GE Aerospace Price Target Raised to $300, Buy Rating Maintained

GE Aerospace's Q2 results and enhanced projections for 2025 and 2028 indicate a positive trajectory for the stock. TD Cowen has increased its price target from $275 to $300 and maintains a Buy rating. The company has adjusted its EBIT guidance midpoint for 2025 from $8 billion to $8.35 billion and for 2028 from $10 billion to $11.5 billion. Analysts forecast an average target price of $261.14, with a high estimate of $300.00 and a low estimate of $196.11.

Title: GE Aerospace's Q2 Results and Enhanced Projections Boost Stock Prospects

GE Aerospace (GE) delivered a robust second quarter (Q2) performance, significantly outperforming market expectations. The company's non-GAAP earnings per share (EPS) of $1.66 surpassed analyst forecasts by $0.23, while revenue grew by 24.1% year-over-year (YoY) to $10.2 billion. This strong performance has led to an upward revision of the company's 2025 and 2028 financial outlook, indicating a positive trajectory for the stock.

The company's commercial services division saw a significant increase in order volume and revenue, contributing to the overall growth. GE Aerospace's operating profit for Q2 jumped by 23% YoY to $2.3 billion, and free cash flow increased by 92% YoY to $2.1 billion. The company also announced plans to boost capital returns to shareholders by 20% from 2024 to 2026, with a focus on sustaining at least 70% of free cash flow through dividends and buybacks beyond 2026.

Wall Street analysts have responded positively to these developments. The average target price for GE Aerospace within the next year is estimated to be $261.14, with a high estimate of $300.00 and a low estimate of $196.11. This forecast includes a slight downside of 1.89% from the current market price of $266.18. Additionally, 20 brokerage firms maintain a consensus recommendation of 1.9, signaling an "Outperform" rating.

TD Cowen has increased its price target from $275 to $300 and maintains a Buy rating. The company has adjusted its EBIT guidance midpoint for 2025 from $8 billion to $8.35 billion and for 2028 from $10 billion to $11.5 billion. This upward revision reflects the company's strong operating performance and robust commercial services outlook.

GE Aerospace's stock has gained over 59% year-to-date and over 69% in the last 12 months, indicating investor confidence in the company's future prospects. The company's ability to deliver strong earnings and revenue growth, coupled with an optimistic outlook for future performance, positions GE Aerospace as a promising investment opportunity.

References:
[1] https://www.gurufocus.com/news/2983744/ge-aerospace-ge-surpasses-q2-expectations-and-boosts-2025-guidance
[2] https://stocktwits.com/news-articles/markets/equity/ge-aerospace-retail-chatter-jumps-amid-soaring-q2-revenue/ch8K1x3R5YD
[3] https://www.marketscreener.com/news/ge-aerospace-2q-2025-earnings-release-ce7c5cd9dd88fe27