GE Vernova (NYSE:GEV) Upgraded at Zacks Research

Zacks Research upgraded shares of GE Vernova (NYSE:GEV) from a hold rating to a strong-buy rating in a research report sent to investors on Monday,Zacks.com reports.

A number of other analysts have also commented on GEV. Guggenheim raised GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 price objective for the company in a report on Friday, January 30th. William Blair restated an “outperform” rating on shares of GE Vernova in a report on Wednesday, December 10th. Evercore lifted their target price on GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Citigroup upped their price target on GE Vernova from $708.00 to $779.00 and gave the stock a “neutral” rating in a report on Thursday, January 29th. Finally, Erste Group Bank raised GE Vernova to a “strong-buy” rating in a research report on Tuesday, March 24th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $863.61.

GE Vernova Trading Up 2.6%

GE Vernova stock opened at $895.52 on Monday. The firm has a market capitalization of $241.37 billion, a price-to-earnings ratio of 50.31, a price-to-earnings-growth ratio of 3.42 and a beta of 1.43. The firm’s fifty day moving average price is $813.93 and its two-hundred day moving average price is $687.21. GE Vernova has a 1-year low of $252.25 and a 1-year high of $948.38.

GE Vernova (NYSE:GEV) last posted its earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, topping the consensus estimate of $2.99 by $10.40. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. The company had revenue of $10.96 billion during the quarter, compared to the consensus estimate of $10.21 billion. During the same period in the previous year, the firm posted $1.73 earnings per share. The firm’s revenue for the quarter was up 3.8% on a year-over-year basis. On average, research analysts forecast that GE Vernova will post 6.59 EPS for the current year.

GE Vernova Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is Tuesday, March 17th. GE Vernova’s payout ratio is presently 11.24%.

Institutional Trading of GE Vernova

A number of institutional investors and hedge funds have recently modified their holdings of GEV. Torren Management LLC purchased a new stake in shares of GE Vernova during the 4th quarter valued at $26,000. Cornerstone Financial Management LLC purchased a new position in shares of GE Vernova in the 4th quarter worth about $25,000. Jackson Grant Investment Advisers Inc. grew its position in GE Vernova by 344.4% during the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after buying an additional 31 shares during the period. Wealth Watch Advisors INC purchased a new stake in GE Vernova during the third quarter worth about $25,000. Finally, ORG Wealth Partners LLC increased its holdings in GE Vernova by 241.7% during the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after buying an additional 29 shares during the last quarter.

More GE Vernova News

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.