GE Aerospace: Why I Am Buying The Engine Maker Despite The Valuation
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Julia Ostian4.08K FollowersFollow5ShareSavePlay(12min)CommentsSummaryGE Aerospace is positioned for long-term upside, driven by surging commercial and defense demand, with Citi assigning a Buy rating and $386 target.GE's $175B backlog, robust service revenue, and razor-and-blade model provide earnings visibility and resilience against cyclical downturns.Operational improvements, including FLIGHT DECK, have accelerated engine deliveries and margins, supporting raised 2025 guidance across all key metrics.GE valuation is elevated and insider buying absent, but the multi-year replacement cycle and service contracts underpin a Buy rating for patient investors. Peter Hansen/iStock via Getty Images Introduction After my last article about the airline industry, where I broke down why carriers like IAG (ICAGY) and SkyWest (SKYW) are poised for a record-breaking 2026, I realized that airlinesThis article was written byJulia Ostian4.08K FollowersFollowI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and well-reasoned perspective.I also run a YouTube Channel called "The Market Monkeys" and break some of the stocks there as well.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in GE over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.