Update shared on 23 Nov 2025
Fair value Decreased 1.33%General Electric's analyst price target has been revised downward from $343.57 to $339.00. This reflects analyst expectations of slightly slower growth and modestly higher discount rates impacting valuation.
What's in the News
- The Pentagon is asking missile suppliers, including GE Aerospace, to significantly increase missile production amid concerns over potential conflict with China (Wall Street Journal).
- The U.S. Defense Secretary has ordered an urgent gathering of top military commanders, highlighting the rising priority of national defense contractors such as GE Aerospace (Washington Post).
- GE Aerospace reached a five-year labor agreement with the United Auto Workers union, ending a three-week strike at facilities in Ohio and Kentucky (Reuters).
- India is finalizing a $1 billion deal to purchase additional GE engines to power its Light Combat Aircraft fleet (Economic Times).
- Over 600 GE Aerospace employees staged a strike that impacted engine production for key military contracts before a contract deal was reached (Reuters).
Valuation Changes
- The consensus analyst price target has decreased slightly from $343.57 to $339.00.
- The discount rate has risen modestly from 7.50% to 7.61%.
- The revenue growth forecast has edged down from 7.07% to 6.94%.
- The net profit margin projection has declined marginally from 18.97% to 18.95%.
- The future P/E ratio estimate has increased slightly from 40.70x to 41.52x.
Disclaimer
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