GE Vernova Inc. $GEV Shares Purchased by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC raised its position in shares of GE Vernova Inc. (NYSE:GEV) by 8.8% in the second quarter, HoldingsChannel.com reports. The firm owned 9,182 shares of the company’s stock after buying an additional 742 shares during the period. Soltis Investment Advisors LLC’s holdings in GE Vernova were worth $10,788,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Onyx Bridge Wealth Group LLC boosted its stake in GE Vernova by 1.3% during the first quarter. Onyx Bridge Wealth Group LLC now owns 727 shares of the company’s stock valued at $635,000 after buying an additional 9 shares in the last quarter. Red Door Wealth Management LLC raised its holdings in shares of GE Vernova by 0.6% in the 1st quarter. Red Door Wealth Management LLC now owns 1,774 shares of the company’s stock worth $1,548,000 after purchasing an additional 10 shares in the last quarter. Advance Capital Management Inc. grew its position in GE Vernova by 2.2% in the first quarter. Advance Capital Management Inc. now owns 461 shares of the company’s stock worth $402,000 after buying an additional 10 shares during the last quarter. Alpha Financial Partners LLC grew its position in GE Vernova by 2.0% in the first quarter. Alpha Financial Partners LLC now owns 514 shares of the company’s stock worth $449,000 after buying an additional 10 shares during the last quarter. Finally, Sandy Cove Advisors LLC increased its holdings in shares of GE Vernova by 2.6% in the second quarter. Sandy Cove Advisors LLC now owns 389 shares of the company’s stock valued at $457,000 after buying an additional 10 shares in the last quarter.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: GE Vernova’s backlog reportedly reached $176 billion, while a nuclear-related AI power agreement strengthened the investment case for its positioning in the rapidly expanding electricity and data-center infrastructure markets. GE Vernova Is Up 8.9% After Backlog Surges To $176 Billion And Nuclear AI Deal
• Positive Sentiment: GE Vernova is leading an ARPA-E project with SHINE to modernize tracking of spent nuclear fuel during recycling. Although the project is unlikely to materially affect near-term earnings, it supports GEV’s longer-term exposure to nuclear-energy development and fuel-cycle technology. SHINE Joins GE Vernova-Led ARPA-E Project
• Neutral Sentiment: A comparison of industrial machinery stocks frames 2026 as a competition to control the electrification stack. This reinforces GEV’s favorable industry exposure, but the article is primarily comparative and does not identify a new company-specific catalyst. Which Industrial Machinery Stock Has Dominated in 2026
• Negative Sentiment: GE Vernova and other behind-the-meter power stocks sold off amid concerns about hidden hyperscaler debt and a 19-year Treasury yield high. Higher rates can pressure richly valued growth and infrastructure shares, while questions about how AI data-center projects are financed raised doubts despite record backlogs. Behind-the-Meter Energy Stocks Fall Tuesday
• Negative Sentiment: Weakness across Bloom Energy, Fluence Energy and other AI-power names indicates sector-wide profit-taking and risk reduction. Bloom’s strong results and AI deals were tempered by valuation and supply-chain concerns, creating potential spillover pressure for GEV even without a direct negative announcement. Bloom Energy’s AI Surge Meets a Valuation Reality Check

Analysts Set New Price Targets

A number of brokerages have recently commented on GEV. Susquehanna set a $1,300.00 price objective on GE Vernova in a research report on Thursday, April 23rd. BNP Paribas Exane cut GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 target price on the stock. in a report on Monday, April 27th. Guggenheim boosted their target price on GE Vernova from $1,300.00 to $1,450.00 and gave the stock a “buy” rating in a research report on Thursday, July 23rd. Royal Bank Of Canada upped their target price on GE Vernova from $1,195.00 to $1,225.00 and gave the company an “outperform” rating in a report on Thursday, July 23rd. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of GE Vernova in a research report on Friday, August 7th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,133.15.

GE Vernova Stock Down 1.7%

Shares of NYSE:GEV opened at $987.05 on Thursday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.62 and a current ratio of 0.85. The company has a market cap of $262.88 billion, a PE ratio of 28.25, a price-to-earnings-growth ratio of 3.58 and a beta of 1.21. GE Vernova Inc. has a 52 week low of $530.16 and a 52 week high of $1,195.94. The firm has a 50 day simple moving average of $1,041.16 and a 200 day simple moving average of $966.52.

GE Vernova (NYSE:GEV) last posted its quarterly earnings data on Wednesday, July 22nd. The company reported $2.47 earnings per share for the quarter, missing the consensus estimate 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 for the quarter, compared to analysts’ expectations of $10.79 billion. During the same quarter in the previous year, the firm posted $1.86 earnings per share. The company’s revenue for the quarter was up 21.9% on a year-over-year basis. As a group, research analysts expect that GE Vernova Inc. will post 15.57 earnings per share for the current year.

Insider Activity

In other news, CEO Victor Abate sold 4,819 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $948.08, for a total value of $4,568,797.52. Following the completion of the sale, the chief executive officer owned 1,835 shares in the company, valued at $1,739,726.80. This represents a 72.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.21% of the stock is owned by insiders.

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.