GE Vernova (NYSE:GEV) Upgraded at China Renaissance

China Renaissance upgraded shares of GE Vernova (NYSE:GEV) to a strong-buy rating in a report published on Thursday morning,Zacks.com reports.

GEV has been the subject of several other reports. UBS Group restated a “buy” rating on shares of GE Vernova in a research report on Thursday. Jefferies Financial Group reaffirmed a “buy” rating and issued a $930.00 target price on shares of GE Vernova in a research note on Thursday. Weiss Ratings reiterated a “hold (c)” rating on shares of GE Vernova in a report on Thursday, January 22nd. Robert W. Baird set a $701.00 price target on shares of GE Vernova in a report on Thursday. Finally, Rothschild Redb downgraded shares of GE Vernova from a “hold” rating to a “strong sell” rating in a research note on Wednesday, October 15th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $752.26.

GE Vernova Stock Performance

Shares of GE Vernova stock opened at $726.04 on Thursday. GE Vernova has a 52-week low of $252.25 and a 52-week high of $752.02. The company has a fifty day moving average of $652.63 and a 200-day moving average of $622.73. The stock has a market capitalization of $196.99 billion, a price-to-earnings ratio of 40.79, a price-to-earnings-growth ratio of 2.99 and a beta of 1.67.

GE Vernova (NYSE:GEV) last posted its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, topping the consensus estimate of $2.99 by $10.40. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. The business had revenue of $10.96 billion during the quarter, compared to the consensus estimate of $10.21 billion. During the same period in the previous year, the firm posted $1.73 earnings per share. The firm’s revenue for the quarter was up 3.8% on a year-over-year basis. On average, equities research analysts forecast that GE Vernova will post 6.59 earnings per share for the current fiscal year.

GE Vernova Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Monday, January 5th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.3%. This is a boost from GE Vernova’s previous quarterly dividend of $0.25. The ex-dividend date is Monday, January 5th. GE Vernova’s dividend payout ratio (DPR) is 11.24%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Jackson Grant Investment Advisers Inc. lifted its position 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 buying an additional 31 shares during the period. Wealth Watch Advisors INC purchased a new position in GE Vernova during the 3rd quarter valued at about $25,000. Torren Management LLC bought a new stake in GE Vernova during the fourth quarter worth about $26,000. ORG Wealth Partners LLC grew its holdings 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 purchasing an additional 29 shares during the period. Finally, WFA Asset Management Corp purchased a new stake in GE Vernova in the second quarter worth about $29,000.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Robust Q4 results, raised guidance and record backlog — GEV beat revenue estimates and reported a large EPS beat (partly from a $2.9B tax benefit). Orders jumped and backlog hit record levels, and management raised 2026/2028 revenue targets and free‑cash‑flow guidance, improving visibility into growth. Reuters: GE Vernova forecasts revenue above estimates
• Positive Sentiment: Major analyst upgrades and higher price targets — Guggenheim upgraded GEV to Buy with a $910 target (~25% upside), TD Cowen raised its target to $780 and upgraded to Buy, and China Renaissance moved to Strong‑Buy; these lifts reflect bullish views on accelerating orders, margins and cash flow. The Fly: Guggenheim upgrade
• Positive Sentiment: Analyst coverage repriced upward after results — Citigroup, MarketBeat consensus and other shops raised targets and forecasts after the quarter, signaling broader analyst conviction in growth and margin progress. MarketBeat: Analyst reactions and consensus
• Neutral Sentiment: Company filings and transcripts available for deeper diligence — The Q4 earnings call and annual reports provide detail on backlog composition, the Prolec acquisition close, and tax items; worth reading before positioning. Barron’s: Annual reports and investor messages
• Negative Sentiment: Wind segment losses and regulatory risks — Management flagged larger‑than‑expected losses in the wind business and potential operational impacts from efforts to halt some offshore wind projects, creating execution and regulatory uncertainty that pressured the stock earlier. Seeking Alpha: Wind losses and warning
• Negative Sentiment: Premium valuation increases risk — GEV now trades at a sizable premium to peers (high forward P/E), so positive fundamentals are largely priced in; any disappointments or execution slips could lead to sharp pullbacks. MarketBeat: Valuation context

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.