GE Vernova (NYSE:GEV) Given New $1,350.00 Price Target at Morgan Stanley

GE Vernova (NYSE:GEV) had its price target hoisted by Morgan Stanley from $1,250.00 to $1,350.00 in a research report released on Thursday,Benzinga reports. Morgan Stanley currently has an overweight rating on the stock.

Several other research analysts also recently issued reports on the company. JPMorgan Chase & Co. upped their price objective on GE Vernova from $1,000.00 to $1,150.00 and gave the company an “overweight” rating in a research note on Thursday, April 16th. BNP Paribas Exane downgraded shares of GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 target price on the stock. in a research report on Monday, April 27th. BMO Capital Markets lifted their target price on shares of GE Vernova from $1,110.00 to $1,250.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. Barclays boosted their target price on shares of GE Vernova from $993.00 to $1,250.00 and gave the stock an “overweight” rating in a report on Thursday, April 23rd. Finally, Weiss Ratings upgraded shares of GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, April 24th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, GE Vernova presently has an average rating of “Moderate Buy” and an average target price of $1,124.12.

GE Vernova Trading Up 4.8%

Shares of GEV stock opened at $1,032.16 on Thursday. GE Vernova has a twelve month low of $530.16 and a twelve month high of $1,195.94. The stock’s fifty day simple moving average is $1,035.16 and its 200 day simple moving average is $921.40. The company has a quick ratio of 0.65, a current ratio of 0.85 and a debt-to-equity ratio of 0.21. The firm has a market capitalization of $277.36 billion, a P/E ratio of 29.54, a P/E/G ratio of 3.63 and a beta of 1.09.

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

GE Vernova Dividend Announcement

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

Insider Transactions at GE Vernova

In related news, CAO Matthew Joseph Potvin sold 2,333 shares of GE Vernova stock in a transaction that occurred on Thursday, May 14th. The stock was 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 directly owned 3,549 shares of the company’s stock, valued at $3,758,710.41. The trade was a 39.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Victor Abate sold 4,819 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The shares were 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 in the company, valued at $1,739,726.80. The trade was a 72.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.21% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the company. Onyx Bridge Wealth Group LLC grew its position in GE Vernova by 1.3% in the first quarter. Onyx Bridge Wealth Group LLC now owns 727 shares of the company’s stock worth $635,000 after acquiring an additional 9 shares in the last quarter. Red Door Wealth Management LLC increased its stake in GE Vernova by 0.6% in the first quarter. Red Door Wealth Management LLC now owns 1,774 shares of the company’s stock valued at $1,548,000 after acquiring an additional 10 shares during the last quarter. Advance Capital Management Inc. raised its position in GE Vernova by 2.2% during the first quarter. Advance Capital Management Inc. now owns 461 shares of the company’s stock valued at $402,000 after purchasing an additional 10 shares in the last quarter. Alpha Financial Partners LLC raised its position in GE Vernova by 2.0% during the first quarter. Alpha Financial Partners LLC now owns 514 shares of the company’s stock valued at $449,000 after purchasing an additional 10 shares in the last quarter. Finally, Sandy Cove Advisors LLC raised its position in GE Vernova by 2.6% during the second quarter. Sandy Cove Advisors LLC now owns 389 shares of the company’s stock valued at $457,000 after purchasing an additional 10 shares in the last quarter.

Trending Headlines about GE Vernova

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

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.