JPMorgan cuts target for GE Aerospace stock to USD 375 from USD 400

Published on 10/27/2026 at 12:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

GE beat USD 2.01 EPS consensus with USD 2.25. GE Aerospace stock costs EUR 260.48 on October 27, 2026 and 2026 guidance is USD 8.00-8.10.

Targets and operating momentum

JPMorgan set a USD 375.00 target on October 21, 2026, down from USD 400.00.
Third-quarter 2026 revenue reached USD 14.10 billion, while adjusted earnings per share rose 36 percent.
GE Aerospace stock trades at EUR 260.48 at 12:12 p.m. CET at Lang & Schwarz on October 27, 2026.

GE, US3696043013, Illustration mit AI erstellt.

JPMorgan cut its GE Aerospace target from USD 400.00 to USD 375.00 on October 21, 2026, while keeping an Overweight rating, according to Investing.com. GE Aerospace stock was trading at EUR 260.48 at Lang & Schwarz on October 27, 2026 at 12:12 p.m. CET.

Third-quarter results reset guidance

GE Aerospace reported third-quarter 2026 revenue of USD 14.10 billion, up 16 percent from the prior-year period, while adjusted revenue reached USD 13.30 billion, up 18 percent. Adjusted earnings per share rose 36 percent to USD 2.25, exceeding the USD 2.01 consensus cited by Morningstar.

The October 20 release also showed total orders of USD 19.00 billion, a 49 percent year-over-year increase. Operating profit rose 30 percent to USD 3.00 billion, and the operating profit margin expanded to 22.5 percent, according to GE Aerospace.

What does the target cut mean?

The lower JPMorgan target contrasts with stronger company guidance. GE Aerospace now expects 2026 adjusted earnings per share of USD 8.00 to USD 8.10, compared with its prior range of USD 7.65 to USD 7.85. Free cash flow guidance also rose to USD 9.10 billion to USD 9.40 billion from USD 8.90 billion to USD 9.20 billion.

Three dated developments

On October 20, 2026, GE Aerospace reported third-quarter adjusted earnings per share of USD 2.25. On October 21, 2026, JPMorgan lowered its target to USD 375.00 from USD 400.00. Also on October 21, 2026, Susquehanna reduced its target to USD 400.00 from USD 430.00, according to Business Insider.

Upcoming reporting dates

GE Aerospace's next listed reporting date is January 21, 2027, for fourth-quarter 2026 results. The company also lists April 20, 2027, for first-quarter 2027 results in its earnings presentation dated October 20, 2026, according to GE Aerospace.

Stock remains tied to execution

The results support a stronger operating picture, but the target cuts show that valuation remains a separate issue. Services demand and the USD 170.00 billion backlog cited by management provide the main operating support for the outlook.

The further course of trading is shown by the continuously updated real-time quote of GE Aerospace stock.