GE Vernova Inc. (NYSE:GEV – Get Free Report) has been assigned an average recommendation of “Buy” from the twenty-eight ratings firms that are covering the stock, MarketBeat Ratings reports. Three analysts have rated the stock with a hold recommendation, twenty-two have given a buy recommendation and three have given a strong buy recommendation to the company. The average 12-month price objective among brokerages that have issued a report on the stock in the last year is $919.4783.
GEV has been the topic of several research reports. Weiss Ratings upgraded shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. China Renaissance upgraded shares of GE Vernova to a “strong-buy” rating in a research note on Thursday, January 29th. Evercore increased their price objective on shares of GE Vernova from $860.00 to $905.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Mizuho set a $714.00 price objective on shares of GE Vernova in a research note on Tuesday, February 3rd. Finally, Rothschild & Co Redburn raised shares of GE Vernova from a “sell” rating to a “buy” rating and increased their price objective for the stock from $560.00 to $1,100.00 in a report on Monday, March 9th.
Read Our Latest Analysis on GEV
GE Vernova Stock Up 2.4%
GE Vernova (NYSE:GEV – Get Free Report) last released its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, topping the consensus estimate of $2.99 by $10.40. The firm had revenue of $10.96 billion for the quarter, compared to analyst estimates of $10.21 billion. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. GE Vernova’s quarterly revenue was up 3.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.73 earnings per share. Research analysts anticipate that GE Vernova will post 6.59 earnings per share for the current year.
GE Vernova Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend was Tuesday, March 17th. GE Vernova’s dividend payout ratio (DPR) is 11.24%.
Trending Headlines about GE Vernova
Here are the key news stories impacting GE Vernova this week:
- Positive Sentiment: JPMorgan raised its price target to $1,150 and kept an “overweight” rating, implying about a mid‑teens upside from recent levels — a prominent analyst upgrade that can drive buying interest. Benzinga: JPMorgan raise
- Positive Sentiment: CEO Scott Strazik highlighted AI infrastructure as a “massive opportunity” for job growth and demand for power and cooling buildouts — a bullish thematic catalyst if GEV captures AI‑data‑center electrification work. CEO AI comment
- Positive Sentiment: Recent quarterly results showed a large EPS beat and revenue growth, supporting valuation and analyst confidence heading into Q1 results (analysts still expect meaningful EPS this year). No direct link — based on the company’s latest reported results.
- Neutral Sentiment: Pre‑earnings coverage digs into analyst metric forecasts and what could move Q1 results beyond headline revenue/EPS — useful for investors preparing for the coming report. Zacks: analyst projections
- Neutral Sentiment: Market commentary and trending‑stock writeups note GEV’s strong multi‑period share run and elevated investor attention; these stories can amplify flows but don’t change fundamentals by themselves. Zacks: trending stock
- Negative Sentiment: Legal dispute with Vineyard Wind: a Massachusetts judge has blocked GEV from abandoning work on the Vineyard Wind project despite a developer refusal to pay over $300M that GE says is owed. The ruling forces continued work but leaves cash‑collection, project margin and legal risk unresolved — a material operational and credit risk for the offshore wind exposure. Reuters: judge rules
- Negative Sentiment: Ongoing court filings (GE has responded in court) mean the situation could evolve, creating headline risk around potential charges, project delays or additional provisions. Recharge News: legal response
Institutional Trading of GE Vernova
Large investors have recently modified their holdings of the company. Synergy Asset Management LLC increased its stake in GE Vernova by 300.0% during the 3rd quarter. Synergy Asset Management LLC now owns 1,884 shares of the company’s stock valued at $1,078,000 after buying an additional 1,413 shares during the period. J.W. Cole Advisors Inc. grew its stake in shares of GE Vernova by 25.3% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 16,247 shares of the company’s stock worth $9,990,000 after purchasing an additional 3,278 shares during the last quarter. Kercheville Advisors LLC grew its stake in shares of GE Vernova by 238.3% in the 3rd quarter. Kercheville Advisors LLC now owns 4,905 shares of the company’s stock worth $3,016,000 after purchasing an additional 3,455 shares during the last quarter. Rakuten Investment Management Inc. acquired a new position in shares of GE Vernova in the 3rd quarter worth approximately $18,601,000. Finally, US Bancorp DE grew its stake in shares of GE Vernova by 2.2% in the 3rd quarter. US Bancorp DE now owns 100,542 shares of the company’s stock worth $61,824,000 after purchasing an additional 2,163 shares during the last quarter.
GE Vernova Company Profile
GE Vernova is the energy-focused company formed from the energy businesses of General Electric and operates as a publicly listed entity on the NYSE under the ticker GEV. It is organized to design, manufacture and service equipment and systems used across the power generation and energy transition value chain, bringing together legacy capabilities in conventional power, renewables and grid technologies under a single corporate platform.
The company’s offerings span large-scale power-generation equipment such as gas and steam turbines and associated generators and controls, as well as renewable energy technologies including onshore and offshore wind platforms and hydro solutions.
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