Goldman on GE Aerospace (GE): 'long-term earnings power impact of its engine market share remains underappreciated by the market in our view'

Goldman Sachs analyst Noah Poponak reiterated a Buy rating and $410.00 price target on GE Aerospace (NYSE: GE).

The analyst comments "GE Aerospace 2Q26 results were ahead of FactSet consensus on revenue, margins, EBIT, EPS, and free cash ow, and the company raised 2026 guidance across the board. Aerospace fundamentals remain strong, including on the aftermarket side, and GE holds a particularly strong position with high market shares in the engine business. Units, price, and operating performance continue to surprise to the upside near-term; while the long-term earnings power impact of its engine market share remains underappreciated by the market in our view. We remain Buy rated on the stock."

For an analyst ratings summary and ratings history on GE Aerospace click here. For more ratings news on GE Aerospace click here.

Shares of GE Aerospace closed at $348.83 yesterday.

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