GE Vernova
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 12 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
293% more first-time investments, than exits
New positions opened: 385 | Existing positions closed: 98
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: $54.8B [Q3] → $72.1B (+$17.3B) [Q4]
24% more call options, than puts
Call options by funds: $1.56B | Put options by funds: $1.26B
16% more funds holding
Funds holding: 1,593 [Q3] → 1,845 (+252) [Q4]
10% more repeat investments, than reductions
Existing positions increased: 622 | Existing positions reduced: 565
0.55% less ownership
Funds ownership: 78.71% [Q3] → 78.16% (-0.55%) [Q4]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$380
21%
upside
Avg. target
$435
39%
upside
High target
$500
59%
upside
12 analyst ratings
11 positive
92%
1 neutral
8%
0 negative
0%
Jefferies Julien Dumoulin-Smith 58% 1-year accuracy 47 / 81 met price target | 32%upside $413 | Buy Maintained | 27 Mar 2025 |
RBC Capital Christopher Dendrinos 44% 1-year accuracy 8 / 18 met price target | 42%upside $445 | Outperform Maintained | 18 Mar 2025 |
Guggenheim Joseph Osha 24% 1-year accuracy 10 / 42 met price target | 21%upside $380 | Buy Upgraded | 5 Mar 2025 |
BMO Capital Ameet Thakkar 43% 1-year accuracy 6 / 14 met price target | 34%upside $420 | Outperform Maintained | 3 Mar 2025 |
Barclays Julian Mitchell 39% 1-year accuracy 51 / 132 met price target | 36%upside $427 | Overweight Maintained | 3 Mar 2025 |
Financial journalist opinion
Based on 9 articles about GEV published over the past 30 days
Positive
Zacks Investment Research
6 days ago
Nuclear Energy Stocks to Consider as Demand for Clean Power Grows
Stocks like BWXT Technologies, GE Vernova and Constellation Energy offer a great opportunity for investors who want to create a nuclear energy portfolio.
Neutral
Zacks Investment Research
1 week ago
GE Vernova (GEV) Ascends While Market Falls: Some Facts to Note
In the closing of the recent trading day, GE Vernova (GEV) stood at $336.83, denoting a +0.31% change from the preceding trading day.
Neutral
Zacks Investment Research
2 weeks ago
GE Vernova (GEV) Ascends While Market Falls: Some Facts to Note
The latest trading day saw GE Vernova (GEV) settling at $300.24, representing a +0.52% change from its previous close.
Neutral
Benzinga
2 weeks ago
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.
Neutral
Zacks Investment Research
3 weeks ago
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.
Positive
Seeking Alpha
3 weeks ago
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.
Positive
Seeking Alpha
3 weeks ago
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'.
Positive
Reuters
4 weeks ago
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.
Positive
Zacks Investment Research
4 weeks ago
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?
Positive
Barrons
1 month ago
GE Vernova Jumps on AI Data Center Deal. Electricity Demand Promises Growth.
More electricity demand means more sales for GE Vernova. Investors are pleased.
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