GE Vernova (NYSE:GEV) Rating Increased to Strong-Buy at China Renaissance

China Renaissance upgraded shares of GE Vernova (NYSE:GEV) to a strong-buy rating in a research note issued to investors on Thursday,Zacks.com reports.

Several other research analysts have also issued reports on GEV. Barclays upped their target price on GE Vernova from $800.00 to $830.00 and gave the company an “overweight” rating in a research report on Wednesday, January 7th. Weiss Ratings restated a “hold (c)” rating on shares of GE Vernova in a report on Thursday, January 22nd. Robert W. Baird set a $701.00 target price on shares of GE Vernova in a research note on Thursday. Jefferies Financial Group reissued a “buy” rating and set a $930.00 target price on shares of GE Vernova in a research report on Thursday. Finally, William Blair reaffirmed an “outperform” rating on shares of GE Vernova in a report on Wednesday, December 10th. Three analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, GE Vernova has an average rating of “Moderate Buy” and a consensus target price of $750.81.

GE Vernova Stock Up 0.8%

Shares of GE Vernova stock opened at $717.43 on Thursday. The firm’s 50 day moving average price is $649.23 and its 200-day moving average price is $621.11. GE Vernova has a 52-week low of $252.25 and a 52-week high of $731.00. The company has a market cap of $194.65 billion, a P/E ratio of 40.30, a PEG ratio of 2.99 and a beta of 1.67.

GE Vernova (NYSE:GEV) last posted its 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 during the quarter, compared to analysts’ expectations of $10.21 billion. During the same quarter in the prior year, the company posted $1.73 earnings per share. GE Vernova’s revenue for the quarter was up 3.8% compared to the same quarter last year. As a group, equities research analysts forecast that GE Vernova will post 6.59 EPS for the current fiscal year.

GE Vernova Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Monday, January 5th will be issued a $0.50 dividend. The ex-dividend date of this dividend is Monday, January 5th. This is a positive change from GE Vernova’s previous quarterly dividend of $0.25. This represents a $2.00 annualized dividend and a yield of 0.3%. GE Vernova’s dividend payout ratio is currently 32.57%.

Hedge Funds Weigh In On GE Vernova

Several institutional investors and hedge funds have recently modified their holdings of GEV. Norges Bank acquired a new position in shares of GE Vernova in the 2nd quarter valued at $1,809,220,000. Capital World Investors increased its holdings in GE Vernova by 1,907.5% in the third quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock valued at $1,325,842,000 after buying an additional 2,048,792 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in shares of GE Vernova by 273.7% in the second quarter. Arrowstreet Capital Limited Partnership now owns 1,508,317 shares of the company’s stock worth $798,126,000 after acquiring an additional 1,104,747 shares during the period. Franklin Resources Inc. boosted its stake in shares of GE Vernova by 170.0% during the 3rd quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company’s stock worth $722,956,000 after acquiring an additional 740,339 shares in the last quarter. Finally, Qube Research & Technologies Ltd grew its position in shares of GE Vernova by 771.3% during the 2nd quarter. Qube Research & Technologies Ltd now owns 763,226 shares of the company’s stock valued at $403,861,000 after acquiring an additional 675,629 shares during the period.

Key GE Vernova News

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

• Positive Sentiment: Q4 revenue beat and big EPS print (driven largely by a tax benefit); revenue beat consensus and underlying demand appeared strong. GE Vernova (GEV) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Orders, backlog and guidance uplift: management highlighted record orders/backlog and raised FY2026 and 2028 revenue targets (including the planned Prolec acquisition and a doubled dividend), which supports revenue and FCF growth expectations. GE Vernova Flaunts $150 Billion Backlog, Doubles Dividend
• Positive Sentiment: Analyst reactions have been supportive: multiple firms raised price targets and forecasts after the results (TD Cowen, Citigroup and others), which can provide buy‑side momentum. GE Vernova Analysts Increase Their Forecasts After Q4 Results
• Neutral Sentiment: Company released its annual report (useful for longer‑term investors evaluating strategy and capital allocation). GE Aerospace and GE Vernova Issue Their Annual Reports. They Contain Messages for Investors.
• Neutral Sentiment: Earnings call transcript and highlights are available for detail on segment performance, guidance assumptions and Prolec timing (useful for modeling). GE Vernova GEV Q4 2025 Earnings Call Transcript
• Negative Sentiment: Wind segment continues to drag: management flagged larger‑than‑expected wind losses and regulatory/operational risks on offshore projects — a key risk that has caused intraday weakness despite overall strength. GE Vernova wobbles after flagging larger-than-expected wind segment losses
• Negative Sentiment: One‑time tax benefit materially boosted reported EPS — adjust your models for core operating earnings; valuation is extended (premium forward P/E), so the stock is sensitive to execution misses. GE Vernova Q4 earnings top estimates as orders, backlog expand

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.