GE Aerospace (NYSE:GE) is among the 10 best American defense stocks to buy according to Wall Street analysts.
The stock has been on analysts’ radar and currently carries a Strong Buy rating, with a one-year average share price target of $358.33, representing 16.96% upside as of February 5.
Stock market data showing an upward trajectory. Photo by Burak The Weekender on Pexels
Recent updates include JPMorgan’s January 26 lift of its price target on GE Aerospace (NYSE:GE) to $335 from $325, following the company’s fourth-quarter 2025 earnings beat.
According to TipRanks, the firm noted that the stock had underperformed lately due to higher expectations. However, JPMorgan remains optimistic about the company’s fundamentals and capabilities, which is why it reiterated an Overweight rating.
The jet-engine maker reported adjusted EPS of $1.57 for Q4, beating estimates by 14 cents and up 19% year-over-year. The company’s quarterly adjusted revenue also increased 20% year over year to $11.87 billion.
During the earnings call, GE Aerospace (NYSE:GE) shared its 2026 profit forecast, which exceeded Wall Street estimates. Due to aircraft supply constraints, airlines are spending more on maintenance, leading to an increase in demand for aftermarket parts and services.
In other news, on February 3, the company announced to invest up to $300 million over the next five years to expand its engine repair capabilities in Singapore.
GE Aerospace (NYSE:GE) is a global aerospace propulsion, services, and systems company with an installed base of around 25,000 military and 45,000 commercial aircraft engines.
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Disclosure: None.
