TD Cowen Issues Positive Forecast for GE Vernova (NYSE:GEV) Stock Price

GE Vernova (NYSE:GEV) had its price target raised by TD Cowen from $1,220.00 to $1,235.00 in a report published on Thursday,Benzinga reports. The brokerage currently has a buy rating on the stock.

A number of other equities research analysts also recently commented on the company. Barclays increased their price objective on GE Vernova from $993.00 to $1,250.00 and gave the company an “overweight” rating in a research report on Thursday, April 23rd. Robert W. Baird lifted their target price on GE Vernova from $1,008.00 to $1,400.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Weiss Ratings raised GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, April 24th. Royal Bank Of Canada upped their target price on GE Vernova from $1,195.00 to $1,225.00 and gave the company an “outperform” rating in a report on Thursday. Finally, Oppenheimer increased their price target on GE Vernova from $1,303.00 to $1,338.00 and gave the company an “outperform” rating in a research report on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, GE Vernova has an average rating of “Moderate Buy” and a consensus price target of $1,124.12.

GE Vernova Stock Performance

NYSE:GEV opened at $1,032.16 on Thursday. The company has a 50-day moving average of $1,035.16 and a 200-day moving average of $921.40. The firm has a market cap of $277.36 billion, a price-to-earnings ratio of 29.54, a price-to-earnings-growth ratio of 3.63 and a beta of 1.09. The company has a current ratio of 0.85, a quick ratio of 0.65 and a debt-to-equity ratio of 0.21. GE Vernova has a twelve month low of $530.16 and a twelve month high of $1,195.94.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, July 22nd. The company reported $2.47 EPS for the quarter, missing analysts’ consensus estimates of $3.17 by ($0.70). GE Vernova had a return on equity of 42.42% and a net margin of 23.03%.The business had revenue of $11.10 billion during the quarter, compared to the consensus estimate of $10.79 billion. During the same quarter in the previous year, the firm earned $1.86 earnings per share. The firm’s revenue for the quarter was up 21.9% compared to the same quarter last year. Analysts forecast that GE Vernova will post 15.07 earnings per share for the current fiscal year.

GE Vernova Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 14th. Stockholders of record on Tuesday, June 16th were issued a $0.50 dividend. The ex-dividend date was Tuesday, June 16th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. GE Vernova’s dividend payout ratio is presently 5.83%.

Insiders Place Their Bets

In other news, CEO Victor Abate sold 4,819 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $948.08, for a total value of $4,568,797.52. Following the completion of the sale, the chief executive officer owned 1,835 shares of the company’s stock, valued at $1,739,726.80. This trade represents a 72.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CAO Matthew Joseph Potvin sold 2,333 shares of GE Vernova stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $1,059.09, for a total value of $2,470,856.97. Following the transaction, the chief accounting officer owned 3,549 shares in the company, valued at $3,758,710.41. This represents a 39.66% decrease in their position. The SEC filing for this sale provides additional information. 0.21% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On GE Vernova

Institutional investors have recently bought and sold shares of the business. Auto Owners Insurance Co boosted its holdings in shares of GE Vernova by 110,973.4% during the fourth quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock worth $2,278,224,000 after purchasing an additional 34,826,773 shares during the period. Vanguard Group Inc. lifted its position in GE Vernova by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock worth $16,354,691,000 after buying an additional 208,162 shares in the last quarter. State Street Corp lifted its position in GE Vernova by 2.1% in the 4th quarter. State Street Corp now owns 11,469,670 shares of the company’s stock worth $7,496,232,000 after buying an additional 231,392 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of GE Vernova by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 6,249,193 shares of the company’s stock valued at $4,074,039,000 after buying an additional 68,894 shares during the period. Finally, Morgan Stanley boosted its stake in shares of GE Vernova by 12.8% during the 4th quarter. Morgan Stanley now owns 6,054,474 shares of the company’s stock valued at $3,957,024,000 after buying an additional 685,466 shares during the period.

More GE Vernova News

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

• Positive Sentiment: JPMorgan raised its price target on GE Vernova to $1,330 and kept an overweight rating, citing meaningful upside from current levels. Benzinga
• Positive Sentiment: Morgan Stanley boosted its target to $1,350 and reaffirmed an overweight view, while TD Cowen also lifted its target and maintained a buy rating. Benzinga
• Positive Sentiment: Q2 results showed strong revenue growth, record orders, and a backlog above $176 billion, reinforcing demand tied to power generation, electrification, and AI data-center infrastructure. Article Title
• Positive Sentiment: The company raised full-year revenue guidance and margin expectations, suggesting management sees continued momentum despite the earnings miss. Article Title
• Neutral Sentiment: Industry coverage highlighted GE Vernova as a key beneficiary of AI-related grid and power demand, which supports the growth narrative but does not change near-term fundamentals by itself. Article Title
• Negative Sentiment: The stock sold off after Q2 because investors focused on the earnings miss, tariff risk, and weak wind profitability rather than the stronger topline and backlog growth. Article Title

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.