GE Vernova Inc. (NYSE:GEV) Given Average Recommendation of “Moderate Buy” by Analysts

Shares of GE Vernova Inc. (NYSE:GEV) have earned an average rating of “Moderate Buy” from the twenty-seven research firms that are presently covering the firm, Marketbeat Ratings reports. Three research analysts have rated the stock with a hold rating, twenty-three have issued a buy rating and one has assigned a strong buy rating to the company. The average 12-month target price among brokers that have covered the stock in the last year is $831.2917.

Several equities analysts have recently weighed in on the stock. Oppenheimer reiterated an “outperform” rating on shares of GE Vernova in a research note on Thursday, January 29th. Mizuho set a $714.00 price target on shares of GE Vernova in a research note on Tuesday, February 3rd. China Renaissance raised shares of GE Vernova to a “strong-buy” rating in a report on Thursday, January 29th. 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, Glj Research boosted their target price on shares of GE Vernova from $758.00 to $1,087.00 and gave the company a “buy” rating in a report on Monday, January 12th.

GE Vernova News Summary

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

• Positive Sentiment: Huge nuclear commitment: GE Vernova and Hitachi’s combined ~$40 billion SMR investment would materially expand long-term U.S. nuclear demand for reactors and services, reinforcing decades‑long revenue visibility for GE Vernova’s nuclear-related equipment and services. GE Vernova and Hitachi’s $40 Billion SMR Investment Signals a New Era for U.S. Nuclear Energy
• Positive Sentiment: AI/data-center driven turbine demand: Analysts and coverage highlight surging gas‑turbine orders as hyperscale AI data centers boost power demand; backlog has jumped (reported ~83 GW), improving near‑term revenue visibility and supporting higher medium‑term growth assumptions. Can GEV Capitalize on the Exploding Power Demand From AI Data Centers?
• Positive Sentiment: Upgraded outlook and strategic focus: GE Vernova raised its 2028 revenue and cash‑flow outlook on stronger backlog and order momentum across power, wind and electrification, and completed the Proficy divestiture (Velotic) to concentrate on core hardware/grid solutions — a message investors often reward. GE Vernova (GEV) Is Up 5.4% After Raising 2028 Outlook On AI-Driven Power Demand
• Neutral Sentiment: Proficy → Velotic spinout: The newly formed Velotic (TPG-backed) will carry the industrial software/AI business; this simplifies GE Vernova’s portfolio but removes a growing software cash flow stream — a tradeoff between clarity and diversification. GE Vernova Refines Energy Focus As Proficy Joins Velotic AI Platform
• Neutral Sentiment: Market attention and retail/analyst chatter: Multiple outlets and commentators (Zacks, Yahoo, Jim Cramer mentions) are driving elevated interest and volatility in GEV; attention can amplify both rallies and pullbacks. Can GEV Capitalize on the Exploding Power Demand From AI Data Centers?
• Negative Sentiment: Profit‑taking and valuation risk: Despite upbeat operational news, the stock has run sharply (large trailing gains and coverage of spinoff winners) and trades at a high P/E, so some investors are locking in gains — press coverage notes spinoff/separation-related outperformance that may have already been priced in. Spinoff Stocks Beat the S&P 500 While Conglomerate Shares Fall Behind

Institutional Trading of GE Vernova

A number of institutional investors have recently added to or reduced their stakes in the stock. Jackson Grant Investment Advisers Inc. lifted its holdings in shares of 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 in the last quarter. Cornerstone Financial Management LLC purchased a new position in GE Vernova during the fourth quarter valued at approximately $25,000. Wealth Watch Advisors INC purchased a new position in GE Vernova during the third quarter valued at approximately $25,000. Torren Management LLC bought a new stake in GE Vernova during the 4th quarter worth approximately $26,000. Finally, ORG Wealth Partners LLC increased its holdings in GE Vernova by 241.7% during the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after acquiring an additional 29 shares during the period.

GE Vernova Stock Performance

GEV stock opened at $851.43 on Wednesday. The company has a market capitalization of $229.48 billion, a price-to-earnings ratio of 47.83, a PEG ratio of 3.39 and a beta of 1.44. GE Vernova has a fifty-two week low of $252.25 and a fifty-two week high of $894.93. The stock has a fifty day moving average of $779.34 and a 200-day moving average of $672.80.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. The business had revenue of $10.96 billion for the quarter, compared to analysts’ expectations of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The firm’s quarterly revenue was up 3.8% compared to the same quarter last year. During the same period in the previous year, the business posted $1.73 EPS. Equities analysts predict that GE Vernova will post 6.59 EPS for the current year.

GE Vernova Announces Dividend

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