GE Aerospace Stock Trending With Bullish Analyst Calls

(GE) stock has fallen 9.3% over the past week and is down 6.8% over the last month, yet it remains up a strong 47.8% over the past 12 months. Despite the recent pullback, Wall Street’s analysts are firmly bullish, with a StrongBuy consensus and an average 12‑month price target of $352.22 versus a last closing price of $295.00. That target implies notable upside for investors willing to look beyond the latest volatility and focus on the company’s longer-term growth story.

Wall Street’s optimism is echoed by top analyst Ronald Epstein of Bank of America, who reiterated his Buy rating on GE Aerospace on January 23, 2026, with a price objective of $365.00. From the current price of $295.00, Epstein’s target suggests meaningful upside potential. He argues that the recent sell-off, which saw the stock trade down 7.4% after its fourth-quarter 2025 earnings release even as the S&P 500 rose 0.6%, is overdone and not justified by the company’s performance or outlook. In his view, the market reaction likely reflects overly high expectations or investor repositioning into other aerospace names, rather than any real deterioration at GE Aerospace.

According to Epstein, GE Aerospace shows “no sign of stopping the growth engine,” with robust demand and best-in-class execution supporting expectations for double-digit growth in 2026. The company’s guidance and results exceeded his own forecasts, and he sees further upside given management’s history of conservative projections. Within Commercial Engines & Services (CES), there are some flags around margins, including pressure from higher GE9X deliveries and a lower engine spares ratio. However, he believes services revenue growth can more than offset these margin headwinds, supported by strong demand into 2026.

A key part of the bullish case is GE Aerospace’s heavy investment in its maintenance, repair and overhaul (MRO) network to support future growth. The company is putting over $1 billion into reinforcing its MRO capabilities, including more than $500 million dedicated to LEAP engines to double internal capacity. Turnaround times are already improving, with LEAP, CFM56 and GE90 turnaround times down more than 10% year over year in the fourth quarter. GE is also backing third-party MRO partners, highlighted by a recent materials agreement with FTAI to support CFM56 service. These moves are seen as crucial to sustaining roughly 15% year-over-year CES revenue growth in 2026.

On the defense side, GE Aerospace’s Defense and Propulsion Technologies (DPT) business underscores how strong global demand has become. DPT orders grew 19% year over year in 2025, with an impressive 61% order growth in the fourth quarter, including a 113-engine order from Hindustan Aeronautics for the Tejas fighter program. The segment now carries a backlog of more than $21 billion and reported a full-year book-to-bill ratio of 1.5x, suggesting that new orders are comfortably outpacing deliveries and pointing to substantial upside in GE’s defense exposure. For investors tracking analyst performance, Ronald Epstein ranks 51 out of 11,984 analysts on TipRanks, with a success rate of about 70.79% and an average return of 22.90% per rating—credentials that add weight to his bullish view on GE Aerospace. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.