GE Vernova (NYSE:GEV) Stock Rating Upgraded by Guggenheim

GE Vernova (NYSE:GEV) was upgraded by Guggenheim from a “neutral” rating to a “buy” rating in a research note issued to investors on Friday, MarketBeat.com reports. The firm currently has a $910.00 target price on the stock. Guggenheim’s target price indicates a potential upside of 26.84% from the company’s current price.

Other equities analysts have also issued research reports about the stock. Bank of America boosted their price target on shares of GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Rothschild & Co Redburn reissued a “sell” rating and issued a $475.00 target price on shares of GE Vernova in a research note on Wednesday, October 15th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of GE Vernova in a research report on Thursday, January 22nd. Oppenheimer reiterated an “outperform” rating on shares of GE Vernova in a report on Thursday. Finally, Morgan Stanley reissued an “overweight” rating and set a $817.00 target price on shares of GE Vernova in a research note on Monday. Two analysts have rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $750.81.

GE Vernova Trading Up 0.8%

GE Vernova stock opened at $717.43 on Friday. The firm has a market capitalization of $194.65 billion, a P/E ratio of 40.30, a PEG ratio of 2.99 and a beta of 1.67. The business has a 50-day moving average of $649.23 and a 200-day moving average of $621.11. GE Vernova has a 1 year low of $252.25 and a 1 year high of $731.00.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. The business had revenue of $10.96 billion for the quarter, compared to the consensus estimate of $10.21 billion. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. GE Vernova’s revenue for the quarter was up 3.8% on a year-over-year basis. During the same period last year, the company posted $1.73 EPS. Research analysts anticipate that GE Vernova will post 6.59 EPS for the current fiscal year.

Institutional Investors Weigh In On GE Vernova

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its stake in shares of GE Vernova by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock worth $16,354,691,000 after purchasing an additional 208,162 shares in the last quarter. State Street Corp raised its position in GE Vernova by 1.3% during the third quarter. State Street Corp now owns 11,238,278 shares of the company’s stock worth $6,910,417,000 after acquiring an additional 140,500 shares in the last quarter. Geode Capital Management LLC lifted its stake in GE Vernova by 2.2% in the second quarter. Geode Capital Management LLC now owns 6,108,484 shares of the company’s stock valued at $3,221,404,000 after acquiring an additional 129,315 shares during the last quarter. Norges Bank bought a new position in shares of GE Vernova in the 2nd quarter valued at about $1,809,220,000. Finally, Northern Trust Corp grew its position in shares of GE Vernova by 1.8% in the 3rd quarter. Northern Trust Corp now owns 2,877,458 shares of the company’s stock valued at $1,769,349,000 after acquiring an additional 51,738 shares during the period.

Key GE Vernova News

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

• Positive Sentiment: Q4 revenue beat and big EPS print (driven largely by a tax benefit); revenue beat consensus and underlying demand appeared strong. GE Vernova (GEV) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Orders, backlog and guidance uplift: management highlighted record orders/backlog and raised FY2026 and 2028 revenue targets (including the planned Prolec acquisition and a doubled dividend), which supports revenue and FCF growth expectations. GE Vernova Flaunts $150 Billion Backlog, Doubles Dividend
• Positive Sentiment: Analyst reactions have been supportive: multiple firms raised price targets and forecasts after the results (TD Cowen, Citigroup and others), which can provide buy?side momentum. GE Vernova Analysts Increase Their Forecasts After Q4 Results
• Neutral Sentiment: Company released its annual report (useful for longer?term investors evaluating strategy and capital allocation). GE Aerospace and GE Vernova Issue Their Annual Reports. They Contain Messages for Investors.
• Neutral Sentiment: Earnings call transcript and highlights are available for detail on segment performance, guidance assumptions and Prolec timing (useful for modeling). GE Vernova GEV Q4 2025 Earnings Call Transcript
• Negative Sentiment: Wind segment continues to drag: management flagged larger?than?expected wind losses and regulatory/operational risks on offshore projects — a key risk that has caused intraday weakness despite overall strength. GE Vernova wobbles after flagging larger-than-expected wind segment losses
• Negative Sentiment: One?time tax benefit materially boosted reported EPS — adjust your models for core operating earnings; valuation is extended (premium forward P/E), so the stock is sensitive to execution misses. GE Vernova Q4 earnings top estimates as orders, backlog expand

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.