Sanford C. Bernstein Reiterates Outperform Rating for GE Vernova (NYSE:GEV)

by · The Cerbat Gem

GE Vernova (NYSE:GEV – Get Free Report)‘s stock had its “outperform” rating reaffirmed by stock analysts at Sanford C. Bernstein in a note issued to investors on Tuesday, Benzinga reports. They currently have a $1,298.00 price objective on the stock. Sanford C. Bernstein’s target price would indicate a potential upside of 48.32% from the stock’s current price.

Several other analysts have also issued reports on the stock. Jefferies Financial Group set a $1,185.00 price objective on shares of GE Vernova in a report on Friday. The Goldman Sachs Group raised shares of GE Vernova from a “buy” rating to a “market outperform” rating in a research note on Monday. Glj Research began coverage on shares of GE Vernova in a research report on Monday. They set a “sell” rating and a $470.00 price target for the company. Morgan Stanley downgraded shares of GE Vernova from an “overweight” rating to an “underweight” rating in a research note on Monday, August 3rd. Finally, BMO Capital Markets restated an “outperform” rating on shares of GE Vernova in a report on Friday, August 7th. Two research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, four have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, GE Vernova has a consensus rating of “Moderate Buy” and an average target price of $1,145.83.

View Our Latest Stock Report on GEV

GE Vernova Price Performance

GEV stock opened at $875.14 on Tuesday. GE Vernova has a 52-week low of $530.16 and a 52-week high of $1,195.94. The company has a quick ratio of 0.62, a current ratio of 0.85 and a debt-to-equity ratio of 0.21. The stock has a market cap of $233.08 billion, a price-to-earnings ratio of 25.05, a price-to-earnings-growth ratio of 4.45 and a beta of 1.15. The business has a fifty day moving average of $993.62 and a two-hundred day moving average of $983.88.

GE Vernova (NYSE:GEV – Get Free Report) last announced its quarterly earnings results on Wednesday, July 22nd. The company reported $2.47 EPS for the quarter, missing the consensus estimate of $3.17 by ($0.70). The business had revenue of $11.10 billion during the quarter, compared to analyst estimates of $10.79 billion. GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. The business’s revenue for the quarter was up 21.9% on a year-over-year basis. During the same period last year, the company earned $1.86 EPS. As a group, research analysts anticipate that GE Vernova will post 15.36 earnings per share for the current year.

Hedge Funds Weigh In On GE Vernova

Several hedge funds have recently bought and sold shares of GEV. Onyx Bridge Wealth Group LLC lifted its holdings in GE Vernova by 1.3% during the 1st quarter. Onyx Bridge Wealth Group LLC now owns 727 shares of the company’s stock worth $635,000 after buying an additional 9 shares in the last quarter. Red Door Wealth Management LLC grew its stake in shares of GE Vernova by 0.6% in the first quarter. Red Door Wealth Management LLC now owns 1,774 shares of the company’s stock worth $1,548,000 after acquiring an additional 10 shares in the last quarter. Advance Capital Management Inc. grew its stake in shares of GE Vernova by 2.2% in the first quarter. Advance Capital Management Inc. now owns 461 shares of the company’s stock worth $402,000 after acquiring an additional 10 shares in the last quarter. Alpha Financial Partners LLC increased its position in shares of GE Vernova by 2.0% during the first quarter. Alpha Financial Partners LLC now owns 514 shares of the company’s stock worth $449,000 after acquiring an additional 10 shares during the period. Finally, Sandy Cove Advisors LLC increased its position in shares of GE Vernova by 2.6% during the second quarter. Sandy Cove Advisors LLC now owns 389 shares of the company’s stock worth $457,000 after acquiring an additional 10 shares during the period.

GE Vernova News Summary

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

(Get Free Report)

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.

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