Silicon Valley Capital Partners Has $12.99 Million Holdings in GE Vernova Inc. $GEV

Silicon Valley Capital Partners grew its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 2,636.9% in the 2nd quarter, HoldingsChannel reports. The fund owned 11,057 shares of the company’s stock after buying an additional 10,653 shares during the period. GE Vernova makes up about 1.2% of Silicon Valley Capital Partners’ holdings, making the stock its 25th biggest holding. Silicon Valley Capital Partners’ holdings in GE Vernova were worth $12,991,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of GEV. Auto Owners Insurance Co raised its holdings in 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 buying an additional 34,826,773 shares during the last quarter. BlackRock Inc. acquired a new position in shares of GE Vernova during the second quarter valued at about $25,569,630,000. State Street Corp increased its position in shares of GE Vernova by 2.1% during the fourth quarter. State Street Corp now owns 11,469,670 shares of the company’s stock worth $7,496,232,000 after acquiring an additional 231,392 shares in the last quarter. Geode Capital Management LLC increased its position in shares of GE Vernova by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 6,249,193 shares of the company’s stock worth $4,074,039,000 after acquiring an additional 68,894 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of GE Vernova in the 4th quarter worth about $2,283,114,000.

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Key GE Vernova News

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

• Positive Sentiment: CEO Scott Strazik said GE Vernova’s backlog could reach $200 billion as soon as early 2027, ahead of previous expectations. The company’s $167 billion backlog and strong demand for power-generation equipment provide greater visibility into future revenue and support the bullish case for GEV. GE Vernova’s $200 Billion Backlog Is Coming Sooner Than Expected
• Positive Sentiment: Analyst price targets have risen throughout 2026, with the latest consensus cited at approximately $1,237—about 32% above the September 18 closing level. Analysts largely view the power-grid, gas-turbine, and data-center demand outlook as supportive of long-term growth. Wall Street Just Got More Bullish on GE Vernova
• Positive Sentiment: International cooperation, including potential South Korean assistance with as many as eight U.S. nuclear reactors, could accelerate the U.S. nuclear buildout. That would create additional opportunities for GE Vernova’s power-generation and nuclear-related businesses. International Alliances Fuel US Nuclear Growth
• Neutral Sentiment: Analyst opinions remain unusually divided, with price targets ranging from $470 to $1,450. The wide spread reflects disagreement over how much of GE Vernova’s future growth is already reflected in the stock and how reliably recent earnings will translate into sustainable profits. Wall Street Cannot Agree on GE Vernova
• Neutral Sentiment: Higher interest rates could pressure industrial and infrastructure spending, but GE Vernova’s multiyear backlog is expected to cushion the company from a temporary slowdown. What Higher Interest Rates Mean for GE Vernova
• Negative Sentiment: Erste Group Bank reduced its fiscal 2027 EPS estimate, adding to concerns about earnings execution. Net income has also been volatile because of one-time items, while GEV’s premium valuation leaves less room for disappointment. FY2027 EPS Estimates for GE Vernova Cut by Erste Group Bank

Wall Street Analyst Weigh In

Several brokerages recently weighed in on GEV. Royal Bank Of Canada raised their price target on shares of GE Vernova from $1,195.00 to $1,225.00 and gave the company an “outperform” rating in a research report on Thursday, July 23rd. Glj Research began coverage on GE Vernova in a research note on Monday, September 14th. They issued a “sell” rating and a $470.00 price objective for the company. Weiss Ratings restated a “buy (b)” rating on shares of GE Vernova in a report on Tuesday, July 21st. Mizuho lifted their target price on GE Vernova from $913.00 to $949.00 and gave the company a “neutral” rating in a research report on Friday, July 24th. Finally, William Blair reiterated an “outperform” rating on shares of GE Vernova in a report on Monday, August 3rd. Two analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,145.83.

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GE Vernova Stock Up 0.7%

GE Vernova stock traded up $6.90 during midday trading on Monday, hitting $947.23. 2,551,668 shares of the stock were exchanged, compared to its average volume of 2,698,811. GE Vernova Inc. has a 52-week low of $530.16 and a 52-week high of $1,195.94. The company has a quick ratio of 0.62, a current ratio of 0.85 and a debt-to-equity ratio of 0.21. The business’s 50-day moving average price is $980.62 and its 200-day moving average price is $985.06. The stock has a market capitalization of $252.28 billion, a price-to-earnings ratio of 27.11, a price-to-earnings-growth ratio of 4.37 and a beta of 1.15.

GE Vernova (NYSE:GEV – Get Free Report) last posted its quarterly earnings data 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 analysts’ expectations of $10.79 billion. During the same quarter last year, the business posted $1.86 EPS. The company’s quarterly revenue was up 21.9% on a year-over-year basis. On average, research analysts expect that GE Vernova Inc. will post 15.36 EPS for the current fiscal year.

About GE Vernova

(Free Report)

GE Vernova Inc (NYSE: GEV) is an energy technology company that provides equipment, software and services for electricity generation, transmission and distribution. Its portfolio is designed to support power systems across a range of energy sources, including natural gas, nuclear, hydroelectric, wind and solar power, as well as battery storage.

The company operates through three primary businesses: Power, Wind and Electrification. Power supplies gas and steam turbines, generators, nuclear power technologies, hydroelectric equipment and related maintenance services.

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