GE Vernova (NYSE:GEV) Trading 3.5% Higher on Analyst Upgrade

GE Vernova Inc. (NYSE:GEV) traded up 3.5% on Thursday after Susquehanna raised their price target on the stock from $820.00 to $1,080.00. Susquehanna currently has a positive rating on the stock. GE Vernova traded as high as $979.43 and last traded at $968.7770. 2,055,032 shares were traded during trading, a decline of 27% from the average session volume of 2,814,089 shares. The stock had previously closed at $936.07.

A number of other research firms have also weighed in on GEV. Erste Group Bank upgraded shares of GE Vernova to a “strong-buy” rating in a report on Tuesday, March 24th. Weiss Ratings upgraded shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. Jefferies Financial Group restated a “buy” rating and issued a $930.00 target price on shares of GE Vernova in a report on Thursday, January 29th. TD Cowen upped their target price on shares of GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Finally, Royal Bank Of Canada upped their target price on shares of GE Vernova from $761.00 to $800.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and an average target price of $874.91.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Susquehanna raised its price target to $1,080 and put a “positive” rating on GEV — the move lifts sell‑side sentiment and provides near‑term upside for momentum investors. Susquehanna price-target raise
• Positive Sentiment: GE Vernova’s Hitachi Nuclear Energy unit signed a Main Services Agreement with Sweden’s AFRY to support deployment of the BWRX‑300 SMR in Europe — a tangible expansion of its nuclear pipeline that improves medium‑term revenue visibility in a higher‑margin business. SMR services deal
• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS forecasts and maintains a “Strong‑Buy” view — analyst upgrades/estimate increases can support multiple expansion and justify higher valuations if earnings continue to outpace consensus. Erste Group estimate upgrades
• Positive Sentiment: Coverage highlights persistent demand from AI/data centers as a growth driver for GEV’s power infrastructure businesses — this structural demand is cited as a reason for the recent multi‑week gains. Monthly performance & data-center demand
• Neutral Sentiment: Industry pieces comparing the GE spin‑offs note mixed valuations and growth profiles across the family; investors may rotate between the names as relative outlooks shift. GE family valuation comparison
• Neutral Sentiment: Market technicals and clean‑energy writeups have flagged GEV as showing bullish moving‑average support, which can attract technical traders even if fundamentals are mixed. Technical/bullish MA signals
• Negative Sentiment: Several articles note GEV’s premium valuation (high P/E and recent run) and caution that timing matters for new buyers — if growth disappoints, multiples could contract and pressure the stock. Valuation caution

Institutional Investors Weigh In On GE Vernova

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. RFG Advisory LLC increased its stake in GE Vernova by 2.1% in the 4th quarter. RFG Advisory LLC now owns 634 shares of the company’s stock valued at $414,000 after buying an additional 13 shares during the last quarter. BlackDiamond Wealth Management LLC increased its stake in GE Vernova by 2.8% in the 4th quarter. BlackDiamond Wealth Management LLC now owns 471 shares of the company’s stock valued at $308,000 after buying an additional 13 shares during the last quarter. First Commonwealth Financial Corp PA increased its stake in GE Vernova by 3.5% in the 4th quarter. First Commonwealth Financial Corp PA now owns 380 shares of the company’s stock valued at $248,000 after buying an additional 13 shares during the last quarter. Apriem Advisors increased its stake in GE Vernova by 0.7% in the 4th quarter. Apriem Advisors now owns 2,124 shares of the company’s stock valued at $1,388,000 after buying an additional 14 shares during the last quarter. Finally, Voisard Asset Management Group Inc. increased its stake in GE Vernova by 2.7% in the 4th quarter. Voisard Asset Management Group Inc. now owns 575 shares of the company’s stock valued at $376,000 after buying an additional 15 shares during the last quarter.

GE Vernova Stock Performance

The stock has a market cap of $260.47 billion, a PE ratio of 54.43, a price-to-earnings-growth ratio of 3.68 and a beta of 1.43. The company’s 50 day simple moving average is $841.93 and its 200 day simple moving average is $699.17.

GE Vernova (NYSE:GEV) last posted its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, beating the consensus estimate of $2.99 by $10.40. The firm 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%. The company’s revenue for the quarter was up 3.8% on a year-over-year basis. During the same quarter last year, the business posted $1.73 EPS. Equities research analysts expect that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders 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 dividend yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) is presently 11.24%.

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.