In a research note titled "The 'Price' Is Wrong," JPMorgan analyst Stephen Tusa says a key difference between his negative stance on General Electric shares and a more positive consensus is that he views the deterioration in fundamentals at GE as reflecting structural challenges versus something more cyclical. There is "ample evidence that past performance was supported by an unusual amount of financial mechanisms, and we believe more investors should be asking "why," Tusa writes in a note to investors. He continues to believe that "this approach reflects heavy competition" in GE's big ticket capital goods business models, where "selling price" for every order is a major factor. The analyst keeps an Underweight rating on shares of GE.

Citi raised the firm's price target on GE Aerospace to $186 from $120.43 and keeps a Buy rating on the shares. The company's' Q1 was better than expected and it modestly increased its full-year EBIT outlook, the analyst tells investors in a research note. The firm says commercial aftermarket demand remains robust.

BofA analyst Ronald Epstein raised the firm's price target on GE Aerospace to $180 from $165 and keeps a Buy rating on the shares. GE boasts a unique portfolio with exposure across aircraft manufacturers, aircraft classes, legacy/new/nextgen platforms, and aftermarket/OE customers, says the firm, which believes GE is "strongly positioned to benefit from secular commercial aero growth."