% over the last 12 months. Despite the recent pullback, Wall Street’s analysts are firmly bullish, with a StrongBuy consensus and a 12‑month average price target of $356.50 versus a last closing price of $293.87. That target implies meaningful upside potential over the coming year, suggesting that many see the latest weakness as an opportunity rather than a warning sign.

One of the most vocal bulls is John Godyn of Citi Research, who reiterated his Buy rating on GE Aerospace on January 23, 2026, with a price target of $380.00, implying an expected share price return of about 28.8% from current levels. Godyn argues that the sharp 4Q25 selloff is an over-reaction to what he views as conservative guidance, and instead sees a “buying opportunity into a unique compounder” in the aerospace and defense space. He even suggests GE could become the first trillion‑dollar market cap among existing public A&D companies in the years ahead.

Godyn highlights that GE’s 4Q25 results beat expectations across the board, with adjusted EPS of $1.57 topping consensus of $1.42, revenue of $11.9 billion ahead of $11.2 billion, and adjusted operating profit of $2.3 billion versus $2.2 billion expected. For 2026, management guided revenue of around $47.4 billion, adjusted operating profit of $9.85–$10.25 billion, and adjusted EPS of $7.10–$7.40, generally above or in line with prior consensus. Godyn believes management has deliberately left room to “beat and raise” through 2026 and notes that, despite repeatedly signaling a “strong start” for 1Q26, investors misread the tone as a negative. Reflecting his confidence, he has lifted his 2026 earnings estimates above the high end of guidance and nudged his year‑end 2026 price target up from $378 to $380. Godyn holds a mid‑pack ranking of 4,306 out of 11,984 analysts on TipRanks, with a solid 66.7% success rate and an average return of 5.5% per rating.

Reinforcing the bullish narrative, Ronald Epstein of Bank of America also reiterated a Buy rating on GE Aerospace on January 23, 2026, keeping his price objective at $365.00. With the stock around $295.00 at the time of his note, Epstein likewise saw the post‑earnings selloff as “overdone” given that GE’s 4Q25 results and 2026 outlook both surpassed his expectations. He points to robust demand and “best‑in‑class execution” as drivers of continued double‑digit growth in 2026, and emphasizes GE’s long history of conservative guidance, which he believes still leaves room for positive surprises as the year unfolds.

Epstein’s report underlines several key growth engines: strong commercial engines and services demand, significant investment in the maintenance, repair and overhaul (MRO) network, and a powerful defense backlog. He notes over $1 billion of investment into MRO capacity, including more than $500 million for LEAP engines, helping to cut turnaround times by over 10% year‑on‑year in key programs. On the defense side, orders for the Defense and Propulsion Technologies unit grew 19% in 2025, with a 61% year‑on‑year surge in 4Q alone and a backlog above $21 billion, driven in part by a 113‑engine order from Hindustan Aeronautics for the Tejas fighter program. Epstein, one of the top‑ranked analysts on TipRanks at #51 out of 11,984, boasts a success rate of about 70.8% and an impressive 22.9% average return per rating, adding extra weight to his bullish stance. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.