General Electric (GE) — closed signal from December 8, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on March 8, 2026.
Predicted vs. what happened
What happened
Reached its target in 28 days.
The thesis — published December 8, 2025
GE makes engines and power equipment and is seeing more demand for power projects, partly from data centers using AI. The company reported an 18 percent increase in its power backlog to about $84 billion. The stock looks weak mainly because of short-term sentiment, not business problems, and GE pays a steady dividend. If trading patterns normalize, the stock could bounce toward recent highs.
Primary drivers
- Bigger backlog of power orders as data center demand rises
- Shares have been weak recently, which can lead to a rebound
- Diversified aerospace and energy businesses with a steady dividend
- Recent company updates show continued order growth despite lower prices
How it played out
GE: target reached in 28 days
Lyra published GE on 2025-12-08 at $286.28 with expected growth of 15 percent. The thesis pointed to engine and power equipment demand, power projects tied partly to data centers, an 18 percent rise in power backlog to about $84 billion, weak short-term sentiment, a steady dividend, and continued order growth despite lower prices.
Inside the window, GE reached the $328.85 target in 28 days. The stock later peaked at $348.48 on 2026-02-25, a 21.7 percent gain. It ended the window at $323.11, below the target but above the publication price. The thesis played out.
What happened during the window
On 2026-01-22, MarketWatch reported that GE Aerospace posted fourth-quarter net profit of $2.85 billion, adjusted earnings per share of $1.57, revenue of $12.72 billion, and total orders of $27 billion.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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