GE Aerospace stock faces a lower Jefferies target after Q2 growth

Published on 09/25/2026 at 12:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Jefferies retained its Buy rating while cutting GE Aerospace's target from USD 455 to USD 435 on September 23, 2026. Q2 revenue reached USD 13.3 billion, up 21 percent year over year.

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GE Aerospace (ISIN US3696041033) stock faced a lower Jefferies target after the aerospace group delivered Q2 2026 GAAP revenue of USD 13.3 billion, up 21 percent year over year. MT Newswires reported on September 23, 2026, that Jefferies lowered its price target from USD 455 to USD 435 while keeping a Buy rating.

Jefferies trims its target

The USD 20 reduction still leaves Jefferies' target above the market quotation. GE Aerospace stock stood at USD 319.78 on the NYSE on September 24, 2026 at 4:00 p.m. ET, making the new target 36.0 percent above that reference price.

The latest analyst action therefore moderates the valuation case rather than changing the firm's stated rating. The target reduction is the clearest fresh company-specific market signal dated September 23, 2026.

Q2 growth supports guidance

According to StockTitan, GE Aerospace reported its second-quarter 2026 results on July 16, 2026. Adjusted revenue reached USD 12.6 billion, up 24 percent year over year, while adjusted EPS was USD 2.02 and free cash flow rose 43 percent to USD 3.0 billion.

The same filing page reports full-year 2026 adjusted EPS guidance of USD 7.65-7.85 and free cash flow guidance of USD 8.9-9.2 billion. Commercial Engines and Services generated USD 9.7 billion of Q2 revenue, up 27 percent, while Defense and Propulsion Technologies reached USD 3.4 billion, up 16 percent.

Valuation meets execution risk

MarketBeat listed a Moderate Buy consensus from 20 research firms on September 20, 2026, with 16 Buy ratings, three Holds and one Sell. Its average one-year price target was USD 388.33, while the page identified integration and financing risks around GE's planned USD 11.75 billion Consolidated Precision Products acquisition.

NYSE snapshot stays measured

GE Aerospace stock stood at USD 319.78 on the NYSE on September 24, 2026 at 4:00 p.m. ET, with a daily change of negative 0.01 percent. The 52-week range was USD 268.91 to USD 388.84, and market capitalization was USD 331.79 billion.