General Electric said in its fourth-quarter earnings report on Thursday that it made progress on deleveraging its business, sending shares soaring as much as 18%. GE also said it sold off $8 billion of assets in the quarter and brought its debt load down by $21 billion. John Walsh at Credit Suisse liked what he saw and raised his price target on the company. He said GE is on track to make significant progress. His commentary was part of a broader consensus growing on Wall Street that GE's restructuring plan will work. But not everyone agreed.