GE Vernova Inc. (NYSE:GEV) Receives Consensus Rating of “Moderate Buy” from Analysts

GE Vernova Inc. (NYSE:GEV) has been given an average recommendation of “Moderate Buy” by the thirty ratings firms that are currently covering the company, MarketBeat.com reports. One analyst has rated the stock with a sell rating, five have given a hold rating, twenty-two have assigned a buy rating and two have assigned a strong buy rating to the company. The average 1 year price target among analysts that have updated their coverage on the stock in the last year is $1,133.1538.

Several brokerages have recently weighed in on GEV. Susquehanna set a $1,300.00 price target on shares of GE Vernova in a research report on Thursday, April 23rd. BMO Capital Markets restated an “outperform” rating on shares of GE Vernova in a research report on Friday, August 7th. The Goldman Sachs Group restated a “buy” rating and issued a $1,328.00 price objective on shares of GE Vernova in a report on Friday, April 24th. Zacks Research cut GE Vernova from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 28th. Finally, JPMorgan Chase & Co. increased their price objective on shares of GE Vernova from $1,302.00 to $1,330.00 and gave the company an “overweight” rating in a research report on Thursday, July 23rd.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: GE Vernova’s backlog reportedly reached $176 billion, while a nuclear-related AI power agreement strengthened the investment case for its positioning in the rapidly expanding electricity and data-center infrastructure markets. GE Vernova Is Up 8.9% After Backlog Surges To $176 Billion And Nuclear AI Deal
• Positive Sentiment: GE Vernova is leading an ARPA-E project with SHINE to modernize tracking of spent nuclear fuel during recycling. Although the project is unlikely to materially affect near-term earnings, it supports GEV’s longer-term exposure to nuclear-energy development and fuel-cycle technology. SHINE Joins GE Vernova-Led ARPA-E Project
• Neutral Sentiment: A comparison of industrial machinery stocks frames 2026 as a competition to control the electrification stack. This reinforces GEV’s favorable industry exposure, but the article is primarily comparative and does not identify a new company-specific catalyst. Which Industrial Machinery Stock Has Dominated in 2026
• Negative Sentiment: GE Vernova and other behind-the-meter power stocks sold off amid concerns about hidden hyperscaler debt and a 19-year Treasury yield high. Higher rates can pressure richly valued growth and infrastructure shares, while questions about how AI data-center projects are financed raised doubts despite record backlogs. Behind-the-Meter Energy Stocks Fall Tuesday
• Negative Sentiment: Weakness across Bloom Energy, Fluence Energy and other AI-power names indicates sector-wide profit-taking and risk reduction. Bloom’s strong results and AI deals were tempered by valuation and supply-chain concerns, creating potential spillover pressure for GEV even without a direct negative announcement. Bloom Energy’s AI Surge Meets a Valuation Reality Check

GE Vernova Price Performance

Shares of NYSE GEV opened at $987.05 on Friday. The firm has a 50-day simple moving average of $1,041.16 and a 200-day simple moving average of $966.52. The stock has a market capitalization of $262.88 billion, a price-to-earnings ratio of 28.25, a price-to-earnings-growth ratio of 3.58 and a beta of 1.21. The company has a quick ratio of 0.62, a current ratio of 0.85 and a debt-to-equity ratio of 0.21. GE Vernova has a 52 week low of $530.16 and a 52 week high of $1,195.94.

GE Vernova (NYSE:GEV) last posted its quarterly earnings results on Wednesday, July 22nd. The company reported $2.47 earnings per share for the quarter, missing the consensus estimate of $3.17 by ($0.70). The business had revenue of $11.10 billion during 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 business’s quarterly revenue was up 21.9% on a year-over-year basis. During the same period in the prior year, the business posted $1.86 earnings per share. On average, equities analysts predict that GE Vernova will post 15.57 earnings per share for the current fiscal year.

Insider Buying and Selling at GE Vernova

In other news, CEO Victor Abate sold 4,819 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $948.08, for a total transaction of $4,568,797.52. Following the sale, the chief executive officer owned 1,835 shares of the company’s stock, valued at approximately $1,739,726.80. This trade represents a 72.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On GE Vernova

Several hedge funds and other institutional investors have recently bought and sold shares of GEV. Cornerstone Financial Management LLC acquired a new position in GE Vernova during the fourth quarter worth approximately $25,000. Wealth Watch Advisors INC acquired a new stake in shares of GE Vernova in the 3rd quarter worth $25,000. Torren Management LLC purchased a new stake in GE Vernova in the 4th quarter valued at approximately $26,000. Manning & Napier Advisors LLC boosted its stake in shares of GE Vernova by 68.4% in the first quarter. Manning & Napier Advisors LLC now owns 32 shares of the company’s stock valued at $26,000 after buying an additional 13 shares in the last quarter. Finally, Navalign LLC acquired a new position in shares of GE Vernova during the 4th quarter worth $27,000.

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.