Shares of GE Vernova Inc. (NYSE:GEV – Get Free Report) traded down 6.4% during mid-day trading on Wednesday after Susquehanna lowered their price target on the stock from $1,300.00 to $1,270.00. Susquehanna currently has a positive rating on the stock. GE Vernova traded as low as $922.24 and last traded at $939.8330. Approximately 3,486,390 shares traded hands during mid-day trading, an increase of 32% from the average session volume of 2,633,110 shares. The stock had previously closed at $1,004.04.
Several other equities analysts have also recently commented on GEV. Jefferies Financial Group restated a “buy” rating and set a $1,185.00 target price (up from $1,155.00) on shares of GE Vernova in a research report on Thursday, September 17th. The Goldman Sachs Group raised GE Vernova from a “buy” rating to a “market outperform” rating in a report on Monday, September 14th. Royal Bank Of Canada raised their price target on GE Vernova from $1,195.00 to $1,225.00 and gave the company an “outperform” rating in a report on Thursday, July 23rd. William Blair reiterated an “outperform” rating on shares of GE Vernova in a research report on Monday, August 3rd. Finally, Morgan Stanley lowered GE Vernova from an “overweight” rating to an “underweight” rating in a report on Monday, August 3rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, GE Vernova has a consensus rating of “Moderate Buy” and an average price target of $1,164.87.
Read Our Latest Stock Analysis on GEV
Key Stories Impacting GE Vernova
- Positive Sentiment: GE Vernova’s backlog reached approximately $176 billion after 88% organic order growth in the second quarter of 2026. The company also generated more free cash flow in that quarter than during all of 2025, supporting the long-term growth outlook. GE Vernova backlog article
- Positive Sentiment: Analyst support remains favorable. Guggenheim reaffirmed its buy rating with a $1,450 price target, while Susquehanna maintained a positive rating despite trimming its target to $1,270. Both targets imply substantial potential upside from recent trading levels.
- Neutral Sentiment: GE Vernova is scheduled to report third-quarter 2026 results on October 28. Analysts expect triple-digit earnings growth, making the upcoming report an important catalyst for the stock. GE Vernova earnings announcement
- Neutral Sentiment: Citi maintained its hold rating, indicating that some analysts see the company’s prospects as solid but believe much of the optimism is already reflected in the valuation. Citi hold rating
- Negative Sentiment: The stock has pulled back from its year-to-date high near $1,193 to roughly $938, entering bear-market territory for the year and reversing part of its earlier gains. GE Vernova stock pullback analysis
- Negative Sentiment: Articles highlight valuation risk, with the stock trading at roughly 66 times earnings. That premium leaves less room for execution disappointments, while GE Vernova’s latest reported EPS also missed analyst expectations despite revenue growth.
Institutional Inflows and Outflows
Institutional investors have recently added to or reduced their stakes in the company. Fairfield Financial Advisors LTD raised its position in GE Vernova by 23.7% during the third quarter. Fairfield Financial Advisors LTD now owns 2,896 shares of the company’s stock valued at $2,753,000 after purchasing an additional 554 shares in the last quarter. Adirondack Trust Co. lifted its stake in GE Vernova by 0.8% during the third quarter. Adirondack Trust Co. now owns 1,344 shares of the company’s stock worth $1,277,000 after purchasing an additional 11 shares during the last quarter. N10 Wealth LLC boosted its holdings in shares of GE Vernova by 27.3% in the 3rd quarter. N10 Wealth LLC now owns 10,332 shares of the company’s stock worth $9,820,000 after purchasing an additional 2,214 shares in the last quarter. Aspen Wealth Management LLC boosted its holdings in shares of GE Vernova by 37.2% in the 3rd quarter. Aspen Wealth Management LLC now owns 339 shares of the company’s stock worth $322,000 after purchasing an additional 92 shares in the last quarter. Finally, N10 Assets LLC increased its position in shares of GE Vernova by 21.2% during the 3rd quarter. N10 Assets LLC now owns 9,698 shares of the company’s stock valued at $9,218,000 after purchasing an additional 1,696 shares during the last quarter.
GE Vernova Stock Performance
The firm has a market cap of $250.31 billion, a PE ratio of 26.90, a price-to-earnings-growth ratio of 3.45 and a beta of 1.14. The company has a 50 day simple moving average of $967.20 and a 200-day simple moving average of $1,000.65. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.85 and a quick ratio of 0.62.
GE Vernova (NYSE:GEV – Get Free Report) last posted its quarterly 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). The business had revenue of $11.10 billion for the quarter, compared to analysts’ expectations of $10.79 billion. GE Vernova had a return on equity of 42.42% and a net margin of 23.03%. The company’s revenue was up 21.9% compared to the same quarter last year. During the same period last year, the business posted $1.86 earnings per share. As a group, equities research analysts anticipate that GE Vernova Inc. will post 15.04 EPS for the current year.
GE Vernova Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 24th. Stockholders of record on Tuesday, October 27th will be paid a $0.50 dividend. The ex-dividend date of this dividend is Tuesday, October 27th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. GE Vernova’s dividend payout ratio is 5.72%.
About GE Vernova
GE Vernova Inc (NYSE: GEV) is an energy technology company formed through the separation of General Electric’s energy businesses in April 2024. The company is focused on helping generate, transmit, distribute and store electricity as power systems adapt to rising demand and the transition toward lower-carbon energy sources.
GE Vernova operates across three principal business areas: Power, Wind and Electrification. Its products and services include gas and steam power generation equipment, nuclear and hydropower technologies, onshore and offshore wind turbines, wind services, grid equipment, electrification systems, energy storage solutions and software used to monitor and manage energy infrastructure.
The company serves utilities, independent power producers, industrial customers and other energy-sector organizations in markets around the world.
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