GE Vernova (NYSE:GEV) Trading Up 3.5% on Analyst Upgrade

GE Vernova Inc. (NYSE:GEV)’s stock price rose 3.5% during trading on Thursday after Susquehanna raised their price target on the stock from $820.00 to $1,080.00. Susquehanna currently has a positive rating on the stock. GE Vernova traded as high as $979.43 and last traded at $968.7770. Approximately 2,055,032 shares traded hands during trading, a decline of 27% from the average daily volume of 2,814,089 shares. The stock had previously closed at $936.07.

A number of other research analysts have also issued reports on the company. Morgan Stanley boosted their price objective on GE Vernova from $817.00 to $960.00 and gave the company an “overweight” rating in a research report on Monday, March 23rd. Weiss Ratings upgraded GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Barclays boosted their price target on shares of GE Vernova from $849.00 to $993.00 and gave the company an “overweight” rating in a report on Wednesday, April 1st. Erste Group Bank upgraded shares of GE Vernova to a “strong-buy” rating in a research report on Tuesday, March 24th. Finally, Guggenheim raised shares of GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 price objective on the stock in a report on Friday, January 30th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $874.91.

GE Vernova News Roundup

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

• Positive Sentiment: Susquehanna raised its price target to $1,080 and moved to a “positive” rating, signaling institutional conviction and providing near-term upside support for the stock. Susquehanna price target raise
• Positive Sentiment: GE Vernova’s Hitachi Nuclear Energy unit signed a Main Services Agreement with Sweden’s AFRY to support deployment of the BWRX-300 small modular reactor in Europe — a concrete step expanding its nuclear footprint and potential long-term services revenue. GE Vernova Extends Nuclear Ambitions In Europe With New SMR Services Deal
• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS forecasts and maintains a strong-buy stance — analyst upgrades and higher estimates increase conviction that earnings can justify current multiples over time. Erste Group upgrades/estimates
• Positive Sentiment: Macro/sector stories (data-center power demand, clean-energy momentum, and geopolitical-driven energy spending) are being cited as demand multipliers for Vernova’s products and services, supporting bullish technicals and investor interest. How Middle East war could fuel growth
• Neutral Sentiment: Coverage comparing the GE spinoffs highlights structural differences across businesses; useful for relative valuation work but not an immediate stock mover. The GE Family Divided
• Neutral Sentiment: Market write-ups note that GEV has recently outperformed the market and is trading above its 50-day moving average, reinforcing technical momentum but offering limited new fundamental information. GEV surpasses market returns
• Negative Sentiment: Valuation concern: commentary highlights GEV’s premium multiple and rapid recent run (e.g., a ~12.8% one‑month surge), suggesting the stock could be sensitive to any earnings/guide misses or a broader risk-off move. The company’s current PE and elevated expectations make timing important for new buyers. GE Vernova Surges 12.8% in a Month

Institutional Investors Weigh In On GE Vernova

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

GE Vernova Price Performance

The stock has a market cap of $261.11 billion, a P/E ratio of 54.43, a PEG ratio of 3.54 and a beta of 1.43. The company has a fifty day moving average of $836.90 and a 200 day moving average of $697.29.

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

GE Vernova Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Tuesday, March 17th. GE Vernova’s 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.