GE Aerospace Raises 2025 Guidance Amid $362.5B Power Segment Settlement

Boeing has maintained a positive outlook with analyst Gautam Khanna of TD Cowen reiterating a Buy rating and a price target of $240, citing strong free cash flow and strategic production plans, including increasing 737 production to 42 units per month by the end of 2025. Despite some insider selling, Boeing's financial projections remain optimistic, with a long-term free cash flow target of $10 billion. Meanwhile, GE Aerospace continues to attract investor confidence, with several firms including Bank of America and UBS maintaining Buy ratings and raising price targets to over $300, reflecting strong operational performance, raised 2025 guidance, and expected growth through 2028. However, GE faces lingering concerns from a $362.5 million settlement related to overstated 2017 guidance tied to its Power segment, a legacy issue that tempers investor sentiment despite the aerospace division's momentum. GE's aftermarket services and defense segment investments further support its optimistic outlook, with increased deliveries from Boeing and Airbus expected to drive future revenue. Both companies demonstrate strong industry positions and growth potential, although GE’s past governance issues remain a cautionary factor for investors.