GE Vernova (NYSE:GEV) Stock Price Up 2.6% Following Analyst Upgrade

GE Vernova Inc. (NYSE:GEV)’s share price traded up 2.6% during trading on Wednesday after Barclays raised their price target on the stock from $849.00 to $993.00. Barclays currently has an overweight rating on the stock. GE Vernova traded as high as $912.62 and last traded at $895.5170. 2,461,776 shares were traded during mid-day trading, a decline of 15% from the average session volume of 2,894,139 shares. The stock had previously closed at $872.90.

GEV has been the topic of several other reports. Oppenheimer restated an “outperform” rating on shares of GE Vernova in a report on Thursday, January 29th. Evercore increased their target price on shares of GE Vernova from $860.00 to $905.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Susquehanna lifted their price target on shares of GE Vernova from $800.00 to $820.00 and gave the company a “positive” rating in a research report on Thursday, January 29th. Weiss Ratings raised shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Finally, Rothschild & Co Redburn upgraded shares of GE Vernova from a “sell” rating to a “buy” rating and upped their price objective for the stock from $560.00 to $1,100.00 in a report on Monday, March 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $863.61.

GE Vernova News Summary

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

Hedge Funds Weigh In On GE Vernova

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Brighton Jones LLC increased its stake in shares of GE Vernova by 29.4% during the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after buying an additional 753 shares during the period. Schnieders Capital Management LLC. grew its holdings in GE Vernova by 1.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock worth $828,000 after acquiring an additional 26 shares in the last quarter. Loomis Sayles & Co. L P purchased a new stake in shares of GE Vernova in the 2nd quarter valued at approximately $40,000. Shelton Capital Management raised its holdings in shares of GE Vernova by 23.9% in the 2nd quarter. Shelton Capital Management now owns 1,923 shares of the company’s stock valued at $1,018,000 after purchasing an additional 371 shares in the last quarter. Finally, Fisher Asset Management LLC lifted its position in shares of GE Vernova by 19.1% during the 2nd quarter. Fisher Asset Management LLC now owns 4,211 shares of the company’s stock worth $2,229,000 after purchasing an additional 676 shares during the last quarter.

GE Vernova Price Performance

The stock has a market cap of $241.37 billion, a price-to-earnings ratio of 50.31, a P/E/G ratio of 3.42 and a beta of 1.43. The business’s 50 day moving average is $813.93 and its 200 day moving average is $687.21.

GE Vernova (NYSE:GEV) last posted 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 for the quarter, compared to analysts’ expectations of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.GE Vernova’s quarterly revenue was up 3.8% on a year-over-year basis. During the same period last year, the firm earned $1.73 earnings per share. As a group, analysts forecast that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th will be paid a dividend of $0.50 per share. The ex-dividend date is Tuesday, March 17th. This represents a $2.00 annualized dividend and a yield of 0.2%. GE Vernova’s payout ratio is presently 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.