GE Vernova (GEV) News Today

GE Vernova Inc. (NYSE: GEV) shares pulled back amid a blend of strategic divestitures, analyst updates and cost‐cutting moves. Investors are weighing accelerated nuclear projects and a $600 million software sale against restructuring charges and a conservative hold rating.

• Positive Sentiment: Jim Cramer says GE Vernova is speeding up its nuclear reactor delivery timeline, highlighting strong execution in its core business. GE Vernova Inc. (GEV) Is Speeding Up Its Nuclear Reactor Delivery Timeline, Says Jim Cramer
• Positive Sentiment: GE Vernova agreed to sell its Proficy software unit to TPG for $600 million, sharpening its focus on higher-growth grid software. GE Vernova to sell Proficy to TPG for $600 million, shifts focus to grid software (Sept 11)
• Positive Sentiment: Jefferies raised its price target on GEV to $668 from $658, implying nearly 7% upside even as it maintains a Hold rating. GE Vernova Inc.: Hold Rating Amidst Margin Focus and Growth Concerns
• Positive Sentiment: Jim Cramer praised the spin-off of the wind business as “very smart,” underscoring the company’s streamlined strategic focus. GE Vernova Inc. (GEV) Was “Very Smart” To Get Out Of The Wind Business, Says Jim Cramer
• Neutral Sentiment: Management detailed long-term growth initiatives at Morgan Stanley’s 13th Annual Laguna Conference, but offered limited new guidance. GE Vernova Inc. (GEV) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript
• Neutral Sentiment: Zacks notes GEV shares dipped while the broader market rallied, reflecting sector-specific volatility. GE Vernova (GEV) Stock Dips While Market Gains: Key Facts
• Negative Sentiment: GE Vernova announced plans to cut 600 jobs across Europe as part of a restructuring, raising near-term cost and execution risks. GE Vernova Inc. (GEV) to Cut 600 Jobs Across Europe Amid Restructuring

With shares off recent highs, investors will watch second-half execution on reactor deliveries, grid software growth and cost synergies from ongoing restructuring. Monitoring near-term order flow and margin trends will be key to assessing whether GEV can sustain its impressive YTD gains.