GE Vernova Inc. (NYSE:GEV) Receives $701.42 Consensus Price Target from Brokerages

Shares of GE Vernova Inc. (NYSE:GEV) have been given a consensus recommendation of “Moderate Buy” by the twenty-nine brokerages that are presently covering the firm, Marketbeat.com reports. Two equities research analysts have rated the stock with a sell recommendation, five have issued a hold recommendation, twenty have assigned a buy recommendation and two have assigned a strong buy recommendation to the company. The average 12-month target price among analysts that have issued a report on the stock in the last year is $752.2593.

Several analysts have recently weighed in on GEV shares. Royal Bank Of Canada lifted their target price on shares of GE Vernova from $761.00 to $800.00 and gave the company an “outperform” rating in a research report on Friday. Wall Street Zen upgraded shares of GE Vernova from a “hold” rating to a “buy” rating in a research note on Saturday. Barclays lifted their price objective on GE Vernova from $800.00 to $830.00 and gave the company an “overweight” rating in a report on Wednesday, January 7th. BMO Capital Markets reissued an “outperform” rating and issued a $785.00 target price on shares of GE Vernova in a report on Thursday. Finally, China Renaissance raised GE Vernova to a “strong-buy” rating in a research note on Thursday.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Robust Q4 results, raised guidance and record backlog — GEV beat revenue estimates and reported a large EPS beat (partly from a $2.9B tax benefit). Orders jumped and backlog hit record levels, and management raised 2026/2028 revenue targets and free‑cash‑flow guidance, improving visibility into growth. Reuters: GE Vernova forecasts revenue above estimates
• Positive Sentiment: Major analyst upgrades and higher price targets — Guggenheim upgraded GEV to Buy with a $910 target (~25% upside), TD Cowen raised its target to $780 and upgraded to Buy, and China Renaissance moved to Strong‑Buy; these lifts reflect bullish views on accelerating orders, margins and cash flow. The Fly: Guggenheim upgrade
• Positive Sentiment: Analyst coverage repriced upward after results — Citigroup, MarketBeat consensus and other shops raised targets and forecasts after the quarter, signaling broader analyst conviction in growth and margin progress. MarketBeat: Analyst reactions and consensus
• Neutral Sentiment: Company filings and transcripts available for deeper diligence — The Q4 earnings call and annual reports provide detail on backlog composition, the Prolec acquisition close, and tax items; worth reading before positioning. Barron’s: Annual reports and investor messages
• Negative Sentiment: Wind segment losses and regulatory risks — Management flagged larger‑than‑expected losses in the wind business and potential operational impacts from efforts to halt some offshore wind projects, creating execution and regulatory uncertainty that pressured the stock earlier. Seeking Alpha: Wind losses and warning
• Negative Sentiment: Premium valuation increases risk — GEV now trades at a sizable premium to peers (high forward P/E), so positive fundamentals are largely priced in; any disappointments or execution slips could lead to sharp pullbacks. MarketBeat: Valuation context

GE Vernova Trading Up 1.2%

Shares of NYSE:GEV opened at $726.04 on Tuesday. The firm has a market capitalization of $196.99 billion, a PE ratio of 40.79, a PEG ratio of 2.99 and a beta of 1.67. GE Vernova has a 1-year low of $252.25 and a 1-year high of $752.02. The business’s 50 day moving average is $652.63 and its 200-day moving average is $622.73.

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

GE Vernova Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Monday, January 5th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, January 5th. This is a positive change from GE Vernova’s previous quarterly dividend of $0.25. GE Vernova’s payout ratio is currently 11.24%.

Hedge Funds Weigh In On GE Vernova

Institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in GE Vernova by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock worth $16,354,691,000 after acquiring an additional 208,162 shares during the last quarter. State Street Corp boosted its stake in GE Vernova by 1.3% in the third quarter. State Street Corp now owns 11,238,278 shares of the company’s stock worth $6,910,417,000 after purchasing an additional 140,500 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of GE Vernova by 2.2% during the second quarter. Geode Capital Management LLC now owns 6,108,484 shares of the company’s stock worth $3,221,404,000 after purchasing an additional 129,315 shares during the last quarter. Norges Bank bought a new position in shares of GE Vernova in the second quarter valued at about $1,809,220,000. Finally, Northern Trust Corp lifted its position in GE Vernova by 1.8% during the 3rd quarter. Northern Trust Corp now owns 2,877,458 shares of the company’s stock worth $1,769,349,000 after buying an additional 51,738 shares in the last quarter.

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.