This Stock Is Still A STEAL And Nobody Sees It

This Stock Is Still A STEAL And Nobody Sees It

Opinions

GE (stock, NYSE)

Cautiously positive. The analysis suggests the stock drop is an overreaction to temporary margin compression caused by investments to meet surging demand. The core bullish case is the extremely strong order growth (up 74%) and the long-term value of its services-based business model, which outweighs short-term execution risks.

Topics

GE's Post-Earnings Stock Drop

Demand Strength and Order Growth

Execution Risk vs. Demand

GE's Services-Based Business Model

Importance of Services Backlog

Investment in Repair Network Capacity

Margin Compression Analysis