Morgan Stanley Forecasts Strong Price Appreciation for GE Vernova (NYSE:GEV) Stock

Posted by Latisha Jones on Jul 23rd, 2026

GE Vernova (NYSE:GEV – Get Free Report) had its target price lifted by equities researchers at Morgan Stanley from $1,250.00 to $1,350.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Morgan Stanley’s price target would indicate a potential upside of 30.51% from the company’s previous close.

Other equities research analysts have also recently issued reports about the company. Oppenheimer raised their price target on GE Vernova from $1,303.00 to $1,338.00 and gave the company an “outperform” rating in a report on Thursday. Guggenheim raised their target price on shares of GE Vernova from $1,300.00 to $1,450.00 and gave the company a “buy” rating in a research note on Thursday. Citigroup raised their target price on shares of GE Vernova from $779.00 to $1,110.00 and gave the stock a “neutral” rating in a research note on Monday, April 13th. Robert W. Baird raised their target price on shares of GE Vernova from $1,008.00 to $1,400.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Finally, Argus set a $1,300.00 price target on GE Vernova in a research note on Monday, April 27th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $1,117.19.

Get Our Latest Stock Analysis on GE Vernova

GE Vernova Trading Up 5.0%

Shares of GE Vernova stock traded up $49.39 during trading on Thursday, hitting $1,034.42. The stock had a trading volume of 2,287,846 shares, compared to its average volume of 2,805,355. The stock has a 50 day simple moving average of $1,036.29 and a 200 day simple moving average of $918.91. The company has a market capitalization of $277.97 billion, a PE ratio of 30.09, a P/E/G ratio of 3.98 and a beta of 1.09. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. GE Vernova has a 1 year low of $530.16 and a 1 year high of $1,195.94.

GE Vernova (NYSE:GEV – Get Free Report) last issued its earnings results on Wednesday, July 22nd. The company reported $2.47 earnings per share for the quarter, missing the consensus estimate of $3.17 by ($0.70). The firm had revenue of $11.10 billion during the quarter, compared to analyst estimates of $10.79 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The business’s revenue for the quarter was up 21.9% on a year-over-year basis. During the same period in the previous year, the company earned $1.86 earnings per share. On average, research analysts expect that GE Vernova will post 15.06 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Victor Abate sold 4,819 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $948.08, for a total transaction of $4,568,797.52. Following the completion of the sale, the chief executive officer directly owned 1,835 shares in the company, valued at $1,739,726.80. This represents a 72.42% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $1,059.09, for a total value of $2,470,856.97. Following the transaction, the chief accounting officer owned 3,549 shares in the company, valued at approximately $3,758,710.41. This represents a 39.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.21% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On GE Vernova

Several hedge funds and other institutional investors have recently added to or reduced their stakes in GEV. Cornerstone Financial Management LLC bought a new stake in GE Vernova in the 4th quarter worth approximately $25,000. Wealth Watch Advisors INC purchased a new stake in GE Vernova during the third quarter valued at $25,000. Torren Management LLC purchased a new stake in GE Vernova during the fourth quarter valued at $26,000. Manning & Napier Advisors LLC lifted its position in GE Vernova by 68.4% during the first quarter. Manning & Napier Advisors LLC now owns 32 shares of the company’s stock valued at $26,000 after purchasing an additional 13 shares during the last quarter. Finally, ORG Wealth Partners LLC grew its stake in shares of GE Vernova by 241.7% in the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after buying an additional 29 shares in the last quarter.

GE Vernova News Summary

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

Positive Sentiment: GE Vernova reported strong Q2 revenue growth, record equipment orders, and a backlog above $176 billion, reinforcing demand from AI infrastructure and electrification. GE Vernova Inc (GEV) Q2 2026 Earnings Call Highlights: Record Growth in Orders and Cash Flow
Positive Sentiment: The company raised full-year 2026 revenue guidance and improved margin expectations for the second straight quarter, suggesting management sees continued momentum ahead. GE Vernova raises annual revenue forecast as strong power demand boosts orders
Positive Sentiment: Analysts highlighted that strong electrification demand and backlog growth still support further upside, even after the post-earnings pullback. GE Vernova’s Q2 Results Highlight Strong Demand, Support Upside Ahead, RBC Says
Neutral Sentiment: The Q2 earnings call emphasized a bigger capacity push in gas and electrification, which supports long-term growth but may require more spending first. GE Vernova Q2 Earnings Call Highlights Bigger Capacity Push
Negative Sentiment: GE Vernova missed consensus EPS estimates, and the profit shortfall is the main reason shares are under pressure despite the strong sales and orders backdrop. GE Vernova (GEV) Q2 Earnings Lag Estimates
Negative Sentiment: Management said tariffs could add up to $200 million in costs, adding another headwind to already closely watched margins. GE Vernova flags up to $200 million tariff hit after second-quarter profit miss
Negative Sentiment: The wind segment remains a weak spot, with losses widening and overshadowing the strength in Power and Electrification. GE Vernova shares fall as wind losses overshadow record backlog and data center demand

About GE Vernova

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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.