GE Vernova (NYSE:GEV) Trading Up 1.9% – Still a Buy?

GE Vernova Inc. (NYSE:GEV) shares shot up 1.9% on Thursday . The stock traded as high as $878.18 and last traded at $874.4290. 2,460,617 shares traded hands during mid-day trading, a decline of 14% from the average session volume of 2,862,184 shares. The stock had previously closed at $858.47.

Key GE Vernova News

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

• Positive Sentiment: Surging AI/data‑center demand is lifting turbine orders and backlog (reported backlog ~83 GW), which increases revenue visibility and positions GEV as a key supplier for data‑center power capacity. Can GEV Capitalize on the Exploding Power Demand From AI Data Centers?
• Positive Sentiment: Large order book and improving fundamentals — coverage highlights strong order inflows (orders ~$59.3B in 2025) and margin/revenue expansion that underpin growth expectations. 2 Monster Stocks to Hold for the Next 10 Years
• Positive Sentiment: Analyst and investor attention has picked up — consensus ratings are generally constructive (consensus “Moderate Buy”), and management visibility via the Bank of America industrials conference has reinforced the story. GE Vernova Inc. Receives Consensus Recommendation of “Moderate Buy” from Analysts BofA Global Industrials Conference Transcript
• Positive Sentiment: Market narrative favors focused, single‑business energy plays — coverage notes GEV among spinoff winners and ETFs targeting infrastructure/AI power needs are buying the theme. Spinoff Stocks Beat the S&P 500 While Conglomerate Shares Fall Behind
• Neutral Sentiment: Company completed the Proficy software divestiture (to form Velotic with TPG), clarifying GE Vernova’s focus on energy/hardware rather than industrial software — a structural refocus that reduces diversification but sharpens the energy story. GE Vernova Refines Energy Focus As Proficy Joins Velotic AI Platform
• Neutral Sentiment: Wider media attention and retrospectives (including references to past endorsements) are boosting retail/ETF flows, but this is sentiment‑driven and may be volatile. Here is What to Know Beyond Why GE Vernova Inc. (GEV) is a Trending Stock
• Negative Sentiment: Valuation and execution risks — shares trade at a rich multiple versus historical averages (high P/E), so much of the rally prices in continued order growth and margin delivery; any slowdown or execution misstep could pressure the stock.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on GEV. Barclays reissued an “overweight” rating and issued a $849.00 price target on shares of GE Vernova in a research report on Monday, February 2nd. Mizuho set a $714.00 price objective on shares of GE Vernova in a report on Tuesday, February 3rd. Morgan Stanley reiterated an “overweight” rating and issued a $817.00 target price on shares of GE Vernova in a report on Monday, January 26th. Susquehanna boosted their target price on shares of GE Vernova from $800.00 to $820.00 and gave the stock a “positive” rating in a research report on Thursday, January 29th. Finally, Evercore upped their price target on shares of GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, GE Vernova presently has an average rating of “Moderate Buy” and an average price target of $831.29.

GE Vernova Price Performance

The firm has a market cap of $235.68 billion, a price-to-earnings ratio of 49.13, a P/E/G ratio of 3.36 and a beta of 1.45. The firm’s 50 day moving average price is $769.86 and its 200-day moving average price is $668.41.

GE Vernova (NYSE:GEV) last issued its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. The firm had revenue of $10.96 billion during 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 revenue was up 3.8% on a year-over-year basis. During the same period in the prior year, the firm earned $1.73 EPS. Analysts expect that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Dividend Announcement

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

Institutional Investors Weigh In On GE Vernova

Several large investors have recently modified their holdings of GEV. Auto Owners Insurance Co lifted its holdings in shares of GE Vernova by 110,973.4% during the fourth quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock valued at $2,278,224,000 after acquiring an additional 34,826,773 shares during the period. Vanguard Group Inc. boosted its position in GE Vernova by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock valued at $16,354,691,000 after buying an additional 208,162 shares in the last quarter. State Street Corp boosted its position in GE Vernova by 2.1% in the fourth quarter. State Street Corp now owns 11,469,670 shares of the company’s stock valued at $7,496,232,000 after buying an additional 231,392 shares in the last quarter. Geode Capital Management LLC grew its stake in GE Vernova by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 6,249,193 shares of the company’s stock worth $4,074,039,000 after buying an additional 68,894 shares during the last quarter. Finally, Morgan Stanley increased its holdings in shares of GE Vernova by 12.8% during the fourth quarter. Morgan Stanley now owns 6,054,474 shares of the company’s stock worth $3,957,024,000 after buying an additional 685,466 shares in the last quarter.

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.