TD Cowen Issues Positive Forecast for GE Vernova (NYSE:GEV) Stock Price

GE Vernova (NYSE:GEV) had its price objective raised by TD Cowen from $680.00 to $780.00 in a research report report published on Thursday, MarketBeat Ratings reports. The firm currently has a buy rating on the stock.

Several other equities research analysts also recently commented on GEV. JPMorgan Chase & Co. reissued an “overweight” rating on shares of GE Vernova in a report on Wednesday, December 10th. UBS Group increased their price target on shares of GE Vernova from $760.00 to $835.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Oppenheimer upgraded shares of GE Vernova from a “market perform” rating to an “outperform” rating and set a $855.00 price objective on the stock in a research note on Wednesday, December 10th. Mizuho cut their target price on shares of GE Vernova from $677.00 to $660.00 and set a “neutral” rating for the company in a research note on Friday, October 24th. Finally, Barclays lifted their price target on GE Vernova from $800.00 to $830.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $731.19.

GE Vernova Price Performance

Shares of NYSE:GEV opened at $717.43 on Thursday. The company’s 50-day moving average price is $649.23 and its two-hundred day moving average price is $621.11. GE Vernova has a one year low of $252.25 and a one year high of $731.00. The stock has a market capitalization of $194.65 billion, a PE ratio of 40.30, a price-to-earnings-growth ratio of 2.99 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 (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 business had revenue of $10.96 billion for the quarter, compared to the consensus estimate of $10.21 billion. During the same quarter in the previous year, the business earned $1.73 earnings per share. GE Vernova’s quarterly revenue was up 3.8% on a year-over-year basis. On average, analysts anticipate that GE Vernova will post 6.59 earnings per share for the current fiscal year.

GE Vernova Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Monday, January 5th will be given a $0.50 dividend. 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 dividend yield of 0.3%. GE Vernova’s dividend payout ratio (DPR) is currently 32.57%.

Institutional Trading of GE Vernova

Several institutional investors have recently added to or reduced their stakes in the company. Voisard Asset Management Group Inc. increased its position in GE Vernova by 2.7% during the fourth quarter. Voisard Asset Management Group Inc. now owns 575 shares of the company’s stock worth $376,000 after acquiring an additional 15 shares during the period. Clean Yield Group increased its holdings in shares of GE Vernova by 2.2% during the fourth quarter. Clean Yield Group now owns 685 shares of the company’s stock worth $448,000 after purchasing an additional 15 shares during the period. Sachetta LLC raised its position in shares of GE Vernova by 10.7% in the second quarter. Sachetta LLC now owns 165 shares of the company’s stock valued at $87,000 after buying an additional 16 shares in the last quarter. Good Life Advisors LLC boosted its stake in shares of GE Vernova by 1.0% in the second quarter. Good Life Advisors LLC now owns 1,654 shares of the company’s stock valued at $875,000 after buying an additional 16 shares during the period. Finally, Bell Investment Advisors Inc grew its position in GE Vernova by 6.7% during the second quarter. Bell Investment Advisors Inc now owns 256 shares of the company’s stock worth $135,000 after buying an additional 16 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.