Morgan Stanley analyst Kristine T Liwag lowered the price target on GE Aerospace (NYSE: GE) to $375.00 (from $400.00) while maintaining a Overweight rating.

The analyst comments "We reiterate OW on GE, viewing initial 2027 commentary as a floor rather than a ceiling. Despite oil price pressures and potential multiple compression, durable aftermarket demand and strong earnings visibility support upside. We lower our PT to $375 from $400 on higher FCF offset by lower multiple."