GE Aerospace is a global aerospace propulsion, services, and systems leader with an installed base of approximately 44,000 commercial and 26,000 military aircraft engines. Based in Ohio, the company has 52,000 employees. GE shares are a component of the S&P 500.

It is hard to find anything but good news in the current weekly insider-sentiment data from Vickers Stock Research. Volatility remains the order of the day in the stock market -- but for three consecutive weeks, the data from Vickers has suggested a bottom may be near, or already in. Let's jump right to the numbers. Vickers' NYSE One-Week Sell/Buy Ratio is 1.30 this week, this on a scale where anything below 2.00 is bullish. The ratio has been bullish for the past three weeks. Moving to the Nasdaq, the one-week ratio is 2.40. That is still neutral but closing in on bullish, and the ratio has been strong enough of late to engender nine consecutive weeks of improvement in the broader Nasdaq Eight-Week Sell/Buy Ratio. That reading has improved to 3.28 (neutral) from 5.20 back on March 10. All of the above has Vickers' Total (all exchanges) One-Week Sell/Buy Ratio at a bullish 1.76 and the Total Eight-Week Sell/Buy Ratio close to bullish at 2.63 after nine weeks of improvement. On a sector basis, insider buying exceeded selling in Financials last week, with shares valued at $4.5 million bought versus $3.9 million sold. Buying also outpaced selling in Energy, although volume was light with less than $100,000 shares bought during the period. Selling was the greatest in Consumer Discretionary over the last week, with shares valued at $21 million sold versus just $2 million bought. Selling was also notable in Industrials, Consumer Staples, and Healthcare. This week, analysts at Vickers highlighted insider transactions of interest at HEICO Corp. (NYSE: HEI) and Elevance Health Inc. (NYSE: ELV).

The Vickers Top Buyers & Sellers is a daily report that identifies the five companies the largest insider purchase transactions based on the dollar value of the transactions as well as the five companies the largest insider sales transactions based on the dollar value of the transactions.

At the start of the year, Argus Research identified 10 Investment Themes for 2025. A lot has changed since January 1, with the Trump administration rolling out its trade and cost-cutting agenda. Our themes transcend policies and reflect broad economic and global trends. This week, we take a deep dive into Argus 2025 Theme 8, Aerospace and Defense. Years of under-investment in commercial aircraft and military equipment, coupled with a resurgence in airline travel and recent geopolitical tensions, bodes well for the aerospace and defense industry. On the defense side, we expect solid U.S. government military spending over the next few years as our country looks to counter recent technical advances in the arsenals of adversaries. No doubt, the U.S. budget will also replenish equipment sold to other countries as well. According to the Congressional Budget Office, the proposed 2025 defense budget is $850 billion. International orders will increase the amount spent globally on defense as Donald Trump has pushed foreign allies to fulfil their share of defense spending. These international orders generally come with higher margins for U.S. defense companies, giving them a boost in profitability. On the commercial aircraft side, the recovering global airline industry should help to boost commercial aerospace demand. The global passenger projection for 2024 was about 9.5 billion, or 104% of the 2019 level, representing 10% growth from 2023. We expect this number to continue accelerating in 2025 as lower interest rates put more money in the pockets of consumers and the Trump administration enacts policies to lower the price of petroleum products, including aviation fuel. We look for increased investment in new aircraft as aerospace companies modernize their fleets amid cuts in all but the most-crucial expenditures since the COVID-19 pandemic. Maintenance, repair, and overhaul services (MRO) also should provide tailwinds for companies in the industry, given the recovery in airline flight hours. Record backlogs in aerospace and defense, coupled with the resolution of the machinist strike at Boeing last fall, should also help to drive sales. This week, our list looks at companies in the Aerospace and Defense industry that should benefit from the above trends. All of the below stocks currently are on the Argus BUY list.