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

Shares of GE Vernova Inc. (NYSE:GEV) have been assigned an average rating of “Moderate Buy” from the twenty-nine research firms that are currently covering the firm, Marketbeat.com reports. Two equities research analysts have rated the stock with a sell rating, five have given a hold rating, twenty have given a buy rating and two have assigned a strong buy rating to the company. The average 12 month target price among brokers that have updated their coverage on the stock in the last year is $752.9630.

A number of research analysts have weighed in on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of GE Vernova in a research report on Thursday, January 22nd. Citigroup boosted their price objective on GE Vernova from $708.00 to $779.00 and gave the stock a “neutral” rating in a research report on Thursday, January 29th. Oppenheimer restated an “outperform” rating on shares of GE Vernova in a research note on Thursday. The Goldman Sachs Group lifted their price target on GE Vernova from $840.00 to $925.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, TD Cowen upped their price target on GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a report on Thursday, January 29th.

Institutional Investors Weigh In On GE Vernova

Several hedge funds have recently made changes to their positions in GEV. Brighton Jones LLC raised its holdings in GE Vernova by 29.4% in the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after acquiring an additional 753 shares in the last quarter. Kathmere Capital Management LLC increased its position in shares of GE Vernova by 9.2% during the second quarter. Kathmere Capital Management LLC now owns 916 shares of the company’s stock valued at $485,000 after purchasing an additional 77 shares during the period. Sonora Investment Management Group LLC acquired a new position in shares of GE Vernova in the second quarter valued at $214,000. Tritonpoint Wealth LLC raised its stake in shares of GE Vernova by 35.5% in the second quarter. Tritonpoint Wealth LLC now owns 977 shares of the company’s stock valued at $517,000 after purchasing an additional 256 shares in the last quarter. Finally, Lazari Capital Management Inc. bought a new position in GE Vernova in the second quarter worth $277,000.

GE Vernova Stock Performance

GEV opened at $758.06 on Tuesday. The firm has a market cap of $205.68 billion, a P/E ratio of 42.59, a price-to-earnings-growth ratio of 3.03 and a beta of 1.67. The business has a 50 day moving average price of $656.20 and a 200 day moving average price of $624.47. GE Vernova has a twelve month low of $252.25 and a twelve month high of $762.36.

GE Vernova (NYSE:GEV) last released 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 company had revenue of $10.96 billion for the quarter, compared to analyst estimates of $10.21 billion. During the same quarter last year, the firm posted $1.73 earnings per share. The company’s quarterly revenue was up 3.8% compared to the same quarter last year. As a group, analysts anticipate that GE Vernova will post 6.59 earnings per share for the current fiscal year.

GE Vernova Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Monday, January 5th were given a $0.50 dividend. The ex-dividend date was Monday, January 5th. This represents a $2.00 annualized dividend and a yield of 0.3%. This is a positive change from GE Vernova’s previous quarterly dividend of $0.25. GE Vernova’s dividend payout ratio (DPR) is 11.24%.

GE Vernova News Roundup

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

• Positive Sentiment: GEV closed its purchase of the remaining 50% of Prolec GE for $5.275 billion, bringing the North American transformer and electrification leader fully onto GE Vernova’s balance sheet — a move that should accelerate electrification segment growth and margin capture. Read More.
• Positive Sentiment: Analysts lifted ratings and price targets this week (several reports raising targets into the high $700s), and the stock hit a new 12‑month high after upgrades — signaling renewed buy‑side conviction following GE Vernova’s strong January quarter. Read More.
• Positive Sentiment: High‑profile media coverage (Jim Cramer segments and commentary) has highlighted GE Vernova’s long‑range earnings visibility and upside potential, which tends to boost retail and momentum flows. Read More. Read More.
• Neutral Sentiment: Macro and sector catalysts to watch (U.S. grid spending, nuclear pricing, AI/market timing and Fed rate pivot dates) are flagged as potential 2026 drivers for GE Vernova but are broader market factors rather than company‑specific news. Read More.
• Negative Sentiment: GE Vernova launched a registered offering of senior notes to help finance part of the Prolec GE buyout. The planned debt issuance raises near‑term leverage and interest‑cost risk, which could temper investor enthusiasm depending on size, pricing and market conditions. Read More.

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.