UBS raises target for GE Aerospace stock from USD 377 to USD 380
Published on 10/26/2026 at 12:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst revision and quarterly growth
- UBS lifted its GE Aerospace target from USD 377 to USD 380 on October 21, 2026.
- Third-quarter orders rose 49 percent to USD 19.0 billion on October 20, 2026.
- GE Aerospace stock trades at EUR 255.80 at 12:08 p.m. CET at Lang & Schwarz on October 26, 2026, 0.02 percent above the Xetra close of October 23, 2026.
GE Aerospace stock (ISIN US3696043013) was trading at EUR 255.80 at Lang & Schwarz on October 26, 2026 at 12:08 p.m. CET, 0.02 percent above the Xetra close of October 23, 2026 at EUR 255.75. The latest analyst move followed the company's third-quarter update and a broad reset of its 2026 targets.
According to MarketScreener on October 21, 2026, UBS raised its target for GE Aerospace from USD 377 to USD 380 and maintained a Buy rating. The update came one day after GE Aerospace reported third-quarter results.
October results lifted the outlook
GE Aerospace reported USD 19.0 billion of total orders for the third quarter ended September 30, 2026, an increase of 49 percent. GAAP revenue reached USD 14.1 billion, up 16 percent year over year, while adjusted revenue was USD 13.3 billion, up 18 percent, according to MarketScreener on October 20, 2026.
The same release showed adjusted operating profit of USD 3.0 billion, up 30 percent, and an adjusted operating margin of 22.5 percent, up 220 basis points. Adjusted earnings per share rose 36 percent to USD 2.25 in the third quarter, giving the guidance increase a concrete operating base.
What does the guidance raise mean?
GE Aerospace now expects 2026 adjusted earnings per share of USD 8.00 to USD 8.10, compared with prior guidance of USD 7.65 to USD 7.85. Adjusted operating profit guidance rose to USD 10.9 billion to USD 11.0 billion from USD 10.55 billion to USD 10.75 billion, while free cash flow guidance increased to USD 9.1 billion to USD 9.4 billion from USD 8.9 billion to USD 9.2 billion.
The operating picture is strongest in Commercial Engines and Services, where third-quarter revenue increased 21 percent and orders rose 58 percent. Management also cited a commercial services backlog above USD 170 billion as support for low-double-digit services growth in 2027, while the Benzinga transcript dated October 20, 2026 described supply-chain execution and certification timing as continuing factors for delivery performance.
Analyst signals remain mixed
MarketScreener listed several October 21, 2026 target changes, including UBS at USD 380 from USD 377, Morgan Stanley at USD 375 from USD 400, and BNP Paribas at USD 280 from USD 305. The range shows that the earnings upgrade improved the operating outlook while analyst valuation views remained divided.
Stock stays near its Xetra close
At EUR 255.80, the Lang & Schwarz quote is only EUR 0.05 above the Xetra close of October 23, 2026. The current level sits inside the reported 52-week EUR 231.85 to EUR 337.10 range, leaving the guidance revision and the next delivery milestones as the main company-specific reference points.
The further course of trading is shown by the continuously updated real-time quote of GE Aerospace stock.
GE Aerospace facts
- Company: GE Aerospace
- ISIN: US3696043013
- Ticker: GE
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 26, 2026, 12:08 p.m. CET): EUR 255.80
- Change versus Xetra close: plus 0.02 percent
- Xetra close (October 23, 2026): EUR 255.75
- 52-week range: EUR 231.85-337.10 (as of October 23, 2026)
- Sector / Industry: Industrials / Aerospace and Defense
Market context: Market report S&P 500.
