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General Electric Company Stock Price

NYSE:GE Community·US$299.1b Market Cap
  • 4 Narratives written by author
  • 7 Comments on narratives written by author
  • 544 Fair Values set on narratives written by author

GE Share Price Performance

US$305.83
95.91 (45.69%)
US$350.45
Fair Value
US$305.83
95.91 (45.69%)
12.7% undervalued intrinsic discount
US$350.45
Fair Value
Price US$305.83
AnalystConsensusTarget US$350.45
AnalystLowTarget US$290.00
AnalystHighTarget US$425.00

GE Community Narratives

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Fair Value US$350.45 12.7% undervalued intrinsic discount

Analysts Boost General Electric Valuation on Strong Aerospace Outlook Despite Market Challenges

3users have liked this narrative
5users have commented on this narrative
137users have followed this narrative
·
Fair Value US$290 5.5% overvalued intrinsic discount

Global Decarbonization And Geopolitical Strife Will Undermine Aerospace Margins

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
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Fair Value US$425 28.0% undervalued intrinsic discount

Next Generation Engine Technology Will Drive Decarbonized Global Aviation

1users have liked this narrative
0users have commented on this narrative
20users have followed this narrative
US$350.45
12.7% undervalued intrinsic discount
Revenue
7.02% p.a.
Profit Margin
18.24%
Future PE
39.6x
Price in 2029
US$437.82
US$290
5.5% overvalued intrinsic discount
Revenue
7.05% p.a.
Profit Margin
18.46%
Future PE
34.71x
Price in 2029
US$361.07

Trending Discussion

Updated Narratives

GE logo

GE: Automation And Repair Capacity Expansion Will Support Stronger Future Profits

Fair Value: US$350.45 12.7% undervalued intrinsic discount
137 users have set this as their fair value
5 users have commented on this narrative
0 users have liked this narrative
GE logo

GE: Future Engine Demand And Automation Will Test Execution Balance

Fair Value: US$290 5.5% overvalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative
GE logo

GE: Engine Franchise And Long Cycle Services Will Support Future Returns

Fair Value: US$425 28.0% undervalued intrinsic discount
20 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Proven track record with adequate balance sheet.

1 Risk
3 Rewards

General Electric Company Key Details

US$48.3b

Revenue

US$30.9b

Cost of Revenue

US$15.0b

Gross Profit

US$6.5b

Other Expenses

US$8.6b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 16, 2026
8.21
31.15%
17.73%
110.8%
View Full Analysis

About GE

Founded
1892
Employees
57000
CEO
H. Culp
WebsiteView website
www.geaerospace.com

General Electric Company, doing business as GE Aerospace, designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and aircraft systems. The company operates through two segments, Commercial Engines & Services, and Defense & Propulsion Technologies. The Commercial Engines & Services segment designs, develops, manufactures, maintenance, repair, and overhaul (MRO) services of jet engines and sale of spare parts for commercial airframes, business aviation, and aeroderivative applications. The Defense & Propulsion Technologies designs, develops, manufactures, and services jet engines and avionics and power systems for governments, militaries, and commercial airframers, as well as MRO of engines and the sale of spare parts. This segment also offers aircraft components and systems, such as small turboprop engines, aeroengine mechanical transmissions, turbines, combustors and controls, additive manufacturing, propeller systems, ignition systems, sensors and engine accessories for fixed wing and rotorcraft applications for commercial and military end users under the Avio Aero, Unison, Dowty Propellers, and Colibrium Additive brands. The company operates in the United States, Europe, Asia, the Americas, the Middle East, and Africa. General Electric Company was incorporated in 1892 and is based in Evendale, Ohio.

Recent GE News & Updates

Narrative Update Apr 28

GE: Automation And Repair Capacity Expansion Will Support Stronger Future Profits

Analysts have trimmed their price targets on General Electric, with the updated fair value estimate moving from about $357 to $350 as they factor in slightly lower revenue growth assumptions, a modestly higher discount rate, and a reduced future P/E multiple. Analyst Commentary Recent research on General Electric focuses on fine tuning expectations for GE Aerospace, with several firms updating price targets and initiating coverage around the current setup for growth, cash generation, and execution in the engine business.
Seeking Alpha Apr 21

GE Aerospace: One Of My Highest Conviction Long-Term Compounders

Summary GE Aerospace remains a top industrial compounder with 75% commercial engine market share and robust secular tailwinds in both commercial and defense segments. Despite Q1 '26 beats—orders up 90%, adjusted revenue up 29%, and EPS up 25%—GE did not raise guidance due to Middle East conflict and inflation risks. GE’s backlog exceeds $210 billion, with strong defense demand offsetting commercial headwinds; FLIGHT DECK program drives service revenue and high free cash flow conversion. Valuation is stretched at a low-40s P/E, but I maintain a Buy rating, viewing dips as opportunities given long-term compounding potential and TOLL stock characteristics. Read the full article on Seeking Alpha

Recent updates

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