GE Vernova (NYSE:GEV) Price Target Raised to $1,350.00

GE Vernova (NYSE:GEV) had its price target raised by Morgan Stanley from $1,250.00 to $1,350.00 in a research note released on Thursday,Benzinga reports. They currently have an overweight rating on the stock.

A number of other analysts have also commented on GEV. Barclays raised their price target on GE Vernova from $993.00 to $1,250.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. Zacks Research downgraded shares of GE Vernova from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 28th. TD Cowen upped their price objective on shares of GE Vernova from $1,220.00 to $1,235.00 and gave the stock a “buy” rating in a report on Thursday. Sanford C. Bernstein raised their target price on shares of GE Vernova from $1,206.00 to $1,298.00 and gave the stock an “outperform” rating in a research report on Thursday. Finally, BNP Paribas Exane cut shares of GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 target price for the company. in a research report on Monday, April 27th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, GE Vernova presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,133.15.

GE Vernova Trading Down 1.7%

GEV opened at $1,013.23 on Thursday. GE Vernova has a one year low of $530.16 and a one year high of $1,195.94. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.85 and a quick ratio of 0.65. The business has a 50 day simple moving average of $1,034.45 and a two-hundred day simple moving average of $922.04. The firm has a market capitalization of $269.85 billion, a price-to-earnings ratio of 29.00, a PEG ratio of 3.72 and a beta of 1.09.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data on Wednesday, July 22nd. The company reported $2.47 earnings per share for the quarter, missing analysts’ consensus estimates of $3.17 by ($0.70). GE Vernova had a return on equity of 42.42% and a net margin of 23.03%.The business had revenue of $11.10 billion during the quarter, compared to the consensus estimate of $10.79 billion. During the same quarter in the prior year, the business posted $1.86 earnings per share. GE Vernova’s quarterly revenue was up 21.9% compared to the same quarter last year. Analysts predict that GE Vernova will post 15.16 EPS for the current year.

GE Vernova Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, July 14th. Investors of record on Tuesday, June 16th were given a dividend of $0.50 per share. The ex-dividend date was Tuesday, June 16th. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. GE Vernova’s payout ratio is currently 5.72%.

Insider Activity at GE Vernova

In related news, CAO Matthew Joseph Potvin sold 2,333 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $1,059.09, for a total value of $2,470,856.97. Following the sale, the chief accounting officer directly owned 3,549 shares of the company’s stock, valued at $3,758,710.41. This represents a 39.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Victor Abate sold 4,819 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $948.08, for a total value of $4,568,797.52. Following the completion of the sale, the chief executive officer directly owned 1,835 shares in the company, valued at approximately $1,739,726.80. The trade was a 72.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.21% of the company’s stock.

Institutional Trading of GE Vernova

Hedge funds and other institutional investors have recently modified their holdings of the business. World Investment Advisors boosted its stake in GE Vernova by 19.9% during the 4th quarter. World Investment Advisors now owns 13,497 shares of the company’s stock valued at $8,821,000 after purchasing an additional 2,241 shares during the last quarter. Merit Financial Group LLC boosted its position in shares of GE Vernova by 17.4% during the fourth quarter. Merit Financial Group LLC now owns 15,080 shares of the company’s stock valued at $9,856,000 after buying an additional 2,230 shares during the last quarter. Vest Financial LLC increased its holdings in GE Vernova by 56.7% in the 4th quarter. Vest Financial LLC now owns 66,191 shares of the company’s stock worth $43,260,000 after buying an additional 23,956 shares in the last quarter. Riverbend Wealth Management LLC bought a new stake in GE Vernova in the 4th quarter worth about $567,000. Finally, RiverFront Investment Group LLC raised its position in GE Vernova by 239.2% in the 4th quarter. RiverFront Investment Group LLC now owns 2,191 shares of the company’s stock worth $1,432,000 after buying an additional 1,545 shares during the last quarter.

Trending Headlines about GE Vernova

Here are the key news stories impacting GE Vernova this week:

• Positive Sentiment: Analysts at JPMorgan, Morgan Stanley, TD Cowen, and Evercore ISI reiterated bullish views and lifted price targets, signaling confidence in GE Vernova’s long-term growth and backlog strength.
• Positive Sentiment: Multiple reports highlighted robust demand tied to AI data centers, electrification, and grid expansion, with backlog cited around $176 billion and orders still growing rapidly.
• Positive Sentiment: Q2 revenue growth and improved 2026 guidance suggest the core business is still expanding, even as investors focus on the earnings miss. Revenue Growth & Margin Expansion Aid GEV’s Q2: More Upside Ahead?
• Neutral Sentiment: Trading-oriented coverage said GEV briefly showed bullish order-flow signals and hit an intraday high, which may have helped offset some of the post-earnings weakness, but this looks more technical than fundamental.
• Negative Sentiment: GE Vernova missed core profit estimates and wind weakness persisted, which is the main reason the stock has been sliding despite otherwise strong demand metrics. GE Vernova misses core profit estimates as Wind weakness persists
• Negative Sentiment: Several articles noted the stock fell sharply after earnings as investors focused on the EPS miss rather than the strong order book, suggesting near-term volatility may continue.

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.