GE Vernova Inc. (NYSE:GEV) Stock Has Consensus Price Target of $1,164.87

Key Points

• Analysts maintain a moderately bullish view: GE Vernova has a consensus “Moderate Buy” rating from 35 analysts, with an average 12-month price target of $1,164.87.
• Quarterly results exceeded expectations: Adjusted EPS was $4.81 versus the $4.03 consensus, while revenue rose 26.8% year over year to $12.64 billion. Management also raised its 2026 revenue outlook and expanded its share-repurchase authorization.
• Growth opportunities come with execution risks: GE Vernova agreed to acquire Trench Group for approximately $9 billion to expand its grid-equipment business, while investors remain concerned about whether the company can convert its large backlog into near-term revenue and manage the acquisition effectively.

GE Vernova Inc. (NYSE:GEV - Get Free Report) has been assigned an average rating of "Moderate Buy" from the thirty-five ratings firms that are presently covering the stock, Marketbeat reports. Two research analysts have rated the stock with a sell recommendation, five have issued a hold recommendation, twenty-six have assigned a buy recommendation and two have issued a strong buy recommendation on the company. The average 12-month target price among brokerages that have covered the stock in the last year is $1,164.87.

Several equities analysts have commented on GEV shares. TD Cowen increased their price target on GE Vernova from $1,220.00 to $1,235.00 and gave the company a "buy" rating in a report on Thursday, July 23rd. Weiss Ratings reissued a "buy (b)" rating on shares of GE Vernova in a research note on Monday, October 19th. Morgan Stanley downgraded shares of GE Vernova from an "overweight" rating to an "underweight" rating in a research note on Monday, August 3rd. Citigroup cut their price objective on GE Vernova from $1,219.00 to $1,125.00 and set a "neutral" rating for the company in a research report on Thursday, July 23rd. Finally, Royal Bank Of Canada upped their target price on shares of GE Vernova from $1,195.00 to $1,225.00 and gave the stock an "outperform" rating in a research report on Thursday, July 23rd.

Hedge Funds Weigh In On GE Vernova

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. B. Metzler seel. Sohn & Co. AG boosted its stake in shares of GE Vernova by 37.7% in the 2nd quarter. B. Metzler seel. Sohn & Co. AG now owns 23,080 shares of the company's stock valued at $27,116,000 after purchasing an additional 6,313 shares during the last quarter. BG Investment Services LLC bought a new stake in GE Vernova in the 3rd quarter valued at about $3,348,000. Citizens Financial Group Inc. RI acquired a new position in shares of GE Vernova during the second quarter worth approximately $8,337,000. Sapient Capital LLC raised its holdings in GE Vernova by 31.4% during the second quarter. Sapient Capital LLC now owns 76,038 shares of the company's stock worth $89,372,000 after buying an additional 18,188 shares during the last quarter. Finally, Processus Wealth & Capital Management LLC bought a new position in GE Vernova in the 2nd quarter valued at about $2,699,000.

Key GE Vernova News

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

• Positive Sentiment: GE Vernova reported third-quarter adjusted earnings of $4.81 per share versus the $4.03 analyst consensus, while revenue rose 26.8% year over year to $12.64 billion, exceeding expectations of $11.99 billion. GE Vernova Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Management raised its 2026 revenue outlook, citing strong demand in its Power business. The company also reported substantial free cash flow and increased its share-repurchase authorization, supporting the bullish long-term investment case. GE Vernova Raises 2026 Guidance and Buyback Authorization
• Positive Sentiment: GE Vernova agreed to acquire high-voltage grid-equipment manufacturer Trench Group for approximately $9 billion. The transaction should expand its Electrification portfolio and increase exposure to grid modernization, energy security and data-center-related power demand. GE Vernova to Acquire Trench Group
• Neutral Sentiment: Orders reportedly surged 96%, lifting the total backlog to roughly $197 billion. However, the market is evaluating whether that growth represents durable, executable demand rather than simply a large backlog headline. GE Vernova Orders Soar 96%
• Negative Sentiment: The principal pressure on GEV is that new orders and newly available production “slots” fell well short of elevated investor expectations. That concern suggests the company may face limits converting its backlog into near-term revenue, prompting selling despite the earnings beat and raised outlook. GE Vernova Stock Falls on New-Order Weakness
• Negative Sentiment: The Trench acquisition increases GE Vernova’s strategic scale but also commits approximately $9 billion of capital, adding execution and integration risks at a premium valuation.

GE Vernova Stock Performance

Shares of GEV stock opened at $876.07 on Thursday. The firm has a market cap of $233.32 billion, a P/E ratio of 25.07, a PEG ratio of 2.82 and a beta of 1.14. The stock's 50-day moving average is $939.01 and its two-hundred day moving average is $937.93. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.85 and a quick ratio of 0.62. GE Vernova has a fifty-two week low of $530.16 and a fifty-two week high of $1,195.94.

GE Vernova (NYSE:GEV - Get Free Report) last posted its earnings results on Wednesday, October 28th. The company reported $4.81 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.03 by $0.78. GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. The firm had revenue of $12.64 billion during the quarter, compared to analysts' expectations of $11.99 billion. During the same period in the previous year, the company earned $1.64 earnings per share. The company's revenue was up 26.8% compared to the same quarter last year. Analysts predict that GE Vernova will post 15.04 earnings per share for the current fiscal year.

GE Vernova Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 24th. Shareholders of record on Tuesday, October 27th will be paid a $0.50 dividend. The ex-dividend date of this dividend is Tuesday, October 27th. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. GE Vernova's dividend payout ratio (DPR) is presently 5.72%.

About GE Vernova

GE Vernova Inc NYSE: GEV is an energy technology company focused on helping generate, transmit, store and deliver electricity. The company serves utilities, power producers, grid operators, commercial and industrial customers, and other energy-sector participants worldwide.

Its business is organized around three primary areas: Power, Wind and Electrification. Power provides technologies and services for gas and steam power generation, hydropower, nuclear power and other energy systems.

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