GE VernovaGEV
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
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
301% more first-time investments, than exits
New positions opened: 389 | Existing positions closed: 97
34% more funds holding in top 10
Funds holding in top 10: 38 [Q3] → 51 (+13) [Q4]
32% more capital invested
Capital invested by funds: $54.4B [Q3] → $71.9B (+$17.5B) [Q4]
24% more call options, than puts
Call options by funds: $1.56B | Put options by funds: $1.26B
16% more funds holding
Funds holding: 1,593 [Q3] → 1,851 (+258) [Q4]
11% more repeat investments, than reductions
Existing positions increased: 625 | Existing positions reduced: 564
0.04% more ownership
Funds ownership: 78.11% [Q3] → 78.15% (+0.04%) [Q4]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Guggenheim Joseph Osha 36% 1-year accuracy 17 / 47 met price target | 2%upside $380 | Buy Reiterated | 24 Apr 2025 |
Morgan Stanley Andrew Percoco 38% 1-year accuracy 6 / 16 met price target | 13%upside $422 | Overweight Maintained | 24 Apr 2025 |
Susquehanna Charles Minervino 32% 1-year accuracy 22 / 69 met price target | 7%upside $399 | Positive Maintained | 24 Apr 2025 |
Baird Ben Kallo 41% 1-year accuracy 17 / 41 met price target | 9%upside $405 | Outperform Maintained | 24 Apr 2025 |
Citigroup Andrew Kaplowitz 25% 1-year accuracy 22 / 89 met price target | 5%downside $354 | Neutral Maintained | 14 Apr 2025 |
Financial journalist opinion
Based on 26 articles about GEV published over the past 30 days
