GEV icon

GE Vernova

602.31 USD
-4.76
0.78%
At close Aug 25, 4:00 PM EDT
Pre-market
602.00
-0.31
0.05%
1 day
-0.78%
5 days
-2.94%
1 month
-6.56%
3 months
27.74%
6 months
89.59%
Year to date
77.70%
1 year
230.70%
5 years
358.90%
10 years
358.90%
 

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

0
Funds holding %
of 7,429 funds
0
Analysts bullish %
of 14 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

395% more first-time investments, than exits

New positions opened: 569 | Existing positions closed: 115

75% more capital invested

Capital invested by funds: $63.1B [Q1] → $110B (+$47.1B) [Q2]

43% more funds holding in top 10

Funds holding in top 10: 40 [Q1] → 57 (+17) [Q2]

36% more repeat investments, than reductions

Existing positions increased: 845 | Existing positions reduced: 621

21% more funds holding

Funds holding: 1,922 [Q1] → 2,330 (+408) [Q2]

1.53% more ownership

Funds ownership: 74.95% [Q1] → 76.48% (+1.53%) [Q2]

9% more call options, than puts

Call options by funds: $3.09B | Put options by funds: $2.84B

Research analyst outlook

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

Low target
$517
14%
downside
Avg. target
$661
10%
upside
High target
$736
22%
upside

14 analyst ratings

12 positive
86%
neutral
14%
negative
0%
Citigroup
Andrew Kaplowitz
11%upside
$670
Neutral
Maintained
24 Jul 2025
BMO Capital
Ameet Thakkar
15%upside
$690
Outperform
Maintained
24 Jul 2025
JP Morgan
Mark Strouse
19%upside
$715
Overweight
Maintained
24 Jul 2025
Susquehanna
Charles Minervino
22%upside
$736
Positive
Maintained
24 Jul 2025
Wells Fargo
Michael Blum
16%upside
$697
Overweight
Maintained
24 Jul 2025

Financial journalist opinion

Based on 19 articles about GEV published over the past 30 days

Positive
Seeking Alpha
2 days ago
GE Vernova: Riding The Global AI Power Surge With Margin Upside Ahead
GE Vernova is uniquely positioned to benefit from surging global electricity demand, driven by AI data centers, EVs, and industrial electrification. Strong Q2 2025 results, a $129bn backlog, and high-margin service offerings provide pricing power and cash flow visibility. Power and Electrification segments are already approaching 2028 margin targets, with further upside likely as demand outpaces supply.
GE Vernova: Riding The Global AI Power Surge With Margin Upside Ahead
Positive
Zacks Investment Research
5 days ago
GE Vernova to Invest $41M in Facility Expansion: Time to Buy the Stock?
GE Vernova commits $41M to expand generator capacity in New York, reinforcing its role in the global energy transition.
GE Vernova to Invest $41M in Facility Expansion: Time to Buy the Stock?
Positive
Zacks Investment Research
6 days ago
Data Center & AI Power Boom: A Tailwind for GE Vernova's Gas Turbines?
GE Vernova's gas turbines are seeing surging demand as AI-driven data centers push global electricity needs higher.
Data Center & AI Power Boom: A Tailwind for GE Vernova's Gas Turbines?
Positive
Zacks Investment Research
1 week ago
Will Hydropower's Dominance in Clean Energy Benefit GE Vernova?
GE Vernova expands its hydropower footprint with major global projects, reinforcing its role in the clean energy transition.
Will Hydropower's Dominance in Clean Energy Benefit GE Vernova?
Positive
Zacks Investment Research
1 week ago
3 AI-Powered Nuclear Energy OEMs With More Upside Post Solid Q2 Results
MIR, BWXT and GEV delivered upbeat Q2 results and raised outlooks, fueling optimism for nuclear energy OEMs in the AI-driven power boom.
3 AI-Powered Nuclear Energy OEMs With More Upside Post Solid Q2 Results
Positive
The Motley Fool
1 week ago
4 No-Brainer Energy Stocks to Buy With $2,000 Right Now
Artificial intelligence (AI) isn't just transforming industries. It's making us rethink energy.
4 No-Brainer Energy Stocks to Buy With $2,000 Right Now
Positive
Zacks Investment Research
1 week ago
Investors Heavily Search GE Vernova Inc. (GEV): Here is What You Need to Know
Zacks.com users have recently been watching GE Vernova (GEV) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Investors Heavily Search GE Vernova Inc. (GEV): Here is What You Need to Know
Positive
Zacks Investment Research
1 week ago
Can GE Vernova Ride the Momentum on Expanding Global Nuclear Power?
GEV aims to capture the global nuclear surge with its BWRX-300 small modular reactors and expanding international collaborations.
Can GE Vernova Ride the Momentum on Expanding Global Nuclear Power?
Positive
Zacks Investment Research
1 week ago
The Top Performing S&P 500 Stocks of 2025: Can Momentum Sustain?
Leading the pack for the S&P 500 this year is none other than AI-favorite Palantir, energy titan GE Vernova, and gold miner Newmont. Positive near-term EPS outlooks allude to further gains ahead.
The Top Performing S&P 500 Stocks of 2025: Can Momentum Sustain?
Positive
Barrons
1 week ago
Wall Street Is Warming to These 6 Industrial Stocks. They Don't Depend on Nvidia or AI.
Industrial stocks have shot higher in 2025, powered by AI and commercial aerospace. Analysts are warming to some other stocks in the sector that don't depend on either theme.
Wall Street Is Warming to These 6 Industrial Stocks. They Don't Depend on Nvidia or AI.
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