Erste Group Bank Comments on GE Vernova FY2026 Earnings

GE Vernova Inc. (NYSE:GEV) – Equities research analysts at Erste Group Bank issued their FY2026 earnings per share (EPS) estimates for GE Vernova in a research report issued to clients and investors on Tuesday, March 24th. Erste Group Bank analyst H. Engel forecasts that the company will post earnings per share of $14.77 for the year. Erste Group Bank currently has a “Strong-Buy” rating on the stock. The consensus estimate for GE Vernova’s current full-year earnings is $6.59 per share. Erste Group Bank also issued estimates for GE Vernova’s FY2027 earnings at $22.05 EPS.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, beating the consensus estimate of $2.99 by $10.40. The company had revenue of $10.96 billion during 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%.The business’s revenue was up 3.8% on a year-over-year basis. During the same period in the prior year, the business posted $1.73 EPS.

GEV has been the subject of several other reports. The Goldman Sachs Group boosted their price objective on GE Vernova from $840.00 to $925.00 and gave the company a “buy” rating in a report on Thursday, January 29th. BMO Capital Markets reiterated an “outperform” rating and issued a $785.00 target price on shares of GE Vernova in a research report on Thursday, January 29th. China Renaissance upgraded GE Vernova to a “strong-buy” rating in a research report on Thursday, January 29th. Rothschild & Co Redburn upgraded GE Vernova from a “sell” rating to a “buy” rating and boosted their price target for the company from $560.00 to $1,100.00 in a report on Monday, March 9th. Finally, TD Cowen raised their price objective on GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $854.52.

GE Vernova Stock Performance

Shares of GEV stock opened at $852.91 on Friday. The stock has a market capitalization of $229.88 billion, a price-to-earnings ratio of 47.92, a PEG ratio of 3.43 and a beta of 1.45. GE Vernova has a one year low of $252.25 and a one year high of $948.38. The company’s 50-day simple moving average is $802.93 and its 200-day simple moving average is $681.92.

Institutional Trading of GE Vernova

Hedge funds have recently bought and sold shares of the company. Jackson Grant Investment Advisers Inc. grew its stake in shares of GE Vernova by 344.4% in the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after purchasing an additional 31 shares in the last quarter. Cornerstone Financial Management LLC bought a new stake in shares of GE Vernova during the fourth quarter valued at about $25,000. Wealth Watch Advisors INC bought a new stake in shares of GE Vernova during the third quarter valued at about $25,000. Torren Management LLC acquired a new stake in GE Vernova in the fourth quarter worth about $26,000. Finally, ORG Wealth Partners LLC lifted its holdings in GE Vernova by 241.7% in the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after purchasing an additional 29 shares during the period.

GE Vernova Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th will be issued 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 of this dividend is Tuesday, March 17th. GE Vernova’s dividend payout ratio (DPR) is 11.24%.

Key GE Vernova News

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

• Positive Sentiment: Erste Group upgraded GEV to “Strong‑Buy” and dramatically raised its earnings forecasts — $14.77 for FY2026 and $22.05 for FY2027 (vs. consensus ~$6.59). This large upward revision is a clear bullish catalyst for expectations of future profitability and likely supported recent buying interest. Article Title
• Positive Sentiment: Coverage reports GEV is expanding its presence in S&P 500 energy funds — increased fund exposure can boost share demand and liquidity over time. Article Title
• Neutral Sentiment: Market pieces note GEV recently outperformed the broader market in short‑term trading sessions, highlighting elevated volatility and investor focus on news flow. Article Title
• Neutral Sentiment: Sector commentary (example: AES coverage) underscores growing demand for energy services from data centers and corporates — a positive industry backdrop that could support long‑term revenue visibility for power/energy suppliers like GEV. Article Title
• Negative Sentiment: Despite the upgrade and bullish estimates, the stock moved lower today — this suggests short‑term profit taking, rotation, or sensitivity to high valuation multiples could weigh on the share price until forward results and guidance confirm the elevated EPS trajectory.

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.