GE Vernova Inc. (NYSE:GEV) Receives Average Recommendation of "Moderate Buy" from Analysts

Key Points

• GE Vernova has a consensus analyst rating of “Moderate Buy”, based on coverage from 29 analysts: 22 buys, 2 strong buys, and 5 holds. The average 1-year price target is $1,090.76.
• The company recently delivered a strong quarterly report, with EPS of $17.44 versus the $1.95 estimate and revenue of $9.34 billion, topping expectations and rising 17% year over year.
• GE Vernova also announced a quarterly dividend of $0.50 per share, payable July 14, while the company continues to attract attention from institutions and analysts tied to growth in AI-driven power demand.

GE Vernova Inc. (NYSE:GEV - Get Free Report) has been assigned a consensus rating of "Moderate Buy" from the twenty-nine analysts that are currently covering the stock, MarketBeat Ratings reports. Five investment analysts have rated the stock with a hold recommendation, twenty-two have issued a buy recommendation and two have assigned a strong buy recommendation to the company. The average 1 year price objective among brokers that have issued a report on the stock in the last year is $1,090.76.

Several analysts recently issued reports on GEV shares. Argus set a $1,300.00 price objective on shares of GE Vernova in a report on Monday, April 27th. TD Cowen lifted their price target on shares of GE Vernova from $780.00 to $1,220.00 and gave the company a "buy" rating in a research report on Thursday, April 23rd. Morgan Stanley boosted their price target on shares of GE Vernova from $817.00 to $960.00 and gave the company an "overweight" rating in a research note on Monday, March 23rd. Weiss Ratings upgraded shares of GE Vernova from a "buy (b-)" rating to a "buy (b)" rating in a report on Friday, April 24th. Finally, Zacks Research lowered GE Vernova from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, April 28th.

GE Vernova Stock Performance

GE Vernova stock opened at $968.81 on Monday. The firm has a 50 day simple moving average of $996.99 and a 200-day simple moving average of $807.91. GE Vernova has a 1-year low of $458.65 and a 1-year high of $1,181.95. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65. The stock has a market cap of $260.34 billion, a price-to-earnings ratio of 28.22, a price-to-earnings-growth ratio of 3.63 and a beta of 1.24.

GE Vernova (NYSE:GEV - Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, beating the consensus estimate of $1.95 by $15.49. The firm had revenue of $9.34 billion for the quarter, compared to analyst estimates of $9.19 billion. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. The business's revenue for the quarter was up 17.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.91 EPS. On average, analysts expect that GE Vernova will post 14.84 EPS for the current year.

GE Vernova Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, July 14th. Investors of record on Tuesday, June 16th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date is Tuesday, June 16th. GE Vernova's dividend payout ratio (DPR) is 5.83%.

Insider Activity

In related news, CAO Matthew Joseph Potvin sold 2,333 shares of the company's stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $1,059.09, for a total transaction of $2,470,856.97. Following the sale, the chief accounting officer directly owned 3,549 shares of the company's stock, valued at $3,758,710.41. This represents a 39.66% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.21% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of GEV. Auto Owners Insurance Co lifted its stake in GE Vernova by 110,973.4% in the fourth quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company's stock worth $2,278,224,000 after acquiring an additional 34,826,773 shares during the last quarter. Norges Bank acquired a new position in shares of GE Vernova during the fourth quarter worth $2,283,114,000. Northwestern Mutual Wealth Management Co. increased its holdings in GE Vernova by 5,171.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,452,858 shares of the company's stock valued at $1,603,114,000 after buying an additional 2,406,326 shares during the last quarter. Capital World Investors increased its holdings in GE Vernova by 1,907.5% in the third quarter. Capital World Investors now owns 2,156,197 shares of the company's stock valued at $1,325,842,000 after buying an additional 2,048,792 shares during the last quarter. Finally, Corient Private Wealth LLC raised its stake in GE Vernova by 2,802.8% in the fourth quarter. Corient Private Wealth LLC now owns 1,608,714 shares of the company's stock valued at $1,051,407,000 after buying an additional 1,553,295 shares in the last quarter.

More GE Vernova News

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

• Positive Sentiment: UBS named GE Vernova one of its highest-conviction industrial picks, and other market commentary highlighted the stock as one of Wall Street’s preferred buy ideas. GE Vernova, Boeing lead UBS’s highest-conviction industrial calls
• Positive Sentiment: Multiple articles pointed to GE Vernova as a beneficiary of surging electricity demand from AI data centers, reinforcing the company’s growth narrative tied to power generation and grid infrastructure. GE Vernova vs. Constellation Energy: Which AI Power Stock Wins?
• Positive Sentiment: Analyst coverage remains optimistic, with reports noting that Wall Street’s average brokerage recommendation still leans bullish on GEV. Is GE Vernova (GEV) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: One recent article framed GE Vernova as a cash-generating company, but did not provide a clear new catalyst for the stock. 2 Cash-Producing Stocks Worth Your Attention and 1 We Avoid
• Negative Sentiment: GE Vernova shares fell in the latest session, even as the broader market rose, suggesting some profit-taking or investor hesitation after the stock’s strong run. GE Vernova (GEV) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: A bearish Seeking Alpha piece argued that physical constraints in power infrastructure could limit how much of the AI buildout GE Vernova can actually capture. GE Vernova: Physical Limitations Put A Harsh Ceiling On The AI Upside

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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