GE Vernova (NYSE:GEV) Upgraded to “Strong Sell” at Glj Research

GE Vernova (NYSE:GEV) was upgraded by equities research analysts at Glj Research to a “strong sell” rating in a research note issued on Monday, Zacks reports.

Several other equities research analysts have also recently weighed in on the company. The Goldman Sachs Group upgraded GE Vernova from a “buy” rating to a “market outperform” rating in a report on Monday. BMO Capital Markets reiterated an “outperform” rating on shares of GE Vernova in a research report on Friday, August 7th. Weiss Ratings reissued a “buy (b)” rating on shares of GE Vernova in a research note on Tuesday, July 21st. JPMorgan Chase & Co. raised their target price on shares of GE Vernova from $1,302.00 to $1,330.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Finally, Morgan Stanley downgraded shares of GE Vernova from an “overweight” rating to an “underweight” rating in a research note on Monday, August 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, GE Vernova presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,145.83.

GE Vernova Stock Performance

GE Vernova stock opened at $875.14 on Monday. The firm has a fifty day simple moving average of $993.62 and a two-hundred day simple moving average of $983.88. The company has a quick ratio of 0.62, a current ratio of 0.85 and a debt-to-equity ratio of 0.21. GE Vernova has a twelve month low of $530.16 and a twelve month high of $1,195.94. The company has a market capitalization of $233.08 billion, a PE ratio of 25.05, a P/E/G ratio of 4.45 and a beta of 1.15.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data on Wednesday, July 22nd. The company reported $2.47 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.17 by ($0.70). The company had revenue of $11.10 billion for the quarter, compared to the consensus estimate of $10.79 billion. GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. The firm’s quarterly revenue was up 21.9% compared to the same quarter last year. During the same period last year, the business posted $1.86 earnings per share. Research analysts expect that GE Vernova will post 15.36 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Cornerstone Financial Management LLC purchased a new stake in shares of GE Vernova in the 4th quarter worth about $25,000. Manning & Napier Advisors LLC increased 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 valued at $26,000 after purchasing an additional 13 shares in the last quarter. Commonwealth Retirement Investments LLC bought a new position in shares of GE Vernova during the fourth quarter valued at approximately $30,000. Entelevest LLC purchased a new position in shares of GE Vernova during the fourth quarter valued at approximately $30,000. Finally, Parvin Asset Management LLC bought a new stake in shares of GE Vernova in the 2nd quarter worth approximately $32,000.

Trending Headlines about GE Vernova

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

• Positive Sentiment: New Southeast Asia agreements: GE Vernova and Thailand’s B.Grimm Power signed two agreements covering gas-turbine supply, power generation and energy infrastructure. The partnerships could expand GE Vernova’s presence in Southeast Asia and provide additional equipment and services opportunities. Reuters article on GE Vernova and B.Grimm Power agreements
• Positive Sentiment: Improving cash generation: GE Vernova’s free cash flow reportedly surged during the first half of 2026, supporting higher guidance while the company continues investing for growth and returning capital to shareholders. Stronger cash flow may help reinforce the company’s long-term investment case. Zacks article on GE Vernova’s free cash flow
• Neutral Sentiment: Sector-wide pressure: GE Vernova declined alongside other grid-infrastructure companies, including Eaton and Quanta Services, amid weakness in the artificial-intelligence-related market. This suggests some selling reflected broader sector and growth-stock rotation rather than company-specific news. Motley Fool article on GE Vernova’s stock decline
• Negative Sentiment: New Sell rating and valuation concerns: GLJ Research initiated coverage of GEV with a Sell rating and a $470 price target, substantially below the prevailing share price. Analyst Gordon Johnson argued that the stock’s power-boom valuation leaves limited room for disappointment, prompting a sharp investor reaction. Seeking Alpha article on GLJ Research’s GE Vernova rating
• Negative Sentiment: Earnings-expectation risk: GE Vernova’s latest quarterly earnings per share came in below consensus expectations despite revenue growth, highlighting the possibility that strong demand may not translate into equally strong near-term profitability.

GE Vernova Company Profile

GE Vernova Inc (NYSE: GEV) is an energy technology company that provides equipment, software and services for electricity generation, transmission and distribution. Its portfolio is designed to support power systems across a range of energy sources, including natural gas, nuclear, hydroelectric, wind and solar power, as well as battery storage.

The company operates through three primary businesses: Power, Wind and Electrification. Power supplies gas and steam turbines, generators, nuclear power technologies, hydroelectric equipment and related maintenance services.