GE Stock in December 2025: Latest News, Analyst Forecasts and Valuation After the Pullback

As of December 7, 2025, GE Aerospace (NYSE: GE) — the company that now carries the legacy General Electric ticker — is coming off a sharp rally, a strong earnings beat, and a brief earnings‑season hangover in its share price. The stock has become one of the most closely watched industrial names on Wall Street, helped by its focused aerospace portfolio and a flurry of fresh analyst calls.

This article walks through the latest price action, earnings, analyst forecasts, and valuation signals around GE stock as of early December 2025.

GE stock today: price snapshot and recent performance

GE Aerospace shares finished this week around $284 per share, after a 2–3% decline on Friday, December 6, 2025.

According to MarketBeat data, the stock’s recent close of about $283.7 on December 5 sits within a 52‑week range of $159.36 to $316.67, implying GE is currently about 10% below its late‑October record high. ^[1]

Key snapshot metrics as of early December 2025:

Share price: ~$284
Market capitalization: roughly $299 billion ^[2]
Trailing P/E ratio: about 38× earnings
Dividend yield: ~0.5% on a $0.36 quarterly dividend ^[3]
Consensus 12‑month price target:$304.31, implying roughly 7% upside from recent levels ^[4]

Performance has been powerful over the last year. Simply Wall St estimates that GE’s share price was up about 77% year‑to‑date by November 29, and nearly 65% over the past year, even after a modest pullback in the previous month. ^[5]

In short: GE stock has already rerated higher on its aerospace story and earnings strength, and recent trading has mostly been about digesting that move.

From conglomerate to focused aerospace pure‑play

Today’s “GE stock” is not the old industrial conglomerate but essentially a pure‑play aerospace business.

GE completed the spin‑off of GE Vernova (energy businesses) on April 2, 2024, following an earlier spin‑off of GE HealthCare. ^[6]
After that transaction, the remaining GE entity adopted the GE Aerospace name but kept the historic GE ticker on the New York Stock Exchange. ^[7]

GE Aerospace now focuses on:

Commercial and military jet engines
Integrated propulsion systems and aircraft systems
Long‑term maintenance, repair and overhaul (MRO) and digital services for a huge installed base of engines worldwide ^[8]

This structural simplification is at the heart of the bull case: GE is now a high‑margin aerospace franchise rather than a sprawling multi‑segment conglomerate, with earnings tied directly to global air travel, defense spending and aftermarket services.

Q3 2025 earnings: the engine behind the rally

The recent re‑rating of GE stock is anchored in a particularly strong third quarter of 2025.

On October 21, 2025, GE Aerospace reported Q3 results that beat expectations and prompted a second increase to full‑year guidance: ^[9]

Total revenue (GAAP): $12.2 billion, up 24% year‑over‑year
Adjusted revenue: $11.3 billion, up 26%
Adjusted EPS:$1.66, up 44%, versus Street expectations around $1.45–$1.46
Free cash flow: about $2.4 billion, up roughly 30%

Management also raised 2025 targets:

Adjusted EPS guidance lifted to $6.00–$6.20 (from a prior $5.60–$5.80 range) ^[10]
Revenue growth outlook increased to high‑teens percentage for 2025
Free‑cash‑flow guidance increased to roughly $7.1–$7.3 billion ^[11]

Drivers of the beat:

Strong demand in commercial engines and services, with orders and services revenue both rising sharply
A 40% year‑over‑year increase in LEAP engine deliveries, and a more than 30% rise in total engine deliveries, as supply‑chain bottlenecks eased ^[12]
Robust growth in defense propulsion as well

The earnings beat pushed GE shares to a record high in late October; MarketWatch notes that the stock hit about $316.67 after the report, while being up over 80% year‑to‑date at that point. ^[13]

The very latest December 2025 news on GE stock

Several fresh headlines between December 1 and December 7 are shaping how investors view GE stock right now.

1. Price pullback and technical digestion

On December 1, MarketWatch reported that GE Aerospace fell 3.35% to $288.45, underperforming the broader market and leaving the stock about 8.9% below its 52‑week high. ^[14]
On December 5, MarketBeat flagged another 2.8% decline to around $283.74, with trading volume slightly below average. Their note emphasized that despite the pullback, Wall Street sentiment remained mostly positive and reiterated the recent earnings beat and raised guidance. ^[15]

In other words, the share‑price weakness over the last week looks more like consolidation after a big run than a sign of collapsing fundamentals.

2. New dividend declaration and yield

On December 4, 2025, GE’s board declared another $0.36 per‑share quarterly dividend, payable January 26, 2026 to shareholders of record on December 29, 2025 (which is also the ex‑dividend date). ^[16]

At current prices, that translates into a yield of roughly 0.5%, small but backed by a payout ratio around 19% of earnings, suggesting ample headroom if profits keep growing. ^[17]

3. Susquehanna initiates coverage with a “Positive” rating

On December 4, 2025, Susquehanna launched coverage of GE Aerospace with a “Positive” rating and a $350 price target. ^[18]

GuruFocus’ summary of the call also recaps several earlier upgrades and target hikes:

JP Morgan: Buy/Overweight; price target raised from $275 to $325 in October
BofA Securities: Strong Buy; target lifted from $310 to $365
RBC Capital: Outperform; target maintained at $340
UBS: Strong Buy; target raised from $344 to $366 ^[19]

GuruFocus calculates that across 15 analysts in its sample, the average 1‑year target sits around $337.7, implying mid‑teens upside from the upper‑$280s. ^[20]

Separately, Wolfe Research recently nudged its GE Aerospace target up to $340 while reiterating an Outperform rating. ^[21]

4. Space‑economy angle: GE highlighted as a “space stock”

On December 6, 2025, MarketBeat featured GE Aerospace alongside Boeing and AST SpaceMobile in a piece on “Promising Space Stocks to Consider.” The article frames GE as a key space‑economy player through its propulsion systems and defense work, while also stressing that space‑related names face high capital intensity and regulatory risk. ^[22]

The inclusion underlines how investors increasingly view GE as a leveraged play on both commercial aviation and the broader aerospace/space ecosystem.

5. Workforce and education investment in Malaysia

Also on December 6, GE Aerospace announced a $125,000 commitment to Universiti Kuala Lumpur’s Malaysian Institute of Aviation Technology (UniKL MIAT) to support aviation education and workforce training programs expected to reach more than 10,000 people over two years. ^[23]

While relatively small financially, this initiative fits into GE Aerospace’s long‑term workforce and skills‑development strategy and reinforces its positioning in fast‑growing Asia‑Pacific aviation markets.

GE stock forecasts: what Wall Street expects

Different data providers show slightly different analyst samples, but the basic picture is consistent: most analysts are bullish, but near‑term upside is seen as moderate from current levels.

Consensus targets and ratings

MarketBeat (20 analysts):
- Consensus rating: “Moderate Buy”
- Breakdown: 16 Buys / 2 Holds / 2 Sells
- Average 12‑month price target: $304.31 (about 7% upside)
- Target range: $38 to $374 (the low looks like a stale or outlier estimate) ^[24]
StockAnalysis (10 analysts):
- Consensus rating: “Strong Buy”
- Average price target: $303.5, implying roughly 6.9% upside from recent trading around $284 ^[25]
GuruFocus (15 analysts sample):
- Average 1‑year target: about $337.68
- High estimate: $374
- Low estimate: $275
- Based on GE at roughly $292 when the note was compiled, that implied around 15.5% upside. ^[26]

Those numbers tell a consistent story: Street models still point to upside, but not the kind of deep discount you’d expect in a beaten‑down value stock. Upside potential in many models now largely depends on GE meeting or beating its elevated growth guidance.

Earnings and revenue forecasts

StockAnalysis, aggregating Wall Street estimates, shows: ^[27]

Revenue 2025: about $42.9 billion, up ~11% from 2024
Revenue 2026: about $48.0 billion (+11.7%)
EPS 2025: around $6.43, up ~7.3% from 2024
EPS 2026: around $7.39, up ~15%

Those forecasts broadly line up with management’s own 2025 guidance of $6.00–$6.20 EPS (management often speaks in adjusted terms) and high‑teens revenue growth, with analysts expecting growth to continue into 2026 as the engine delivery ramp and aftermarket demand persist. ^[28]

Is GE stock expensive after the rally?

After an 70–80%+ run‑up over the past year, the pressing question is whether GE stock is now too rich.

Market multiples

MarketBeat and other data providers put GE Aerospace’s valuation roughly at: ^[29]

Trailing P/E: ~38×
Forward P/E: around the low‑to‑mid 40s based on consensus EPS
PEG ratio (price/earnings‑to‑growth): about 2.3, suggesting the P/E is more than double the expected growth rate
Price‑to‑book: roughly 15×
Price‑to‑sales: around 7×

Interestingly, while those raw numbers are high in absolute terms, GE’s P/E is still below the average P/E for the broader aerospace sector, which MarketBeat pegs in the low‑50s. ^[30]

That supports a relative‑value argument: within a pricey aerospace universe, GE doesn’t look wildly out of line.

Independent fair‑value models: mixed signals

Some independent valuation platforms are more cautious:

Simply Wall St’s discounted cash‑flow (DCF) model estimates an intrinsic value of about $221 per share, implying the stock trades at roughly a 35% premium to that fair value. Their checklist gives GE a 0/6 score on traditional valuation tests, and highlights a P/E of ~39× vs. 25.6× for selected peers (though close to the broader industry average). ^[31]
GuruFocus “GF Value” computes a one‑year fair value near $218.65, which would imply about 25% downside from the price of $292.35 at the time of their analysis; they classify the stock as significantly overvalued on that metric. ^[32]

In short: Wall Street’s target prices generally see modest upside from current levels, while some fundamental valuation models argue that optimism is already more than priced in.

Fundamental outlook and key risks

Growth drivers

Several structural factors underpin the positive long‑term outlook baked into analyst models:

Commercial air travel recovery and growth
Rising global passenger traffic and longer engine life‑cycles translate into high‑margin service revenue and strong demand for new engines.
Aftermarket and services flywheel
GE earns a large portion of profits from recurring service revenue on its massive installed base of engines — nearly 70,000 commercial and military units, according to GuruFocus’ description. ^[33]
Defense and space exposure
Ongoing defense programs and emerging space‑related opportunities (highlighted by MarketBeat’s “space stocks” feature) provide additional revenue streams, though with their own risk profiles. ^[34]
Operational execution
Management highlights its “FLIGHT DECK” lean operating system as a key driver of higher output and profitability, with LEAP engine deliveries up 40% and material inputs from key suppliers up 35% year‑over‑year in Q3. ^[35]

If GE continues to hit or beat its raised guidance, the current valuation multiples could be supported — and possibly even compress as earnings grow.

Main risks to watch

Alongside the bullish narrative, investors following GE stock closely are monitoring several risk factors:

Valuation risk – With P/E multiples in the high‑30s and some DCF models showing meaningful downside to intrinsic value, any earnings stumble or macro shock could trigger a sharp de‑rating. ^[36]
Cyclicality and macro exposure – Commercial aviation is still tied to global economic conditions, fuel prices, and airline balance‑sheet health. A slowdown in air travel or deferral of engine purchases would pressure growth.
Defense and space spending uncertainty – While defense budgets have been supportive, shifts in government priorities or contract timing can add volatility, especially as investors increasingly see GE as part of the “space economy.” ^[37]
Supply‑chain and execution challenges – GE has seen material improvements in engine deliveries, but the industry remains vulnerable to component shortages and logistics constraints. Management is still actively working with suppliers to improve durability and throughput. ^[38]

Bottom line on GE stock in December 2025

Putting it all together:

Business momentum is strong. GE Aerospace is delivering double‑digit revenue growth, a 40%+ surge in key engine deliveries, and raised profit and cash‑flow guidance for 2025. ^[39]
The balance of opinion on Wall Street is still positive. Consensus ratings sit between “Moderate Buy” and “Strong Buy,” with average price targets modestly above today’s share price and several high‑profile brokers publishing targets in the $340–$366 range. ^[40]
Valuation is the main debate. Relative to other aerospace names, GE doesn’t look excessive, but independent fair‑value models flag the stock as expensive after its big run, suggesting that future gains may require continued flawless execution. ^[41]

For now, GE stock in early December 2025 sits at an interesting crossroads: priced for excellence, but backed by genuinely strong fundamentals and a cleaner corporate story than at any time in its modern history. Whether the next big move is higher or lower will likely depend on how well GE can convert its record backlog and engine deliveries into sustained earnings and cash‑flow growth over the coming years.