General Electric Co Stock Moved Up by 3.14% on Feb 17: Drivers Behind the Movement

General Electric's stock experienced significant upward movement today, driven by a confluence of positive developments across its key business segments and strong financial outlook. Several major contract wins and favorable analyst sentiment appear to be primary catalysts for the intraday volatility and positive performance.

GE Aerospace, a significant component of the conglomerate, recently announced a substantial agreement with United Airlines, which selected 300 GEnx engines to power new Boeing 787 Dreamliners, making United the largest operator of these engines. This major order for commercial engines signals robust demand in the aviation sector. Additionally, GE Aerospace's Defense & Propulsion Technologies segment demonstrated strong momentum in 2025, securing a notable $5 billion contract from the U.S. Air Force for F110 engines and further orders from the U.S. Army and Hindustan Aeronautics. The company is also enhancing efficiency by exploring automation in engine repair to boost maintenance capacity and reduce turnaround times.

Concurrently, GE Vernova, the energy segment, continues to see strong market traction. It recently secured a contract to supply two LM6000VELOX aeroderivative gas turbine packages for a power generation station in Nebraska. This win contributes to an already surging order backlog, fueled by the increasing demand for power and electrification, particularly driven by the artificial intelligence boom and the expansion of data centers. GE Vernova's stock has been rallying due to these factors, with significant order surges reported in the fourth quarter of 2025.

From a broader financial perspective, General Electric reported a strong earnings forecast for 2026, anticipating adjusted earnings per share and free cash flow that surpass analyst expectations. The company also delivered robust fourth-quarter 2025 results, exceeding estimates for adjusted EPS and revenue. This positive financial performance and outlook have been reinforced by a generally optimistic stance from analysts, with a consensus "Buy" rating and price targets suggesting further upside potential. Moreover, several institutional investors, including NEOS Investment Management LLC, Vanguard Group Inc., State Street Corp, Geode Capital Management LLC, and Jennison Associates LLC, increased their stakes in GE Aerospace, indicating strong institutional confidence in the company's future prospects.

Technically, General Electric Co (GE) shows a MACD (12,26,9) value of [0.55], indicating a buy signal. The RSI at 54.29 suggests neutral condition and the Williams %R at -31.00 suggests oversold condition. Please monitor closely.

General Electric Co (GE) is in the Industrial Goods industry. Its latest annual revenue is 45.85B, ranking 5 in the industry. The net profit is 8.70B, ranking 1 in the industry. Company Profile

Over the past month, multiple analysts have rated the company as BUY, with an average price target of 355.09, a high of 394.00, and a low of 290.00.

Company Specific Risks:

• GE Aerospace faces near-term operating profit margin pressure in 2026, as a reduction in the spare engine ratio by airlines, influenced by easing supply chain constraints, is expected to result in "flattish" margins.
• Analytical models suggest potential overvaluation, with Simply Wall St's discounted cash flow analysis estimating GE Aerospace's fair value significantly below its current market price, indicating possible downside risk.
• The company remains exposed to ongoing supply chain disruptions and inflationary pressures, which are identified as persistent threats that could further squeeze profit margins for GE Aerospace.