GE Vernova (NYSE:GEV) Stock Gets Price Target Trim from Argus

GE Vernova (NYSE:GEV) had its price objective dropped by investment analysts at Argus from $1,300.00 to $1,100.00 in a note issued to investors on Tuesday, Benzinga reports. The firm currently has a “buy” rating on the stock. Argus‘s target price suggests a potential upside of 27.67% from the company’s current price.

Several other equities research analysts have also recently weighed in on the company. Morgan Stanley cut GE Vernova from an “overweight” rating to an “underweight” rating in a report on Monday, August 3rd. Royal Bank Of Canada boosted their target price on GE Vernova from $1,225.00 to $1,230.00 and gave the company an “outperform” rating in a research note on Thursday. BNP Paribas Exane decreased their target price on GE Vernova from $1,190.00 to $1,090.00 and set a “neutral” rating for the company in a report on Thursday, August 20th. William Blair reaffirmed an “outperform” rating on shares of GE Vernova in a research note on Monday, August 3rd. Finally, TD Cowen cut their price target on shares of GE Vernova from $1,235.00 to $1,125.00 and set a “buy” rating on the stock in a report on Thursday, October 29th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, GE Vernova currently has an average rating of “Moderate Buy” and a consensus price target of $1,144.20.

GE Vernova Price Performance

Shares of GE Vernova stock opened at $861.60 on Tuesday. The company’s fifty day simple moving average is $932.95 and its two-hundred day simple moving average is $941.39. GE Vernova has a 12-month low of $530.16 and a 12-month high of $1,195.94. The firm has a market cap of $229.47 billion, a PE ratio of 22.61, a price-to-earnings-growth ratio of 3.04 and a beta of 1.14. The company has a quick ratio of 0.62, a current ratio of 0.83 and a debt-to-equity ratio of 0.22.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data on Wednesday, October 28th. The company reported $4.81 EPS for the quarter, beating the consensus estimate of $4.03 by $0.78. The firm had revenue of $12.64 billion during the quarter, compared to the consensus estimate of $11.99 billion. GE Vernova had a net margin of 23.54% and a return on equity of 46.50%. The company’s quarterly revenue was up 26.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.64 earnings per share. As a group, equities analysts expect that GE Vernova will post 16.05 EPS for the current year.

Institutional Trading of GE Vernova

Hedge funds have recently modified their holdings of the business. Parvin Asset Management LLC purchased a new position in shares of GE Vernova in the second quarter worth about $32,000. Pingora Partners LLC bought a new stake in GE Vernova during the 2nd quarter valued at $36,000. Manning & Napier Advisors LLC raised its holdings in GE Vernova by 68.4% during the 1st quarter. Manning & Napier Advisors LLC now owns 32 shares of the company’s stock valued at $26,000 after acquiring an additional 13 shares during the period. IMG Wealth Management Inc. purchased a new stake in shares of GE Vernova during the second quarter worth $39,000. Finally, Miller Global Investments LLC boosted its holdings in shares of GE Vernova by 63.6% in the second quarter. Miller Global Investments LLC now owns 36 shares of the company’s stock worth $42,000 after acquiring an additional 14 shares during the period.

Key GE Vernova News

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

• Positive Sentiment: GE Vernova’s third-quarter results exceeded expectations, with revenue of $12.64 billion, net income of $1.29 billion and EPS of $4.81 versus the $4.03 consensus estimate. Organic orders rose 96%, and management raised its 2026 guidance, reinforcing confidence in demand and execution. Is GE Vernova Undervalued As Earnings Reset The Valuation Debate?
• Positive Sentiment: Analysts continue to identify substantial upside. Guggenheim retained a Buy rating and lowered its price target modestly to $1,400, while HSBC reportedly upgraded the stock. These actions suggest analysts remain constructive despite the recent pullback. Guggenheim GE Vernova rating GE Vernova Upgraded at HSBC
• Positive Sentiment: GE Vernova is viewed as a key supplier to the rapidly expanding artificial-intelligence data-center market through its grid equipment and power-generation businesses. Expectations that data-center electricity demand will roughly double by 2030 support the company’s long-term growth narrative. 3 AI Power Stocks to Hold for the Next 10 Years
• Neutral Sentiment: Jefferies removed GE Vernova from its preferred-ideas list in favor of Nextpower, but the change does not represent a reduction in GE Vernova’s earnings forecast. The move may weigh on sentiment while having limited direct fundamental impact. GE Vernova Stocks Rise With Jefferies Removal
• Negative Sentiment: Shares have cooled after a strong run, with reported 30-day and 90-day declines of 12.8% and 15.3%. The stock is also trading below its 50-day and 200-day moving averages, increasing technical and valuation concerns. GE Vernova This Powerhouse Could See 19 Percent Downside
• Negative Sentiment: Some investors argue that GE Vernova’s strong outlook is already reflected in its valuation and warn of as much as 19% downside. Political efforts to restrict data-center expansion could also temper one of the company’s major demand drivers.

About GE Vernova

GE Vernova Inc (NYSE: GEV) is an energy technology company focused on helping generate, transmit, store and deliver electricity. The company serves utilities, power producers, grid operators, commercial and industrial customers, and other energy-sector participants worldwide.

Its business is organized around three primary areas: Power, Wind and Electrification. Power provides technologies and services for gas and steam power generation, hydropower, nuclear power and other energy systems.