GE Vernova (NYSE:GEV) Rating Lowered to Hold at Wall Street Zen

GE Vernova (NYSE:GEV) was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Saturday.

GEV has been the subject of several other reports. Mizuho set a $949.00 price objective on GE Vernova in a research note on Friday. BMO Capital Markets boosted their target price on shares of GE Vernova from $1,110.00 to $1,250.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Guggenheim upped their target price on shares of GE Vernova from $1,300.00 to $1,450.00 and gave the stock a “buy” rating in a report on Thursday. Susquehanna set a $1,300.00 target price on shares of GE Vernova in a research report on Thursday, April 23rd. Finally, JPMorgan Chase & Co. lifted their price target on shares of GE Vernova from $1,302.00 to $1,330.00 and gave the company an “overweight” rating in a report on Thursday. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,133.15.

GE Vernova Stock Down 0.1%

Shares of GEV opened at $1,013.23 on Friday. The stock has a market cap of $269.85 billion, a price-to-earnings ratio of 29.00, a P/E/G ratio of 3.72 and a beta of 1.09. 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 12 month low of $530.16 and a 12 month high of $1,195.94. The company has a 50-day moving average price of $1,034.45 and a two-hundred day moving average price of $923.74.

GE Vernova (NYSE:GEV) last issued its earnings results 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 during the quarter, compared to analyst estimates of $10.79 billion. GE Vernova had a return on equity of 42.42% and a net margin of 23.03%.The company’s quarterly revenue was up 21.9% on a year-over-year basis. During the same period in the previous year, the company posted $1.86 earnings per share. Equities analysts predict that GE Vernova will post 15.16 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CEO Victor Abate sold 4,819 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was 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 approximately $1,739,726.80. This trade represents a 72.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CAO Matthew Joseph Potvin sold 2,333 shares of GE Vernova 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 directly owned 3,549 shares of the company’s stock, valued at $3,758,710.41. This represents a 39.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.21% of the stock is currently owned by insiders.

Institutional Investors Weigh In On GE Vernova

Several hedge funds and other institutional investors have recently added to or reduced their stakes in GEV. Manning & Napier Advisors LLC raised its position in GE Vernova by 68.4% in the 1st quarter. Manning & Napier Advisors LLC now owns 32 shares of the company’s stock worth $26,000 after purchasing an additional 13 shares during the last quarter. Miller Global Investments LLC boosted its position in GE Vernova by 63.6% in the 2nd quarter. Miller Global Investments LLC now owns 36 shares of the company’s stock valued at $42,000 after buying an additional 14 shares during the last quarter. Torren Management LLC bought a new position in GE Vernova in the 4th quarter valued at $26,000. Cornerstone Financial Management LLC bought a new stake in shares of GE Vernova during the fourth quarter worth $25,000. Finally, Wealth Watch Advisors INC bought a new stake in shares of GE Vernova during the third quarter worth $25,000.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Analysts at JPMorgan, Morgan Stanley, TD Cowen, and Evercore ISI reiterated bullish views and lifted price targets, signaling confidence in GE Vernova’s long-term growth and backlog strength.
• Positive Sentiment: Multiple reports highlighted robust demand tied to AI data centers, electrification, and grid expansion, with backlog cited around $176 billion and orders still growing rapidly.
• Positive Sentiment: Q2 revenue growth and improved 2026 guidance suggest the core business is still expanding, even as investors focus on the earnings miss. Revenue Growth & Margin Expansion Aid GEV’s Q2: More Upside Ahead?
• Neutral Sentiment: Trading-oriented coverage said GEV briefly showed bullish order-flow signals and hit an intraday high, which may have helped offset some of the post-earnings weakness, but this looks more technical than fundamental.
• Negative Sentiment: GE Vernova missed core profit estimates and wind weakness persisted, which is the main reason the stock has been sliding despite otherwise strong demand metrics. GE Vernova misses core profit estimates as Wind weakness persists
• Negative Sentiment: Several articles noted the stock fell sharply after earnings as investors focused on the EPS miss rather than the strong order book, suggesting near-term volatility may continue.

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.