General Electric Company (GE) — closed signal from September 12, 2025
Partial Published before the outcome was known, scored automatically when the window closed on December 11, 2025.
Predicted vs. what happened
What happened
Reached 76% of the predicted growth at its peak, without hitting the target.
The thesis — published September 12, 2025
GE's stock looks healthy, with buying interest stronger than usual. Big investment is flowing into robotics and there is growing interest in small modular nuclear reactors, both tied to GE's aerospace and energy work. The mood around industrials is positive. We like adding in steps near recent dips and expect a steady move up over the next 3 months as GE turns its order backlog into sales and margins improve.
Primary drivers
- Buying interest is stronger than usual and the price trend is improving
- Strong aerospace demand and a large pile of orders waiting to be filled
- Potential upside from small nuclear reactors and growing use of robots
- Investors are positive on industrial companies right now, aiding GE
How it played out
GE: target missed after partial rise
Lyra published GE at $282.13 on September 12, 2025, with a short-term thesis for 16% growth toward $326.50. The thesis pointed to stronger buying interest, improving price trend, strong aerospace demand, a large order backlog, potential upside from small nuclear reactors and robotics, and positive investor mood around industrial companies.
Inside the September 12 to December 11 window, GE rose to $316.31 on October 28. That was a 12.1% peak gain, but it stayed below the target. The stock ended at $288.09. The thesis partly played out, but the target was missed.
What happened during the window
On October 21, 2025, GE Aerospace reported third-quarter results, including total revenue of $12.2B, adjusted EPS of $1.66, and higher 2025 guidance. The company also said recent highlights included Korean Air engine selections and a Cathay Pacific agreement for additional GE9X engines.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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