Strategic Developments and Strong Market Position Drive Buy Rating for GE Aerospace

Jefferies analyst Sheila Kahyaoglu has maintained their bullish stance on GE stock, giving a Buy rating on April 1.

Sheila Kahyaoglu’s rating is based on several strategic developments and financial prospects for GE Aerospace. One key factor is the company’s strong position in the global supply chain, particularly through its joint venture with Safran, which helps produce and maintain the CFM56 and LEAP engines. Despite potential tariff impacts, GE’s management has indicated possible pricing strategies to offset these costs, which could mitigate the gross margin headwinds.
Additionally, GE Aerospace’s recent contract wins, such as the subcontract for avionics systems for the Army’s Future Long Range Assault Aircraft program, demonstrate its competitive edge and potential for future growth. The finalized orders from Korean Air for GEnx and GE9X engines further solidify its market position. These factors, combined with the anticipated demand for its engines in both domestic and international markets, underpin Sheila Kahyaoglu’s Buy rating for GE Aerospace.

According to TipRanks, Kahyaoglu is a 5-star analyst with an average return of 7.5% and a 53.94% success rate. Kahyaoglu covers the Industrials sector, focusing on stocks such as Boeing, GE Aerospace, and American Airlines.

In another report released on April 1, Barclays also maintained a Buy rating on the stock with a $230.00 price target.