Here's a partnership that sounds like it was dreamed up in a Pentagon war room: an iconic jet engine maker and a controversial data-mining company are teaming up to keep America's warplanes mission-ready with artificial intelligence. GE Aerospace (GE) and Palantir Technologies Inc. (PLTR) announced on Thursday they're doubling down on their collaboration, signing a multi-year expansion aimed squarely at the U.S. Air Force's logistics headaches.

The plan is to deploy what they're calling "agentic artificial intelligence" tools. In plain English, that means software smart enough to predict when a jet engine part is about to fail, figure out where to get a replacement before it does, and help mechanics fix it faster. It's about making the entire supply chain and maintenance process for military aircraft—from sourcing parts to overhauling engines—smarter and less reliant on human guesswork.

From Trainer Jets to the Broader Fleet

This isn't a brand-new idea. The partnership started with a focused pilot program in 2024, tackling the readiness of the Air Force's workhorse T-38 Talon trainer jets, which are powered by GE's J85 engines. That project gave the Air Force much better visibility into parts demand and shortages. Seeing success there, GE is now rolling out Palantir's AI platform across select parts of its own supply chain operations, using it to automate repetitive tasks and, ideally, make better decisions.

"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. Mike Gallagher from Palantir framed the mission in even simpler terms: helping "keep more aircraft available and more airmen trained."

What the Market is Saying About GE

While the companies are focused on national defense, investors are naturally focused on the stock. GE Aerospace shares present a bit of a mixed picture at the moment.

On the technical side, the stock is currently trading 2.6% below its 20-day simple moving average but is 4% above its 100-day average, suggesting some short-term uncertainty within a longer-term uptrend. The stock is up an impressive 66.74% over the past 12 months and is trading closer to its 52-week high than its low. The Relative Strength Index (RSI) sits at a neutral 48.65, while the MACD indicator is showing a bearish signal, with its value at 2.7428 below the signal line of 5.2225. Traders might watch key resistance at $348.50 and support at $290.00.

Earnings, Analysts, and Valuation

The company's next financial update is estimated for April 21, 2026. Analysts are expecting earnings per share of $1.60 (up from $1.49) on revenue of $10.63 billion (up from $9.94 billion). That growth comes at a price: the stock sports a P/E ratio of 40.4x, which indicates a premium valuation.

Despite that rich price tag, Wall Street remains largely bullish. The consensus rating is a Buy, with an average price target of $303.79. Recent analyst actions have been positive:

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

A look at the stock's profile reveals a classic "high-growth, high-expectations" setup. Its Momentum Rank is a strong 86.25, confirming the stock is outperforming the broader market. Its Quality Rank is also robust at 88.86, suggesting a healthy balance sheet. The glaring warning sign is the Value Rank of 4.39, which screams that the stock is trading at a steep premium compared to its peers. The signal here for investors is clear: the trend is your friend, but the price assumes everything will go perfectly. It might be a ride for those with a strong stomach and tight stop-loss orders.

ETF Exposure: A Big Fish in Key Ponds

GE isn't just a standalone stock; it's a major component of several important exchange-traded funds (ETFs). This creates a mechanical relationship where flows into or out of these funds can force automatic buying or selling of GE shares.

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

GE Aerospace shares were down 0.73% at $322.79 in premarket trading on Thursday.