GE Vernova (NYSE:GEV) Price Target Raised to $1,400.00 at Robert W. Baird

GE Vernova (NYSE:GEV) had its price target lifted by Robert W. Baird from $1,008.00 to $1,400.00 in a research report sent to investors on Thursday, Marketbeat.com reports. They currently have an outperform rating on the stock.

A number of other research firms have also weighed in on GEV. UBS Group reissued a “buy” rating on shares of GE Vernova in a research report on Thursday, January 29th. Citigroup increased their price objective on shares of GE Vernova from $779.00 to $1,110.00 and gave the company a “neutral” rating in a research note on Monday, April 13th. Glj Research lifted their target price on shares of GE Vernova from $758.00 to $1,087.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. Wells Fargo & Company boosted their target price on GE Vernova from $831.00 to $896.00 and gave the stock an “overweight” rating in a research note on Tuesday, March 31st. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $930.00 target price on shares of GE Vernova in a report on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, GE Vernova currently has a consensus rating of “Buy” and a consensus target price of $1,041.57.

GE Vernova Trading Up 2.1%

NYSE GEV opened at $1,151.01 on Thursday. The company has a current ratio of 0.89, a quick ratio of 0.73 and a debt-to-equity ratio of 0.19. The business has a fifty day simple moving average of $890.83 and a 200 day simple moving average of $727.35. GE Vernova has a 12 month low of $337.31 and a 12 month high of $1,181.95. The firm has a market capitalization of $309.46 billion, a P/E ratio of 33.53, a PEG ratio of 4.36 and a beta of 1.43.

GE Vernova (NYSE:GEV) last posted its quarterly earnings data on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.95 by $15.49. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. The firm had revenue of $9.34 billion for the quarter, compared to the consensus estimate of $9.19 billion. During the same period in the previous year, the firm earned $0.91 EPS. The business’s revenue for the quarter was up 17.0% compared to the same quarter last year. On average, analysts predict that GE Vernova will post 14.37 EPS for the current fiscal year.

GE Vernova Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th were 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 was Tuesday, March 17th. GE Vernova’s payout ratio is presently 11.24%.

Institutional Investors Weigh In On GE Vernova

Large investors have recently modified their holdings of the stock. Torren Management LLC purchased a new position in GE Vernova in the fourth quarter valued at approximately $26,000. Cornerstone Financial Management LLC bought a new position in GE Vernova during the fourth quarter valued at $25,000. Jackson Grant Investment Advisers Inc. increased its position in GE Vernova by 344.4% in the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after buying an additional 31 shares during the last quarter. Wealth Watch Advisors INC purchased a new stake in GE Vernova in the third quarter worth $25,000. Finally, ORG Wealth Partners LLC raised its stake 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 period.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: Q1 beat and guidance raise: GEV reported much stronger‑than‑expected Q1 results and lifted its annual revenue forecast, with management citing accelerating demand from data centers as a key driver. GE Vernova lifts annual revenue forecast on data center demand
• Positive Sentiment: Massive earnings beat and FCF/guide lift: The company reported a huge EPS beat and raised guidance, which analysts and outlets say is driven by surging data‑center orders and record free cash flow. That surprise beat is the primary reason the stock is rising. GE Vernova Beats Earnings by 790% as Data Center Demand Explodes
• Positive Sentiment: AI/data‑center tailwind: Multiple outlets highlight that Big Tech data‑center buildouts for AI are materially lifting demand for GEV’s power equipment and electrification products, underpinning durable revenue upside. GE Vernova Stock Soars to New Highs. Its Sales Are Being Boosted by Big Tech’s Data Center Buildout
• Positive Sentiment: Backlog & bookings strength: Order growth and backlog expanded sharply (multiple reports cite significant GW bookings in Gas Power and large electrification/data‑center orders), supporting margin expansion and medium‑term revenue visibility. GE Vernova Q1: 75x Earnings And Still Not Expensive Enough
• Positive Sentiment: Analyst upgrades and higher targets: Several firms (TD Cowen, Robert W. Baird, Oppenheimer) raised price targets and reiterated buy/outperform views after the print, adding upward pressure to the share price. GE Vernova (GEV) – Among the Best US Stocks to Invest in for Long Term
• Neutral Sentiment: Featured in long‑term stock lists: Editorials and screeners have added GEV to “best long‑term” and renewable/AI supply‑chain lists — supportive for sentiment but not a direct fundamental catalyst. GE Vernova (GEV) – Among the Best US Stocks to Invest in for Long Term
• Negative Sentiment: Segment headwinds and risk disclosures: The company flagged challenges in its Wind segment on the call, and its recently filed 10‑K added a new regulation‑related risk; these are potential drags if persistent. GE Vernova Is Setting Records. This Might Be the Most Surprising One. Why Investors Should Scrutinize GE Vernova’s 2025 10-K Risk Factors

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.