Brokerages Set GE Vernova Inc. (NYSE:GEV) PT at $701.42

Shares of GE Vernova Inc. (NYSE:GEV) have received a consensus rating of “Moderate Buy” from the thirty ratings firms that are currently covering the stock, Marketbeat Ratings reports. Two equities research analysts have rated the stock with a sell rating, six have issued a hold rating, twenty have given a buy rating and two have assigned a strong buy rating to the company. The average twelve-month target price among analysts that have issued ratings on the stock in the last year is $731.1852.

A number of research firms have recently weighed in on GEV. Wells Fargo & Company increased their price objective on shares of GE Vernova from $717.00 to $831.00 and gave the stock an “overweight” rating in a research note on Tuesday, December 16th. Morgan Stanley reaffirmed an “overweight” rating and issued a $817.00 price target on shares of GE Vernova in a report on Monday. Rothschild & Co Redburn reiterated a “sell” rating and set a $475.00 price objective on shares of GE Vernova in a research note on Wednesday, October 15th. The Goldman Sachs Group boosted their price objective on GE Vernova from $840.00 to $925.00 and gave the company a “buy” rating in a report on Thursday. Finally, TD Cowen raised their target price on GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a report on Thursday.

GE Vernova Stock Up 0.8%

Shares of NYSE:GEV opened at $717.43 on Tuesday. GE Vernova has a 52-week low of $252.25 and a 52-week high of $731.00. The stock has a market cap of $194.65 billion, a price-to-earnings ratio of 40.30, a PEG ratio of 2.99 and a beta of 1.67. The business has a 50-day moving average price of $649.23 and a 200-day moving average price of $621.11.

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

GE Vernova Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Monday, January 5th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, January 5th. This is a positive change from GE Vernova’s previous quarterly dividend of $0.25. GE Vernova’s dividend payout ratio is 32.57%.

Hedge Funds Weigh In On GE Vernova

Large investors have recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in shares of GE Vernova by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock worth $16,354,691,000 after acquiring an additional 208,162 shares in the last quarter. State Street Corp increased its stake in shares of GE Vernova by 1.3% in the 3rd quarter. State Street Corp now owns 11,238,278 shares of the company’s stock valued at $6,910,417,000 after purchasing an additional 140,500 shares in the last quarter. Geode Capital Management LLC raised its holdings in GE Vernova by 2.2% in the 2nd quarter. Geode Capital Management LLC now owns 6,108,484 shares of the company’s stock worth $3,221,404,000 after purchasing an additional 129,315 shares during the period. Norges Bank acquired a new position in GE Vernova in the 2nd quarter worth about $1,809,220,000. Finally, Northern Trust Corp boosted its position in GE Vernova by 1.8% during the third quarter. Northern Trust Corp now owns 2,877,458 shares of the company’s stock worth $1,769,349,000 after purchasing an additional 51,738 shares in the last quarter.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Q4 results beat revenue and EPS expectations; orders and backlog surged (backlog cited near $150B / orders up sharply), driving better revenue visibility and margin expansion. Read More.
• Positive Sentiment: Company raised 2026/2028 revenue targets (including planned GE Prolec close) and boosted free‑cash‑flow guidance, which supports multi‑year growth expectations. Read More.
• Positive Sentiment: Wall Street moved more bullish: Zacks upgraded GEV to a #2 (Buy) and several firms raised price targets (Citigroup, TD Cowen, China Renaissance), providing further buying pressure. Read More.
• Neutral Sentiment: The reported EPS beat included a large one‑time ~$2.9B tax benefit; underlying operational EPS would be closer to expectations, so the headline beat is partly nonrecurring. Read More.
• Neutral Sentiment: GEV now trades at a material premium to the market on forward multiples — the strong outlook is priced in, raising sensitivity to execution surprises. Read More.
• Negative Sentiment: Wind segment continues to generate sizable losses and management warned that efforts to halt offshore wind projects and regulatory issues could hurt operations, adding downside risk. Read More.
• Negative Sentiment: Despite raised guidance, some reports flagged that the stock slipped intraday as investors parsed tax‑benefit distortion and wind‑segment weakness — showing how quickly sentiment can reverse if execution falters. Read More.

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.