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

GE Vernova (NYSE:GEV) had its target price boosted by Barclays from $849.00 to $993.00 in a research note issued to investors on Wednesday morning,Benzinga reports. Barclays currently has an overweight rating on the stock.

GEV has been the subject of several other research reports. Oppenheimer reissued an “outperform” rating on shares of GE Vernova in a research report on Thursday, January 29th. Evercore upped their price target on GE Vernova from $860.00 to $905.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. The Goldman Sachs Group increased their price objective on GE Vernova from $840.00 to $925.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. William Blair reissued an “outperform” rating on shares of GE Vernova in a research report on Wednesday, December 10th. Finally, Bank of America boosted their target price on shares of GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $863.61.

GE Vernova Price Performance

Shares of NYSE GEV opened at $895.52 on Wednesday. GE Vernova has a 1 year low of $252.25 and a 1 year high of $948.38. The stock has a market capitalization of $241.37 billion, a P/E ratio of 50.31, a P/E/G ratio of 3.42 and a beta of 1.43. The company’s 50-day moving average is $813.93 and its 200 day moving average is $687.21.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, topping the consensus estimate of $2.99 by $10.40. The business had revenue of $10.96 billion during the quarter, compared to analyst estimates of $10.21 billion. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. GE Vernova’s quarterly revenue was up 3.8% compared to the same quarter last year. During the same period last year, the business posted $1.73 earnings per share. Research analysts anticipate that GE Vernova will post 6.59 earnings per share for the current year.

GE Vernova Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th will be given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Tuesday, March 17th. GE Vernova’s dividend payout ratio (DPR) is 11.24%.

Institutional Investors Weigh In On GE Vernova

Hedge funds have recently added to or reduced their stakes in the stock. Auto Owners Insurance Co raised its position in shares of GE Vernova by 110,973.4% in the 4th quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock worth $2,278,224,000 after purchasing an additional 34,826,773 shares during the last quarter. Vanguard Group Inc. grew its position in GE Vernova by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock valued at $16,354,691,000 after purchasing an additional 208,162 shares during the last quarter. State Street Corp increased its stake in GE Vernova by 2.1% during the 4th quarter. State Street Corp now owns 11,469,670 shares of the company’s stock valued at $7,496,232,000 after purchasing an additional 231,392 shares in the last quarter. Geode Capital Management LLC increased its stake in GE Vernova by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 6,249,193 shares of the company’s stock valued at $4,074,039,000 after purchasing an additional 68,894 shares in the last quarter. Finally, Morgan Stanley raised its holdings in GE Vernova by 12.8% in the fourth quarter. Morgan Stanley now owns 6,054,474 shares of the company’s stock worth $3,957,024,000 after buying an additional 685,466 shares during the last quarter.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: Several brokerages raised ratings and targets — Barclays bumped its target to $993 and kept an “overweight” call, signaling meaningful upside; Wells Fargo raised its target to $896 with an “overweight” rating; Evercore lifted its target to $940 and kept an Outperform view. These analyst moves support buying interest. Benzinga price target coverage
• Positive Sentiment: Zacks upgraded GEV from “Hold” to “Strong Buy” and added the stock to its Zacks Rank #1 (Strong Buy) momentum lists — a catalyst that can attract retail and quant flows. Zacks upgrade
• Positive Sentiment: Big‑name investor attention — media pieces noting that billionaire Ray Dalio “admires” the stock can boost sentiment and generate incremental demand from momentum and thematic investors. Ray Dalio coverage
• Positive Sentiment: Commercial demand narrative: reporting on Microsoft, Chevron and Engine No.1’s power deal notes GE Vernova turbines as likely equipment suppliers for new gas‑fired plants serving data centers — a direct demand pipeline for GEV’s turbines and services. Microsoft-Chevron deal
• Neutral Sentiment: Broader sector/competitor news (Terrestrial Energy, Ormat) highlights rising activity in low‑carbon and storage markets — relevant for long‑term market opportunity but not an immediate direct catalyst for GEV. Terrestrial Energy update
• Neutral Sentiment: Valuation/volatility notes: some outlets flagged short‑term pullbacks in late March despite strong multi‑month gains — a reminder that momentum can pause even as fundamentals/implied demand stay supportive. Valuation check

About GE Vernova

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.