GE Aerospace, Palantir Double Down On AI To Keep US Warplanes Mission-Ready

GE Aerospace (NYSE:GE) and Palantir Technologies Inc. (NASDAQ:PLTR) on Thursday announced a multi-year expansion of their partnership aimed at improving military aircraft readiness for the U.S. Air Force and strengthening GE Aerospace’s production system.

The companies are deploying agentic artificial intelligence tools to predict equipment failures, streamline supply chains, and support maintenance, repair, and overhaul operations.

Program Builds on T-38 Engine Pilot

The collaboration began with a program focused on improving readiness for the Air Force’s T-38 trainer jets powered by the J85 engine. A 2024 pilot project provided better visibility into parts demand and shortages.

GE Aerospace now uses Palantir’s Artificial Intelligence Platform across select supply chain functions, including sourcing, fulfillment and maintenance operations, to automate repetitive tasks and improve decision-making.

“Meeting today’s readiness demands requires both proven propulsion and smarter use of data,” said Amy Gowder, president and CEO of Defense and Systems for GE Aerospace.

Palantir’s Mike Gallagher said the partnership helps “keep more aircraft available and more airmen trained.”

Technical Analysis

The stock is currently trading 2.6% below its 20-day simple moving average (SMA) but is 4% above its 100-day SMA, indicating a mixed short-term trend.

Over the past 12 months, shares have increased by 66.74%, and they are currently positioned closer to their 52-week highs than lows.

The RSI is at 48.65, which is considered neutral territory, suggesting that the stock is neither overbought nor oversold. Meanwhile, MACD shows a value of 2.7428, with a signal line at 5.2225, indicating bearish pressure as the MACD is below the signal line.

The combination of neutral RSI and bearish MACD suggests mixed momentum for the stock.

• Key Resistance: $348.50
• Key Support: $290.00

Earnings & Analyst Outlook

GE Aerospace is slated to provide its next financial update on April 21, 2026 (estimated).

• EPS Estimate: $1.60 (Up from $1.49)
• Revenue Estimate: $10.63 Billion (Up from $9.94 Billion)
• Valuation: P/E of 40.4x (Indicates premium valuation)

Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $303.79. Recent analyst moves include:

• Bernstein: Outperform (Raises Target to $405.00) (Mar. 3)
• JP Morgan: Overweight (Raises Target to $335.00) (Jan. 26)
• UBS: Buy (Raises Target to $374.00) (Jan. 23)

Benzinga Edge Rankings

Below is the Benzinga Edge scorecard for GE Aerospace, highlighting its strengths and weaknesses compared to the broader market:

• Value Rank: 4.39 — Stock is trading at a steep premium relative to peers.
• Quality Rank: 88.86 — Balance sheet remains healthy.
• Momentum Rank: 86.25 — Stock is outperforming the broader market.

The Verdict: GE Aerospace’s Benzinga Edge signal reveals a classic ‘High-Flyer’ setup. While the Momentum (86.25) confirms the strong trend, the low Value (4.39) score warns that the stock is priced for perfection—investors should ride the trend but use tight stop-losses.

Top ETF Exposure

• State Street Industrial Select Sector SPDR ETF (NYSE:XLI): 6.25% Weight
• The Industrial Select Sector SPDR Fund (NYSE:XLI): 6.76% Weight
• Invesco Aerospace & Defense ETF (NYSE:PPA): 8.45% Weight

Significance: Because GE carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.

GE Price Action: GE Aerospace shares were down 0.73% at $322.79 during premarket trading on Thursday, according to Benzinga Pro data.

Photo by Jonathan Weiss via Shutterstock