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GE Aerospace (GE) Is Experiencing Unbelievable Demand, Says Jim Cramer

Mon, July 21, 2025

We recently published 10 Stocks Jim Cramer Discussed As He Shared Key Insights From Morgan Stanley’s CEO. GE Aerospace (NYSE:GE) is one of the stocks Jim Cramer recently discussed.

 

GE Aerospace (NYSE:GE) is one of the largest aircraft engine companies in the world. It’s also one of Cramer’s top stocks in the current tariff-driven stock market as he believes that the US can leverage the firm’s products to secure favorable trade deals. His latest comments about GE Aerospace (NYSE:GE) revolved around the firm’s latest earnings report and were optimistic despite the stock closing the day 2.2% lower:

 

“Yeah, we’ve had two quarters now that are really kind of are shockingly great. This GE number today, we spoke to Larry Culp, the CEO, he’s not even done. There’s much more. And yet, Phil and I, Phil LeBow’s the best in the business, are going back and forth about how amazing and we can’t believe how amazing it is.

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A technician in a power station monitoring the flow of energy generated by a gas turbine.

 

“[On GE setting the target of $8.40 EPS for 2028]Well he does have free cash flow anlaysis, you’re not supposed to be able to give a 2028, I mean I told him this, why are you risking it? Why are you bothering to put out a 28?. . He says, because I have a business, Jim. And I say but that’s so optimistic, he goes because we are optimistic. That’s the kind of train of thought that I’m try to get my arm around. I am so used to everyone saying that well I’m circumspect, there’s uncertainty, no. He’s not circumspect, and there isn’t any uncertainty. Because the demand is so unbelievable.

 

While we acknowledge the potential of GE as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.