Howmet vs. GE Aerospace: Which Aerospace & Defense Stock Should You Bet On?
HWM's commercial and defense strength, rising estimates and share gains outweigh its premium valuation, making it the better pick over GE.
GE - GE Aerospace
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$418.44
DETAILS
HIGH:
$455.00
LOW:
$375.00
MEDIAN:
$421.00
CONSENSUS:
$418.44
UPSIDE:
22.14%
Stock News
Is GE (GE) a Buy as Wall Street Analysts Look Optimistic?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
GE Aerospace's LEAP Engine Deliveries Jumped 41% This Year. Here's Why Boeing and Airbus Both Need That Number to Keep Climbing.
An increased pace of LEAP engine deliveries is crucial for Boeing and Airbus as they ramp up their aircraft production. Order backlogs for the most widely used jets remain high, and engine supply is a key bottleneck controlling the pace of new aircraft deliveries.
Can GE Aerospace Boost Profit Margin Amid Cost Pressures?
GE targets stronger margins through cost control and backlog conversion as inflation and growth investments pressure profitability.
GE Aerospace: Full-Throttle Ahead, Full Valuation, Technical Froth Eases
GE Aerospace delivered strong Q2 results, with 23.5% YoY revenue growth and EPS of $2.02, beating consensus. Management raised FY 2026 guidance across all key metrics, projecting high-teen revenue growth, $7.65–$7.85 EPS, and $8.9–$9.2B FCF. I maintain a "Hold" rating, as GE is fully valued with a 35x P/E and a PEG of 2.5x, despite robust execution and upward earnings revisions.
GE Aerospace (GE) Rises As Market Takes a Dip: Key Facts
In the most recent trading session, GE Aerospace (GE) closed at $354.39, indicating a +1.39% shift from the previous trading day.
Which Aerospace and Defense Stock Has Dominated in 2026: GE Aerospace, Boeing, or RTX?
The 2026 aerospace-and-defense scoreboard has separated cleanly across three widely owned names, and the individual leaders have beaten their own sector basket.
Why the Nuclear Sector Still Has Room to Grow
Since the announcement of Microsoft (MSFT) working with Constellation Energy (CEG) to restart a reactor at the Three Mile Island plant, publicly traded companies in the nuclear sector have seen significant stock price changes.
GE Aerospace's Robust Capital Position Fuels Higher Shareholder Returns
GE's strong liquidity and higher free cash flow outlook support increased dividends and share buybacks, reinforcing shareholder returns.
GE HealthCare Technologies Inc. (GEHC) Shareholders Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation
BENSALEM, Pa., Aug. 20, 2026 (GLOBE NEWSWIRE) -- Law Offices of Howard G. Smith continues its investigation on behalf of GE HealthCare Technologies Inc. (“GE HealthCare” or the “Company”) (NASDAQ: GEHC) investors concerning the Company's possible violations of federal securities laws.
GE Aerospace Rises 19.9% YTD: Is the Rally Still Worth Chasing?
GE's 19.9% YTD rally reflects strong commercial and defense demand, but rising costs, debt and a premium valuation temper near-term upside.
Hold GE Aerospace Even as Wall Street Remains Bullish
At $369.43, GE Aerospace (NYSE:GE | GE Price Prediction) looks fully valued, even as Wall Street consensus stays firmly bullish on the aviation giant.
GE Aerospace (GE) Crossed Above the 20-Day Moving Average: What That Means for Investors
From a technical perspective, GE Aerospace (GE) is looking like an interesting pick, as it just reached a key level of support. GE recently overtook the 20-day moving average, and this suggests a short-term bullish trend.
Strength in Defense & Propulsion Unit Drives GE Aerospace: Can It Sustain?
GE's defense momentum continues as rising demand, major contracts and a strong project pipeline lift revenues, orders and profit.
GD vs. GE: Which Stock Is the Better Value Option?
Investors interested in Aerospace - Defense stocks are likely familiar with General Dynamics (GD) and GE Aerospace (GE). But which of these two companies is the best option for those looking for undervalued stocks?
GD or GE: Which Is the Better Value Stock Right Now?
Investors interested in Aerospace - Defense stocks are likely familiar with General Dynamics (GD) and GE Aerospace (GE). But which of these two companies is the best option for those looking for undervalued stocks?
Boeing and Airbus Need More Engines. GE and RTX Are Racing to Supply Them
Boeing Co (NYSE:BA) and Airbus SE (OTC:EADSY) have no shortage of customers waiting for new planes. The harder part is building enough of them.
GE Aerospace Is At Risk Of Overheating
GE Aerospace continues to deliver robust revenue, profit, and cash flow growth, driven by strong aviation demand and expanding backlogs. Despite operational excellence and industry leadership, GE's current valuation appears stretched, with adjusted EPS guidance of $7.65–$7.85 for the year. Commercial Engines & Services segment led growth, with LEAP engine sales and services revenue surging, supported by a $210.79 billion backlog.
Hypersonic Testing Is Moving From Wind Tunnels to the Sky
CAPE CANAVERAL, Fla. , Aug. 06, 2026 (GLOBE NEWSWIRE) -- Equity Insider News Commentary - In a recent conversation on the Fighter Pilot Podcast, Tim Franta, chief executive of Starfighters Space, Inc. (NYSE American: FJET), laid out an unusually clear picture of what his company actually does and where he intends to take it.
Strength in Commercial Engines Unit Drives GE Aerospace: Can It Sustain?
GE's commercial engines unit surges on services, spare parts and LEAP deliveries, while major orders support its 2026 growth outlook.
Price Targets
GE Aerospace price target raised to $450 from $442 at Deutsche Bank
$450.00
(was $361.52)
Deutsche Bank
GE Aerospace price target raised to $421 from $405 at Bernstein
$421.00
(was $341.19)
Bernstein
GE Aerospace price target raised to $390 from $325 at Wells Fargo
$390.00
(was $348.83)
Wells Fargo
Goldman on GE Aerospace (GE): 'long-term earnings power impact of its engine market share remains underappreciated by the market in our view'
$410.00
(was $348.83)
Noah Poponak
·
Goldman Sachs
GE Aerospace price target raised to $435 from $426 at UBS
$435.00
(was $345.73)
Gavin Parsons
·
UBS
GE Aerospace price target raised to $400 from $355 at RBC Capital
$400.00
(was $353.73)
Ken Herbert
·
RBC Capital
GE Aerospace price target raised to $430 from $380 at Susquehanna
$430.00
(was $361.02)
Susquehanna
GE Aerospace price target raised to $455 from $365 at Jefferies
$455.00
(was $380.41)
Sheila Kahyaoglu
·
Jefferies
GE Aerospace initiated with a Buy at Seaport Research
$375.00
(was $314.49)
Seaport Global
RBC Capital on GE Aerospace (GE): 'Defense outlook a net positive'
$355.00
(was $285.28)
Ken Herbert
·
RBC Capital
GE Aerospace price target lowered to $365 from $375 at Jefferies
$365.00
(was $284.60)
Jefferies
GE Aerospace initiated with an Overweight at Morgan Stanley
$425.00
(was $334.74)
Morgan Stanley
GE Aerospace price target raised to $387 from $375 at Deutsche Bank
$387.00
(was $293.43)
Deutsche Bank
GE Aerospace price target raised to $374 from $368 at UBS
$374.00
(was $295.00)
UBS
GE Aerospace price target raised to $380 from $350 at Susquehanna
$380.00
(was $322.68)
Susquehanna
GE Aerospace price target raised to $368 from $366 at UBS
$368.00
(was $323.25)
UBS
GE Aerospace (GE) PT Raised to $366 at UBS: Expected to Keep Beating and Raising
$366.00
(was $306.63)
Gavin Parsons
·
UBS
GE Aerospace price target raised to $350 from $315 at Deutsche Bank
$350.00
(was $301.74)
Deutsche Bank
GE Aerospace price target raised to $275 from $220 at RBC Capital
$275.00
(was $248.87)
Ken Herbert
·
RBC Capital
GE Aerospace price target raised to $250 from $210 at Argus
$250.00
(was $204.11)
John Eade
·
Argus Research