GE Vernova (NYSE:GEV) Trading 1.2% Higher After Analyst Upgrade

GE Vernova Inc. (NYSE:GEV) shot up 1.2% on Friday after Wall Street Zen upgraded the stock from a hold rating to a buy rating. The stock traded as high as $752.02 and last traded at $726.04. 3,861,792 shares changed hands during trading, an increase of 18% from the average session volume of 3,284,406 shares. The stock had previously closed at $717.39.

Other analysts have also recently issued research reports about the stock. Weiss Ratings restated a “hold (c)” rating on shares of GE Vernova in a research note on Thursday, January 22nd. Royal Bank Of Canada increased their price target on shares of GE Vernova from $761.00 to $800.00 and gave the stock an “outperform” rating in a report on Friday. Redburn Partners set a $475.00 price objective on GE Vernova in a report on Wednesday, October 15th. William Blair reiterated an “outperform” rating on shares of GE Vernova in a research report on Wednesday, December 10th. Finally, Wells Fargo & Company raised their price target on GE Vernova from $717.00 to $831.00 and gave the company an “overweight” rating in a report on Tuesday, December 16th. Two analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $752.26.

More GE Vernova News

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

• Positive Sentiment: Robust Q4 results, raised guidance and record backlog — GEV beat revenue estimates and reported a large EPS beat (partly from a $2.9B tax benefit). Orders jumped and backlog hit record levels, and management raised 2026/2028 revenue targets and free‑cash‑flow guidance, improving visibility into growth. Reuters: GE Vernova forecasts revenue above estimates
• Positive Sentiment: Major analyst upgrades and higher price targets — Guggenheim upgraded GEV to Buy with a $910 target (~25% upside), TD Cowen raised its target to $780 and upgraded to Buy, and China Renaissance moved to Strong‑Buy; these lifts reflect bullish views on accelerating orders, margins and cash flow. The Fly: Guggenheim upgrade
• Positive Sentiment: Analyst coverage repriced upward after results — Citigroup, MarketBeat consensus and other shops raised targets and forecasts after the quarter, signaling broader analyst conviction in growth and margin progress. MarketBeat: Analyst reactions and consensus
• Neutral Sentiment: Company filings and transcripts available for deeper diligence — The Q4 earnings call and annual reports provide detail on backlog composition, the Prolec acquisition close, and tax items; worth reading before positioning. Barron’s: Annual reports and investor messages
• Negative Sentiment: Wind segment losses and regulatory risks — Management flagged larger‑than‑expected losses in the wind business and potential operational impacts from efforts to halt some offshore wind projects, creating execution and regulatory uncertainty that pressured the stock earlier. Seeking Alpha: Wind losses and warning
• Negative Sentiment: Premium valuation increases risk — GEV now trades at a sizable premium to peers (high forward P/E), so positive fundamentals are largely priced in; any disappointments or execution slips could lead to sharp pullbacks. MarketBeat: Valuation context

Institutional Trading of GE Vernova

A number of institutional investors have recently bought and sold shares of GEV. Jackson Grant Investment Advisers Inc. raised its stake in shares of GE Vernova by 344.4% during the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after buying an additional 31 shares during the last quarter. Wealth Watch Advisors INC purchased a new position in GE Vernova during the 3rd quarter valued at about $25,000. Torren Management LLC acquired a new position in GE Vernova during the fourth quarter worth about $26,000. ORG Wealth Partners LLC raised its position 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 acquiring an additional 29 shares during the last quarter. Finally, WFA Asset Management Corp purchased a new stake in shares of GE Vernova in the second quarter valued at about $29,000.

GE Vernova Price Performance

The firm’s 50-day moving average price is $652.63 and its 200 day moving average price is $622.30. The firm has a market capitalization of $196.99 billion, a price-to-earnings ratio of 40.79, a price-to-earnings-growth ratio of 2.99 and a beta of 1.67.

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

GE Vernova Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Monday, January 5th will be given a $0.50 dividend. This is an increase from GE Vernova’s previous quarterly dividend of $0.25. This represents a $2.00 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Monday, January 5th. GE Vernova’s dividend payout ratio (DPR) is currently 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.