GE Vernova (NYSE:GEV) Upgraded at Guggenheim

GE Vernova (NYSE:GEV) was upgraded by Guggenheim from a “neutral” rating to a “buy” rating in a note issued to investors on Friday, MarketBeat Ratings reports. The firm presently has a $910.00 price objective on the stock. Guggenheim’s price target points to a potential upside of 26.84% from the company’s current price.

GEV has been the subject of a number of other research reports. Weiss Ratings reiterated a “hold (c)” rating on shares of GE Vernova in a research report on Thursday, January 22nd. Glj Research upped their price objective on shares of GE Vernova from $758.00 to $1,087.00 and gave the stock a “buy” rating in a research note on Monday, January 12th. Wolfe Research raised shares of GE Vernova from a “peer perform” rating to a “buy” rating in a report on Wednesday, December 10th. China Renaissance began 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. Finally, Redburn Partners set a $475.00 price target on GE Vernova in a research report on Wednesday, October 15th. Two research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $750.81.

GE Vernova Trading Up 0.8%

Shares of GEV opened at $717.43 on Friday. The stock has a 50 day simple moving average of $649.23 and a 200-day simple moving average of $621.11. The stock has a market cap of $194.65 billion, a PE ratio of 40.30, a PEG ratio of 2.99 and a beta of 1.67. GE Vernova has a 1 year low of $252.25 and a 1 year high of $731.00.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. The firm 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 46.91% and a net margin of 12.83%.The business’s revenue was up 3.8% compared to the same quarter last year. During the same period in the prior year, the business posted $1.73 earnings per share. On average, sell-side analysts forecast that GE Vernova will post 6.59 EPS for the current fiscal year.

Institutional Trading of GE Vernova

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Torren Management LLC acquired a new position in GE Vernova during the 4th quarter valued at about $26,000. Ares Financial Consulting LLC bought a new stake in shares of GE Vernova during the fourth quarter worth approximately $41,000. M&T Bank Corp lifted its holdings in GE Vernova by 8.5% in the fourth quarter. M&T Bank Corp now owns 42,607 shares of the company’s stock valued at $27,846,000 after buying an additional 3,344 shares during the period. Exencial Wealth Advisors LLC lifted its holdings in GE Vernova by 13.6% in the fourth quarter. Exencial Wealth Advisors LLC now owns 1,777 shares of the company’s stock valued at $1,161,000 after buying an additional 213 shares during the period. Finally, Quadcap Wealth Management LLC boosted its stake in GE Vernova by 2.3% in the fourth quarter. Quadcap Wealth Management LLC now owns 2,670 shares of the company’s stock valued at $1,745,000 after acquiring an additional 61 shares during the last quarter.

Trending Headlines about GE Vernova

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.