GE Vernova (NYSE:GEV) Given New $779.00 Price Target at Citigroup

GE Vernova (NYSE:GEV) had its price target increased by Citigroup from $708.00 to $779.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has a “neutral” rating on the stock. Citigroup’s price objective would suggest a potential upside of 11.70% from the stock’s current price.

GEV has been the topic of a number of other research reports. BMO Capital Markets reissued an “outperform” rating and set a $785.00 price objective on shares of GE Vernova in a report on Thursday. Morgan Stanley reissued an “overweight” rating and set a $817.00 price target on shares of GE Vernova in a research note on Monday. UBS Group restated a “buy” rating on shares of GE Vernova in a research report on Thursday. Bank of America increased their price objective on GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Finally, TD Cowen boosted their target price on GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a research report on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $731.19.

GE Vernova Stock Down 2.0%

NYSE:GEV traded down $14.22 on Thursday, reaching $697.38. The stock had a trading volume of 1,423,292 shares, compared to its average volume of 3,098,582. The company has a market capitalization of $189.21 billion, a P/E ratio of 113.22, a price-to-earnings-growth ratio of 2.96 and a beta of 1.67. GE Vernova has a 1-year low of $252.25 and a 1-year high of $731.00. The stock has a fifty day moving average price of $646.06 and a 200-day moving average price of $620.43.

GE Vernova (NYSE:GEV) last posted its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. The company had revenue of $10.96 billion during the quarter, compared to analysts’ expectations of $10.21 billion. GE Vernova had a net margin of 4.52% and a return on equity of 17.07%. GE Vernova’s quarterly revenue was up 3.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.73 earnings per share. Sell-side analysts predict that GE Vernova will post 6.59 earnings per share for the current fiscal year.

Institutional Investors Weigh In On GE Vernova

Several large investors have recently made changes to their positions in the stock. Jackson Grant Investment Advisers Inc. lifted its holdings in shares of GE Vernova by 344.4% in the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after purchasing an additional 31 shares in the last quarter. Wealth Watch Advisors INC bought a new stake in GE Vernova in the 3rd quarter valued at approximately $25,000. ORG Wealth Partners LLC lifted its stake in GE Vernova by 241.7% in the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after acquiring an additional 29 shares in the last quarter. Bay Harbor Wealth Management LLC boosted its position in GE Vernova by 537.5% during the 3rd quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock worth $31,000 after acquiring an additional 43 shares during the last quarter. Finally, Nvest Wealth Strategies Inc. bought a new position in shares of GE Vernova during the 4th quarter worth approximately $33,000.

GE Vernova News Roundup

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.