GE Vernova (NYSE:GEV) Now Covered by Erste Group Bank

Erste Group Bank began coverage on shares of GE Vernova (NYSE:GEV) in a report released on Thursday, MarketBeat Ratings reports. The brokerage issued a buy rating on the stock.

Several other brokerages have also issued reports on GEV. Wall Street Zen upgraded shares of GE Vernova from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. Wells Fargo & Company boosted their price objective on shares of GE Vernova from $717.00 to $831.00 and gave the company an “overweight” rating in a research report on Tuesday, December 16th. Guggenheim raised GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 target price on the stock in a report on Friday, January 30th. Robert W. Baird set a $923.00 target price on GE Vernova and gave the company an “outperform” rating in a research report on Wednesday, February 4th. Finally, BMO Capital Markets reissued an “outperform” rating and set a $785.00 price target on shares of GE Vernova in a report on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $805.25.

GE Vernova Stock Performance

GEV stock opened at $814.71 on Thursday. The company has a market cap of $219.59 billion, a price-to-earnings ratio of 45.77, a P/E/G ratio of 3.35 and a beta of 1.45. The business’s 50-day moving average is $740.55 and its two-hundred day moving average is $654.59. GE Vernova has a fifty-two week low of $252.25 and a fifty-two week high of $894.93.

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

GE Vernova Dividend Announcement

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

Institutional Trading of GE Vernova

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

GE Vernova News Roundup

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

• Positive Sentiment: Erste Group initiated coverage with a “buy” rating, providing independent institutional support that can boost demand from investors and help underpin the stock.
• Positive Sentiment: Company-level operational and capital-return positives: reporting ~US$2.0B of 2025 data-center electrification orders (about triple year-over-year), higher dividend guidance, an expanded share-repurchase program and upgraded multi-year guidance — items that shift the narrative toward recurring AI-related revenue and shareholder returns. Did GE Vernova’s (GEV) AI Data Center Orders and Capital Returns Just Redefine Its Narrative?
• Positive Sentiment: Bullish deep-dive: a Seeking Alpha thesis argues GEV is underpriced and can unlock high-margin recurring revenues via slot-reservation arbitrage and GridOS-related services through 2028–2035, highlighting vertical integration and contracted revenue protections. GE Vernova: Slot Reservation Arbitrage And GridOS Substrate Can Unlock Alpha By 2028
• Neutral Sentiment: Zacks notes GEV is drawing elevated attention from users, which can increase trading volume and volatility but is not a direct signal on fundamentals. GE Vernova Inc. (GEV) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Aalo Atomics signed a fuel fabrication contract with Global Nuclear Fuel — part of a GE Vernova-led alliance — which signals longer-term optionality in advanced-nuclear work for AI facilities but is an indirect and longer-horizon development. Aalo Atomics Signs Contract to Secure Fabricated Fuel Rods From Global Nuclear Fuel
• Negative Sentiment: Bear case flagged: a Seeking Alpha piece warns that if AI-driven power demand cools, GEV could face overcapacity and meaningful downside to the bullish growth assumptions — a direct risk to the recent AI/order-driven rerating. GE Vernova: Cooling AI Energy Demand Could Bust This Stock
• Negative Sentiment: Near-term price pressure: coverage of today’s intra-session pullback and broader-market weakness is likely amplifying selling and volatility. GE Vernova (GEV) Dips More Than Broader Market: What You Should Know

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.