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FINWIRES

Research Alert: CFRA Maintains Buy Rating On Shares Of Ge Aerospace

-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lift our 12-month target by $15 to $361, or 39.0x our 2027 EPS estimate, in line with GE's three-year average forward P/E and below peers' 41.1x. We raise our 2026 EPS estimate by $0.30 to $7.86 and 2027 EPS by $0.44 to $9.25. GE's strong Q1 results reinforce our positive outlook, with GE well-positioned to navigate near-term macro uncertainty while capitalizing on long-term secular tailwinds. The $170B commercial services backlog provides multi-year revenue visibility and resilience through cycles. GE maintains dominant market positions with ~75% share of narrow-body propulsion through its CFM joint venture and leading wide-body positions with the GEnx and GE9X engines. The young, diverse fleetwith two-thirds of CFM56 engines yet to undergo a second shop visitsupports sustained aftermarket demand. While management is prudently maintaining full-year guidance given geopolitical uncertainties, strong Q1 performance and robust Q2 visibility suggest results are trending toward the high end of guidance ranges.

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