JPMorgan analyst Seth Seifman lauds GE as the 'premium large...

JPMorgan analyst Seth Seifman lauds GE as the 'premium large-cap name' in commercial aerospace, highlighting its business, cycle position, balance sheet, and management. Seifman finds GE's growth and margin expansion forecasts attractive, and sees potential in GE Vernova due to rebounding margins, cash flow, and diversified exposure to long-term energy transition.