10 Largest Defense Stocks in 2025

1. GE Aerospace (NYSE:GE)

Market Cap: $323.2 Billion

Number of Hedge Fund Holders: 100

GE Aerospace (NYSE:GE) is among the 10 Largest Defense Stocks in 2025. On October 22, UBS analyst Gavin Parsons lifted the stock’s price target to $366 from $344, while maintaining a Buy rating.

The adjustment followed the company’s third-quarter earnings call the day before, during which management gave upbeat commentary and raised the company’s 2025 outlook. UBS said that it expects GE Aerospace (NYSE:GE) to continue beating and raising, despite the aircraft engine supplier already setting an increasingly higher bar for itself.

The investment banking firm noted the strength of the end markets and praised GE Aerospace’s (NYSE:GE) operational performance. While it anticipates a deceleration in aftermarket growth next year, UBS sees several areas where strong performance could lead to upside to consensus estimates for the company.

RBC Capital also provided an update on the stock, reiterating its Outperform rating for GE Aerospace (NYSE:GE) and maintaining a $340 price target.

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.

While we acknowledge the potential of GE to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GE and that has 100x upside potential, check out our report about the cheapest AI stock.

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