TD Cowen Forecasts Strong Price Appreciation for GE Vernova (NYSE:GEV) Stock

GE Vernova (NYSE:GEV) had its price target lifted by TD Cowen from $1,220.00 to $1,235.00 in a report released on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. TD Cowen’s price objective points to a potential upside of 19.95% from the company’s previous close.

A number of other equities research analysts have also recently issued reports on the stock. Zacks Research cut shares of GE Vernova from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 28th. Guggenheim upped their price objective on shares of GE Vernova from $1,300.00 to $1,450.00 and gave the stock a “buy” rating in a research note on Thursday. Royal Bank Of Canada raised their price objective on shares of GE Vernova from $1,195.00 to $1,225.00 and gave the stock an “outperform” rating in a report on Thursday. Oppenheimer lifted their target price on shares of GE Vernova from $1,303.00 to $1,338.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, Robert W. Baird boosted their target price on GE Vernova from $1,008.00 to $1,400.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Two analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,102.19.

GE Vernova Price Performance

NYSE GEV traded up $44.59 during trading on Thursday, reaching $1,029.62. 2,207,086 shares of the company traded hands, compared to its average volume of 2,804,777. GE Vernova has a 1-year low of $530.16 and a 1-year high of $1,195.94. The company has a market cap of $276.68 billion, a price-to-earnings ratio of 30.02, a P/E/G ratio of 3.98 and a beta of 1.09. The stock’s 50 day moving average price is $1,036.29 and its two-hundred day moving average price is $918.91. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.65 and a current ratio of 0.89.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, July 22nd. The company reported $2.47 EPS for the quarter, missing the consensus estimate of $3.17 by ($0.70). GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. The company had revenue of $11.10 billion during the quarter, compared to analyst estimates of $10.79 billion. During the same period in the prior year, the firm earned $1.86 EPS. GE Vernova’s quarterly revenue was up 21.9% compared to the same quarter last year. As a group, analysts anticipate that GE Vernova will post 15.06 EPS for the current year.

Insider Activity

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $948.08, for a total transaction of $4,568,797.52. Following the transaction, the chief executive officer owned 1,835 shares of the company’s stock, valued at approximately $1,739,726.80. This represents a 72.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $1,059.09, for a total value of $2,470,856.97. Following the completion of the transaction, the chief accounting officer owned 3,549 shares in the company, valued at approximately $3,758,710.41. This represents a 39.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.21% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Manning & Napier Advisors LLC raised its stake in shares of GE Vernova by 68.4% during the first quarter. Manning & Napier Advisors LLC now owns 32 shares of the company’s stock worth $26,000 after buying an additional 13 shares during the last quarter. Miller Global Investments LLC boosted its stake in GE Vernova by 63.6% in the second quarter. Miller Global Investments LLC now owns 36 shares of the company’s stock valued at $42,000 after acquiring an additional 14 shares during the last quarter. Torren Management LLC bought a new position in GE Vernova in the fourth quarter valued at approximately $26,000. Cornerstone Financial Management LLC acquired a new stake in GE Vernova during the 4th quarter worth $25,000. Finally, Wealth Watch Advisors INC acquired a new stake in GE Vernova during the 3rd quarter worth $25,000.

Trending Headlines about GE Vernova

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

• Positive Sentiment: GE Vernova reported strong Q2 revenue growth, record equipment orders, and a backlog above $176 billion, reinforcing demand from AI infrastructure and electrification. GE Vernova Inc (GEV) Q2 2026 Earnings Call Highlights: Record Growth in Orders and Cash Flow
• Positive Sentiment: The company raised full-year 2026 revenue guidance and improved margin expectations for the second straight quarter, suggesting management sees continued momentum ahead. GE Vernova raises annual revenue forecast as strong power demand boosts orders
• Positive Sentiment: Analysts highlighted that strong electrification demand and backlog growth still support further upside, even after the post-earnings pullback. GE Vernova’s Q2 Results Highlight Strong Demand, Support Upside Ahead, RBC Says
• Neutral Sentiment: The Q2 earnings call emphasized a bigger capacity push in gas and electrification, which supports long-term growth but may require more spending first. GE Vernova Q2 Earnings Call Highlights Bigger Capacity Push
• Negative Sentiment: GE Vernova missed consensus EPS estimates, and the profit shortfall is the main reason shares are under pressure despite the strong sales and orders backdrop. GE Vernova (GEV) Q2 Earnings Lag Estimates
• Negative Sentiment: Management said tariffs could add up to $200 million in costs, adding another headwind to already closely watched margins. GE Vernova flags up to $200 million tariff hit after second-quarter profit miss
• Negative Sentiment: The wind segment remains a weak spot, with losses widening and overshadowing the strength in Power and Electrification. GE Vernova shares fall as wind losses overshadow record backlog and data center demand

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.