Wall Street Converges on Structural Value Thesis#

GE Aerospace's third-quarter earnings, announced on October 21, have triggered a second wave of institutional analyst response marked by significant price target increases and upward EPS revisions. The shift from consensus skepticism—embodied in the 2.8% stock decline on October 23 following the earnings announcement—to bullish analyst upgrades in the days following reveals a deepening conviction that GE's margin expansion is structural rather than cyclical. Bank of America Securities analyst Ronald J. Epstein raised his price target to $365 from $310, representing 17% upside from current trading levels around $310. JP Morgan's Seth Seifman raised his price target to $325 from $275, and UBS analyst Gavin Parsons raised his forecast to $366 from $344. This consensus shift among major institutional research franchises signals a critical inflection point in how the market is valuing GE Aerospace's medium-term earnings power.