GE Vernova (NYSE:GEV) Stock Rating Upgraded by Guggenheim

GE Vernova (NYSE:GEV) was upgraded by stock analysts at Guggenheim from a “neutral” rating to a “buy” rating in a research note issued on Friday, Marketbeat.com reports. The firm currently has a $910.00 target price on the stock. Guggenheim’s target price suggests a potential upside of 25.34% from the company’s current price.

A number of other research analysts have also issued reports on GEV. Rothschild Redb lowered shares of GE Vernova from a “hold” rating to a “strong sell” rating in a report on Wednesday, October 15th. Weiss Ratings restated a “hold (c)” rating on shares of GE Vernova in a report on Thursday, January 22nd. UBS Group reaffirmed a “buy” rating on shares of GE Vernova in a research report on Thursday. Citigroup lifted their price target on GE Vernova from $708.00 to $779.00 and gave the stock a “neutral” rating in a report on Thursday. Finally, Robert W. Baird set a $701.00 price objective on shares of GE Vernova in a research report on Thursday. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $752.26.

GE Vernova Trading Up 1.2%

Shares of GEV stock opened at $726.04 on Friday. GE Vernova has a 1 year low of $252.25 and a 1 year high of $752.02. The stock has a 50 day simple moving average of $652.63 and a 200 day simple moving average of $622.73. The stock has a market cap of $196.99 billion, a P/E ratio of 40.79, a price-to-earnings-growth ratio of 2.99 and a beta of 1.67.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data 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. The firm had revenue of $10.96 billion for the quarter, compared to the consensus estimate 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 for the quarter was up 3.8% on a year-over-year basis. During the same period in the prior year, the company posted $1.73 earnings per share. Analysts forecast that GE Vernova will post 6.59 EPS for the current year.

Institutional Trading of GE Vernova

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Voisard Asset Management Group Inc. lifted its stake in shares of GE Vernova by 2.7% in the 4th quarter. Voisard Asset Management Group Inc. now owns 575 shares of the company’s stock worth $376,000 after purchasing an additional 15 shares during the period. Clean Yield Group lifted its stake in shares of GE Vernova by 2.2% during the 4th quarter. Clean Yield Group now owns 685 shares of the company’s stock valued at $448,000 after buying an additional 15 shares in the last quarter. Sachetta LLC boosted its stake in shares of GE Vernova by 10.7% in the second quarter. Sachetta LLC now owns 165 shares of the company’s stock worth $87,000 after acquiring an additional 16 shares during the period. Good Life Advisors LLC boosted its stake in GE Vernova by 1.0% in the 2nd quarter. Good Life Advisors LLC now owns 1,654 shares of the company’s stock worth $875,000 after purchasing an additional 16 shares during the period. Finally, Bell Investment Advisors Inc boosted its position in shares of 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 acquiring an additional 16 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

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.