GE Aerospace: Strong Earnings Visibility and Manageable Risks Support Buy Rating

Analyst Gautam Khanna from TD Cowen maintained a Buy rating on GE Aerospace and decreased the price target to $330.00 from $350.00.

Gautam Khanna has given his Buy rating due to a combination of factors tied to earnings visibility and conservative planning. He highlights that GE Aerospace’s 2026 earnings outlook already embeds cautious assumptions on shop visits and still looks achievable, especially after a strong Q1 performance with robust spare parts orders and backlog that point to likely upside versus current Street expectations.

Khanna also notes that while the stock’s near‑term performance is sensitive to oil prices and the broader airline capacity environment, GE Aerospace seems positioned to deliver on its multi‑year targets even under a weaker aftermarket scenario. In addition, improving LEAP engine deliveries and manageable one‑off charges support confidence in forward growth, reinforcing his view that the risk‑reward profile justifies a Buy recommendation on the shares.

In another report released today, Jefferies also maintained a Buy rating on the stock with a $375.00 price target.

Based on the recent corporate insider activity of 31 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of GE in relation to earlier this year.