GE Vernova’s (GEV) Buy Rating Reiterated at Guggenheim

Guggenheim restated their buy rating on shares of GE Vernova (NYSE:GEV) in a research report sent to investors on Tuesday,Benzinga reports. The firm currently has a $1,450.00 target price on the stock.

GEV has been the topic of several other reports. Evercore reiterated an “outperform” rating and issued a $1,350.00 price target on shares of GE Vernova in a research report on Thursday, October 1st. Mizuho raised their price objective on shares of GE Vernova from $913.00 to $949.00 and gave the company a “neutral” rating in a research report on Friday, July 24th. BMO Capital Markets restated an “outperform” rating and set a $1,250.00 price objective (up from $1,110.00) on shares of GE Vernova in a research report on Friday, August 7th. Glj Research started coverage on shares of GE Vernova in a research note on Monday, September 14th. They issued a “sell” rating and a $470.00 price objective on the stock. Finally, Oppenheimer boosted their target price on shares of GE Vernova from $1,303.00 to $1,338.00 and gave the stock an “outperform” rating in a report on Thursday, July 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,164.87.

GE Vernova Stock Down 1.4%

Shares of GEV stock opened at $928.88 on Tuesday. GE Vernova has a 1 year low of $530.16 and a 1 year high of $1,195.94. The stock has a market cap of $247.39 billion, a PE ratio of 48.35, a price-to-earnings-growth ratio of 3.26 and a beta of 1.14. The business’s fifty day moving average is $964.22 and its 200-day moving average is $1,001.66. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.62 and a current ratio of 0.85.

GE Vernova (NYSE:GEV) last posted its quarterly earnings data on Wednesday, July 22nd. The company reported $2.47 EPS for the quarter, missing analysts’ consensus estimates of $3.17 by ($0.70). GE Vernova had a return on equity of 42.42% and a net margin of 23.03%. The firm had revenue of $11.10 billion during the quarter, compared to the consensus estimate of $10.79 billion. During the same period in the prior year, the firm posted $1.86 EPS. The firm’s quarterly revenue was up 21.9% on a year-over-year basis. Equities analysts expect that GE Vernova will post 15.04 earnings per share for the current fiscal year.

GE Vernova Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, November 24th. Stockholders of record on Tuesday, October 27th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Tuesday, October 27th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. GE Vernova’s payout ratio is 5.72%.

Institutional Investors Weigh In On GE Vernova

Several hedge funds have recently modified their holdings of GEV. Riverbend Wealth Management LLC raised its holdings in GE Vernova by 1.8% during the 3rd quarter. Riverbend Wealth Management LLC now owns 1,096 shares of the company’s stock worth $1,042,000 after buying an additional 19 shares during the period. Activest Wealth Management lifted its stake in GE Vernova by 6.0% during the third quarter. Activest Wealth Management now owns 421 shares of the company’s stock valued at $400,000 after buying an additional 24 shares in the last quarter. Guyasuta Investment Advisors Inc. boosted its holdings in shares of GE Vernova by 0.3% in the third quarter. Guyasuta Investment Advisors Inc. now owns 3,760 shares of the company’s stock worth $3,574,000 after buying an additional 12 shares during the period. Whitener Capital Management Inc. acquired a new position in shares of GE Vernova in the third quarter worth about $236,000. Finally, V Square Quantitative Management LLC boosted its holdings in shares of GE Vernova by 3.3% in the third quarter. V Square Quantitative Management LLC now owns 4,828 shares of the company’s stock worth $4,589,000 after buying an additional 153 shares during the period.

GE Vernova News Summary

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

• Positive Sentiment: Major Venture Global power agreement: GE Vernova and Baker Hughes will supply equipment for up to 16 gas-fired power units, each with 720 megawatts of capacity. The projects could support LNG facilities and future AI data centers, reinforcing GE Vernova’s position in behind-the-meter power infrastructure. The reported $17.2 billion headline value represents the maximum potential scope, not a firm commitment. Venture Global inks deals with GE Vernova, Baker Hughes for power expansion
• Positive Sentiment: Analyst support remains strong: Guggenheim assigned GE Vernova a Buy rating, while Susquehanna maintained a positive rating and lowered its price target modestly to $1,270. These targets imply substantial upside from recent trading levels. GE Vernova earns Buy rating from Guggenheim
• Positive Sentiment: Recent coverage highlights strong organic order growth, increased 2026 revenue and free-cash-flow guidance, and a reported backlog of approximately $176 billion. Gas-turbine services and electrification demand linked to AI data centers remain important parts of the bull case. Is GE Vernova undervalued after raising guidance and landing data center power deals?
• Neutral Sentiment: GE Vernova is being discussed as a potential stock-split candidate because of its high share price, but a split would not change the company’s underlying value or earnings prospects. GE Vernova emerges as a prime stock-split candidate
• Negative Sentiment: The recent pullback reflects broader weakness in AI-infrastructure stocks and renewed scrutiny of GE Vernova’s elevated valuation. Coverage has cited a high earnings multiple, making the shares more sensitive to any slowdown in orders, guidance or AI-related spending. GE Vernova builds $176 billion backlog but valuation raises questions

About GE Vernova

GE Vernova Inc (NYSE: GEV) is an energy technology company formed through the separation of General Electric’s energy businesses in April 2024. The company is focused on helping generate, transmit, distribute and store electricity as power systems adapt to rising demand and the transition toward lower-carbon energy sources.

GE Vernova operates across three principal business areas: Power, Wind and Electrification. Its products and services include gas and steam power generation equipment, nuclear and hydropower technologies, onshore and offshore wind turbines, wind services, grid equipment, electrification systems, energy storage solutions and software used to monitor and manage energy infrastructure.

The company serves utilities, independent power producers, industrial customers and other energy-sector organizations in markets around the world.