GE Vernova (NYSE:GEV) Rating Increased to Buy at Wall Street Zen

Wall Street Zen upgraded shares of GE Vernova (NYSE:GEV) from a hold rating to a buy rating in a research report sent to investors on Saturday.

Several other equities analysts have also recently commented on GEV. Wolfe Research upgraded shares of GE Vernova from a “peer perform” rating to a “buy” rating in a report on Wednesday, December 10th. Glj Research upped their target price on GE Vernova from $758.00 to $1,087.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. Evercore ISI upped their price target on shares of GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a report on Thursday. Rothschild & Co Redburn reissued a “sell” rating and issued a $475.00 price objective on shares of GE Vernova in a research report on Wednesday, October 15th. Finally, BMO Capital Markets reiterated an “outperform” rating and issued a $785.00 target price on shares of GE Vernova in a research note on Thursday. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $752.26.

GE Vernova Stock Performance

Shares of NYSE:GEV opened at $726.04 on Friday. The firm has a 50 day simple moving average of $652.63 and a 200 day simple moving average of $622.73. GE Vernova has a 52 week low of $252.25 and a 52 week high of $752.02. The company has a market cap of $196.99 billion, a PE ratio of 40.79, a price-to-earnings-growth ratio of 2.99 and a beta of 1.67.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, topping the consensus estimate of $2.99 by $10.40. The business had revenue of $10.96 billion during 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%.GE Vernova’s revenue was up 3.8% compared to the same quarter last year. During the same quarter last year, the firm posted $1.73 earnings per share. On average, equities analysts predict that GE Vernova will post 6.59 earnings per share for the current year.

GE Vernova Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Monday, January 5th will be paid a $0.50 dividend. This is an increase from GE Vernova’s previous quarterly dividend of $0.25. This represents a $2.00 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend is Monday, January 5th. GE Vernova’s payout ratio is presently 11.24%.

Hedge Funds Weigh In On GE Vernova

A number of large investors have recently modified their holdings of GEV. Jackson Grant Investment Advisers Inc. increased its stake in shares of GE Vernova by 344.4% in the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after buying an additional 31 shares during the period. Wealth Watch Advisors INC acquired a new stake in GE Vernova during the 3rd quarter worth $25,000. Torren Management LLC bought a new position in shares of GE Vernova during the 4th quarter valued at about $26,000. ORG Wealth Partners LLC lifted its position 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. Finally, WFA Asset Management Corp bought a new stake in shares of GE Vernova in the second quarter valued at about $29,000.

GE Vernova News Roundup

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

• Positive Sentiment: Robust Q4 results, raised guidance and record backlog — GEV beat revenue estimates and reported a large EPS beat (partly from a $2.9B tax benefit). Orders jumped and backlog hit record levels, and management raised 2026/2028 revenue targets and free?cash?flow guidance, improving visibility into growth. Reuters: GE Vernova forecasts revenue above estimates
• Positive Sentiment: Major analyst upgrades and higher price targets — Guggenheim upgraded GEV to Buy with a $910 target (~25% upside), TD Cowen raised its target to $780 and upgraded to Buy, and China Renaissance moved to Strong?Buy; these lifts reflect bullish views on accelerating orders, margins and cash flow. The Fly: Guggenheim upgrade
• Positive Sentiment: Analyst coverage repriced upward after results — Citigroup, MarketBeat consensus and other shops raised targets and forecasts after the quarter, signaling broader analyst conviction in growth and margin progress. MarketBeat: Analyst reactions and consensus
• Neutral Sentiment: Company filings and transcripts available for deeper diligence — The Q4 earnings call and annual reports provide detail on backlog composition, the Prolec acquisition close, and tax items; worth reading before positioning. Barron’s: Annual reports and investor messages
• Negative Sentiment: Wind segment losses and regulatory risks — Management flagged larger?than?expected losses in the wind business and potential operational impacts from efforts to halt some offshore wind projects, creating execution and regulatory uncertainty that pressured the stock earlier. Seeking Alpha: Wind losses and warning
• Negative Sentiment: Premium valuation increases risk — GEV now trades at a sizable premium to peers (high forward P/E), so positive fundamentals are largely priced in; any disappointments or execution slips could lead to sharp pullbacks. MarketBeat: Valuation context

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.