GE Vernova (NYSE:GEV) Trading Up 1.2% After Analyst Upgrade

GE Vernova Inc. (NYSE:GEV) shares shot up 1.2% during trading on Friday after Royal Bank Of Canada raised their price target on the stock from $761.00 to $800.00. Royal Bank Of Canada currently has an outperform rating on the stock. GE Vernova traded as high as $752.02 and last traded at $726.04. 3,861,792 shares were traded during mid-day trading, an increase of 18% from the average session volume of 3,284,406 shares. The stock had previously closed at $717.39.

GEV has been the topic of several other research reports. Robert W. Baird set a $701.00 price target on shares of GE Vernova in a report on Thursday. Bank of America raised their price target on shares of GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Wells Fargo & Company upped their target price on shares of GE Vernova from $717.00 to $831.00 and gave the company an “overweight” rating in a research report on Tuesday, December 16th. Citigroup upped their price objective on GE Vernova from $708.00 to $779.00 and gave the company a “neutral” rating in a report on Thursday. Finally, Barclays lifted their price target on shares of GE Vernova from $800.00 to $830.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 7th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, GE Vernova currently has an average rating of “Moderate Buy” and an average price target of $752.26.

Key GE Vernova News

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

• Positive Sentiment: Multiple analyst upgrades and higher price targets lift investor sentiment — Guggenheim moved GEV from Neutral to Buy with a $910 target (largest implied upside), China Renaissance put GEV at Strong‑Buy, and TD Cowen raised its target to $780. Guggenheim Upgrade China Renaissance / Zacks TD Cowen / Finviz
• Positive Sentiment: Underlying operational beat: Q4 revenue topped estimates (~$11B vs. ~$10.2B) and orders/backlog surged (orders to $22.2B; backlog rose ~$15B to ~$150B), supporting visibility for future revenue. These metrics and raised guidance are driving the rally. MarketBeat backlog analysis
• Positive Sentiment: Company raised FY‑2026 revenue guidance (now ~$44–45B) and updated multi‑year targets (2028 revenue and free‑cash‑flow goals), and is closing the Prolec acquisition — all viewed as growth drivers. Reuters guidance story
• Neutral Sentiment: Reported EPS of $13.39 materially beat consensus, but much of the beat came from a one‑time, non‑cash ~$2.9B tax benefit—investors should focus on adjusted/underlying results. MarketBeat EPS note
• Neutral Sentiment: Company published annual reports (management messaging) — useful for long‑term investors but unlikely to move price immediately. Barron’s annual report note
• Negative Sentiment: Wind segment continues to weigh: larger‑than‑expected losses and regulatory risks (potential project halts) drove intraday weakness despite the beat — this is the main execution risk to watch. Seeking Alpha wind losses MSN regulatory risk

Institutional Investors Weigh In On GE Vernova

Institutional investors and hedge funds have recently made changes to their positions in the business. Prentice Wealth Management LLC boosted its position in GE Vernova by 10.5% during the fourth quarter. Prentice Wealth Management LLC now owns 600 shares of the company’s stock valued at $392,000 after buying an additional 57 shares during the period. US Bancorp DE increased its stake in shares of GE Vernova by 1.0% during the fourth quarter. US Bancorp DE now owns 101,558 shares of the company’s stock valued at $66,375,000 after purchasing an additional 1,016 shares in the last quarter. Wagner Wealth Management LLC bought a new position in GE Vernova in the 4th quarter worth about $233,000. Rachor Investment Advisory Services LLC purchased a new stake in GE Vernova during the 4th quarter valued at $148,000. Finally, Fagan Associates Inc. grew its stake in shares of GE Vernova by 7.4% in the fourth quarter. Fagan Associates Inc. now owns 1,159 shares of the company’s stock worth $757,000 after acquiring an additional 80 shares during the period.

GE Vernova Stock Up 1.2%

The business has a fifty day simple moving average of $649.23 and a two-hundred day simple moving average of $621.11. The company has a market cap of $196.99 billion, a P/E ratio of 40.79, a P/E/G ratio of 2.99 and a beta of 1.67.

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

GE Vernova Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Monday, January 5th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.3%. The ex-dividend date 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 presently 32.57%.

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.