GE Vernova (NYSE:GEV) Stock Price Down 4.3% – What’s Next?

GE Vernova Inc. (NYSE:GEV) fell 4.3% on Monday . The stock traded as low as $807.00 and last traded at $816.1530. 2,812,296 shares changed hands during mid-day trading, a decline of 3% from the average session volume of 2,885,477 shares. The stock had previously closed at $853.16.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Barclays raised its price target to $993 and kept an “overweight” rating — the new target implies meaningful upside from current levels and signals strong analyst conviction. Barclays raises GEV price target
• Positive Sentiment: Zacks upgraded GEV from “hold” to “strong-buy” and added it to its Rank #1 momentum list, which can attract momentum-focused funds and retail flows. Zacks upgrade and momentum listing
• Positive Sentiment: Wells Fargo increased its price target and moved to “overweight,” reinforcing the analyst upgrade momentum that supports upward pressure on the stock. Wells Fargo raises GEV target
• Positive Sentiment: Evercore kept an Outperform rating and lifted its target to $940, citing a strong outlook — adds to the consensus of improved earnings and demand visibility. Evercore Outperform on GEV
• Positive Sentiment: Industry tailwinds: Microsoft, Chevron and Engine No. 1 exclusivity talks and other AI-data-center power deals are advancing — projects tied to natural-gas and large-scale generation boost potential turbine demand for GE Vernova. Microsoft, Chevron and Engine No. 1 deal
• Neutral Sentiment: Barchart and other market write-ups note favorable pricing and rising demand trends for GEV but characterize the stock as a turnout for investors to consider timing (buy the dip vs. wait). Barchart GEV outlook
• Negative Sentiment: Short-term price action has shown recent 1‑day and 7‑day weakness, prompting valuation-check commentary; that could temper upside if investors take profits. GEV valuation check
• Negative Sentiment: Broader energy-sector risks (tariffs, geopolitics) raised in coverage of peers like Ormat could add headwinds to the sector and project timelines. Ormat growth and risks

Wall Street Analyst Weigh In

GEV has been the topic of several recent research reports. Glj Research boosted their price target on GE Vernova from $758.00 to $1,087.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. Royal Bank Of Canada increased their price objective on shares of GE Vernova from $761.00 to $800.00 and gave the company an “outperform” rating in a research report on Friday, January 30th. Evercore lifted their price objective on shares of GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Susquehanna upped their target price on shares of GE Vernova from $800.00 to $820.00 and gave the company a “positive” rating in a research note on Thursday, January 29th. Finally, Wolfe Research raised shares of GE Vernova from a “peer perform” rating to a “buy” rating in a research note on Wednesday, December 10th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $863.61.

GE Vernova Price Performance

The firm has a market cap of $241.37 billion, a price-to-earnings ratio of 50.31, a P/E/G ratio of 3.20 and a beta of 1.45. The business’s 50-day moving average price is $809.38 and its two-hundred day moving average price is $685.74.

GE Vernova (NYSE:GEV) last issued its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.99 by $10.40. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. The business had revenue of $10.96 billion during the quarter, compared to analyst estimates of $10.21 billion. During the same quarter in the previous year, the firm earned $1.73 earnings per share. The business’s revenue was up 3.8% compared to the same quarter last year. Equities analysts predict that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.

GE Vernova Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th will be paid 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 is Tuesday, March 17th. GE Vernova’s dividend payout ratio is 11.24%.

Hedge Funds Weigh In On GE Vernova

A number of hedge funds have recently bought and sold shares of GEV. Jackson Grant Investment Advisers Inc. increased its holdings in shares of GE Vernova by 344.4% in the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after acquiring an additional 31 shares during the last quarter. Cornerstone Financial Management LLC bought a new position in GE Vernova during the fourth quarter worth $25,000. Wealth Watch Advisors INC acquired a new position in GE Vernova in the third quarter worth $25,000. Torren Management LLC bought a new stake in GE Vernova during the fourth quarter valued at $26,000. Finally, ORG Wealth Partners LLC increased its stake in GE Vernova by 241.7% during the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after purchasing an additional 29 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.