GE Aerospace: UBS Maintains Buy Rating with Raised PT to $321.

GE Aerospace: UBS Maintains Buy Rating with Raised PT to $321.

UBS has raised its price target on GE Aerospace (NYSE:GE) to $321.00 from $300.00, while maintaining a Buy rating on the stock. This update comes amid strong end market demand and GE’s leading market position, as cited by UBS. The investment bank also noted GE’s conservative approach to guidance, aligning with InvestingPro’s data showing impressive returns of 65% over the past year and 43% in the last six months, with revenue growth of 8.82% [1].

GE Aerospace has revised its 2025 and 2028 guidance, with UBS suggesting the assumptions still reflect the company’s typically conservative approach. Key elements of this conservative outlook include low single-digit price increases and retirement rates for CFM56 engines at 3-4% compared to 1.5% this year. Despite strong initial LEAP engine performance, UBS highlighted GE’s flat Commercial Engine Services (CES) margin assumptions, leaving room for potential upside [1].

The investment bank expects GE Aerospace’s earnings to compound at 20% with potential upside risk, supporting its view that the share price will move higher over the long term. However, UBS acknowledges an "undeniably elevated" current valuation at 36.8x earnings. For deeper insights, InvestingPro offers 12 additional ProTips and comprehensive analysis [1].

In recent news, General Electric Co, operating as GE Aerospace, announced its second-quarter 2025 financial results, although specific financial performance details were not disclosed. TD Cowen raised its price target for GE Aerospace to $300, maintaining a Buy rating, following the company’s earnings report and an increased 2028 EBIT target to $11.5 billion. Bernstein reiterated an Outperform rating for GE Aerospace with a price target of $254 ahead of the company’s second-quarter earnings report, noting positive trends in spare parts and maintenance activities. LEAP engine deliveries have reportedly improved, supporting Airbus’s annual delivery guidance, though challenges remain for the second half of the year [1].

Watts Water Technologies (NYSE:WTS) appointed Ryan Lada as its new Chief Financial Officer, effective July 28, 2025. Air India completed a fuel switch inspection on its Boeing (NYSE:BA) 787 aircraft fleet, finding no issues [1].

References:
[1] https://www.investing.com/news/analyst-ratings/ge-aerospace-stock-price-target-raised-to-321-by-ubs-on-strong-demand-93CH-4142169