GE Vernova (NYSE:GEV) Rating Increased to Strong-Buy at Zacks Research

Zacks Research upgraded shares of GE Vernova (NYSE:GEV) from a hold rating to a strong-buy rating in a research note published on Monday morning,Zacks.com reports.

GEV has been the topic of several other reports. TD Cowen upped their price objective on shares of GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Citigroup lifted their target price on shares of GE Vernova from $708.00 to $779.00 and gave the company a “neutral” rating in a report on Thursday, January 29th. Bank of America boosted their target price on GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Wells Fargo & Company upped their price target on GE Vernova from $831.00 to $896.00 and gave the stock an “overweight” rating in a research note on Tuesday. Finally, Robert W. Baird set a $923.00 price target on GE Vernova and gave the stock an “outperform” rating in a research report on Wednesday, February 4th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $857.35.

GE Vernova Trading Up 6.7%

Shares of GEV opened at $872.45 on Monday. The firm has a market cap of $235.15 billion, a P/E ratio of 49.01, a price-to-earnings-growth ratio of 3.20 and a beta of 1.45. GE Vernova has a 12-month low of $252.25 and a 12-month high of $948.38. The company’s 50-day moving average price is $809.38 and its 200 day moving average price is $685.74.

GE Vernova (NYSE:GEV) last announced its 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 company had revenue of $10.96 billion during the quarter, compared to analyst estimates of $10.21 billion. During the same quarter last year, the firm posted $1.73 earnings per share. GE Vernova’s revenue was up 3.8% compared to the same quarter last year. Equities research analysts forecast that GE Vernova will post 6.59 earnings per share for the current year.

GE Vernova Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th will be issued a $0.50 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. GE Vernova’s payout ratio is 11.24%.

Institutional Investors Weigh In On GE Vernova

Hedge funds have recently added to or reduced their stakes in the business. RFG Advisory LLC grew its stake in shares of GE Vernova by 2.1% in the fourth quarter. RFG Advisory LLC now owns 634 shares of the company’s stock worth $414,000 after acquiring an additional 13 shares in the last quarter. BlackDiamond Wealth Management LLC boosted its holdings in GE Vernova by 2.8% in the fourth quarter. BlackDiamond Wealth Management LLC now owns 471 shares of the company’s stock valued at $308,000 after purchasing an additional 13 shares during the period. First Commonwealth Financial Corp PA increased its holdings in GE Vernova by 3.5% during the 4th quarter. First Commonwealth Financial Corp PA now owns 380 shares of the company’s stock worth $248,000 after purchasing an additional 13 shares during the period. Apriem Advisors raised its position in GE Vernova by 0.7% in the 4th quarter. Apriem Advisors now owns 2,124 shares of the company’s stock valued at $1,388,000 after purchasing an additional 14 shares in the last quarter. Finally, Voisard Asset Management Group Inc. boosted its stake in shares of GE Vernova by 2.7% in the 4th quarter. Voisard Asset Management Group Inc. now owns 575 shares of the company’s stock valued at $376,000 after buying an additional 15 shares during the period.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Zacks/market screens added GEV to top momentum and Zacks Rank #1 (Strong Buy) lists today, increasing visibility to momentum traders and quant/retail models that follow Zacks signals. Best Momentum Stocks to Buy for March 31st
• Positive Sentiment: Evercore reiterated an Outperform rating and raised its price target (prior raise to $940 was noted), signaling strong industry checks and buy-side interest in the spin‑off’s outlook. Analyst endorsements like this often drive incremental demand. GE Vernova (GEV) Rated Outperform by Evercore on Strong Outlook
• Positive Sentiment: Wells Fargo raised its price target to $896 and kept an Overweight rating, adding another near‑term catalyst and supporting the stock’s higher trading level. Benzinga: Wells Fargo raises PT
• Neutral Sentiment: Recent valuation/price‑action pieces highlight short‑term weakness (1‑ and 7‑day declines) but strong longer‑term momentum (90‑day and 1‑year returns). That frames current moves as a corrective pullback inside a larger uptrend rather than a fundamental reversal. GE Vernova (GEV) Valuation Check After Recent Share Price Weakness
• Neutral Sentiment: Sector/earnings coverage (quarterly preview and Q4 highlights) keeps focus on GE Vernova’s recent strong quarter and revenue/earnings momentum—important context but not an immediate new catalyst. GE Vernova’s quarterly earnings preview
• Neutral Sentiment: Macro/industry stories (e.g., AI-driven grid demand and new grid-tech funding) underscore secular tailwinds for power/infrastructure — helpful background but indirect for GEV near term. ThinkLabs AI closes $28M Series A

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.