GE Vernova (NYSE:GEV) Rating Increased to Buy at Guggenheim

Guggenheim upgraded shares of GE Vernova (NYSE:GEV) from a neutral rating to a buy rating in a research report released on Friday, MarketBeat.com reports. Guggenheim currently has $910.00 price objective on the stock.

A number of other research firms have also recently issued reports on GEV. UBS Group restated a “buy” rating on shares of GE Vernova in a report on Thursday. TD Cowen increased their target price on GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a research note on Thursday. Redburn Partners set a $475.00 target price on shares of GE Vernova in a research note on Wednesday, October 15th. Citigroup upped their price target on shares of GE Vernova from $708.00 to $779.00 and gave the stock a “neutral” rating in a report on Thursday. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $761.00 price target on shares of GE Vernova in a research note on Monday, December 22nd. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $752.26.

GE Vernova Price Performance

NYSE:GEV opened at $726.04 on Friday. The firm has a market capitalization of $196.99 billion, a price-to-earnings ratio of 40.79, a PEG ratio of 2.99 and a beta of 1.67. The business has a 50 day simple moving average of $652.63 and a 200-day simple moving average of $622.30. GE Vernova has a 1 year low of $252.25 and a 1 year high of $752.02.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.99 by $10.40. The firm had revenue of $10.96 billion during 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%. The business’s revenue was up 3.8% on a year-over-year basis. During the same quarter last year, the business earned $1.73 EPS. As a group, analysts expect that GE Vernova will post 6.59 earnings per share for the current fiscal year.

GE Vernova Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Monday, January 5th will be issued a dividend of $0.50 per share. 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. This represents a $2.00 annualized dividend and a yield of 0.3%. GE Vernova’s dividend payout ratio is 11.24%.

Institutional Trading of GE Vernova

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Brighton Jones LLC lifted its stake in shares of GE Vernova by 29.4% during the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after purchasing an additional 753 shares during the last quarter. Truist Financial Corp raised its holdings in GE Vernova by 6.0% in the second quarter. Truist Financial Corp now owns 78,589 shares of the company’s stock worth $41,585,000 after purchasing an additional 4,418 shares in the last quarter. Pure Financial Advisors LLC purchased a new stake in shares of GE Vernova during the second quarter valued at about $367,000. Vicus Capital bought a new stake in shares of GE Vernova in the 2nd quarter valued at about $233,000. Finally, J. Safra Sarasin Holding AG grew its position in shares of GE Vernova by 37.9% in the 2nd quarter. J. Safra Sarasin Holding AG now owns 21,846 shares of the company’s stock worth $11,560,000 after buying an additional 6,001 shares during the last quarter.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Robust Q4 results, raised guidance and record backlog — GEV beat revenue estimates and reported a large EPS beat (partly from a $2.9B tax benefit). Orders jumped and backlog hit record levels, and management raised 2026/2028 revenue targets and free‑cash‑flow guidance, improving visibility into growth. Reuters: GE Vernova forecasts revenue above estimates
• Positive Sentiment: Major analyst upgrades and higher price targets — Guggenheim upgraded GEV to Buy with a $910 target (~25% upside), TD Cowen raised its target to $780 and upgraded to Buy, and China Renaissance moved to Strong‑Buy; these lifts reflect bullish views on accelerating orders, margins and cash flow. The Fly: Guggenheim upgrade
• Positive Sentiment: Analyst coverage repriced upward after results — Citigroup, MarketBeat consensus and other shops raised targets and forecasts after the quarter, signaling broader analyst conviction in growth and margin progress. MarketBeat: Analyst reactions and consensus
• Neutral Sentiment: Company filings and transcripts available for deeper diligence — The Q4 earnings call and annual reports provide detail on backlog composition, the Prolec acquisition close, and tax items; worth reading before positioning. Barron’s: Annual reports and investor messages
• Negative Sentiment: Wind segment losses and regulatory risks — Management flagged larger‑than‑expected losses in the wind business and potential operational impacts from efforts to halt some offshore wind projects, creating execution and regulatory uncertainty that pressured the stock earlier. Seeking Alpha: Wind losses and warning
• Negative Sentiment: Premium valuation increases risk — GEV now trades at a sizable premium to peers (high forward P/E), so positive fundamentals are largely priced in; any disappointments or execution slips could lead to sharp pullbacks. MarketBeat: Valuation context

About GE Vernova

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.