14 Stocks on Jim Cramer’s Radar

3. GE Aerospace (NYSE:GE)

Number of Hedge Fund Holdings: 102

GE Aerospace (NYSE:GE) is one of the largest aerospace companies in the world. Its shares are up by 51% over the past year and down by 8% year-to-date. The firm has been at the center of attention by multiple analysts after it reported its fiscal fourth quarter earnings report. For instance, JPMorgan raised GE Aerospace (NYSE:GE)’s share price target to $335 from $325 and kept an Overweight rating on the shares. The banking giant remained confident about the aerospace company’s CFM56 high-bypass turbofan engine and its ability to deliver growth over the next couple of years. After the earnings, RBC Capital kept an Outperform rating and a $355 share price target for GE Aerospace (NYSE:GE). The shares had dipped by 7.4% following the earnings report, and the financial firm commented that the fall appeared to be a buying opportunity. Like RBC, Cramer also believes there’s more to GE Aerospace (NYSE:GE)’s shares than the recent drop:

“Jeez, I don’t know, I think the market’s wrong. The market is taking what GE Aerospace is saying and buying Boeing with it. I like every bit, by the way, labor, no longer a problem. They no longer have a materials problem, the defense department looks really good. They’ve got great after market business, I want to take the other side. I think the market’s wrong. It’s okay. Sometimes the market is wrong, the market is wrong, Larry Culp did a great job. I’m not backing on that, Culp did a great job.”

Bristol Gate US Equity Strategy had discussed GE Aerospace (NYSE:GE) in its third quarter 2025 investor letter after the firm’s second quarter earnings report:

“GE Aerospace’s (NYSE:GE) performance was primarily helped by excellent results reported in July which saw key metrics like orders, revenue, operating profit and earnings per share all show more than 20% growth. Commercial Engines & Services segment saw a 29% surge in services revenue and a 45% increase in total commercial engine units, reflecting robust demand for spare parts and maintenance services. EPS and revenue both topped analysts’ consensus estimates. The company raised full-year guidance for 2025 and its long term financial outlook on the back of a significant backlog and improving supply chain trends which have previously hampered services and new engine deliveries.”