GE Aerospace (GE) (GE) — closed signal from December 9, 2025
Near target Published before the outcome was known, scored automatically when the window closed on March 9, 2026 — +11.4% at the close.
Predicted vs. what happened
What happened
Came within reach: 94% of the predicted growth at its peak, just short of the target.
The thesis — published December 9, 2025
GE is refocusing on aircraft engines and energy infrastructure. Recent price behavior looks like a short-term pullback inside a longer rising trend, not a full reversal. Investors are watching a Dec 9 Vernova event where management will explain demand for data center power and grid upgrades. Clear, confident guidance there could restore sentiment and push shares back toward prior highs over a few months.
Primary drivers
- Short-term dip likely inside a longer-term uptrend for aerospace and power.
- Balanced scores point to a solid but not overheated industrial case.
- Dec 9 event should clarify demand for data center power and grids.
- Aviation orders and grid backlogs support medium-term revenue.
How it played out
GE: strong rise, but target was not reached
Lyra published GE at 289.02 on 2025-12-09 with a 22% expected gain and a 352.2 target. The thesis pointed to a short-term dip inside a longer rising trend, balanced industrial scores, the Dec 9 event on data center power and grid demand, and aviation orders plus grid backlogs.
Inside the window, GE rose to 348.48 on 2026-02-25. That was a 20.6% peak gain, but it stayed below the target. The stock ended the window at 321.93 on 2026-03-09. The thesis mostly played out on direction and scale, but it missed the published target. It never got there.
What happened during the window
On 2026-01-22, GE Aerospace reported fourth-quarter results, including net profit of $2.85 billion and revenue of $12.72 billion, according to MarketWatch. On 2026-03-09, Axios reported that GE Aerospace planned more than $160 million of investment across North Carolina as part of a broader $1 billion U.S. plant investment plan.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.