GE Vernova (NYSE:GEV) Earns "Outperform" Rating from Sanford C. Bernstein

Key Points

• Sanford C. Bernstein reaffirmed an “Outperform” rating on GE Vernova and set a $1,298 price target, implying approximately 48.3% upside from the prior close.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and $1,145.83 target, although GLJ Research initiated coverage with a “Sell” rating and a much lower $470 target.
• GE Vernova’s latest revenue rose 21.9% year over year to $11.10 billion, but quarterly EPS of $2.47 missed estimates of $3.17; shares opened at $875.14 after an 8.6% decline.

GE Vernova (NYSE:GEV - Get Free Report)'s stock had its "outperform" rating restated by Sanford C. Bernstein in a research note issued to investors on Tuesday, Benzinga reports. They currently have a $1,298.00 price objective on the stock. Sanford C. Bernstein's price objective would indicate a potential upside of 48.32% from the company's previous close.

Several other brokerages have also commented on GEV. Oppenheimer raised their price objective on GE Vernova from $1,303.00 to $1,338.00 and gave the company an "outperform" rating in a research report on Thursday, July 23rd. Mizuho increased their price target on shares of GE Vernova from $913.00 to $949.00 and gave the stock a "neutral" rating in a research note on Friday, July 24th. Glj Research initiated coverage on shares of GE Vernova in a research report on Monday. They set a "sell" rating and a $470.00 price target for the company. Weiss Ratings reissued a "buy (b)" rating on shares of GE Vernova in a research note on Tuesday, July 21st. Finally, Wall Street Zen cut shares of GE Vernova from a "buy" rating to a "hold" rating in a report on Saturday, July 25th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, GE Vernova has an average rating of "Moderate Buy" and a consensus target price of $1,145.83.

GE Vernova Stock Down 8.6%

Shares of NYSE:GEV opened at $875.14 on Tuesday. The firm has a market capitalization of $233.08 billion, a P/E ratio of 25.05, a P/E/G ratio of 4.45 and a beta of 1.15. 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 stock has a 50 day moving average price of $993.62 and a 200-day moving average price of $983.88. GE Vernova has a 52-week low of $530.16 and a 52-week high of $1,195.94.

GE Vernova (NYSE:GEV - Get Free Report) last released its quarterly earnings results 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). The firm had revenue of $11.10 billion for the quarter, compared to the consensus estimate of $10.79 billion. GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. The company's revenue for the quarter was up 21.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.86 earnings per share. As a group, equities research analysts anticipate that GE Vernova will post 15.36 EPS for the current fiscal year.

Hedge Funds Weigh In On GE Vernova

Several large investors have recently modified their holdings of GEV. Bullseye Investment Management LLC acquired a new position in shares of GE Vernova during the 2nd quarter valued at about $308,000. Smith Chas P & Associates PA Cpas acquired a new stake in GE Vernova during the second quarter worth about $311,000. U S Wealth Group LLC. purchased a new position in GE Vernova during the second quarter worth about $667,000. Rench Wealth Management Inc. purchased a new position in GE Vernova during the second quarter worth about $265,000. Finally, Bouchey Financial Group Ltd. boosted its holdings in GE Vernova by 10.2% in the 2nd quarter. Bouchey Financial Group Ltd. now owns 841 shares of the company's stock valued at $988,000 after purchasing an additional 78 shares during the last quarter.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: New Southeast Asia agreements: GE Vernova and Thailand’s B.Grimm Power signed two agreements covering gas-turbine supply, power generation and energy infrastructure. The partnerships could expand GE Vernova’s presence in Southeast Asia and provide additional equipment and services opportunities. Reuters article on GE Vernova and B.Grimm Power agreements
• Positive Sentiment: Improving cash generation: GE Vernova’s free cash flow reportedly surged during the first half of 2026, supporting higher guidance while the company continues investing for growth and returning capital to shareholders. Stronger cash flow may help reinforce the company’s long-term investment case. Zacks article on GE Vernova’s free cash flow
• Neutral Sentiment: Sector-wide pressure: GE Vernova declined alongside other grid-infrastructure companies, including Eaton and Quanta Services, amid weakness in the artificial-intelligence-related market. This suggests some selling reflected broader sector and growth-stock rotation rather than company-specific news. Motley Fool article on GE Vernova’s stock decline
• Negative Sentiment: New Sell rating and valuation concerns: GLJ Research initiated coverage of GEV with a Sell rating and a $470 price target, substantially below the prevailing share price. Analyst Gordon Johnson argued that the stock’s power-boom valuation leaves limited room for disappointment, prompting a sharp investor reaction. Seeking Alpha article on GLJ Research’s GE Vernova rating
• Negative Sentiment: Earnings-expectation risk: GE Vernova’s latest quarterly earnings per share came in below consensus expectations despite revenue growth, highlighting the possibility that strong demand may not translate into equally strong near-term profitability.

GE Vernova Company Profile

GE Vernova Inc NYSE: GEV is an energy technology company that provides equipment, software and services for electricity generation, transmission and distribution. Its portfolio is designed to support power systems across a range of energy sources, including natural gas, nuclear, hydroelectric, wind and solar power, as well as battery storage.

The company operates through three primary businesses: Power, Wind and Electrification. Power supplies gas and steam turbines, generators, nuclear power technologies, hydroelectric equipment and related maintenance services.

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