GE Vernova (NYSE:GEV) Stock Rating Upgraded by Robert W. Baird

GE Vernova (NYSE:GEV) was upgraded by equities research analysts at Robert W. Baird from a “hold” rating to an “outperform” rating in a research report issued on Wednesday, MarketBeat Ratings reports. The firm currently has a $923.00 target price on the stock. Robert W. Baird’s price objective suggests a potential upside of 25.20% from the company’s previous close.

A number of other research firms have also commented on GEV. Bank of America lifted their target price on GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a report on Wednesday, December 10th. UBS Group reiterated a “buy” rating on shares of GE Vernova in a report on Thursday, January 29th. Wall Street Zen raised GE Vernova from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. Wolfe Research raised shares of GE Vernova from a “peer perform” rating to a “buy” rating in a report on Wednesday, December 10th. Finally, Guggenheim upgraded shares of GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 price target for the company in a research note on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, GE Vernova presently has an average rating of “Moderate Buy” and a consensus price target of $763.19.

GE Vernova Stock Performance

NYSE:GEV opened at $737.21 on Wednesday. The firm has a market cap of $198.70 billion, a P/E ratio of 41.42, a P/E/G ratio of 2.97 and a beta of 1.67. GE Vernova has a fifty-two week low of $252.25 and a fifty-two week high of $795.50. The firm has a 50-day simple moving average of $666.37 and a two-hundred day simple moving average of $627.51.

GE Vernova (NYSE:GEV) last posted its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. The firm had revenue of $10.96 billion for the quarter, compared to analysts’ expectations 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 quarter in the prior year, the company posted $1.73 earnings per share. On average, equities research analysts predict that GE Vernova will post 6.59 EPS for the current year.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in GEV. Brighton Jones LLC grew its holdings in GE Vernova by 29.4% during 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 period. DAVENPORT & Co LLC raised its stake in shares of GE Vernova by 1.7% in the second quarter. DAVENPORT & Co LLC now owns 6,793 shares of the company’s stock worth $3,595,000 after buying an additional 115 shares during the period. Canopy Partners LLC purchased a new position in shares of GE Vernova during the 2nd quarter valued at about $214,000. Venturi Wealth Management LLC grew its stake in shares of GE Vernova by 5.4% during the 2nd quarter. Venturi Wealth Management LLC now owns 1,376 shares of the company’s stock valued at $728,000 after acquiring an additional 71 shares during the period. Finally, Sax Wealth Advisors LLC bought a new position in shares of GE Vernova during the 2nd quarter valued at approximately $306,000.

More GE Vernova News

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

• Positive Sentiment: GE Vernova secured 1.1 GW of U.S. onshore wind repower orders for 2025, using nacelles and drive trains built in Pensacola — a direct revenue and service backlog boost that supports domestic manufacturing and recurring service revenues. Article Title
• Positive Sentiment: Robert W. Baird upgraded GEV to “outperform” and set a $923 price target, saying overcapacity risks are farther away than previously thought — the upgrade lifts near-term sentiment and implies meaningful upside. Article Title
• Positive Sentiment: Macro/strategy bulls point to momentum: GE Vernova has expanded data-center orders (tripled year-over-year in 2025) and a growing backlog (~$150B), supporting longer-term revenue visibility beyond cyclical power markets. Article Title
• Neutral Sentiment: GEV is a trending ticker on retail/institution screens (Zacks note) — higher attention increases volatility but is not a directional fundamental change. Article Title
• Neutral Sentiment: GE Vernova closed a $2.6 billion multi‑tranche senior notes offering to fund general corporate purposes and part of the Prolec GE acquisition — provides cash for M&A but increases leverage, leaving investors to debate net impact. Article Title
• Negative Sentiment: Market commentary noted the stock fell today despite still outperforming the broader market, signaling short-term profit-taking or positioning shifts after recent gains (investors trimming into the news flow). Article Title

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.