Erste Group Bank Estimates GE Vernova FY2026 Earnings

GE Vernova Inc. (NYSE:GEV) – Equities research analysts at Erste Group Bank issued their FY2026 earnings estimates for shares of GE Vernova in a research report issued to clients and investors on Tuesday, March 24th. Erste Group Bank analyst H. Engel anticipates that the company will post earnings of $14.77 per share for the year. Erste Group Bank has a “Strong-Buy” rating on the stock. The consensus estimate for GE Vernova’s current full-year earnings is $6.59 per share. Erste Group Bank also issued estimates for GE Vernova’s FY2027 earnings at $22.05 EPS.

A number of other equities analysts have also weighed in on the company. TD Cowen boosted their target price on GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Wall Street Zen raised shares of GE Vernova from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. UBS Group reiterated a “buy” rating on shares of GE Vernova in a research note on Thursday, January 29th. Susquehanna boosted their price objective on shares of GE Vernova from $800.00 to $820.00 and gave the company a “positive” rating in a report on Thursday, January 29th. Finally, Evercore increased their price objective on shares of GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $854.52.

GE Vernova Price Performance

Shares of NYSE:GEV opened at $852.91 on Friday. GE Vernova has a 1 year low of $252.25 and a 1 year high of $948.38. The company has a market cap of $229.88 billion, a P/E ratio of 47.92, a PEG ratio of 3.35 and a beta of 1.45. The stock’s fifty day moving average price is $802.93 and its 200-day moving average price is $682.45.

GE Vernova (NYSE:GEV) last released its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.99 by $10.40. The business had revenue of $10.96 billion for the quarter, compared to analysts’ expectations of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The firm’s quarterly revenue was up 3.8% on a year-over-year basis. During the same period in the prior year, the firm posted $1.73 EPS.

GE Vernova Dividend Announcement

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

Institutional Trading of GE Vernova

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Torren Management LLC purchased a new position in shares of GE Vernova in the fourth quarter worth $26,000. Cornerstone Financial Management LLC purchased a new position in GE Vernova during the fourth quarter valued at $25,000. Jackson Grant Investment Advisers Inc. grew its stake in 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 acquiring an additional 31 shares in the last quarter. Wealth Watch Advisors INC bought a new stake in GE Vernova in the 3rd quarter valued at $25,000. Finally, ORG Wealth Partners LLC increased its holdings in GE Vernova by 241.7% in the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after acquiring an additional 29 shares during the last quarter.

GE Vernova News Summary

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

• Positive Sentiment: Erste Group upgraded GEV to “Strong‑Buy” and dramatically raised its earnings forecasts — $14.77 for FY2026 and $22.05 for FY2027 (vs. consensus ~$6.59). This large upward revision is a clear bullish catalyst for expectations of future profitability and likely supported recent buying interest. Article Title
• Positive Sentiment: Coverage reports GEV is expanding its presence in S&P 500 energy funds — increased fund exposure can boost share demand and liquidity over time. Article Title
• Neutral Sentiment: Market pieces note GEV recently outperformed the broader market in short‑term trading sessions, highlighting elevated volatility and investor focus on news flow. Article Title
• Neutral Sentiment: Sector commentary (example: AES coverage) underscores growing demand for energy services from data centers and corporates — a positive industry backdrop that could support long‑term revenue visibility for power/energy suppliers like GEV. Article Title
• Negative Sentiment: Despite the upgrade and bullish estimates, the stock moved lower today — this suggests short‑term profit taking, rotation, or sensitivity to high valuation multiples could weigh on the share price until forward results and guidance confirm the elevated EPS trajectory.

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.