GE Stock To $500?
So, what could power another 2x move that takes the stock beyond $500? We outline the potential drivers below. For investors seeking lower volatility than a single stock, the High Quality Portfolio is an appealing alternative. Since inception, this portfolio has delivered over 91% in returns, handily beating its blended benchmark (S&P 500, Russell, and S&P mid-cap indexes). Also, see – Buy IBM Stock At $240?
Growth Drivers for 2x Upside to $500+
Several factors could help GE Aerospace double again from here:
Valuation Scenarios
While GE's guidance calls for $8.40 in adjusted EPS by 2028, the company appears positioned to exceed that, potentially reaching $9.20 per share (up from $4.60 in 2024), per our estimate. Using our EPS outlook, three scenarios emerge:
The optimistic case would be underpinned by durable high growth, leadership in next-gen technologies, and continued mix-led expansion in high-margin services.
But Of Course There Are Risks
Key risks that could derail a move to $500+ include:
The Verdict
GE Aerospace is a compelling growth story with clear catalysts. The transition to a focused aerospace leader, paired with strong positions in equipment and services, supports sustained expansion. A path to $9.20 in EPS looks achievable given current momentum and investment plans.
That said, the current 48x multiple leaves little margin for error. A run to $500+ is possible, but investors should balance the upside with the risks. Also, see our downside case analysis discussing potential headwinds and valuation compression.
Remember, owning a single (or a few) stocks carries meaningful risk. Consider the Trefis High Quality (HQ) Portfolio, a 30-stock collection that has comfortably outperformed the S&P 500 over the last 4-year period. Why? As a group, HQ names have delivered better returns with less volatility than the benchmark—see the HQ Portfolio performance metrics.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
19 minutes ago
- Yahoo
XtalPi Signs MOU with Dong-A ST for Joint Research and Development of Immunology and Inflammation Therapies
CAMBRIDGE, Mass., Aug. 19, 2025 /PRNewswire/ -- XtalPi announced on the 20th that it signed a Memorandum of Understanding (MOU) with Korea's leading pharmaceutical company Dong-A ST, to jointly develop therapeutics for immunological and inflammatory diseases. This collaboration will be based on XtalPi's intelligent and automated drug discovery platform, which integrates artificial intelligence (AI), quantum physics, and large-scale automated robotic experiments. The two companies plan to co-identify targets and discover first-in-class or best-in-class drug candidates using XtalPi's proprietary AI-driven drug discovery platform. The XtalPi platform combines the speed and generative power of AI with the accuracy of its robotic lab-in-the-loop to accelerate drug discovery and vastly expand the explorable chemical space. This integrated workflow spans deep-learning-based molecule design, quantum physics and molecular dynamics simulations for predicting drug-target interactions, automated chemical synthesis, and experimental validation of candidate compounds' key pharmaceutical properties. Leveraging its expertise in immunology and inflammation as well as its experience in small molecule drug development, Dong-A ST will actively participate throughout the entire R&D process—including candidate validation, efficacy and safety testing, and the formulation of preclinical and clinical development strategies. The company also plans to explore strategies for pipeline expansion and assess commercialization potential. Through this partnership, Dong-A ST aims to strengthen its pipeline in the immunology and inflammation space and expand its R&D scope beyond small molecule therapeutics into areas such as targeted protein degradation (TPD), biologics, antibody-drug conjugates (ADC), and gene therapies. John Wang, Senior Vice President of Drug Discovery at XtalPi, stated: "The combination of Dong-A ST's extensive expertise and XtalPi's proven AI-robotics platform is well-positioned to translate scientific innovation into competitive precision medicines. Together, we aim to rapidly discover and rigorously validate novel drug candidates across multiple modalities to unlock unique market opportunities, and deliver transformative therapies for global patients." Jae-Hong Park, Head of R&D at Dong-A ST, remarked, "This collaboration marks a pivotal step in expanding Dong-A ST's R&D capabilities," adding, "By leveraging synergies with XtalPi's AI platform, we expect to accelerate the development of next-generation treatments for immune and inflammatory diseases." Meanwhile, both Dong-A ST and XtalPi operate open innovation offices in Boston, USA. This geographic proximity will facilitate closer and more efficient collaboration throughout the drug discovery process. About Dong-A ST Dong-A ST Co., Ltd. ( was established in 1932 and is a leading Korean pharmaceutical company engaged in the development, manufacturing, and commercialization of ethical drugs, biosimilars, medical devices, and diagnostics. Its key products include Stillen (gastritis), Zydena (erectile dysfunction), Motilitone (functional dyspepsia), and Imuldosa (ustekinuma biosimilar). Leveraging strong R&D capabilities and a history of innovation, Dong-A ST is expanding its pipeline in immunology, inflammation, neurological disease, metabolic diseases, and oncology, while advancing into new modalities such as biologics, ADCs, TPD, and gene therapies. About XtalPi XtalPi Holdings Limited (XtalPi, was founded in 2015 by three physicists from the Massachusetts Institute of Technology (MIT). It is an innovative R&D platform powered by quantum physics, artificial intelligence, and robotics. By integrating first-principles calculations, AI algorithms, high-performance cloud computing, and standardized automation systems, XtalPi provides digital and intelligent R&D solutions for companies in the pharmaceutical, materials science, agricultural technology, energy, new chemicals, and cosmetics industries. View original content to download multimedia: SOURCE XtalPi Inc. Sign in to access your portfolio
Yahoo
19 minutes ago
- Yahoo
California American Water Completes Acquisition of Bass Lake Water Company
BASS LAKE, Calif., August 19, 2025--(BUSINESS WIRE)--California American Water announced today that it has completed its acquisition of the Bass Lake Water Company system. The purchase of the system, which serves approximately 1,000 customers, was previously approved by the California Public Utilities Commission (CPUC) and reflects California American Water's ongoing commitment to strengthening water infrastructure and enhancing service in communities around the state. "We're thrilled to begin providing Bass Lake customers with high-quality water service," said Kevin Tilden, President, California American Water. "We anticipate a smooth transition of services, delivering valuable experience, expertise, and a comprehensive range of customer service programs provided by California American Water to our new customers." California American Water will begin to provide water service to Bass Lake customers on August 19, 2025. Residents will receive additional information in the mail from California American Water within the next week to facilitate a smooth transition. Bass Lake residents will be able to take advantage of the company's customer service benefits, including its online account management portal, MyWater. Additional information is also available on a dedicated webpage, Bass Lake Water, on the company's website at "This agreement is a win for our community," said Steve Wetch, President of Bass Lake Water Company. "By selling the water system to California American Water we're securing the needed expertise to successfully operate our new water treatment plant and make required infrastructure improvements to provide high-quality service. The residents of Bass Lake will benefit from these improvements for decades to come." This is California American Water's eighth acquisition in the past five years, adding more than 13,000 new water and/or wastewater customers since 2020. About American Water American Water (NYSE: AWK) is the largest regulated water and wastewater utility company in the United States. With a history dating back to 1886, We Keep Life Flowing® by providing safe, clean, reliable and affordable drinking water and wastewater services to more than 14 million people with regulated operations in 14 states and on 18 military installations. American Water's 6,700 talented professionals leverage their significant expertise and the company's national size and scale to achieve excellent outcomes for the benefit of customers, employees, investors and other stakeholders. For more information, visit and join American Water on LinkedIn, Facebook, X and Instagram. About California American Water California American Water, a subsidiary of American Water provides safe, clean, reliable and affordable water and wastewater services to approximately 700,000 people. For more information, visit and follow California American Water on LinkedIn, Facebook, X, and Instagram. View source version on Contacts Media Contact: Jason AlviarManager, External AffairsCalifornia American WaterPhone: (916) 291-1195Email: Sign in to access your portfolio
New York Times
19 minutes ago
- New York Times
Trump's White House Joins TikTok
President Trump has started an official White House account on TikTok, deepening his ties with the Chinese-owned social media company as he repeatedly declines to enforce a federal law that would ban the company's app because of national security concerns. The first post by @WhiteHouse on TikTok — showing Mr. Trump at various events while dramatic music plays — referenced a viral video on the social media site that featured footage from the movie 'Creed' and music by the rapper Kendrick Lamar. The White House's embrace of TikTok continues a remarkable turnabout for Mr. Trump, who tried to ban the platform in his first term. Mr. Trump created a personal account in June 2024, and his popularity on the app soared amid his effort to court TikTok's predominantly younger voters. Donors to Mr. Trump and the company's executives have also undertaken a lobbying effort to prevent TikTok from going dark in the United States. Mr. Trump's return to TikTok — the last post on his personal account was on Election Day — is the latest sign that he has little intention of enforcing the national security ban on the app. The ban stemmed from a 2024 law that requires app stores and cloud computing providers to stop distributing or hosting TikTok unless it is sold by its Chinese parent company, ByteDance. A bipartisan coalition in Congress passed the law over concerns that the Chinese government could use the app to gather information about Americans or spread propaganda. After drawing a devoted following on TikTok that supported his successful re-election bid, the president-elect threw the app an unexpected lifeline in its quest to continue operating in the United States. Hours after the federal law banning the app took effect in the final days of the Biden administration, Mr. Trump said that he would issue an executive order to delay the enforcement of the ban. The law has a section allowing Mr. Trump to grant a 90-day extension if a buyer is found, but only if there is 'significant progress' toward a deal that puts TikTok in the hands of a non-Chinese company. Mr. Trump made several additional extensions anyway. TikTok has until mid-September to find a new owner, but Mr. Trump could grant another extension.
