GEElectrical Equipment
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Get what investors say about GE next
1 new call on GE this week is not on this page yet. Follow GE free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what GE did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about GE
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Post-earnings pullback on GE Aerospace is the wrong reaction: 49% order growth, 58% commercial orders growth… |
| 2026-10-27 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | GE Aerospace's blowout order growth (commercial orders +58%, equipment orders +235%) proves the thesis that… |
| 2026-10-27 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | GE Aerospace (aircraft engine maker) reported strong numbers yet the stock sold off irrationally, making the… |
| 2026-10-27 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC (uncut) | GE Aerospace delivered a strong quarter, and the post-earnings share-price decline created an opportunity to… |
| 2026-10-26 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | GE Aerospace has been in a downdraft and is now attractively priced after the selloff |
| 2026-10-22 | Sheila KahyaogluMD, aerospace, defense & airlines equity analyst, Jefferies | Bullish | CNBC (uncut) | GE Aerospace captures recurring aftermarket parts demand that the entire commercial aviation ecosystem… |
| 2026-10-20 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | GE Aerospace reported 49% order growth — the strongest Cramer has ever seen — and Larry Culp's execution… |
| 2025-05-14 | Chris HohnFounder & CIO, TCI Fund Management | Bullish | Norges Bank Investment Management | GE Aerospace is one of only two narrowbody and two widebody engine suppliers globally, protected by materials… |
| 2025-04-29 | Chris HohnFounder & CIO, TCI Fund Management | Bullish | Norges Bank Investment Management | Aircraft engine duopoly where IP complexity and airframer preference for at most two engine suppliers has… |
| 2023-05-25 | Josh AguilarEquity analyst, Morningstar | Bullish | Business Breakdowns | GE trades at an attractive discount to intrinsic value—fear around spin-off execution and Renewables losses… |
Show all 13 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2023-01-31 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Jeremy Lefebvre Makes Money | GE trades at 40-50x heavily adjusted earnings of $1.60-$2.00 (down from $2.40 estimates weeks prior) after… |
| 2023-01-31 | Jim ChanosShort seller — Chanos & Co (family office) | Short | CNBC Television | GE is a cyclical business that historically trades at 10–15x earnings but is priced at 40–50x an adjusted EPS… |
| 2020-11-12 | Warren BuffettChairman, Berkshire Hathaway | Bullish | NA | GE is the longest-running Dow component with resilient management and business he understands deeply, and… |
Next report: 20 Jan 2027 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 20 Oct 2026 | before the open | 2.25 vs 2.07 | -3.8% |
| 19 Oct 2026 | before the open | — | -0.5% |
Notable options days
Sessions in the last 120 where GE’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-29 | ||||||
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| 2026-07-15 |
GE on the Wheel
GE passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2021–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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