China Renaissance Initiates Coverage on GE Vernova (NYSE:GEV)

Analysts at China Renaissance began coverage on shares of GE Vernova (NYSE:GEV) in a note issued to investors on Wednesday, Marketbeat Ratings reports. The brokerage set a “buy” rating and a $966.00 price target on the stock. China Renaissance’s price target indicates a potential upside of 36.70% from the stock’s current price.

A number of other analysts also recently weighed in on GEV. TD Cowen reiterated a “buy” rating on shares of GE Vernova in a research report on Thursday, October 23rd. Rothschild Redb downgraded GE Vernova from a “hold” rating to a “strong sell” rating in a report on Wednesday, October 15th. Susquehanna increased their price target on GE Vernova from $750.00 to $775.00 and gave the company a “positive” rating in a research note on Wednesday, December 10th. Jefferies Financial Group set a $830.00 price objective on shares of GE Vernova in a report on Monday, December 22nd. Finally, Evercore ISI initiated coverage on shares of GE Vernova in a research note on Monday, December 15th. They set an “outperform” rating and a $860.00 target price for the company. Three research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $711.22.

GE Vernova Trading Up 2.0%

GEV opened at $706.66 on Wednesday. GE Vernova has a 1 year low of $252.25 and a 1 year high of $731.00. The stock has a market cap of $191.73 billion, a PE ratio of 112.03, a P/E/G ratio of 2.83 and a beta of 1.67. The stock’s 50 day simple moving average is $643.71 and its 200-day simple moving average is $619.78.

GE Vernova (NYSE:GEV) last released its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.99 by $10.40. The firm had revenue of $10.96 billion during the quarter, compared to analyst estimates of $10.21 billion. GE Vernova had a return on equity of 17.07% and a net margin of 4.52%.The business’s revenue for the quarter was up 3.8% compared to the same quarter last year. During the same period in the prior year, the company posted $1.73 earnings per share. Equities analysts forecast that GE Vernova will post 6.59 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of GEV. Jackson Grant Investment Advisers Inc. lifted its stake in shares of GE Vernova by 344.4% in the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after acquiring an additional 31 shares during the last quarter. Wealth Watch Advisors INC bought a new stake in shares of GE Vernova during the third quarter worth about $25,000. ORG Wealth Partners LLC grew its holdings in shares of GE Vernova by 241.7% during the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after purchasing an additional 29 shares during the last quarter. WFA Asset Management Corp bought a new position in GE Vernova in the 2nd quarter valued at approximately $29,000. Finally, Howard Hughes Medical Institute acquired a new stake in GE Vernova during the 2nd quarter worth approximately $31,000.

GE Vernova News Summary

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

• Positive Sentiment: Big earnings beat and guidance lift — GEV reported $13.39 EPS and $10.96B revenue for Q4, well above Street estimates, and issued a stronger annual outlook; management cited robust demand across power and electrification. Press Release Slide Deck
• Positive Sentiment: Media coverage highlights raised outlook and profit surge — WSJ reports GEV lifted guidance as profit and revenue jumped, reinforcing the bullish narrative behind today’s move. GE Vernova Lifts Outlook as Profit Jumps
• Positive Sentiment: Market reaction and thematic bullishness — outlets note the stock’s rise and cite leadership/AI and power-demand themes that have reshaped the investment story. MarketWatch: Stock Rises Leadership & AI Theme
• Neutral Sentiment: Analyst updates and estimates ahead of Q4 were active — several retailers adjusted forecasts pre-print, creating volatility in expectations but ultimately setting the stage for today’s beat. Benzinga: Forecast Changes
• Neutral Sentiment: Zacks and others flag margin and cash-flow strength but note revenue variability tied to gas-turbine timing and weak onshore wind — this can support EPS even if top-line comps are lumpy. Zacks: Q4 Preview
• Neutral Sentiment: Options activity shows elevated interest from large traders, signaling speculative positioning that can amplify moves but adds short-term volatility risk. Benzinga: Options Flow
• Negative Sentiment: Some commentators and analysts remain cautious — Jim Cramer suggested investors “need a better entry point,” indicating profit-taking risk after the rally. Jim Cramer Comment
• Negative Sentiment: Market structure concerns persist — reports highlight oversupply worries and a PJM emergency auction proposal that could pressure power-market dynamics and add regulatory/market risk for GEV’s end markets. Mixed Analyst Sentiment

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.