GE Vernova (NYSE:GEV) Shares Up 3.5% Following Analyst Upgrade

GE Vernova Inc. (NYSE:GEV)’s stock price rose 3.5% on Thursday after Susquehanna raised their price target on the stock from $820.00 to $1,080.00. Susquehanna currently has a positive rating on the stock. GE Vernova traded as high as $979.43 and last traded at $968.7770. Approximately 2,055,032 shares changed hands during trading, a decline of 27% from the average daily volume of 2,814,089 shares. The stock had previously closed at $936.07.

A number of other research analysts have also recently commented on GEV. Robert W. Baird set a $923.00 price objective on GE Vernova and gave the stock an “outperform” rating in a research note on Wednesday, February 4th. Guggenheim upgraded GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 price target for the company in a report on Friday, January 30th. Rothschild & Co Redburn raised shares of GE Vernova from a “sell” rating to a “buy” rating and increased their price objective for the company from $560.00 to $1,100.00 in a research report on Monday, March 9th. Evercore lifted their price objective on shares of GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Finally, Jefferies Financial Group restated a “buy” rating and issued a $930.00 target price on shares of GE Vernova in a research note on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, GE Vernova currently has an average rating of “Buy” and a consensus target price of $874.91.

GE Vernova News Summary

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

• Positive Sentiment: Susquehanna raised its price target to $1,080 and moved to a “positive” rating, signaling institutional conviction and providing near-term upside support for the stock. Susquehanna price target raise
• Positive Sentiment: GE Vernova’s Hitachi Nuclear Energy unit signed a Main Services Agreement with Sweden’s AFRY to support deployment of the BWRX-300 small modular reactor in Europe — a concrete step expanding its nuclear footprint and potential long-term services revenue. GE Vernova Extends Nuclear Ambitions In Europe With New SMR Services Deal
• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS forecasts and maintains a strong-buy stance — analyst upgrades and higher estimates increase conviction that earnings can justify current multiples over time. Erste Group upgrades/estimates
• Positive Sentiment: Macro/sector stories (data-center power demand, clean-energy momentum, and geopolitical-driven energy spending) are being cited as demand multipliers for Vernova’s products and services, supporting bullish technicals and investor interest. How Middle East war could fuel growth
• Neutral Sentiment: Coverage comparing the GE spinoffs highlights structural differences across businesses; useful for relative valuation work but not an immediate stock mover. The GE Family Divided
• Neutral Sentiment: Market write-ups note that GEV has recently outperformed the market and is trading above its 50-day moving average, reinforcing technical momentum but offering limited new fundamental information. GEV surpasses market returns
• Negative Sentiment: Valuation concern: commentary highlights GEV’s premium multiple and rapid recent run (e.g., a ~12.8% one‑month surge), suggesting the stock could be sensitive to any earnings/guide misses or a broader risk-off move. The company’s current PE and elevated expectations make timing important for new buyers. GE Vernova Surges 12.8% in a Month

Hedge Funds Weigh In On GE Vernova

Several large investors have recently modified their holdings of the stock. RFG Advisory LLC grew its position in shares of GE Vernova by 2.1% in the 4th quarter. RFG Advisory LLC now owns 634 shares of the company’s stock worth $414,000 after acquiring an additional 13 shares in the last quarter. BlackDiamond Wealth Management LLC raised its position in shares of GE Vernova by 2.8% during the 4th quarter. BlackDiamond Wealth Management LLC now owns 471 shares of the company’s stock valued at $308,000 after acquiring an additional 13 shares in the last quarter. First Commonwealth Financial Corp PA lifted its stake in GE Vernova by 3.5% during the fourth quarter. First Commonwealth Financial Corp PA now owns 380 shares of the company’s stock worth $248,000 after purchasing an additional 13 shares during the last quarter. Apriem Advisors lifted its stake in GE Vernova by 0.7% during the fourth quarter. Apriem Advisors now owns 2,124 shares of the company’s stock worth $1,388,000 after purchasing an additional 14 shares during the last quarter. Finally, Voisard Asset Management Group Inc. boosted its holdings in GE Vernova by 2.7% in the fourth quarter. Voisard Asset Management Group Inc. now owns 575 shares of the company’s stock worth $376,000 after purchasing an additional 15 shares during the period.

GE Vernova Stock Up 3.5%

The firm’s 50 day simple moving average is $836.90 and its two-hundred day simple moving average is $697.29. The stock has a market cap of $261.11 billion, a P/E ratio of 54.43, a price-to-earnings-growth ratio of 3.54 and a beta of 1.43.

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

GE Vernova Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date is Tuesday, March 17th. GE Vernova’s payout ratio is presently 11.24%.

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.