GE·GE Aerospace

GE Aerospace is attracting attention following a positive initiation from Morgan Stanley, which assigned an Overweight rating and a $425 price target. This bullish outlook suggests potential upside for the company's aerospace division. This positive assessment is reinforced by Airbus's increased production forecast for 2026, which should drive demand for GE's engines. The company also secured a significant order from United Airlines for 300 GEnx engines, expanding United's GEnx-powered fleet. These developments highlight strong demand for GE's engine business, which could positively impact the company's financial performance in the coming quarters. Increased investor interest and recent outperformance relative to the market and sector peers suggest growing confidence in GE's future. Investors are closely watching earnings estimate revisions, which could further influence the stock's trajectory. Positive revisions from analysts could signal continued growth for the company.