GE Vernova (NYSE:GEV) Hits New 12-Month High Following Analyst Upgrade

GE Vernova Inc. (NYSE:GEV)’s stock price reached a new 52-week high on Monday after Morgan Stanley raised their price target on the stock from $817.00 to $960.00. Morgan Stanley currently has an overweight rating on the stock. GE Vernova traded as high as $907.00 and last traded at $913.1280, with a volume of 1121820 shares. The stock had previously closed at $851.07.

GEV has been the topic of several other reports. Wolfe Research raised shares of GE Vernova from a “peer perform” rating to a “buy” rating in a report on Wednesday, December 10th. Wall Street Zen raised shares of GE Vernova from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. JPMorgan Chase & Co. restated an “overweight” rating on shares of GE Vernova in a research report on Wednesday, December 10th. China Renaissance raised shares of GE Vernova to a “strong-buy” rating in a research note on Thursday, January 29th. Finally, Glj Research upped their price target on shares of GE Vernova from $758.00 to $1,087.00 and gave the stock a “buy” rating in a report on Monday, January 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $837.25.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Morgan Stanley raised its price target to $960 and set an “overweight” rating, citing stronger turbine pricing and medium‑term growth from electrification — a direct bullish signal for GEV’s core Power business. Read More.
• Positive Sentiment: Bank of America Securities reiterated a Buy on GE Vernova, reinforcing institutional support that helps drive demand among professional investors. Read More.
• Positive Sentiment: Market commentary is pushing an AI-infrastructure narrative that favors GEV: increasing data‑center power demand benefits GE Vernova’s gas turbines, transformers and grid equipment. The piece also highlights corporate actions (dividend increase, buyback) and recent index inclusion as structural supports for the stock. Read More.
• Positive Sentiment: Retail/media attention lifted momentum — Jim Cramer called GEV “a real good story,” which can amplify retail buying and volume. Read More.
• Neutral Sentiment: Short‑term market moves also reflected macro headlines: a pause in U.S. military action raised risk appetite and helped push several industrial names higher, a move that benefited GEV alongside sector peers. Read More.
• Neutral Sentiment: Coverage pieces speculating on a large government/industrial project tied to the administration suggest potential upside but remain speculative — monitor for confirmed contracts or official announcements. Read More.
• Neutral Sentiment: An unrelated press release from AirJoule Technologies was included in the feed and has no direct impact on GE Vernova. Read More.

Hedge Funds Weigh In On GE Vernova

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Auto Owners Insurance Co lifted its position in shares of GE Vernova by 110,973.4% in the 4th quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock worth $2,278,224,000 after purchasing an additional 34,826,773 shares during the period. Norges Bank bought a new stake in shares of GE Vernova in the 4th quarter valued at $2,283,114,000. Northwestern Mutual Wealth Management Co. increased its position in shares of GE Vernova by 5,171.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,452,858 shares of the company’s stock worth $1,603,114,000 after buying an additional 2,406,326 shares during the period. Capital World Investors raised its stake in GE Vernova by 1,907.5% during the third quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock worth $1,325,842,000 after buying an additional 2,048,792 shares during the last quarter. Finally, Corient Private Wealth LLC raised its stake in GE Vernova by 2,802.8% during the fourth quarter. Corient Private Wealth LLC now owns 1,608,714 shares of the company’s stock worth $1,051,407,000 after buying an additional 1,553,295 shares during the last quarter.

GE Vernova Price Performance

The firm has a market cap of $244.98 billion, a price-to-earnings ratio of 51.06, a price-to-earnings-growth ratio of 3.51 and a beta of 1.45. The firm’s fifty day moving average is $789.33 and its 200-day moving average is $677.10.

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

GE Vernova Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th will be given a dividend of $0.50 per share. 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 dividend payout ratio is presently 11.24%.

About GE Vernova

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.