GE Vernova (NYSE:GEV) Stock Price Up 2.6% on Analyst Upgrade

01 Apr 2026, 21:12 by Tristan Rich · The Markets Daily

GE Vernova Inc. (NYSE:GEV – Get Free Report)’s stock price traded up 2.6% on Wednesday after Barclays raised their price target on the stock from $849.00 to $993.00. Barclays currently has an overweight rating on the stock. GE Vernova traded as high as $912.62 and last traded at $895.5170. 2,461,776 shares changed hands during trading, a decline of 15% from the average session volume of 2,894,139 shares. The stock had previously closed at $872.90.

Other research analysts have also recently issued reports about the stock. Weiss Ratings upgraded shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. China Renaissance raised shares of GE Vernova to a “strong-buy” rating in a research report on Thursday, January 29th. Wall Street Zen upgraded shares of GE Vernova from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Wolfe Research raised shares of GE Vernova from a “peer perform” rating to a “buy” rating in a research report on Wednesday, December 10th. Finally, TD Cowen lifted their price target on shares of GE Vernova from $680.00 to $780.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, GE Vernova presently has an average rating of “Buy” and an average target price of $863.61.

Check Out Our Latest Stock Report on GEV

Trending Headlines about GE Vernova

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

Positive Sentiment: Barclays raised its price target to $993 and assigned an “overweight” rating — the largest recent PT increase and the most bullish stance, signaling stronger analyst conviction in GEV’s growth trajectory. Article Title
Positive Sentiment: Zacks upgraded GEV from “hold” to “strong-buy,” and the stock was added to Zacks’ Rank #1 momentum list — likely to attract momentum and retail flows. Article Title
Positive Sentiment: Evercore reiterated an Outperform rating and recently boosted its PT to $940, reinforcing buy-side interest from institutional investors and hedge funds. Article Title
Positive Sentiment: Microsoft, Chevron and Engine No. 1 signed an exclusivity agreement to secure power for large AI data centers; the project plans to use turbines supplied by GE Vernova — a direct commercial win that validates demand from hyperscalers and AI-related power spending. Article Title
Positive Sentiment: Sector momentum: several energy/industrial stories (momentum lists, Q4 previews) highlight GEV as a top pick among electrical systems and energy equipment names — supportive for flows and sentiment. Article Title
Neutral Sentiment: Industry context pieces (Ormat expansion; broader energy project deals) show rising geothermal, storage and power-plant activity — positive for long-term demand but with execution, tariff and geopolitical risks that could moderate near-term impact. Article Title
Neutral Sentiment: Recent valuation pieces note short-term pullbacks but strong longer-term performance; useful for investors weighing whether current multiple (PE ~50) is justified versus growth expectations. Article Title
Negative Sentiment: Wells Fargo raised its PT to $896 and kept an “overweight” rating — a smaller PT increase that sits marginally below recent trade, which could temper upside expectations compared with more aggressive analyst targets. Article Title

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in GEV. Brighton Jones LLC raised its holdings in shares of GE Vernova by 29.4% in the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after purchasing an additional 753 shares in the last quarter. Schnieders Capital Management LLC. increased its holdings in GE Vernova by 1.7% during the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after buying an additional 26 shares during the period. Loomis Sayles & Co. L P purchased a new position in GE Vernova during the second quarter valued at approximately $40,000. Smith Moore & CO. raised its stake in GE Vernova by 4.8% in the second quarter. Smith Moore & CO. now owns 2,930 shares of the company’s stock worth $1,551,000 after buying an additional 134 shares in the last quarter. Finally, Shelton Capital Management raised its stake in GE Vernova by 23.9% in the second quarter. Shelton Capital Management now owns 1,923 shares of the company’s stock worth $1,018,000 after buying an additional 371 shares in the last quarter.

GE Vernova Price Performance

The business has a fifty day simple moving average of $809.38 and a two-hundred day simple moving average of $685.74. The company has a market cap of $241.37 billion, a PE ratio of 50.31, a price-to-earnings-growth ratio of 3.20 and a beta of 1.45.

GE Vernova (NYSE:GEV – Get Free Report) last announced 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. The business had revenue of $10.96 billion for the quarter, compared to the consensus estimate of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The business’s revenue was up 3.8% compared to the same quarter last year. During the same period last year, the business posted $1.73 EPS. On average, equities research analysts predict that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Announces Dividend

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

About GE Vernova

(Get Free Report)

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.