GE Vernova
GEV
Market cap $82.4B

298.68 USD

+14.47

5.09%

At close Mar 12, 4:00 PM EDT

After hours

299.80

+1.12

0.37%

1 day

5.09%

5 days

-2.61%

1 month

-19.20%

3 months

-9.47%

6 months

38.75%

Year to date

-11.88%

1 year

127.57%

5 years

127.57%

10 years

127.57%

About: GE Vernova is a global leader in the electric power industry, with products and services that generate, transfer, convert, and store electricity. The company has three business segments: power, wind, and electrification. Power includes gas, nuclear, hydroelectric, and steam technologies, providing dispatchable power. The wind segment includes wind generation technologies, inclusive of onshore and offshore wind turbines and blades. Electrification includes grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, and storage of electricity from the point of generation to point of consumption.

Employees: 75,000

Industrials Electronic & Other Electrical Equipment, Except Computer Equipment

0

Funds holding %

of 7,372 funds

0

Analysts bullish %

of 13 analysts

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

288% more first-time investments, than exits

New positions opened: 380 | Existing positions closed: 98

34% more funds holding in top 10

Funds holding in top 10: 38 [Q3] → 51 (+13) [Q4]

31% more capital invested

Capital invested by funds: $54.8B [Q3] → $72.1B (+$17.3B) [Q4]

24% more call options, than puts

Call options by funds: $1.56B | Put options by funds: $1.26B

15% more funds holding

Funds holding: 1,594 [Q3] → 1,838 (+244) [Q4]

10% more repeat investments, than reductions

Existing positions increased: 620 | Existing positions reduced: 565

0.57% less ownership

Funds ownership: 78.73% [Q3] → 78.15% (-0.57%) [Q4]

See Fund Rankings

Research analyst outlook

13 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$380

27%

upside

Avg. target

$432

45%

upside

High target

$500

67%

upside

13 analyst ratings

12 positive

92%

1 neutral

8%

0 negative

0%

Guggenheim Joseph Osha 25% 1-year accuracy 10 / 40 met price target	27%upside $380	Buy Upgraded	5 Mar 2025
BMO Capital Ameet Thakkar 31% 1-year accuracy 4 / 13 met price target	41%upside $420	Outperform Maintained	3 Mar 2025
Barclays Julian Mitchell 42% 1-year accuracy 50 / 120 met price target	43%upside $427	Overweight Maintained	3 Mar 2025
Baird Ben Kallo 42% 1-year accuracy 15 / 36 met price target	50%upside $448	Outperform Initiated	13 Feb 2025
Johnson Rice Martin Malloy 0% 1-year accuracy 0 / 1 met price target	42%upside $425	Buy Initiated	7 Feb 2025

See Analyst Rankings

Financial journalist opinion

Based on 9 articles about GEV published over the past 30 days

Clean Energy Stocks Face Policy Risks, But JP Morgan Sees Long-Term Upside In These Names

On Wednesday, JP Morgan analyst Mark Strouse shared his insights on the clean energy sector during a recap of fourth-quarter earnings.

Clean Energy Stocks Face Policy Risks, But JP Morgan Sees Long-Term Upside In These Names

Zacks Investment Research

GE Vernova Signs a New Partnership Deal: Buy, Hold or Sell the Stock?

Investors interested in GEV stock should wait for a better entry point, considering its premium valuation.

GE Vernova Signs a New Partnership Deal: Buy, Hold or Sell the Stock?

GE Vernova: A Good Buy Post The Recent Correction

GE Vernova is poised for strong revenue and earnings growth due to solid backlog, strong end market demand, and healthy pricing increases. Despite recent stock price corrections due to DeepSeek concerns, I believe AI adoption and power infrastructure investments will drive long-term growth. The company's margin expansion is supported by higher pricing, cost reduction initiatives, and exiting low-margin offshore wind business.

GE Vernova: A Good Buy Post The Recent Correction

GE Vernova: The Future Looks Electric And This Data Center Play Stands To Benefit

GE Vernova's transformation has led to significant shareholder value, with the stock surging 116.8% since its spin-off from General Electric. The company's Power, Wind, and Electrification segments show promising growth, driven by rising electricity demand and decarbonization efforts. Despite initial skepticism, GE Vernova's improved financial performance and future growth prospects justify upgrading the stock to a soft 'buy'.

GE Vernova: The Future Looks Electric And This Data Center Play Stands To Benefit

GE Vernova signs deal to support Amazon's data center expansion

Renewable energy company GE Vernova said on Tuesday it has signed an agreement with Amazon's cloud services business to support the e-commerce giant's data center expansion plans.

GE Vernova signs deal to support Amazon's data center expansion

Zacks Investment Research

Is It Worth Investing in GE Vernova (GEV) Based on Wall Street's Bullish Views?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Is It Worth Investing in GE Vernova (GEV) Based on Wall Street's Bullish Views?

GE Vernova Jumps on AI Data Center Deal. Electricity Demand Promises Growth.

More electricity demand means more sales for GE Vernova. Investors are pleased.

GE Vernova Jumps on AI Data Center Deal. Electricity Demand Promises Growth.

NRG Energy, GE Vernova and Kiewit Accelerating New Generation Capacity to Support Demand Growth

HOUSTON--(BUSINESS WIRE)--NRG Energy Inc. (NYSE:NRG) today joined GE Vernova, Inc. (NYSE: GEV) and TIC – The Industrial Company (TIC), a subsidiary of Kiewit Corporation (Kiewit) in announcing a new venture aimed at rapidly bringing new electricity generation capacity to market in response to growing demand for computing power and generative AI (GenAI). This best-in-class, U.S.-based venture combines the strengths of a power generation and wholesale company/developer, original equipment manufac.

NRG Energy, GE Vernova and Kiewit Accelerating New Generation Capacity to Support Demand Growth

GE Vernova Stock Gets Buy Rating. Why Electricity Is 'Cool' Again.

Baird analyst Ben Kallo launched coverage of the shares with a $448 price target.

GE Vernova Stock Gets Buy Rating. Why Electricity Is 'Cool' Again.

The Motley Fool

Here's Why GE Vernova Stock Soared in January

It's only February, but GE Vernova's (GEV 1.75%) stock has already had an exciting year. The share rose by 13.4% in January, according to S&P Global Market Intelligence data, but sold off at the end of the month due to the emergence of new artificial intelligence (AI) models from Chinese start-up DeepSeek.

Here's Why GE Vernova Stock Soared in January

See News Rankings

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