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 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
14 analyst ratings
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









