GE Vernova (GEV) to Release Quarterly Earnings on Wednesday

Key Points

• Q1 2026 earnings are due before the market opens on Wednesday, April 22 (call at 7:30 AM ET); analysts expect EPS of $1.95 and revenue of $9.1948 billion.
• GE Vernova posted a massive beat in its last quarter (EPS $13.39 vs. $2.99 expected, revenue $10.96B), prompting multiple price‑target raises and a consensus Buy rating (average target ~$889), with analysts forecasting ~$7 EPS for the current fiscal year and ~$11 next year.
• Vineyard Wind lawsuit: the company faces a suit over a $4.5 billion offshore wind contract alleging defective blades, which could create material financial, operational or reputational risk.

GE Vernova (NYSE:GEV - Get Free Report) is projected to issue its Q1 2026 results before the market opens on Wednesday, April 22nd. Analysts expect the company to announce earnings of $1.95 per share and revenue of $9.1948 billion for the quarter. Parties can check the company's upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Wednesday, April 22, 2026 at 7:30 AM ET.

GE Vernova (NYSE:GEV - Get Free Report) last announced its earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, topping the consensus estimate of $2.99 by $10.40. The firm 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%. The business's quarterly revenue was up 3.8% on a year-over-year basis. During the same quarter last year, the firm posted $1.73 EPS. On average, analysts expect GE Vernova to post $7 EPS for the current fiscal year and $11 EPS for the next fiscal year.

GE Vernova Price Performance

Shares of GEV opened at $987.82 on Wednesday. The company has a market capitalization of $265.59 billion, a PE ratio of 55.50, a price-to-earnings-growth ratio of 3.90 and a beta of 1.43. GE Vernova has a one year low of $306.21 and a one year high of $1,007.38. The company's fifty day moving average price is $856.11 and its 200 day moving average price is $707.99.

GE Vernova Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.2%. The ex-dividend date was Tuesday, March 17th. GE Vernova's dividend payout ratio (DPR) is 11.24%.

Analysts Set New Price Targets

GEV has been the topic of several recent analyst reports. Glj Research lifted their target price on shares of GE Vernova from $758.00 to $1,087.00 and gave the stock a "buy" rating in a report on Monday, January 12th. Guggenheim upgraded shares of GE Vernova from a "neutral" rating to a "buy" rating and set a $910.00 price target on the stock in a research report on Friday, January 30th. Morgan Stanley raised their price target on shares of GE Vernova from $817.00 to $960.00 and gave the stock an "overweight" rating in a research report on Monday, March 23rd. Wells Fargo & Company raised their price target on shares of GE Vernova from $831.00 to $896.00 and gave the stock an "overweight" rating in a research report on Tuesday, March 31st. Finally, Wall Street Zen upgraded shares of GE Vernova from a "hold" rating to a "buy" rating in a research report on Saturday, January 31st. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Buy" and an average target price of $889.30.

Institutional Trading of GE Vernova

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Mcguire Capital Advisors Inc. bought a new stake in GE Vernova in the fourth quarter valued at about $109,000. Compound Planning Inc. increased its stake in GE Vernova by 24.0% in the fourth quarter. Compound Planning Inc. now owns 3,584 shares of the company's stock valued at $2,343,000 after acquiring an additional 693 shares during the period. TMB Capital Partners LLC bought a new stake in GE Vernova in the fourth quarter valued at about $310,000. Axxcess Wealth Management LLC increased its stake in GE Vernova by 1.4% in the fourth quarter. Axxcess Wealth Management LLC now owns 6,654 shares of the company's stock valued at $4,349,000 after acquiring an additional 94 shares during the period. Finally, Birchwood Financial Partners Inc. bought a new stake in GE Vernova in the fourth quarter valued at about $61,000.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Bank of America Securities reiterated a Buy rating, signaling continued analyst confidence in GEV’s fundamentals and long‑term story. Read More.
• Positive Sentiment: Recent coverage lifted price targets and included GEV on lists of blue‑chip energy names, reflecting bullish views on the company’s position in power equipment and services. Read More.
• Positive Sentiment: GE Vernova’s last reported quarter showed a sizable earnings beat and strong margins (large EPS beat and 12.8% net margin), which supports higher analyst targets and the stock’s valuation premium.
• Positive Sentiment: Recent writeups argue GEV is well‑positioned to benefit from rising energy demand, reinforcing the bull case for investors focused on long‑term structural demand. Read More.
• Neutral Sentiment: Citigroup raised its price target to $1,110 but maintained a Neutral rating, implying upside exists but the bank sees balanced near‑term risks and rewards. Read More.
• Neutral Sentiment: Macro coverage notes a rally in industrials (AI datacenters, aerospace, defense) that benefits suppliers like GEV, but warns of renewed inflation risks that could pressure margins and capital costs. Read More.
• Neutral Sentiment: Mention in market commentary (e.g., Jim Cramer discussion) keeps GEV in investor conversations but doesn’t materially change fundamentals. Read More.
• Negative Sentiment: Vineyard Wind has sued GE Vernova over a $4.5bn offshore wind contract, alleging defective blades and disputed payments; GEV’s attempt to exit the contract is central. The case highlights contract, execution and customer‑relationship risk in offshore wind and could lead to financial liabilities, delays or reputational damage. Read More. Read More.

GE Vernova Company Profile

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.

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