William Blair Forecasts GE Vernova’s Q2 Earnings (NYSE:GEV)

GE Vernova Inc. (NYSE:GEV) – William Blair reduced their Q2 2025 earnings per share (EPS) estimates for GE Vernova in a note issued to investors on Wednesday, April 23rd. William Blair analyst J. Dorsheimer now expects that the company will post earnings of $1.48 per share for the quarter, down from their prior forecast of $1.53. William Blair has a “Outperform” rating on the stock. The consensus estimate for GE Vernova’s current full-year earnings is $6.59 per share. William Blair also issued estimates for GE Vernova’s Q3 2025 earnings at $1.57 EPS, FY2025 earnings at $6.94 EPS, Q1 2026 earnings at $1.25 EPS, Q2 2026 earnings at $2.57 EPS, Q3 2026 earnings at $2.01 EPS and Q4 2026 earnings at $4.25 EPS.

GE Vernova (NYSE:GEV) last posted its earnings results on Wednesday, April 23rd. The company reported $0.91 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.45 by $0.46. The firm had revenue of $8.03 billion for the quarter, compared to analyst estimates of $7.56 billion. GE Vernova had a return on equity of 6.70% and a net margin of 4.44%. During the same quarter in the prior year, the company earned ($0.47) EPS.

Several other equities analysts have also recently commented on GEV. The Goldman Sachs Group raised their price target on shares of GE Vernova from $446.00 to $500.00 and gave the company a “buy” rating in a research report on Friday, January 24th. Barclays decreased their target price on GE Vernova from $487.00 to $427.00 and set an “overweight” rating for the company in a report on Monday, March 3rd. New Street Research set a $380.00 price target on GE Vernova in a report on Wednesday, March 5th. TD Cowen decreased their price objective on GE Vernova from $405.00 to $390.00 and set a “buy” rating for the company in a research note on Thursday. Finally, BMO Capital Markets cut their target price on shares of GE Vernova from $471.00 to $420.00 and set an “outperform” rating on the stock in a research note on Monday, March 3rd. Six analysts have rated the stock with a hold rating, twenty-two have given a buy rating and four have issued a strong buy rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $369.22.

GE Vernova Stock Performance

NYSE GEV opened at $372.62 on Friday. The firm has a market cap of $101.85 billion and a price-to-earnings ratio of 67.02. The firm has a 50 day simple moving average of $318.90 and a 200-day simple moving average of $332.89. GE Vernova has a one year low of $149.42 and a one year high of $447.50.

Institutional Investors Weigh In On GE Vernova

Several hedge funds have recently modified their holdings of GEV. MRP Capital Investments LLC acquired a new stake in shares of GE Vernova in the 4th quarter worth $25,000. Cedar Mountain Advisors LLC lifted its position in GE Vernova by 102.6% in the fourth quarter. Cedar Mountain Advisors LLC now owns 77 shares of the company’s stock valued at $25,000 after purchasing an additional 39 shares during the period. Fairway Wealth LLC increased its position in GE Vernova by 220.0% during the 4th quarter. Fairway Wealth LLC now owns 80 shares of the company’s stock worth $26,000 after purchasing an additional 55 shares during the period. Pineridge Advisors LLC raised its stake in shares of GE Vernova by 530.8% during the 4th quarter. Pineridge Advisors LLC now owns 82 shares of the company’s stock worth $27,000 after buying an additional 69 shares in the last quarter. Finally, Navigoe LLC purchased a new position in GE Vernova in the fourth quarter worth $27,000.

GE Vernova Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 16th. Stockholders of record on Friday, April 18th will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.27%. The ex-dividend date is Thursday, April 17th. GE Vernova’s payout ratio is currently 14.41%.

GE Vernova Company Profile

GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage solutions.