GE Vernova (NYSE:GEV) Stock Price Up 4.4% After Analyst Upgrade

GE Vernova Inc. (NYSE:GEV)’s stock price traded up 4.4% on Monday after Wall Street Zen upgraded the stock from a hold rating to a buy rating. The company traded as high as $762.36 and last traded at $758.0570. 3,828,209 shares changed hands during trading, an increase of 17% from the average session volume of 3,271,615 shares. The stock had previously closed at $726.37.

Several other research firms have also commented on GEV. William Blair reaffirmed an “outperform” rating on shares of GE Vernova in a report on Wednesday, December 10th. Jefferies Financial Group restated a “buy” rating and set a $930.00 price objective on shares of GE Vernova in a research report on Thursday. Citigroup upped their price objective on GE Vernova from $708.00 to $779.00 and gave the stock a “neutral” rating in a research note on Thursday, January 29th. Susquehanna raised their target price on GE Vernova from $800.00 to $820.00 and gave the company a “positive” rating in a research note on Thursday. Finally, Robert W. Baird set a $701.00 price target on shares of GE Vernova in a report on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $752.96.

GE Vernova News Roundup

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

• Positive Sentiment: GEV closed its purchase of the remaining 50% of Prolec GE for $5.275 billion, bringing the North American transformer and electrification leader fully onto GE Vernova’s balance sheet — a move that should accelerate electrification segment growth and margin capture. Read More.
• Positive Sentiment: Analysts lifted ratings and price targets this week (several reports raising targets into the high $700s), and the stock hit a new 12‑month high after upgrades — signaling renewed buy‑side conviction following GE Vernova’s strong January quarter. Read More.
• Positive Sentiment: High‑profile media coverage (Jim Cramer segments and commentary) has highlighted GE Vernova’s long‑range earnings visibility and upside potential, which tends to boost retail and momentum flows. Read More. Read More.
• Neutral Sentiment: Macro and sector catalysts to watch (U.S. grid spending, nuclear pricing, AI/market timing and Fed rate pivot dates) are flagged as potential 2026 drivers for GE Vernova but are broader market factors rather than company‑specific news. Read More.
• Negative Sentiment: GE Vernova launched a registered offering of senior notes to help finance part of the Prolec GE buyout. The planned debt issuance raises near‑term leverage and interest‑cost risk, which could temper investor enthusiasm depending on size, pricing and market conditions. Read More.

Institutional Investors Weigh In On GE Vernova

Institutional investors have recently bought and sold shares of the stock. Voisard Asset Management Group Inc. boosted its holdings in shares of GE Vernova by 2.7% in the fourth quarter. Voisard Asset Management Group Inc. now owns 575 shares of the company’s stock valued at $376,000 after acquiring an additional 15 shares in the last quarter. Clean Yield Group lifted its position in GE Vernova by 2.2% in 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 boosted its stake in GE Vernova by 10.7% during the 2nd quarter. Sachetta LLC now owns 165 shares of the company’s stock valued at $87,000 after purchasing an additional 16 shares in the last quarter. Good Life Advisors LLC raised its stake in shares of 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 buying an additional 16 shares in the last quarter. Finally, Bell Investment Advisors Inc lifted its holdings in shares of GE Vernova by 6.7% in the second quarter. Bell Investment Advisors Inc now owns 256 shares of the company’s stock valued at $135,000 after buying an additional 16 shares during the period.

GE Vernova Stock Up 4.4%

The company has a 50 day moving average of $656.20 and a two-hundred day moving average of $624.47. The firm has a market cap of $205.68 billion, a P/E ratio of 42.59, a PEG ratio of 3.03 and a beta of 1.67.

GE Vernova (NYSE:GEV) last issued its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. The company had revenue of $10.96 billion during 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%. GE Vernova’s revenue was up 3.8% on a year-over-year basis. During the same period in the prior year, the company earned $1.73 EPS. Research analysts expect that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.

GE Vernova Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Monday, January 5th were issued a dividend of $0.50 per share. The ex-dividend date was Monday, January 5th. This is a positive change 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%. GE Vernova’s payout ratio is 11.24%.

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.