Barclays Issues Positive Forecast for GE Vernova (NYSE:GEV) Stock Price

GE Vernova (NYSE:GEV) had its target price raised by stock analysts at Barclays from $849.00 to $993.00 in a research report issued on Wednesday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Barclays‘s price target points to a potential upside of 10.33% from the stock’s current price.

GEV has been the topic of a number of other research reports. Wolfe Research upgraded GE Vernova from a “peer perform” rating to a “buy” rating in a research report on Wednesday, December 10th. Guggenheim upgraded GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 price objective on the stock in a research report on Friday, January 30th. Zacks Research raised GE Vernova from a “hold” rating to a “strong-buy” rating in a report on Monday. Oppenheimer restated an “outperform” rating on shares of GE Vernova in a research report on Thursday, January 29th. Finally, UBS Group reaffirmed a “buy” rating on shares of GE Vernova in a research note on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $863.61.

GE Vernova Trading Up 3.1%

Shares of NYSE:GEV traded up $27.13 during trading on Wednesday, reaching $900.03. The company had a trading volume of 1,582,713 shares, compared to its average volume of 2,878,374. The company has a fifty day moving average of $809.38 and a two-hundred day moving average of $685.74. The stock has a market capitalization of $242.58 billion, a P/E ratio of 50.54, 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.

GE Vernova (NYSE:GEV) last posted its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $10.21 billion. During the same period in the previous year, the firm posted $1.73 EPS. The firm’s revenue was up 3.8% compared to the same quarter last year. As a group, equities research analysts predict that GE Vernova will post 6.59 earnings per share for the current year.

Institutional Investors Weigh In On GE Vernova

Institutional investors have recently bought and sold shares of the stock. Old North State Trust LLC bought a new position in GE Vernova during the 4th quarter worth approximately $384,000. Purpose Unlimited Inc. purchased a new position in GE Vernova in the 4th quarter worth approximately $523,000. Rockefeller Capital Management L.P. lifted its position in GE Vernova by 16.3% in the fourth quarter. Rockefeller Capital Management L.P. now owns 357,577 shares of the company’s stock valued at $233,703,000 after purchasing an additional 50,236 shares during the last quarter. Osbon Capital Management LLC bought a new stake in GE Vernova in the fourth quarter valued at approximately $69,000. Finally, Lane Brothers & Co. Inc. purchased a new stake in shares of GE Vernova during the fourth quarter valued at approximately $226,000.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Zacks Research upgraded GEV from “hold” to “strong-buy,” a near-term catalyst that can attract retail and momentum flows. Zacks.com
• Positive Sentiment: Evercore reiterated an Outperform rating and raised its price target (recently boosted from $905 to $940), signaling confidence from institutional research and supporting buy-side interest. Evercore Outperform
• Positive Sentiment: Wells Fargo raised its price target to $896 and moved to an “overweight” stance — another analyst upgrade adding to positive broker chatter. Benzinga
• Positive Sentiment: GE Vernova turbines were cited as the planned equipment for natural-gas power plants in a new exclusivity deal among Microsoft, Chevron and Engine No. 1 to supply data-center power — a tangible commercial reference that supports future order visibility. Microsoft/Chevron/Engine No. 1 deal
• Positive Sentiment: GEV was added to Zacks’ Rank #1 (Strong Buy) momentum lists and other momentum roundups, which tends to draw quantitative and retail momentum buying. Zacks momentum list
• Neutral Sentiment: Broader market news — including reports the U.S. may wind down the Iran conflict — helped lift cyclical and energy stocks this session, providing general tailwinds that benefited GEV along with peers. Dow Jones futures / macro
• Neutral Sentiment: Recent coverage pieces and Q4/earnings previews highlight sector dynamics for electrical systems and power equipment; useful for longer-term context but not an immediate price mover by itself. Earnings preview / sector highlights
• Negative Sentiment: Some valuation/market-check pieces noted short-term weakness (recent 1‑day and 7‑day declines) and flagged questions about near-term sentiment despite strong longer-term returns — a reminder of potential volatility after big moves. Valuation check

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.