GE Vernova (NYSE:GEV) Coverage Initiated by Analysts at China Renaissance

China Renaissance began coverage on shares of GE Vernova (NYSE:GEV) in a report issued on Wednesday morning, Marketbeat reports. The firm issued a buy rating and a $966.00 target price on the stock.

Other equities research analysts have also issued research reports about the stock. Robert W. Baird reiterated a “neutral” rating and set a $649.00 price objective (down previously from $816.00) on shares of GE Vernova in a report on Friday, January 9th. JPMorgan Chase & Co. reaffirmed an “overweight” rating on shares of GE Vernova in a research report on Wednesday, December 10th. UBS Group boosted their price target on GE Vernova from $760.00 to $835.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Barclays increased their price objective on GE Vernova from $800.00 to $830.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 7th. Finally, Jefferies Financial Group set a $830.00 target price on GE Vernova in a research report on Monday, December 22nd. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, GE Vernova currently has an average rating of “Moderate Buy” and an average target price of $711.22.

GE Vernova Stock Up 3.0%

GEV opened at $713.81 on Wednesday. The business has a fifty day moving average of $646.06 and a 200 day moving average of $620.43. 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 $193.67 billion, a P/E ratio of 116.26, a PEG ratio of 2.96 and a beta of 1.67.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, topping analysts’ consensus estimates of $2.99 by $10.40. The business had revenue of $10.96 billion for the quarter, compared to analyst estimates of $10.21 billion. GE Vernova had a return on equity of 17.07% and a net margin of 4.52%.The business’s revenue was up 3.8% compared to the same quarter last year. During the same quarter last year, the firm posted $1.73 earnings per share. Equities analysts anticipate that GE Vernova will post 6.59 EPS for the current fiscal year.

GE Vernova Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Monday, January 5th will be issued a dividend of $0.50 per share. This is an increase from GE Vernova’s previous quarterly dividend of $0.25. This represents a $2.00 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Monday, January 5th. GE Vernova’s dividend payout ratio (DPR) is currently 32.57%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Brighton Jones LLC grew its stake in GE Vernova by 29.4% in the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after purchasing an additional 753 shares during the last quarter. Sound Income Strategies LLC boosted its holdings in shares of GE Vernova by 15.5% in the 2nd quarter. Sound Income Strategies LLC now owns 418 shares of the company’s stock valued at $221,000 after buying an additional 56 shares in the last quarter. Janney Montgomery Scott LLC boosted its holdings in shares of GE Vernova by 32.8% in the 2nd quarter. Janney Montgomery Scott LLC now owns 89,935 shares of the company’s stock valued at $47,590,000 after buying an additional 22,233 shares in the last quarter. Raleigh Capital Management Inc. purchased a new position in shares of GE Vernova in the 2nd quarter worth approximately $37,000. Finally, Capital Investment Advisors LLC raised its stake in shares of GE Vernova by 18.0% during the 2nd quarter. Capital Investment Advisors LLC now owns 3,605 shares of the company’s stock worth $1,907,000 after acquiring an additional 551 shares in the last quarter.

GE Vernova News Roundup

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

• Positive Sentiment: Q4 results materially beat expectations (EPS $13.39 vs. ~ $3) and revenue came in above consensus, driven by margin expansion and cash generation; management raised the outlook, which supports the rally. GE Vernova Q4 earnings top estimates as orders, backlog expand
• Positive Sentiment: The company highlighted a roughly $150 billion backlog and announced it doubled its dividend — signals of strong demand and capital return that are investor‑friendly. GE Vernova Flaunts $150 Billion Backlog, Doubles Dividend
• Positive Sentiment: Analysts and outlets note margin gains and stronger cash flow across Power and Electrification, supporting the company’s raised FY outlook. GE Vernova Lifts Outlook as Profit Jumps
• Positive Sentiment: China Renaissance initiated coverage with a Buy and a $966 price target, giving street momentum and a sizable upside projection versus the current level. Finviz (China Renaissance coverage)
• Neutral Sentiment: Some of the EPS beat was boosted by a tax benefit—helps reported earnings but may be viewed as non‑recurring when modeling core operating earnings. GE Vernova (GEV) Surpasses Q4 Earnings and Revenue Estimates
• Neutral Sentiment: Options and institutional activity have picked up ahead of and after the print—indicative of elevated investor interest but not a directional confirmation. Check Out What Whales Are Doing With GEV
• Negative Sentiment: Analysts warn of near‑term headwinds: revenue timing volatility from gas turbine deliveries, weakness in onshore wind, and market concerns about oversupply in parts of the grid equipment market. GEV Q4 Earnings on the Deck: How to Approach the Stock Now?
• Negative Sentiment: Some commentators and analysts remain cautious (including cautions about valuation and “better entry points”), which could cap near‑term upside despite the positive print. Jim Cramer on GE Vernova
• Negative Sentiment: Policy/market structure concerns (e.g., PJM emergency auction proposals) and mixed analyst sentiment could introduce industry-level downside risk. Mixed analyst sentiment on GE Vernova amid oversupply concerns

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.