GE GE General Electric Company Loading... : Bullish and Bearish Analyst Opinions

Cristiano Souza defende que a venda deve ser uma decisão quase matemática: quando uma ação sobe a ponto de negociar com retorno esperado menor que o mínimo exigido para aquele negócio, e após verificar que os fundamentos não mudaram, é preciso vender ou reduzir a posição. Ele usa a GE Aerospace como exemplo: era uma das maiores posições do fundo, com negócio excepcional e Larry Culp, mas após subir cerca de 80% em um ano o retorno esperado caiu abaixo de seu piso, levando à venda por disciplina e não por deterioração de fundamentos.

Despite being an exceptional business with a dominant market share in aircraft engines, the stock was sold because its price appreciation compressed the expected return below the minimum required threshold.

The author lists a large basket of tickers without any explicit position language or directional thesis, so all are indexed as watch.

Watch these aerospace names as beneficiaries of improving aircraft production and rising electronic content per aircraft, based on Amphenol’s aerospace revenue beat.

Buy GE on the current pullback as a tactical entry; author sees the dip as an opportunity, though conviction is low given the self-described "slim pickings" market environment.

Not adding to GE Vernova because the stock is trading at nearly 80 times EBITDA, margins are not robust in a very capital-intensive business, and competition will eventually come. However, long-term backlog may turn into cash flow.

GE Aerospace is experiencing very strong multiyear demand across aftermarket, new engines, and defense. Supply chain bottlenecks are improving with key deliveries ramping up. The company's open fan architecture will deliver efficiency and maintenance cost benefits, supporting long-term growth.

GE Aerospace is sold out into the early 2030s for both commercial and defense. Engine deliveries increased over 30% year-over-year in the first half, with nine consecutive quarters of double-digit sequential supplier output increases. Strong aftermarket and new demand support a multi-year ramp in production.

GE Aerospace CEO Larry Culp says the company is collaborating with suppliers to address supply chain bottlenecks amid rising demand for jet engines.

GE Aerospace is on a multiyear production ramp driven by strong demand across commercial aviation and defense. The company is sold out into the early 2030s, engine deliveries grew over 30% year-over-year in the first half, and key suppliers have delivered nine consecutive quarters of double-digit sequential increases, signaling that supply chain investments are breaking bottlenecks and supporting sustained output growth.

UK Export Finance signs a 750 million pound agreement with GE Aerospace to support airline engine maintenance at regional UK sites.

GE received its biggest ever order for LEAP engines to power Airbus A320neos through a joint venture, yet the stock fell sharply. This irrational sell-off creates a buying opportunity.

Turn away from tech and rotate into high-quality, comprehensible non-tech companies that are not subject to AI/China rumors. Names like Goldman Sachs, Wells Fargo, FedEx, Honeywell Aerospace, Boeing, and GE can be bought confidently on weakness and offer lower volatility.

JPMorgan raises its price target for GE Aerospace to 400 dollars, indicating a positive outlook on the stock.

Seeking Alpha reports GE Aerospace's strong Q2 beat and raised guidance but notes supply chain constraints keep the Quant score at neutral HOLD, making it a research summary rather than a directional call.

The market is dead wrong on GE Aerospace. The aerospace boom is still in full swing, with no serious diminution of travel. GE Aerospace is the best institutional pure play. The upcoming Farnborough International Air Show next week is a catalyst where GE will likely win significant business. The company raised its full-year numbers based on strong orders and improved execution. Free cash flow shot up 43%, the strongest in years. Its high-margin service business benefits from planes lasting longer. Despite a 4% decline, this is a tremendous buying opportunity.

GE Aerospace has raised its outlook for the seventh time since January 2024 due to massive demand for engine spare parts, new engines, and aircraft spare parts, driven by airlines continuing to fly and overhaul planes, creating a huge business opportunity.

Premarket movers report shows mixed Mag 7 stocks, ATAI surging on Eli Lilly acquisition talks, GE and UAL declining on earnings, and UNH rising on raised outlook with peer insurers following.

The author provides a comprehensive macro and market brief highlighting geopolitical escalation, consumer deterioration, and technical fragility from gamma expiry and buyback blackout without stating any personal positions or forward calls.

GE Aerospace reports strong second quarter earnings with revenue and EPS both up over 20 percent and raises full-year guidance.

GE Aerospace reports strong Q2 2026 earnings with adjusted EPS and revenue beating estimates and raises its full-year free cash flow guidance.

GE Aerospace reports Q2 2026 adjusted EPS of $2.02 beating estimates and raises full-year free cash flow guidance to $8.9-$9.2 billion.

GE Aerospace reports Q2 adjusted EPS of $2.02 beating estimates of $1.86 and revenue of $12.63B topping expectations of $11.86B.