GE Vernova (NYSE:GEV) Stock Rating Upgraded by China Renaissance

GE Vernova (NYSE:GEV) was upgraded by equities research analysts at China Renaissance to a “strong-buy” rating in a research note issued on Thursday,Zacks.com reports.

Several other equities analysts also recently weighed in on GEV. Mizuho lowered their target price on GE Vernova from $677.00 to $660.00 and set a “neutral” rating on the stock in a research report on Friday, October 24th. Redburn Partners set a $475.00 target price on shares of GE Vernova in a report on Wednesday, October 15th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of GE Vernova in a report on Thursday, January 22nd. William Blair reissued an “outperform” rating on shares of GE Vernova in a research note on Wednesday, December 10th. Finally, UBS Group restated a “buy” rating on shares of GE Vernova in a research report on Thursday. Three analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $750.81.

GE Vernova Trading Up 0.8%

GEV opened at $717.43 on Thursday. The company’s 50 day moving average is $649.23 and its 200 day moving average is $621.11. The company has a market cap of $194.65 billion, a price-to-earnings ratio of 40.30, a PEG ratio of 2.99 and a beta of 1.67. GE Vernova has a 12-month low of $252.25 and a 12-month high of $731.00.

GE Vernova (NYSE:GEV) last released its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, topping the consensus estimate of $2.99 by $10.40. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. The business had revenue of $10.96 billion for the quarter, compared to the consensus estimate of $10.21 billion. During the same period last year, the firm earned $1.73 earnings per share. The company’s quarterly revenue was up 3.8% on a year-over-year basis. As a group, analysts predict that GE Vernova will post 6.59 EPS for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Jackson Grant Investment Advisers Inc. increased its stake in GE Vernova by 344.4% in the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after acquiring an additional 31 shares during the last quarter. Wealth Watch Advisors INC bought a new position in GE Vernova during the third quarter valued at $25,000. Torren Management LLC bought a new position in GE Vernova during the fourth quarter valued at $26,000. ORG Wealth Partners LLC grew its stake in shares of GE Vernova by 241.7% in the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after buying an additional 29 shares in the last quarter. Finally, WFA Asset Management Corp bought a new stake in shares of GE Vernova in the 2nd quarter worth about $29,000.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Q4 revenue beat and big EPS print (driven largely by a tax benefit); revenue beat consensus and underlying demand appeared strong. GE Vernova (GEV) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Orders, backlog and guidance uplift: management highlighted record orders/backlog and raised FY2026 and 2028 revenue targets (including the planned Prolec acquisition and a doubled dividend), which supports revenue and FCF growth expectations. GE Vernova Flaunts $150 Billion Backlog, Doubles Dividend
• Positive Sentiment: Analyst reactions have been supportive: multiple firms raised price targets and forecasts after the results (TD Cowen, Citigroup and others), which can provide buy‑side momentum. GE Vernova Analysts Increase Their Forecasts After Q4 Results
• Neutral Sentiment: Company released its annual report (useful for longer‑term investors evaluating strategy and capital allocation). GE Aerospace and GE Vernova Issue Their Annual Reports. They Contain Messages for Investors.
• Neutral Sentiment: Earnings call transcript and highlights are available for detail on segment performance, guidance assumptions and Prolec timing (useful for modeling). GE Vernova GEV Q4 2025 Earnings Call Transcript
• Negative Sentiment: Wind segment continues to drag: management flagged larger‑than‑expected wind losses and regulatory/operational risks on offshore projects — a key risk that has caused intraday weakness despite overall strength. GE Vernova wobbles after flagging larger-than-expected wind segment losses
• Negative Sentiment: One‑time tax benefit materially boosted reported EPS — adjust your models for core operating earnings; valuation is extended (premium forward P/E), so the stock is sensitive to execution misses. GE Vernova Q4 earnings top estimates as orders, backlog expand

About GE Vernova

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.