GE gets a fresh Wall Street vote of confidence

Wall Street can’t stop fiddling with GE

GE Aerospace’s stock got a boost from a messy-but-familiar Wall Street cocktail: one analyst raised a hand and said “yes, still bullish,” while another shaved down expectations a bit. The headline move came from Wells Fargo, which initiated coverage with an Overweight rating and a $325 price target.

Why the bulls still have the upper hand

Wells Fargo’s case is basically: GE may already look expensive if you’re staring at the 2028 finish line, but the runway might be longer than the market thinks. The firm said its own 2028 EBIT and free-cash-flow estimates sit well ahead of consensus, helped by a faster-than-expected LEAP SV ramp and stronger pricing than Wall Street appears to be baking in.

That’s the kind of setup investors love and fear at the same time. Love it because it suggests the company can keep compounding. Fear it because when expectations get too far out over the skis, even good news starts looking like a shrug.

The mixed signal nobody should ignore

Citi, meanwhile, lowered its price target on GE to $353 from $380 but kept a Buy rating. So this isn’t a full-on parade; it’s more like Wall Street arguing over how nice the kitchen remodel is while the house still looks pretty solid.

For investors, the key question is simple: can GE keep converting aviation demand into real earnings power fast enough to justify the optimism? If the LEAP ramp keeps accelerating, the stock story stays alive. If not, the multiple starts doing that awkward wobble all momentum names eventually do.

Big picture: GE still has the kind of story analysts like to refresh in public — a business with visible demand, a long growth runway, and just enough debate to keep the stock interesting.