China Renaissance Initiates Coverage on GE Vernova (NYSE:GEV)

China Renaissance assumed coverage on shares of GE Vernova (NYSE:GEV) in a research report issued on Wednesday, MarketBeat.com reports. The firm set a “buy” rating and a $966.00 price target on the stock. China Renaissance’s price objective would suggest a potential upside of 34.65% from the company’s current price.

GEV has been the topic of a number of other reports. Rothschild & Co Redburn reaffirmed a “sell” rating and set a $475.00 price target on shares of GE Vernova in a report on Wednesday, October 15th. UBS Group upped their target price on shares of GE Vernova from $760.00 to $835.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Jefferies Financial Group set a $830.00 price target on GE Vernova in a report on Monday, December 22nd. Susquehanna upped their price target on shares of GE Vernova from $750.00 to $775.00 and gave the stock a “positive” rating in a research report on Wednesday, December 10th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of GE Vernova in a research note on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $731.19.

GE Vernova Stock Up 0.8%

GE Vernova stock opened at $717.43 on Wednesday. GE Vernova has a twelve month low of $252.25 and a twelve month high of $731.00. The company has a market capitalization of $194.65 billion, a P/E ratio of 40.30, a PEG ratio of 2.99 and a beta of 1.67. The stock’s 50 day moving average is $649.23 and its 200 day moving average is $621.11.

GE Vernova (NYSE:GEV) last issued its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, beating the consensus estimate of $2.99 by $10.40. The firm had revenue of $10.96 billion during 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 company’s revenue was up 3.8% on a year-over-year basis. During the same period last year, the company earned $1.73 earnings per share. As a group, equities analysts expect that GE Vernova will post 6.59 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of GEV. Jackson Grant Investment Advisers Inc. grew its stake in shares of GE Vernova by 344.4% during the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after buying an additional 31 shares during the last quarter. Wealth Watch Advisors INC purchased a new stake in shares of GE Vernova in the 3rd quarter worth $25,000. ORG Wealth Partners LLC lifted its stake in GE Vernova by 241.7% in the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after acquiring an additional 29 shares during the period. WFA Asset Management Corp purchased a new stake in shares of GE Vernova in the 2nd quarter worth approximately $29,000. Finally, Howard Hughes Medical Institute purchased a new stake in GE Vernova during the second quarter worth $31,000.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: Q4 results beat revenue and EPS expectations; orders and backlog surged (backlog cited near $150B / orders up sharply), driving better revenue visibility and margin expansion. Read More.
• Positive Sentiment: Company raised 2026/2028 revenue targets (including planned GE Prolec close) and boosted free‑cash‑flow guidance, which supports multi‑year growth expectations. Read More.
• Positive Sentiment: Wall Street moved more bullish: Zacks upgraded GEV to a #2 (Buy) and several firms raised price targets (Citigroup, TD Cowen, China Renaissance), providing further buying pressure. Read More.
• Neutral Sentiment: The reported EPS beat included a large one‑time ~$2.9B tax benefit; underlying operational EPS would be closer to expectations, so the headline beat is partly nonrecurring. Read More.
• Neutral Sentiment: GEV now trades at a material premium to the market on forward multiples — the strong outlook is priced in, raising sensitivity to execution surprises. Read More.
• Negative Sentiment: Wind segment continues to generate sizable losses and management warned that efforts to halt offshore wind projects and regulatory issues could hurt operations, adding downside risk. Read More.
• Negative Sentiment: Despite raised guidance, some reports flagged that the stock slipped intraday as investors parsed tax‑benefit distortion and wind‑segment weakness — showing how quickly sentiment can reverse if execution falters. Read More.

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.