Street View: GE Aerospace engines build a bullish runway

Aircraft engine maker GE Aerospace GE.N forecast annual profit above expectations, citing strong demand for high‑margin aftermarket parts and services as airlines boost maintenance spending amid aircraft shortages

Median PT of 21 brokerages covering the stock is $360 - data compiled by LSEG

GROWTH MODEL PROMISING

Citigroup ("buy," PT: $380) says amid major aerospace and defense megatrends, GE’s growth model positions it to potentially become the first trillion‑dollar market‑cap company among publicly listed peers

RBC Capital Markets ("outperform," PT: $355) believes improving material availability is a clear positive, even if stronger OE (original equipment) growth weighs on margins, and expects LEAP (turbofan engine) OE to turn profitable in 2026

BofA Global Research ("buy," PO: $365) says supply constraints remain the main growth hurdle, but better operations and stronger supplier ties are paving the way for a better 2026

TD Cowen ("buy," PT: $350) says supply‑chain gains have been hard won and could still slip, but believes GE’s services guide is likely conservative given six consecutive quarters of demonstrated momentum