GE Aerospace’s Sudden Slide Has Bulls Doubling Down

GE Aerospace ( (GE) ) has fallen by -9.61%. Read on to learn why.

GE Aerospace shares slipped 9.61% over the past week, extending a short-term pullback even as the stock remains strongly higher over the past year. The drop followed a sharp post‑earnings selloff after the company’s fourth‑quarter 2025 results, where investors appeared to focus on what they saw as cautious 2026 guidance rather than solid underlying performance. That reaction came despite GE Aerospace delivering earnings, revenue and operating profit ahead of Wall Street expectations and outlining an outlook that was broadly in line with, or slightly above, prior consensus.

Analysts across Wall Street are pushing back against the selloff, arguing that the latest weakness looks more like an opportunity than a warning sign. Citi’s John Godyn and Bank of America’s Ronald Epstein both reiterated Buy ratings, with bullish price targets in the mid‑$300s and commentary that the market is misreading management’s conservative tone. They highlight GE Aerospace’s history of guiding cautiously, leaving room to “beat and raise,” and point to the company’s strong track record of execution, double‑digit growth expectations for 2026, and potential to generate significant shareholder returns from current levels despite recent volatility.

Underpinning this optimism is a powerful growth story across both commercial and defense businesses. GE Aerospace is investing more than $1 billion to expand its maintenance, repair and overhaul network—particularly for LEAP engines—to support robust demand and faster turnaround times, which should sustain healthy services revenue growth. On the defense side, orders in the Defense and Propulsion Technologies unit are surging, with a backlog above $21 billion and major wins such as a 113‑engine order for India’s Tejas fighter program. Combined with resilient aftermarket demand, improving supply chains and the possibility that current guidance proves conservative, many top‑ranked analysts see the recent 9.61% pullback as a potential entry point rather than a sign of trouble for GE Aerospace.