Citigroup Issues Positive Forecast for GE Vernova (NYSE:GEV) Stock Price

GE Vernova (NYSE:GEV) had its target price lifted by research analysts at Citigroup from $708.00 to $779.00 in a report issued on Thursday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Citigroup’s target price indicates a potential upside of 11.70% from the stock’s previous close.

GEV has been the subject of a number of other research reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $925.00 price target on shares of GE Vernova in a research note on Thursday. China Renaissance started coverage on shares of GE Vernova in a research note on Wednesday. They issued a “buy” rating and a $966.00 target price for the company. Bank of America lifted their price target on GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a report on Wednesday, December 10th. Rothschild Redb lowered GE Vernova from a “hold” rating to a “strong sell” rating in a research note on Wednesday, October 15th. Finally, William Blair reaffirmed an “outperform” rating on shares of GE Vernova in a research report on Wednesday, December 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, GE Vernova presently has an average rating of “Moderate Buy” and an average price target of $731.19.

GE Vernova Stock Performance

NYSE GEV traded down $14.22 during trading hours on Thursday, hitting $697.38. 1,423,292 shares of the company traded hands, compared to its average volume of 3,098,582. The business’s 50-day moving average is $646.06 and its 200-day moving average is $620.43. The stock has a market capitalization of $189.21 billion, a price-to-earnings ratio of 113.22, a P/E/G ratio of 2.96 and a beta of 1.67. GE Vernova has a twelve month low of $252.25 and a twelve month high of $731.00.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.99 by $10.40. The company had revenue of $10.96 billion for the quarter, compared to analysts’ expectations 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 was up 3.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.73 EPS. Analysts predict that GE Vernova will post 6.59 EPS for the current year.

Institutional Investors Weigh In On GE Vernova

Hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. raised its position in GE Vernova by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock valued at $16,354,691,000 after purchasing an additional 208,162 shares in the last quarter. Impax Asset Management Group plc bought a new position in shares of GE Vernova in the 4th quarter valued at $9,240,000. Riverbend Wealth Management LLC acquired a new position in shares of GE Vernova during the 4th quarter worth $567,000. Klingman & Associates LLC lifted its position in shares of GE Vernova by 4.6% during the 4th quarter. Klingman & Associates LLC now owns 2,452 shares of the company’s stock worth $1,603,000 after buying an additional 107 shares during the last quarter. Finally, Veracity Capital LLC boosted its stake in GE Vernova by 6.1% in the fourth quarter. Veracity Capital LLC now owns 2,887 shares of the company’s stock valued at $1,887,000 after buying an additional 166 shares in the last quarter.

GE Vernova News Summary

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

• Positive Sentiment: Q4 beat on EPS and revenue — GEV reported $13.39 EPS (helped by a tax benefit) and revenue of $10.96B, topping estimates and showing solid demand in Power and Electrification. GE Vernova (GEV) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Raised 2026 revenue guidance — Management increased FY2026 revenue outlook above consensus (roughly $44–45B), signaling stronger demand for grid equipment and power systems. GE Vernova forecasts revenue above estimates on strong demand for power equipment
• Positive Sentiment: Backlog and cash returns — GEV reported ~ $150B backlog, doubled its dividend and highlighted margin expansion and cash generation that underpin medium‑term growth. GE Vernova Flaunts $150 Billion Backlog, Doubles Dividend
• Positive Sentiment: Analyst upgrades lift sentiment — Several firms bumped forecasts and price targets (TD Cowen raised its target to $780; China Renaissance initiated coverage with a $966 target), supporting upside expectations. GE Vernova price target raised by TD Cowen
• Neutral Sentiment: Comparisons and investor context — Industry pieces contrast GEV with peers (e.g., PEG) as ways to play grid modernization; useful for portfolio positioning but not immediate catalysts. GEV vs. PEG: Which Grid-Focused Energy Stock Is the Better Buy?
• Neutral Sentiment: Earnings materials available — Full call transcript, slide deck and highlights provide details for modeling — important for analysts but not a market-moving surprise. GE Vernova Inc (GEV) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Wind segment losses and regulatory risk — Management flagged larger‑than‑expected losses in the Wind business and warned that efforts to halt offshore wind projects could hurt operations and contracts, creating execution and legal/regulatory uncertainty. GE Vernova wobbles after flagging larger-than-expected wind segment losses
• Negative Sentiment: Market reaction: profit-taking and short‑term weakness — Several outlets note the stock slipped despite raised guidance as traders digest mixed signals (strong orders but segment losses and a tax-driven EPS boost). GE Vernova (GEV) Stock Slips Despite Raised 2026 and 2028 Revenue Guidance
• Negative Sentiment: Valuation caution — Some analysts argue recent gains have already priced in momentum, leaving limited margin for error if wind issues or execution hiccups persist. GE Vernova’s Momentum Is Real, But So Is The Valuation

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.