GE Vernova (NYSE:GEV) Stock Rating Upgraded by Sanford C. Bernstein

GE Vernova (NYSE:GEV) was upgraded by stock analysts at Sanford C. Bernstein to a “strong-buy” rating in a report issued on Tuesday,Zacks.com reports.

Several other brokerages have also weighed in on GEV. Citigroup increased their price objective on GE Vernova from $779.00 to $1,110.00 and gave the stock a “neutral” rating in a research report on Monday, April 13th. Zacks Research lowered GE Vernova from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 28th. Robert W. Baird increased their price objective on GE Vernova from $1,008.00 to $1,400.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Weiss Ratings upgraded GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Finally, Oppenheimer set a $1,303.00 price target on GE Vernova in a research note on Thursday, April 23rd. Three analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,089.88.

GE Vernova Stock Performance

NYSE GEV opened at $1,048.81 on Tuesday. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65. The stock’s 50 day simple moving average is $1,015.25 and its 200-day simple moving average is $842.37. The company has a market cap of $281.84 billion, a PE ratio of 30.55, a price-to-earnings-growth ratio of 3.64 and a beta of 1.23. GE Vernova has a 1-year low of $479.04 and a 1-year high of $1,181.95.

GE Vernova (NYSE:GEV) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.95 by $15.49. The business had revenue of $9.34 billion during the quarter, compared to analyst estimates of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The business’s revenue was up 17.0% compared to the same quarter last year. During the same period in the prior year, the business earned $0.91 earnings per share. As a group, equities research analysts anticipate that GE Vernova will post 14.99 EPS for the current fiscal year.

Insider Activity

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

Institutional Investors Weigh In On GE Vernova

Several institutional investors have recently modified their holdings of GEV. Auto Owners Insurance Co boosted its stake in shares of GE Vernova by 110,973.4% during the 4th quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock worth $2,278,224,000 after acquiring an additional 34,826,773 shares in the last quarter. Norges Bank acquired a new position in GE Vernova in the 4th quarter valued at $2,283,114,000. Northwestern Mutual Wealth Management Co. raised its holdings in GE Vernova by 5,171.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,452,858 shares of the company’s stock valued at $1,603,114,000 after acquiring an additional 2,406,326 shares during the last quarter. Capital World Investors raised its holdings in GE Vernova by 1,907.5% in the 3rd quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock valued at $1,325,842,000 after acquiring an additional 2,048,792 shares during the last quarter. Finally, Corient Private Wealth LLC raised its holdings in GE Vernova by 2,802.8% in the 4th quarter. Corient Private Wealth LLC now owns 1,608,714 shares of the company’s stock valued at $1,051,407,000 after acquiring an additional 1,553,295 shares during the last quarter.

GE Vernova News Summary

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

• Positive Sentiment: GE Vernova released the 2025 Sustainability Report, highlighting progress in adding new power to the grid, reducing carbon intensity, and advancing breakthrough energy technologies, which supports the long-term investment case. GE Vernova’s New Sustainability Report Highlights Progress Adding New Power to the Grid, Enabling People to Thrive, Reducing Carbon Intensity, and Advancing Breakthrough Energy Technologies
• Positive Sentiment: Several articles highlighted GE Vernova as a key AI infrastructure and electrification play, noting its turbines, nuclear services, and grid equipment could benefit from rising power demand tied to data centers and broader electrification. 2 Industrial Stocks Worth Watching
• Positive Sentiment: GE Vernova also drew investor attention and appeared in analyst-focused coverage, reinforcing that the stock remains a widely watched name with strong momentum behind it. GE Vernova Inc. (GEV) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: GE Vernova showcased grid stability, emissions, and digital utility technologies at the Africa Energy Forum, supporting its positioning in global energy-transition markets. GE Vernova Highlights Grid Stability and Emissions Technologies at Africa Energy Forum
• Neutral Sentiment: Broader market headlines about rising Fed-rate concerns and mixed futures may be influencing trading across growth and industrial stocks, but they are not specific to GE Vernova. Dow Jones Futures Rise After Fed Rate Hike Bets Hit Stocks; SpaceX Falls As Robinhood Jumps
• Negative Sentiment: One article flagged insider selling at GE Vernova, which can create concern about valuation or near-term upside, especially after a strong run in the shares. Insiders Are Selling These 3 Stocks—Should Investors Be Concerned?
• Negative Sentiment: A separate report said Jefferies trimmed its price target on GEV, adding a modest valuation headwind even though analysts still view the stock favorably overall. Jefferies Trims Price Target on GE Vernova (GEV). Here is Why

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.