General Electric Company, doing business as GE Aerospace, designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and mechanical aircraft systems. It also offers aftermarket services to support its products. The company operates in the United States, Europe, China, Asia, the Americas, the Middle East, and Africa. General Electric Company was incorporated in 1892 and is based in Evendale, Ohio.

GE Aerospace

The average one-year price target for General Electric (NYSE:GE) has been revised to $349.00 / share. This is an increase of 11.97% from the prior estimate of $311.68 dated September 27, 2025.
The price target is an average of many targets provided by analysts. The latest targets range from a low of $284.04 to a high of $392.70 / share. The average price target represents an increase of 12.68% from the latest reported closing price of $309.74 / share.
What is the Fund Sentiment?
There are 3,937 funds or institutions reporting positions in General Electric. This is an increase of 204 owner(s) or 5.46% in the last quarter. Average portfolio weight of all funds dedicated to GE is 0.57%, an increase of 10.09%. Total shares owned by institutions increased in the last three months by 1.82% to 1,010,961K shares. The put/call ratio of GE is 0.90, indicating a bullish outlook.
What are Other Shareholders Doing?
Capital International Investors holds 47,594K shares representing 4.51% ownership of the company. In its prior filing, the firm reported owning 47,330K shares , representing an increase of 0.55%. The firm increased its portfolio allocation in GE by 13.25% over the last quarter.
TCI Fund Management holds 47,510K shares representing 4.50% ownership of the company. In its prior filing, the firm reported owning 47,571K shares , representing a decrease of 0.13%. The firm increased its portfolio allocation in GE by 9.86% over the last quarter.
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 32,576K shares representing 3.09% ownership of the company. In its prior filing, the firm reported owning 32,210K shares , representing an increase of 1.12%. The firm increased its portfolio allocation in GE by 16.04% over the last quarter.
Price T Rowe Associates holds 30,918K shares representing 2.93% ownership of the company. In its prior filing, the firm reported owning 25,131K shares , representing an increase of 18.72%. The firm increased its portfolio allocation in GE by 45.46% over the last quarter.
VFINX - Vanguard 500 Index Fund Investor Shares holds 30,270K shares representing 2.87% ownership of the company. In its prior filing, the firm reported owning 29,822K shares , representing an increase of 1.48%. The firm increased its portfolio allocation in GE by 15.97% over the last quarter.
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General Electric (GE) Price Target Increased by 11.97% to 349.00

The aerospace and defense industry is experiencing strong growth momentum, driven by rising global air travel and increased defense spending. Rising global air travel and a proposed 13% increase in the U.S. defense budget are driving stronger demand and growth opportunities for aerospace and defense manufacturers. However, persistent supply-chain issues might restrict growth, with aircraft deliveries still 30% below peak levels and backlogs at record highs, pressuring smaller aerospace suppliers. The leading companies in the aerospace-defense industry that you might want to keep an eye on are GE Aerospace GE, General Dynamics GD and L3Harris Technologies LHX.
About the Industry
The Zacks Aerospace-Defense industry comprises companies that primarily design and manufacture heavy-built products like commercial as well as military jets and helicopters, tankers and other combat vehicles, missiles, combatant ships as well as auxiliary ships, submarines, bombs, guns, space transportation vehicles, military satellites and a few more.
The industry also includes cyber security players that offer information technology services and C4ISR (command, control, communications, computers, intelligence, surveillance and reconnaissance) solutions. A portion of its revenues comes from defense contractors offering spare parts, aircraft modification, ship repair and overhaul services, and supply-chain management services.
3 Trends Shaping the Future of the Aerospace-Defense Industry
Air Traffic View Boosts Opportunities: According to the latest monthly analysis report by the International Air Transport Association (“IATA”), global air passenger traffic, measured in revenue passenger kilometers (RPK), surged a solid 4.6% year over year in August 2025. This reflected the continued growth momentum in air travel. Looking ahead, IATA projects passenger traffic to grow 5.8% year over year in 2025. This steady growth outlook is expected to benefit aerospace and defense companies, particularly those serving the commercial aviation market.
Increasing the Defense Budget Continues to Spark Growth: The defense industry proved resilient throughout the period, aided by steady government financing, while the commercial aircraft business has been rising strongly in recent quarters after recovering from the pandemic-era slowdown. In light of this, it is important to note that in May 2025, U.S. President Trump proposed raising the country's defense budget by 13% to $1.01 trillion for fiscal 2026. These enhanced funding provisions create the conditions for defense-focused industry participants to increase their production volume and win additional contracts, both of which are expected to improve their bottom line.
Supply-Chain Issues Continue to Act as a Headwind: The Aerospace and Defense industry continues to face headwinds from supply-chain disruptions that began during the pandemic, caused by reduced aircraft demand and global movement restrictions. According to IATA, these supply-chain constraints will hinder airlines from reaching their full growth potential and slow progress toward reducing CO2 emissions. IATA’s June 2025 outlook notes that aircraft deliveries are currently about 30% below their previous peak, pushing the global aircraft backlog to a record 17,000 units.
These challenges have disproportionately affected smaller suppliers, particularly those closely tied to the commercial aerospace and aftermarket services sectors. While the global economy has gradually recovered, supply-chain constraints persist and are likely to hinder industry growth in the near term.
Zacks Industry Rank Reflects Dull Outlook
The Zacks Aerospace-Defense industry is housed within the broader Zacks Aerospace sector. It currently carries a Zacks Industry Rank #172, which places it in the bottom 29% of more than 243 Zacks industries.
The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates gloomy near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
The industry’s position in the bottom 50% of the Zacks-ranked industries is due to a negative earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts have lost confidence in this group’s earnings growth potential over the past few months. The industry’s bottom-line estimate for the current fiscal year has moved down 5.8% to $4.35 since Aug. 31.
Before we present a few aerospace-defense stocks that you may want to add to your portfolio, let’s take a look at the industry’s recent stock market performance and valuation picture.
Industry Beats S&P 500, Lags Sector
The Aerospace-Defense industry has outperformed the Zacks S&P 500 composite, while it underperformed its sector in the past year. The stocks in this industry have collectively surged 27% in the past year, while the Aerospace sector has soared 30.5%. The Zacks S&P 500 composite has gained 18.7% in the same time frame.
One-Year Price Performance
Industry's Current Valuation
On the basis of trailing 12-month EV/Sales, which is used for valuing capital-intensive stocks like aerospace-defense, the industry is currently trading at 3.26X compared with the S&P 500’s 5.81X and the sector’s 3.45X.
Over the past five years, the industry has traded as high as 3.26X, as low as 1.69X and at the median of 2.32X.
EV-Sales Ratio TTM
3 Aerospace-Defense Stocks to Watch
L3Harris Technologies: Headquartered in Melbourne, FL, LHX is a technology-oriented aerospace and defense player that delivers advanced defense technologies across air, land, sea, space and cyber domains. On Oct. 16, 2025, L3Harris Technologies revealed its agreement with MHI RJ Aviation Group to perform base maintenance work on the CRJ aircraft. L3Harris will carry out the nose-to-tail modifications under this multi-year agreement on CRJ700 and CRJ900 aircraft at two dedicated service lines at the Mirabel facility.
The Zacks Consensus Estimate for LHX’s 2025 sales calls for a 2.1% improvement from the previous year’s reported number. LHX’s long-term (three to five years) earnings growth rate is 13.02%. It currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Price & Consensus: LHX
GE Aerospace: Based in Cincinnati, OH, the company is a leading designer, developer and producer of jet engines, components and integrated systems for military, commercial and business aircraft. GE Aerospace is well-known for its aero-derivative gas turbines for marine applications. On Oct. 21, 2025, the company announced its third-quarter 2025 results. Its total revenues surged 24% year over year to $12.2 billion, while its adjusted earnings per share (EPS) improved 44%.
The Zacks Consensus Estimate for GE’s fourth-quarter 2025 sales indicates an 11.1% improvement from the year-ago quarter’s reported number. The estimate for fourth-quarter 2025 earnings implies 6.8% growth from the year-ago quarter’s reported number. GE currently carries a Zacks Rank #3 (Hold).
Price & Consensus: GE
General Dynamics: Headquartered is in Reston, VA, GD engages in mission-critical information systems and technologies; land and expeditionary combat vehicles, armaments and munitions; shipbuilding and marine systems; and business aviation. The company released its third-quarter earnings on Oct. 24, 2025. Its total revenues surged 10.6% year over year to $12.91 billion, while its adjusted EPS improved 15.8% to $3.88.
The Zacks Consensus Estimate for GD’s 2025 sales indicates a 7.3% increase from the previous year’s reported number. The estimate for 2025 earnings implies 12% growth from last year’s reported figure. It currently carries a Zacks Rank #3.
Price & Consensus: GD
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3 Aerospace-Defense Stocks to Watch Amid Supply-Chain Constraints

GE Aerospace (GE) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this industrial conglomerate have returned +6.5%, compared to the Zacks S&P 500 composite's +3.6% change. During this period, the Zacks Aerospace - Defense industry, which GE falls in, has gained 2.6%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate Revisions
Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, GE is expected to post earnings of $1.41 per share, indicating a change of +6.8% from the year-ago quarter. The Zacks Consensus Estimate has changed +7.5% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $6.14 points to a change of +33.5% from the prior year. Over the last 30 days, this estimate has changed +4.6%.
For the next fiscal year, the consensus earnings estimate of $6.99 indicates a change of +13.8% from what GE is expected to report a year ago. Over the past month, the estimate has changed +1.2%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for GE.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth Forecast
While earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For GE, the consensus sales estimate for the current quarter of $10.97 billion indicates a year-over-year change of +11.1%. For the current and next fiscal years, $41.57 billion and $44.91 billion estimates indicate -1.6% and +8% changes, respectively.
Last Reported Results and Surprise History
GE reported revenues of $11.31 billion in the last reported quarter, representing a year-over-year change of +26.4%. EPS of $1.66 for the same period compares with $1.15 a year ago.
Compared to the Zacks Consensus Estimate of $10.34 billion, the reported revenues represent a surprise of +9.36%. The EPS surprise was +13.7%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
Valuation
No investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
GE is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom Line
The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about GE. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

GE Aerospace (GE) Is a Trending Stock: Facts to Know Before Betting on It

Key Points
Meta Platforms' social media platforms provide the company with a treasure trove of data.
The company uses artificial intelligence (AI) to ensure its ads hit their mark.
The stock is attractively priced, particularly in light of its track record of growth.
The engine that drives the U.S. economy has changed dramatically over the past two decades. Case in point: Energy bellwether ExxonMobil and industrial stalwart General Electric were the two largest publicly traded companies by market cap in 2005, with values of $375 billion and $362 billion, respectively. Now, just 20 years later, technology companies at the forefront of artificial intelligence (AI) top the charts.
Only four companies have joined the ultra-exclusive $3 trillion club, and the names are immediately recognizable. Chipmaker Nvidia leads the list at $4.4 trillion (as of this writing), within striking distance of a new all-time high. iPhone maker Apple recently soared into second place at $3.9 trillion. Cloud and software provider Microsoft is right on Apple's heels, worth $3.8 trillion. Search pioneer Alphabet wraps up our quartet at $3 trillion.
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With a market cap of $1.8 trillion, it might seem premature to suggest tech titan Meta Platforms (NASDAQ: META) is destined for membership in the $3 trillion club, but the evidence is clear. If this comes to pass, investors who buy shares today could pocket returns of 67% if Meta crosses the $3 trillion mark. Here's why I believe the writing is on the wall.
A captive audience
Meta is the parent company behind several of the world's most popular social media platforms, including Facebook, Instagram, and WhatsApp. To stake its claim in the AI revolution, Meta tapped the information it compiles from the nearly 3.5 billion users who visit one of its platforms every day. This data helped the company develop its suite of Llama large language models (LLMs), which are among the most competitive in the industry. This positions Meta to profit from the tidal wave of AI adoption.
The company benefits from its foray into AI in other ways. Meta has long used machine learning -- an earlier branch of AI -- to surface relevant content for users and direct its targeted advertising. The development of generative AI only increased Meta's advantage, as the company curated AI-powered tools to help advertisers succeed.
The results tell the tale. In the second quarter, Meta generated revenue of $47.5 billion, which climbed 22% year over year, resulting in diluted earnings per share (EPS) of $7.14, which jumped 38%.
Commentary from CEO Mark Zuckerberg shed light on the results. He noted that AI is "unlocking greater efficiency and gains across our ads system ... [driving] roughly 5% more ad conversions on Instagram and 3% on Facebook." There's more. The company's content strategy is bearing fruit as users spent 5% more time on Facebook and 6% more on Instagram. More time translates to more advertising, which ultimately increases revenue.
The company's ever-expanding user base and increasing ad conversions position Meta for continued success.
The path to $3 trillion
Meta has a market cap of roughly $1.8 trillion (as of this writing), so it will take a stock price increase of roughly 66% to propel its value to $3 trillion. Wall Street's estimates that Meta will generate revenue of $196 billion in 2025, giving the stock a forward price-to-sales (P/S) ratio of 9. Assuming its P/S remains constant, Meta will need to generate revenue of roughly $327 billion annually to support a $3 trillion market cap.
Furthermore, Wall Street is currently forecasting Meta's revenue growth at nearly 15% annually over the next five years. If the company can achieve this benchmark, it could surpass a $3 trillion market cap as soon as 2029. Those projections might well be conservative, as Meta has grown its trailing-12-month revenue by more than 897% over the past decade.
Finally, at less than 27 times trailing-12-month earnings, Meta's valuation is cheaper than the multiple of 31 for the S&P 500 -- yet has increased by 656% over the past 10 years, well ahead of the S&P 500, which gained just 232%.
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Danny Vena has positions in Alphabet, Apple, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Apple, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends GE Aerospace and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Prediction: This Unstoppable Stock Will Join Nvidia, Apple, Microsoft, and Alphabet in the $3 Trillion Club Before 2029

Key Points
Shares of red-hot GE Aerospace have taken a little breather following strong Q3 results and increased guidance.
The stock had risen 75% this year prior to reporting Tuesday morning, but has pulled back from an all-time high.
Nearly 90% of analysts rate the stock a buy and see 10% to 25% upside over the coming year.
When GE Aerospace (NYSE: GE) delivered its Q3 earnings last Tuesday (Oct. 21), one could argue that the stock reflected even greater optimistic expectations for growth. Thanks to a 75% year-to-date gain, GE is not only ranked first among 79 stocks in the Industrial Select Sector SPDR Fund (NYSEMKT: XLI) but also 15th within the S&P 500.
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While the Cincinnati-based company initially delighted investors with what it called "exceptional" results and an "across the board" full-year guidance increase, its brief 4.5% opening rally -- where it spent less than five minutes at an all-time high of $315 -- was quickly met with selling, then more selling on Wednesday, which ultimately took the stock back below $300.
Current holders of GE have expressed few worries, and lots to look forward to, as the company has now topped sales estimates in 13 of the past 20 quarters, Koyfin data shows, while beating EPS estimates for 12 consecutive quarters -- and 18 of the past 20 -- dating back to Q3 2020.
For those mulling a good entry point into the commercial and military jet engine manufacturer, any dip would suffice. Given that GE's Q3 results and increased forecast sparked at least five different analyst estimate revisions and price-target tweaks that moved the average return expectation over the next 12 months to $331, or about 11% above Wednesday's closing price. The most bullish analysts see the stock hitting $375, for about a 25% gain.
There's also the fact that 14 of 16 analysts who cover GE currently rate it a buy or strong buy, as well as the reality that Wednesday's 2.8% decline was its biggest 1-day drop in 2 months.
In short, long-term investors would be wise to take advantage of any weakness in GE Aerospace to initiate, or add to, a position.
Should you invest $1,000 in GE Aerospace right now?
Before you buy stock in GE Aerospace, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and GE Aerospace wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
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Matthew Nesto has no position in any of the stocks mentioned. The Motley Fool recommends GE Aerospace. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

GE Aerospace Raises Forecast. Time to Buy the Stock?

Key Points
GE Aerospace is the surviving portion of the original General Electric after it spun off other business units.
Industry supply problems are driving sales and profits higher.
You might call General Electric the phoenix of corporate America. Because, like that legendary immortal bird, it seemingly has the ability to rise from the ashes of its predecessor.
The company was created well over a century ago, in 1892, by Thomas Alva Edison, the genius American innovator who invented the phonograph, the electric light bulb, and the motion picture camera, among countless other devices and, by the end of his life, held a world-record 1,093 patents.
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Over its 133-year history, General Electric has been just as innovative. It created advanced technologies in hydroelectric power, aviation, energy grids, wind power, healthcare, materials science and many other fields.
And then it all fell apart like a slow-motion car wreck due to too much diversification, failed business strategies, and a disastrous foray into financial services. Losses at GE's financial unit almost sank the company during the Great Recession. The company's share price plunged more than 80% between 2007 and 2009.
Yet in recent years the stock has been resurrected and has soared since late 2022.
A three-way split
Of course, the GE ticker no longer represents the original conglomerate. Today, it belongs to GE Aerospace (NYSE: GE). The original General Electric company was split into three publicly traded companies beginning in 2021. The other two are GE Vernova (NYSE: GEV), which manufactures energy equipment, and GE HealthCare Technologies (NASDAQ: GEHC), which provides technologies like medical imaging, X-ray and ultrasound systems.
GE Aerospace has fared the best of the three over the past five years. It's up 727% over that time, though GE Vernova's share price has also done well, up 417%. GE HealthCare has climbed only about 20% over five years.
GE Aerospace makes jet and turboprop engines, among other aircraft components, and it's thriving due to the fact that the aircraft manufacturing industry is riddled with bottlenecks and supply problems.
With a market cap of about $321 billion, GE Aerospace had revenue last year of more than $35 billion. That's expected to rise about 16% to almost $41 billion this year. The stock trades at about seven times trailing earnings.
Strong results
The company reported third-quarter results Tuesday morning and they were stellar. Adjusted revenue rose 26% to $11.3 billion and earnings climbed 44% to $1.66 per share. Wall Street expected earnings of $1.46 a share on revenue of $10.4 billion. New orders during the quarter rose 5% to $10.3 billion and defense revenue jumped 26%.
And management raised full-year 2025 earnings guidance to a range of $6 to $6.20 a share from its prior estimate of $5.60 to $5.80.
What's driving that optimism?
Industry problems
In part, it's due to widespread industry supply problems.
Demand for air travel is up, yet the aviation industry is not supplying the aircraft, components, or necessary maintenance to meet it.
Commercial air travel demand grew more than 10% from 2023 to 2024 and is projected to grow at an annual rate of 4.2% through 2030.
But there's currently a severe shortage of aircraft and components due to a production halt during the COVID-19 pandemic, a lack of talent, and an aging global fleet of planes in need of repairs or outright retirements and replacements.
Aircraft engine maintenance and repair has become a "choke point" for commercial aviation, according to consulting firm Bain & Co, with shop turnaround times up 35% for legacy engines and 150% for new engines. Bain says these problems won't even peak until mid-2026 and should last through the end of this decade.
This year has already seen major manufacturing delays at plane makers including Boeing, maintenance problems at engine makers Pratt & Whitney and Rolls Royce (OTC: RYCEY), and a spare parts shortage across the industry.
Any company that can reliably supply jet engines and other components right now is in the sweet spot to profit from that industry crisis. That makes GE Aerospace a good buy at the moment.
Should you invest $1,000 in GE Aerospace right now?
Before you buy stock in GE Aerospace, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and GE Aerospace wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $590,357!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,141,748!*
Now, it’s worth noting Stock Advisor’s total average return is 1,033% — a market-crushing outperformance compared to 193% for the S&P 500. Don’t miss out on the latest top 10 list, available when you join Stock Advisor.
*Stock Advisor returns as of October 20, 2025
Matthew Benjamin has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GE HealthCare Technologies. The Motley Fool recommends GE Aerospace, Ge Vernova, and Rolls-Royce Plc. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

This Company Has Been Around Since 1892, and Its Stock is Up 80% This Year

Key Points
Plug Power has achieved a lot in 2025, and its stock price has more than doubled in just six months.
Plug Power's worst days could be over as its electrolyzer sales boom and hydrogen costs come down.
Its stock price could zoom if Plug Power can become profitable as planned.
Plug Power (NASDAQ: PLUG) was one of the hottest IPOs of its time. The company started off as a developer of fuel cell systems for residential electricity generation. Erstwhile General Electric was an early investor, and the two companies also formed a joint venture in 1999.
Its collaboration with General Electric was one of the biggest selling points for Plug Power's initial public offering (IPO) in October 1999. Investors who bought the IPO weren't disappointed. It was the peak of the dot-com era, and Plug Power shares skyrocketed from a reverse split-adjusted IPO price of $150 per share to an all-time high closing price of $1,498 apiece on March 10, 2000 before subsequently crashing.
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Today, Plug Power stock is trading below $3 per share. What happened?
In its Form S-1 filed in 1999 ahead of its IPO, Plug Power said it expected to incur losses through at least 2003. Now, more than two decades later, the company has yet to turn a profit. Plug Power's inability to meet goals and become profitable has been a major factor in eroding investor confidence and sending the hydrogen stock plunging over the years.
However, shares of Plug Power have surged nearly 250% in just the past six months, as of this writing. A lot is happening at Plug Power, including a recent major project milestone, substantial deals, and a new incoming CEO. In early October, one analyst even raised Plug Power stock's price target to $7 per share. That's a more than 100% upside in just 12 months. Industry experts, meanwhile, project the hydrogen industry to grow exponentially in the coming years.
Could this mark the start of a powerful bull run that transforms Plug Power into a monster stock in five years?
Why has Plug Power stock surged in 2025?
From a business standpoint, 2025 is proving to be a pivotal year for Plug Power. Some of its key moves and achievements this year include:
Launching Project Quantum Leap to reduce annual costs by $150 million to $200 million.
Shifting focus from material-handling equipment like fuel-cell forklifts to green hydrogen production and electrolyzers.
Securing a 5-gigawatt (GW) electrolyzer deal from Australia's Allied Green Ammonia.
Delivering the first of its 10-megawatt GenEco electrolyzer to Galp's Sines refinery in Portugal (Plug Power's largest project worldwide).
Achieving record production at its hydrogen plant in Georgia -- the largest green hydrogen plant in the U.S.
The last two are significant milestones. Scaling up hydrogen production will reduce Plug Power's dependence on third-party suppliers and lower costs, making it become a vertically integrated company. The delivery of its first electrolyzer to Galp validates Plug Power's ability to deliver full-scale commercial hydrogen solutions, unlocking substantial growth opportunities in major markets like Europe.
Most importantly, Plug Power's cost-cutting efforts and better hydrogen pricing are showing up on its numbers.
In the second quarter, revenue from electrolyzers tripled year over year, driving its overall revenue higher by 21%. Plug Power's gross margin, although still negative at 31%, improved drastically from a negative 92% in the year-ago quarter.
Could Plug Power stock become a multibagger in five years?
Plug Power has a game plan for the next five years. It sees "sustainable growth" over the next five years and expects to break even on its gross margin on a run-rate basis by this year's Q4. By the end of 2027, Plug Power expects to become operating-income positive and achieve overall profitability by 2028.
A leadership reshuffle is also underway, with Jose Luis Crespo all set to replace Andy Marsh as the CEO from March 2026. Since joining Plug Power in 2014, Crespo has been instrumental in overseeing the company's global operations, growing its sales funnel to more than $8 billion, and building relationships with key customers like Amazon, Home Depot, and Walmart.
Analysts project Plug Power's sales to grow by roughly 24% each in 2026 and 2027. If Plug Power can grow at this pace for the next five years, its sales could triple to $3.5 billion by 2030 and the stock price cross $12 a share, assuming the same number of shares outstanding as of June 30 and a low price-to-sales ratio of 4. That could still be a conservative estimate if Plug Power turns profitable in between.
Of course, a lot could go wrong in between, and it could be too early for Plug Power to become a 10-bagger in five years. Yet, given Plug Power's progress in 2025, the odds look stacked in favor of a lot more upside in the stock price than downside.
Should you invest $1,000 in Plug Power right now?
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Neha Chamaria has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Home Depot, and Walmart. The Motley Fool recommends GE Aerospace. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Where Will Plug Power Be in 5 Years?

Key Points
Aerospace engines generate highly lucrative long-term revenue from parts and service.
The aerospace supply chain is easing and engine deliveries are getting back on track as the company works through a multiyear backlog.
The company's open fan engine architecture could be a game changer for the industry.
GE Aerospace's (NYSE: GE) latest big news helped confirm its status as an excellent stock for long-term investors to park cash in. Its current valuation probably means this isn't a stock that will shoot the lights out in terms of performance.
However, it does offer a relatively safe way to invest in a core holding, and it has an exciting long-term growth kicker to come. Here's why GE Aerospace is an excellent option for buy-and-hold investors.
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GE Aerospace has an almost unassailable business moat
Manufacturing commercial and defense aerospace engines is a business with about as long a cycle as you can think of in the industrial world. It requires multibillion-dollar investments and expertise even to contemplate it, and that's why there are only three major players in the field. One is GE Aerospace, which manufactures engines both itself and through its joint venture with Safran Aircraft Engines, CFM International. The others are RTX's Pratt & Whitney, and Rolls-Royce.
Rolls-Royce provides engines for Airbus widebodies -- the A330neo, the A380, and the A350 -- and is an option on the Boeing 787 widebody. Pratt & Whitney engines power the A320neo family, the A220, and Embraer E-Jets.
However, GE Aerospace is by far the leading player in the industry, with GE or CFM engines powering the A320neo family (in competition with Pratt & Whitney). It produces the sole engine option on the Boeing 737 Max and the forthcoming Boeing widebody 777X, as well as the 787 Dreamliner.
In addition -- and this is a critical point for the investment case -- CFM International made the CFM56 engine that powers the legacy Airbus 320 family of aircraft and the legacy Boeing 737s.
Long-term recurring revenue
Given that commercial aerospace engines can be utilized by airlines for 40 years, they provide long-term recurring revenue from highly lucrative parts and services. This revenue is generated mainly by "shop visits," when engines come in for large-scale maintenance, repair, and overhaul (MRO). An engine run that long might require three or even four shop visits.
To put this into perspective, the older CFM56 engine first entered service in 1982, with the newer LEAP engine entering service in 2016. However, according to GE Aerospace CFO Rahul Ghai on an earnings call in July: "Currently, approximately 40% of the CFM56 fleet has yet to undergo a first shop visit. And a majority of the operators anticipate keeping these engines in service well into [the] 2030s."
Ghai's comment highlights that the older CFM56 engine will continue to generate substantial revenue for many years to come. Meanwhile, the company is still building services revenue from the newer LEAP engine, which was first put into service nearly a decade ago.
In fact, management expects that LEAP services revenue won't be comparable to CFM56 services revenue until 2028 -- 12 years after the LEAP came into service.
The good news, as you can see in the chart below, is that the company is back on track in ramping up LEAP deliveries. (On the recentearnings call management upgraded its estimate for LEAP delivery growth to 20% in 2025, from a prior estimate of 15% to 20%.)
The long-term growth kicker
In a sense, GE Aerospace investors are buying into the existing services revenue from older engines, such as the CFM56, and the long-term recurring revenue from the LEAP engine, the first of which entered service in 2016, and which could still have 30 years of operation remaining.
However, the very long-term growth kicker could come from CFM's Revolutionary Innovation for Sustainable Engines (RISE) program.
I wrote a primer article about RISE in August. Since then, it has become abundantly clear that management believes the open fan technology CFM is developing is the future of commercial aerospace engines. During anearnings callin July, GE Aerospace CEO Larry Culp stated that the company is "all in" on open fan technology.
Fast-forward to early October, when the company published a "Product and Technology Update" that made its position clear on the benefits of open fan and next-generation ducted engine technology. Management noted that "Open Fan architecture offers inherent opportunities for durability and efficiency unmatched by ducted architecture." It included a chart implying that RISE open fan technology could have a bypass ratio (BPR) of more than 60, compared to next-generation ducted engines' BPR of approximately 15. In case you're wondering, LEAP has a BPR of 11, and CFM56 just 6.
A high BPR is the holy grail of aircraft engine manufacturing, as it means more airflow around the engine (bypass flow) compared to air going through the engine (core flow) -- and bypass flow is responsible for most of the thrust.
A stock to buy for the long term?
If these BPR figures are realized in a commercially available engine (CFM and Airbus are collaborating on testing), then engines developed through RISE could lead GE Aerospace to an even more dominant position in the industry, and another stretch of 40 years of lucrative revenue.
Should you invest $1,000 in GE Aerospace right now?
Before you buy stock in GE Aerospace, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and GE Aerospace wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $590,357!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,141,380!*
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*Stock Advisor returns as of October 20, 2025
Lee Samaha has no position in any of the stocks mentioned. The Motley Fool recommends GE Aerospace, RTX, and Rolls-Royce Plc. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

1 Ohio-Based Company That's a No-Brainer Buy for Long-Term Investors

Howmet Aerospace Inc.’s HWM defense aerospace market is playing a significant role in driving its overall growth. In second-quarter 2025, the company’s revenues from the defense aerospace market accounted for 17% of its total sales, increasing 21% year over year. The surge in revenues was augmented by the robust demand for engine spares, particularly related to the F-35 program and an increase in orders for new builds and legacy fighter jet parts.
This solid momentum is significantly benefiting Howmet’s Engineered Structures segment, which reported a 5% year-over-year revenue increase in the second quarter. With a solid pipeline of military-aircraft programs and a robust defense budget, HWM is poised to maintain strong demand momentum in the quarters ahead.
It's worth noting that in July 2025, the House of Representatives passed the fiscal year 2026 Defense Appropriations Act, providing a total discretionary allocation of $831.5 billion. Such robust budgetary provisions set the stage for Howmet, which remains focused on its defense business to win more contracts, which is likely to boost its top line.
Amid this backdrop, Howmet is scheduled to release third-quarter 2025 results on Oct. 30, before market open. Driven by its business strength, the Zacks Consensus Estimate for revenues from its defense aerospace market is pegged at $351 million, indicating an increase of 21.5% year over year.
HWM’s Peers in the Defense Aerospace Market
Among its major peers, GE Aerospace’s GE Defense & Propulsion Technologies business is benefiting from the rising demand for its advanced propulsion systems and military engine programs. GE Aerospace secured a $5 billion contract from the U.S. Air Force to supply F110 engines, parts and support services as part of a Foreign Military Sales program.
It's another peer, Textron Inc.’s TXT defense business is gaining momentum, backed by key U.S. military contracts and steady government support. To this end, it is imperative to mention that in second-quarter 2025, Textron’s Bell segment signed a contract with the Tunisian Air Force for 12 SUBARU Bell 412EPXs, while Textron Aviation partnered with Thai Aviation Industries to support the Royal Thai Air Force.
HWM's Price Performance, Valuation and Estimates
Shares of Howmet have surged 98.9% in the past year compared with the industry’s growth of 24.4%.
Image Source: Zacks Investment Research
From a valuation standpoint, HWM is trading at a forward price-to-earnings ratio of 48.52X, above the industry’s average of 29.55X. Howmet carries a Value Score of B.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for HWM’s 2025 earnings has inched up 0.3% over the past 60 days.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Can Howmet Sustain Growth as Defense Aerospace Demand Surges?

Key Points
Hawaii wealth advisory Cadinha added 59,106 shares of General Electric for an estimated $16.2 million during the third quarter.
After the sale, Cadinha reported holding 97,280 shares of GE valued at $29.3 million.
General Electric now comprises nearly 4% of reported AUM as of September 30, placing it outside the fund’s top five holdings.
Hawaii-based wealth advisory Cadinha & Co. disclosed a purchase of 59,106 General Electric shares for an estimated $16.2 million during the third quarter in an SEC filing last Thursday.
What Happened
According to an SEC filing, Cadinha increased its position in General Electric (NYSE:GE) by 59,106 shares during the third quarter. The estimated transaction value, based on the average market price over the quarter, was approximately $16.2 million. The fund reported holding 97,280 shares with a market value of $29.3 million at the end of the quarter.
What Else to Know
General Electric now accounts for nearly 4% of Cadinha's 13F reportable assets under management as of September 30.
Top holdings after the filing:
BRK-B: $38.9 million (5.3% of AUM)
IAU: $38.5 million (5.2% of AUM)
COST: $35.7 million (4.8% of AUM)
MSFT: $35.2 million (4.8% of AUM)
GOOGL: $34.9 million (4.7% of AUM)
As of Thursday, shares of General Electric were priced at $302.68, representing a one-year gain of 56.0% and well outperforming the S&P 500's roughly 15% gain over the same period.
Company Overview
Revenue (TTM)
$41.6 billion
Net Income (TTM)
$7.8 billion
Dividend Yield
0.5%
Price (as of Thursday morning)
$302.68
Company Snapshot
GE Aerospace provides jet and turboprop engines, integrated aircraft systems, and aftermarket services across commercial and defense aviation markets.
The company generates revenue through the sale of jet and turboprop engines, as well as integrated systems, for commercial, military, business, and general aviation aircraft.
It serves global commercial airlines, aircraft manufacturers, defense agencies, and business aviation customers.
GE Aerospace is a leading global provider of aircraft propulsion systems and integrated technologies. The company operates through its Commercial Engines & Services and Defense & Propulsion Technologies segments, focusing on both commercial and defense aviation.
Foolish Take
Cadinha & Co.’s bolstered GE Aerospace stake comes as the General Electric successor’s stock surges to new highs this year. On Tuesday, CEO H. Lawrence Culp, Jr. touted the firm’s “exceptional” third-quarter earnings, with free cash flow conversion more than doubling and 26% growth in revenues. The firm also raised full-year revenue and profit expectations, saying it now projects adjusted revenue growth in the high-teens and full-year adjusted earnings per share of up to $6.20.
For long-term investors, Cadinha’s move reinforces confidence in GE’s transformation story—one centered on durable cash generation, strong pricing power, and expanding global aviation demand. The purchase also fits Cadinha’s broader strategy of owning cash-flow-rich companies alongside core holdings like Berkshire Hathaway, Costco, and Microsoft. With aerospace spending trending higher, GE’s restructured balance sheet and focused operating model offer investors exposure to one of the most resilient growth stories in U.S. industry.
Glossary
13F reportable AUM: Assets under management that investment managers must report quarterly to the SEC on Form 13F.
Alpha: A measure of an investment's performance compared to a benchmark, showing excess return above the benchmark.
Dividend Yield: Annual dividends paid by a company as a percentage of its current share price.
Trailing twelve months (TTM): The 12-month period ending with the most recent quarterly report.
Aftermarket services: Support and maintenance provided for products after their initial sale, such as repairs or spare parts.
Integrated aircraft systems: Combined technologies and components that work together to operate and control an aircraft.
Stake: The ownership interest or amount of shares held in a company by an investor or fund.
Assets under management (AUM): The total market value of investments managed on behalf of clients by a fund or firm.
Commercial Engines & Services: A business segment focused on manufacturing and servicing engines for commercial aviation customers.
Defense & Propulsion Technologies: A business segment providing propulsion systems and technologies for military and defense aviation markets.
Where to invest $1,000 right now
When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 1,028%* — a market-crushing outperformance compared to 190% for the S&P 500.
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Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Berkshire Hathaway, Costco Wholesale, and Microsoft. The Motley Fool recommends GE Aerospace and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	29.77 21.58
Price/Sales	5.07 1.29
P/B	9.79 2.25
P/FCF	51.45 17.83

Indicator	TTM Median
ROE	29.59 15.71
ROA	4.88 6.45
ROI	16.23 9.56
Net Worth	195.12 1.27
Quick Ratio	0.81 1.16
Current Ratio	1.09 1.57

Indicator	TTM Median
Net Profit Margin	16.94 7.31
Operating Margin	21.76 10.18
Gross Margin	37.19 32.50
Return on tangible equity	85.73 25.81

Indicator	TTM Median
EPS	1.49 0.49
EPS Forecast	1.26 0.53
Revenue	3.71B 194.00M
Gross Profit	2.83B —
EBITDA	3.06B —

GE Aerospace

TTM metrics for the latest quarter under IFRS and their historical dynamics

Valuation

Debts

Efficiency

Other ratios

Revenue