GE Aerospace (GE): Analyst Consensus Points to $380 Target With +18% Upside Potential

Key Takeaways

• The central GE stock price target of $380 is the arithmetic mean of roughly 20–23 current analyst price targets, rounded from a calculated mean near $378.
• With shares near $323, reaching $380 requires an advance of about 18%—a substantial, but not extreme, move from current levels.
• The verified analyst price target range is wide, spanning roughly $280 on the low end to $431 on the high end, reflecting genuine disagreement about how long aerospace aftermarket strength can last.
• Supporting factors include raised 2026 guidance, strong orders growth, and a dominant position in commercial jet engines and aftermarket services.
• The biggest risks are a stretched valuation, signs of moderating revenue growth, and a recent pullback below key moving averages.
• You can review more detail on this ticker's Major News, Today's Price Move, Forecast, and Earnings on dedicated pages.
• For additional data-driven market ideas, explore Trending AI Robots.

What the Analysts Are Saying

GE, officially GE Aerospace (NYSE: GE), carries broad Wall Street coverage as a stock rather than an ETF. In late 2026, around 20 to 23 sell-side targets were active, with the latest ones mostly falling between $375 and $405. The average across valid targets comes in near $378, which rounds neatly to the $380 central target here. That lines up closely with the roughly $378 average from S&P Global and Yahoo Finance, and the approximately $373 mean from MarketBeat. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.

The range remains unusually wide, from about $280 to $431. Recent calls show the split clearly: BofA Securities' Ronald Epstein kept a Buy rating and raised his target to $405 in late October 2026, while Morgan Stanley's Kristine Liwag cut hers from $400 to $375 on valuation concerns. Other targets include TD Cowen at $380, Deutsche Bank at $378, Bernstein at $376, and Argus Research at $395. On the more cautious side, at least one analyst moved a target down to $280. The spread highlights differing views on how long elevated aftermarket demand and pricing can continue.

Current Market Position and Path to the Target

GE Aerospace shares closed around $323.24 in early November 2026. Hitting $380 from there implies roughly 18% upside, which feels like a meaningful move for a name already trading at a trailing P/E near 37 times earnings. The stock hit a peak near $388.84 back in August 2026 before pulling back about 17%, so the target sits close to—but still below—that prior high.

Any path to $380 would likely hinge on ongoing earnings strength. In the third quarter, GE Aerospace posted revenue of about $14.1 billion, up roughly 16% year over year, and management lifted full-year 2026 adjusted EPS guidance to a range of $8.00 to $8.10. Reaching the target would require those improvements to drive sustained margin growth and keep investors comfortable with a premium multiple.

Factors That Could Support a Move Higher

Several solid elements back the bullish case. GE Aerospace maintains a leading role in commercial jet engines via the CFM joint venture and benefits from a large installed base that generates recurring aftermarket revenue. Orders rose about 49% to $19 billion in the third quarter, and management guided for revenue growth of roughly 19–20% in 2026. Analysts point to durable aftermarket demand, tight aircraft supply, and favorable price/cost dynamics as key supports. The company has also kept returning capital through dividends and buybacks.

Risks That Could Keep the Target Out of Reach

Valuation stands out as the main hurdle. At a trailing P/E near 37x, much of the expected growth is already reflected in the price, leaving little margin for shortfalls. Revenue growth has slowed from the second quarter’s faster pace, and some analysts have trimmed targets precisely because the stock looked fully valued. Other risks include inflation-driven margin pressure, an unfavorable product mix, potential softness in air-travel demand, and sector rotation out of high-multiple industrials if rates remain high. Technical weakness lingers as well, with shares trading below both the 50-day and 200-day moving averages.

Technical Levels Worth Watching

The 52-week range runs from roughly $268.91 to $388.84. The August 2026 high near $388.84 now acts as important resistance and sits just above the $380 target. On the downside, the zone around $315–$323 (near the 50-day and 200-day averages) offers meaningful support. A sustained push toward $380 would probably need the stock to first reclaim those averages and then clear the $350 level before challenging the prior peak.

Time Horizon and Items to Monitor

Analyst price targets generally look out about 12 months, though the exact window can differ by firm. Investors should focus on the next earnings report, expected around late January 2027, for confirmation of the raised guidance and any updates on the 2027 outlook. Other areas to track include order and aftermarket trends, analyst revisions (which have been mixed lately), margin progress, and broader interest-rate trends that affect valuations for high-multiple industrials.

Final Assessment

The $380 central target represents a legitimate analyst-derived average, yet it sits amid a wide $280-to-$431 range and comes with no guarantees. The implied 18% move is substantial and would require continued earnings beats, steady aftermarket strength, and a market ready to support a premium multiple. Strong order growth and raised guidance provide support, while valuation risk, moderating revenue growth, and recent technical weakness present clear challenges. The key test will be whether GE Aerospace can keep exceeding expectations into 2027 while holding its elevated multiple.

Using Tickeron AI Daily Buy/Sell Signals in My Process

Tickeron's AI Daily Buy/Sell Signals apply artificial intelligence to scan thousands of stocks and ETFs in real time, producing Buy, Sell, or Hold signals based on shifting market conditions and technical patterns. In my own work, I find these signals helpful for spotting momentum changes and cross-checking ideas without relying on any single viewpoint. The tool has become a regular part of how I monitor positions like GE alongside traditional research.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations

Contributor

Sergey Savastiouk|Expert

Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.

Notable companies

Industry description

Market Cap

High and low price notable news

Volume