GE Vernova (NYSE:GEV) Upgraded at Wall Street Zen

by · The Cerbat Gem

Wall Street Zen upgraded shares of GE Vernova (NYSE:GEV – Free Report) from a hold rating to a buy rating in a report released on Saturday morning.

Other analysts have also issued reports about the company. Evercore ISI raised their target price on GE Vernova from $860.00 to $905.00 and gave the stock an “outperform” rating in a report on Thursday. China Renaissance raised shares of GE Vernova to a “strong-buy” rating in a research note on Thursday, January 29th. BMO Capital Markets reaffirmed an “outperform” rating and set a $785.00 target price on shares of GE Vernova in a report on Thursday. Barclays increased their price target on shares of GE Vernova from $800.00 to $830.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. Finally, Royal Bank Of Canada lifted their price objective on shares of GE Vernova from $761.00 to $800.00 and gave the company an “outperform” rating in a report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $752.96.

Read Our Latest Stock Report on GEV

GE Vernova Price Performance

NYSE:GEV opened at $758.06 on Friday. The company’s fifty day moving average price is $656.20 and its 200-day moving average price is $624.47. GE Vernova has a 1-year low of $252.25 and a 1-year high of $762.36. The firm has a market capitalization of $205.68 billion, a P/E ratio of 42.59, a PEG ratio of 3.03 and a beta of 1.67.

GE Vernova (NYSE:GEV – Get Free Report) last posted its quarterly 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 for 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 firm’s revenue was up 3.8% on a year-over-year basis. During the same period in the prior year, the company earned $1.73 earnings per share. Equities analysts anticipate that GE Vernova will post 6.59 EPS for the current fiscal year.

GE Vernova Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Monday, January 5th were given a dividend of $0.50 per share. This is a boost from GE Vernova’s previous quarterly dividend of $0.25. The ex-dividend date was Monday, January 5th. This represents a $2.00 annualized dividend and a dividend yield of 0.3%. GE Vernova’s payout ratio is currently 11.24%.

Institutional Investors Weigh In On GE Vernova

Large investors have recently bought and sold shares of the company. Jackson Grant Investment Advisers Inc. raised its stake in GE Vernova by 344.4% in the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after purchasing an additional 31 shares during the last quarter. Wealth Watch Advisors INC purchased a new stake in shares of GE Vernova during the third quarter worth $25,000. Torren Management LLC purchased a new stake in shares of GE Vernova during the fourth quarter worth $26,000. ORG Wealth Partners LLC raised its position in shares of GE Vernova by 241.7% in the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after buying an additional 29 shares during the last quarter. Finally, WFA Asset Management Corp purchased a new position in shares of GE Vernova in the second quarter worth about $29,000.

Key Headlines Impacting GE Vernova

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

  • Positive Sentiment: GEV closed its purchase of the remaining 50% of Prolec GE for $5.275 billion, bringing the North American transformer and electrification leader fully onto GE Vernova’s balance sheet — a move that should accelerate electrification segment growth and margin capture. Read More.
  • Positive Sentiment: Analysts lifted ratings and price targets this week (several reports raising targets into the high $700s), and the stock hit a new 12‑month high after upgrades — signaling renewed buy‑side conviction following GE Vernova’s strong January quarter. Read More.
  • Positive Sentiment: High‑profile media coverage (Jim Cramer segments and commentary) has highlighted GE Vernova’s long‑range earnings visibility and upside potential, which tends to boost retail and momentum flows. Read More. Read More.
  • Neutral Sentiment: Macro and sector catalysts to watch (U.S. grid spending, nuclear pricing, AI/market timing and Fed rate pivot dates) are flagged as potential 2026 drivers for GE Vernova but are broader market factors rather than company‑specific news. Read More.
  • Negative Sentiment: GE Vernova launched a registered offering of senior notes to help finance part of the Prolec GE buyout. The planned debt issuance raises near‑term leverage and interest‑cost risk, which could temper investor enthusiasm depending on size, pricing and market conditions. Read More.

GE Vernova Company Profile

(Get Free Report)

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.

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