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GE Stock Price Today: Is GE Aerospace Stock a Buy in 2026?
May 23, 2026 · 14 min read

GE Stock Price Today: Is GE Aerospace Stock a Buy in 2026?

Looking for the GE stock price today? Discover how GE Aerospace (NYSE: GE) is performing in 2026, plus details on spun-off giants GEV and GEHC.

May 23, 2026 · 14 min read
Stock MarketInvestment StrategyFinancial Analysis

If you are searching for the ge stock price today, the first thing you need to know is that General Electric as you once knew it no longer exists. In April 2024, the historic American industrial conglomerate finalized its legendary three-way split, breaking into three entirely independent, publicly traded corporations.

Today, the iconic "GE" stock ticker belongs solely to GE Aerospace (NYSE: GE), which trades at $301.76 as of late May 2026. Meanwhile, GE's former energy division, GE Vernova (NYSE: GEV), is trading at an impressive $1,045.00, and its healthcare arm, GE HealthCare (NASDAQ: GEHC), is valued at $64.33.

Understanding the ge stock price today requires looking past a single number on a ticker tape. Investors must look at three separate corporate giants, each commanding massive market shares in their respective industries. In this deep dive, we will analyze the performance, financial metrics, and forward outlook of all three spun-off entities, with a primary focus on the core successor: GE Aerospace.

The Tale of Three Tickers: How the GE Restructuring Works

For more than a century, General Electric was the ultimate symbol of American industrial might. Founded in 1892 with historical ties to Thomas Edison, the company eventually grew into a sprawling conglomerate with businesses ranging from lightbulbs and appliances to financial services, medical scanners, and jet engines. At its peak in 2000 under the legendary yet controversial leadership of Jack Welch, GE was the most valuable company in the world.

The conglomerate model dominated the mid-to-late 20th century because investors believed that centralized corporate leadership could allocate capital more efficiently than the free market. However, as global markets became highly specialized, this model began to break down, revealing a massive "conglomerate discount." The various divisions were weighed down by high corporate overhead, conflicting capital allocation priorities, and a mountain of toxic debt left over from the Jeff Immelt and John Flannery eras, particularly from GE's financial wing, GE Capital, and its poorly timed acquisition of Alstom's power business.

When CEO H. Lawrence "Larry" Culp Jr. took the helm in 2018, he realized that radical surgery was necessary. Culp embarked on an aggressive restructuring campaign. He slashed the company's dividend to a token penny, sold off the biopharma division to Danaher (his former employer) for $21.4 billion, and systematically paid down over $100 billion in corporate debt. With the balance sheet stabilized, Culp initiated the final stage of his master plan: a clean, logical three-way split designed to unlock maximum shareholder value by letting each specialized business stand on its own feet.

  1. GE HealthCare Technologies (NASDAQ: GEHC): Spun off in January 2023. This Chicago-based medical technology giant is a global leader in medical imaging, ultrasound, patient monitoring, and pharmaceutical diagnostics.
  2. GE Vernova (NYSE: GEV): Spun off in April 2024. Headquartered in Cambridge, Massachusetts, GEV focuses on power generation, grid infrastructure, wind turbines, and electrification software.
  3. GE Aerospace (NYSE: GE): The remaining core business that retained the original "GE" ticker and corporate headquarters in Evendale, Ohio. It focuses entirely on commercial and military aircraft propulsion, avionics, and systems.

To put the current landscape in perspective, let's look at how these three companies compare in late May 2026:

Attribute GE Aerospace (NYSE: GE) GE Vernova (NYSE: GEV) GE HealthCare (NASDAQ: GEHC)
Current Price $301.76 $1,045.00 $64.33
Market Cap $314.84 Billion $297.75 Billion $29.26 Billion
Core Business Jet Engines & Defense Power, Wind, Electrification Imaging & Medical Tech
P/E Ratio 37.4x High (Growth Phase) 15.4x
52-Week Range $228.01 - $348.48 $448.45 - $1,181.95 $58.75 - $89.77
Analyst Consensus Moderate Buy (~$348.22 Target) Buy (~$1,090.76 Target) Strong Buy (~$80.00 Target)

GE Aerospace (NYSE: GE): The Core Successor Powered by Aviation Demand

When tracking the ge stock price today, most automated financial platforms will show you NYSE: GE. This is GE Aerospace, the ultimate successor of the original corporate entity.

As a standalone company, GE Aerospace is a global behemoth in aviation. It designs, manufactures, and services commercial jet engines and military propulsion systems. Together with its French partner Safran, GE Aerospace operates the highly successful CFM International joint venture. Formed in 1974, CFM is widely regarded as the most successful partnership in aviation history. Today, CFM produces the LEAP engine, which is the exclusive powerplant for the Boeing 737 MAX family and one of the primary engines for the Airbus A320neo family.

The Ultra-Wide Economic Moat and Razor-and-Blade Business Model

What makes GE Aerospace an exceptionally high-quality business is its massive economic moat and highly recurring revenue model. Designing jet engines requires billions of dollars in R&D, decades of specialized engineering, and mastery over advanced materials science—such as ceramic matrix composites (CMCs) and additive manufacturing (3D printing) capable of withstanding extreme temperatures and pressures. These barriers to entry make it virtually impossible for new competitors to enter the space.

Furthermore, the business operates on a classic "razor-and-blade" model. Building and selling the physical jet engine is highly capital-intensive and relatively low-margin. However, once an engine is installed on a commercial aircraft, it will operate for three to four decades. Throughout that lifespan, the engine requires highly regulated, highly specialized maintenance, repair, and overhaul (MRO) services.

GE Aerospace owns a massive installed base of nearly 80,000 commercial and military engines worldwide. The high-margin parts and services required to maintain this fleet generate an annuity-like cash flow stream. These MRO contracts are typically structured as long-term "Rate-per-Flight-Hour" agreements (such as its signature "OnPoint" contracts), which insulate GE Aerospace's revenue streams from short-term economic recessions. When planes are in the air, GE is making money.

Because of a massive post-pandemic travel rebound and ongoing manufacturing issues at major aircraft OEMs, airlines are keeping older planes in service longer and flying existing fleets at elevated utilization rates. This has catalyzed an unprecedented demand for aftermarket parts and services, which are GE Aerospace’s highest-margin offerings. In the commercial division, service revenues have seen stellar growth, jumping 31% year-over-year in the final quarter of 2025.

Stellar Q1 2026 Earnings and Military Footprint

In its latest quarterly earnings report for Q1 2026, GE Aerospace exceeded Wall Street's expectations across the board:

  • Revenue: $12 Billion (beating consensus by $2 Billion)
  • Adjusted EPS: $1.86 (exceeding estimates by $0.25)
  • Order Book: Surged 87% to $23 Billion in a single quarter
  • Total Backlog: Sits at a colossal $190 Billion

Beyond commercial aviation, GE's defense business is capturing major headlines in mid-2026. In May 2026, GE Aerospace was awarded a crucial contract from the U.S. Air Force to complete the preliminary design review (PDR) for its new GE426 engine. This engine is designed for Autonomous Collaborative Platforms (ACPs)—essentially AI-driven "drone wingmen" that will accompany manned fighter jets. This places GE at the absolute forefront of modern defense technology and guarantees a robust long-term military revenue stream.

Despite these stellar results, management chose to keep its full-year 2026 EPS guidance conservative at $7.10 to $7.40, citing ongoing global supply chain bottlenecks, fluctuating raw material costs, and geopolitical instability in the Middle East. This cautious outlook has kept the stock trading around $301.76, roughly 13.4% off its all-time high of $348.48. For long-term value investors, this represents a highly attractive entry point for a premium, high-moat compounder.

GE Vernova (NYSE: GEV): The AI and Electrification Goldmine

If GE Aerospace is the reliable, high-moat compounder, GE Vernova (NYSE: GEV) has been the absolute breakout star of 2026. After spinning off at around $140 per share in 2024, GEV has skyrocketed to over $1,045.00 as of today.

What is driving this astronomical rise? The answer lies in the massive, secular trends of grid electrification and the global artificial intelligence boom.

The Energy Bottleneck of the AI Revolution

Generative AI and large language models require massive, power-hungry data centers. Industry leaders, including Nvidia's Jensen Huang, have repeatedly noted that the real bottleneck for AI scaling is not chip design, but energy availability. Hyperscalers are consuming vast quantities of power, and they require a modernized utility grid to connect these data centers to the energy source.

GE Vernova is perfectly positioned to solve this energy crisis. The company operates across three segments:

  • Power: Gas, steam, hydro, and nuclear turbines.
  • Wind: Onshore and offshore wind turbines.
  • Electrification: Transformers, switchgear, high-voltage direct current (HVDC) systems, and software that connects power generators to the grid.

GE Vernova's HA-class gas turbines are the most efficient in the world, capable of firing up to 64% combined cycle efficiency. These gas turbines are crucial as "peaker" plants to back up intermittent renewable energy (solar and wind) and support the constant, 24/7 baseload power requirements of massive data centers.

Furthermore, the U.S. and European electrical grids are incredibly outdated, with many transformers and high-voltage lines over 40 years old. GEV’s recent acquisition of Prolec has given them a massive competitive edge in the transformer market, where lead times for new industrial transformers have soared to over three to four years.

In 2025 alone, GEV added $8 billion in high-margin equipment backlog. They entered 2026 with an unprecedented $150 billion backlog. Its electrification segment grew revenue by 26% in 2025, expanding its EBITDA margins by 560 basis points to 14.9%, fueled by over $2 billion in direct data center orders. CEO Scott Strazik highlighted that data center power orders have tripled, with the electrification division expected to grow its revenue from $5 billion in 2022 to nearly $14 billion by the end of 2026.

To meet this global demand, GE Vernova is rapidly expanding its physical footprint. In March 2026, the company announced its new $200 million Hai Phong transformer facility in Vietnam, a $30 million plant expansion in Italy, and three Vietnam LNG turbine supply agreements. These moves position GEV to capture a massive share of the estimated $150 billion addressable electrification market.

Splendid Cash Generation and Split Rumors

During its Q1 2026 earnings release, GE Vernova reported nearly $5 billion in free cash flow, carrying an essentially debt-free balance sheet and raising its full-year revenue guidance to a range of $44.5 billion to $45.5 billion. Because the share price has breached the four-figure mark at $1,045.00, Wall Street analysts are widely speculating that GE Vernova will announce a forward stock split (such as a 10-for-1 split) later in 2026 to make the stock more accessible to retail traders.

GE HealthCare (NASDAQ: GEHC): A Value Play Ready for a Rebound

The third sibling, GE HealthCare (NASDAQ: GEHC), has had a quieter 2026 compared to its industrial counterparts. Trading at $64.33 as of late May, GEHC is down from its 52-week high of $89.77.

This short-term weakness, however, may represent the best pure value opportunity among the three split entities.

Structural Strengths and Medical AI Innovations

GE HealthCare operates in four high-margin medical segments: Imaging (CT and MRI scanners), Ultrasound, Patient Care Solutions (monitoring and diagnostics), and Pharmaceutical Diagnostics (contrast agents).

Now operating as a standalone company under CEO Peter Arduini, GEHC is completely focused on its own R&D. The company is actively integrating Artificial Intelligence into its medical devices. For example, its advanced CT scanners like the Revolution Apex platform and MR systems like the Signa family utilize deep learning image reconstruction algorithms (like Sonic DL) to dramatically reduce scan times while improving image resolution.

Furthermore, its partnership with UW Medicine Radiology, announced in mid-May 2026, highlights its collaborative approach to advancing clinical imaging. The company is also seeing high-potential growth in its pharmaceutical diagnostics business, particularly with the ramp of Flyrcado—a highly anticipated PET imaging agent for coronary artery disease. These innovations, combined with the demographic tailwind of an aging global population, provide GEHC with structural growth drivers that are entirely independent of macroeconomic cycles.

Why is GEHC Trading Low, and is it a Buy?

In April 2026, GEHC reported Q1 organic revenue growth of 2.9% and an adjusted EBIT margin of 13.5%. However, management lowered its full-year adjusted EBIT margin guidance by 40 basis points to a range of 15.4% to 15.7%, citing rising global input costs and supply chain constraints. This caused a temporary panic, driving the stock down to the mid-$60s.

Yet, from a valuation standpoint, GEHC is highly attractive:

  • Price-to-Earnings (P/E) Ratio: Currently sits at a modest 15.4x, far lower than the broader S&P 500 average.
  • Strong Free Cash Flow: Defensive healthcare demand guarantees highly reliable cash generation.
  • Analyst Targets: Wall Street analysts maintain a "Strong Buy" or "Moderate Buy" rating, with an average 12-month target of $80.00, indicating a projected upside of over 24%.

For conservative investors looking for a high-moat medical tech company with defensive qualities, GE HealthCare at its current price is an exceptional bargain.

Financial Comparison: Which "GE" Stock is Best for Your Portfolio?

Now that the old General Electric is broken up, you no longer have to buy a mixed bag of power grids, healthcare, and aviation. You can tailor your investment to your specific financial goals.

1. The Compounder: GE Aerospace (NYSE: GE)

  • Best For: Long-term investors seeking high-quality earnings, premium margins, and secular growth in global travel and defense.
  • Key Metric: A stellar $190 billion aerospace backlog.
  • Valuation: Trading at approximately 37.4x earnings, reflecting its elite market position and high-moat services model.
  • Risk: Highly dependent on Boeing and Airbus assembly rates, and vulnerable to short-term commercial aviation supply chain constraints.

2. The Growth Rocket: GE Vernova (NYSE: GEV)

  • Best For: Growth-oriented investors wanting exposure to the AI data center boom, grid infrastructure modernization, and clean energy transition.
  • Key Metric: $150 billion power and electrification backlog.
  • Valuation: Trades at a premium multiple reflecting its explosive growth, currently around $1,045.00 per share.
  • Risk: Highly valued after its massive 2025-2026 run-up. The cyclical nature of utility spending could eventually cool off.

3. The Value Play: GE HealthCare (NASDAQ: GEHC)

  • Best For: Value-focused, defensive-minded investors who want a steady cash-flowing asset trading at a major discount to its peers.
  • Key Metric: Generous forward P/E of ~15.4x.
  • Valuation: Very attractive valuation following a temporary guidance adjustment.
  • Risk: Shorter track record of independent operation and temporary margin compression from global supply chain inflation.

Frequently Asked Questions (FAQ)

What happened to my old General Electric (GE) shares after the split?

If you held the original GE stock prior to the splits, you received shares in the newly formed entities. In January 2023, shareholders received 1 share of GEHC for every 3 shares of GE held. In April 2024, shareholders received 1 share of GEV for every 4 shares of GE held. The remaining shares transitioned to GE Aerospace, retaining the original GE ticker.

Which company owns the original "GE" stock ticker?

GE Aerospace owns the original "GE" ticker on the New York Stock Exchange. If you search for the ge stock price today on Google, Yahoo Finance, or your brokerage app, the price you see under the ticker "GE" represents GE Aerospace.

Will GE Vernova (GEV) split its stock in 2026?

While GE Vernova has not officially announced a stock split, it is heavily rumored on Wall Street. Because the stock has surged to over $1,045.00, a forward stock split (such as a 10-for-1 or 20-for-1 split) is highly anticipated by analysts to lower the nominal price and make option trading and retail buying easier.

Are the split GE companies paying dividends?

Yes, all three companies pay dividends, though they are currently modest as they focus capital on growth and deleveraging. GE Aerospace (GE) currently yields approximately 0.54%, GE Vernova (GEV) yields about 0.5%, and GE HealthCare (GEHC) yields around 0.22%.

Conclusion

Tracking the ge stock price today is no longer a simple task of checking one ticker. The dissolution of General Electric has created three distinct, highly competitive powerhouses.

GE Aerospace (NYSE: GE) remains a global leader in flight propulsion with an unmatched engine backlog, making its current price around $301.76 a fantastic buying opportunity for long-term compounding. At the same time, GE Vernova (NYSE: GEV) is dominating the AI-fueled grid infrastructure space at $1,045.00, and GE HealthCare (NASDAQ: GEHC) offers deep defensive value at $64.33.

Depending on your risk tolerance and investment objectives, one—or all three—of these Edison-born successors deserves a close look for your 2026 investment portfolio.

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