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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
49% more first-time investments, than exits
New positions opened: 225 | Existing positions closed: 151
44% more call options, than puts
Call options by funds: $2.36B | Put options by funds: $1.64B
32% more repeat investments, than reductions
Existing positions increased: 783 | Existing positions reduced: 594
2% more funds holding
Funds holding: 1,864 [Q4 2024] → 1,902 (+38) [Q1 2025]
3.34% less ownership
Funds ownership: 78.22% [Q4 2024] → 74.88% (-3.34%) [Q1 2025]
12% less capital invested
Capital invested by funds: $71.9B [Q4 2024] → $63B (-$8.94B) [Q1 2025]
23% less funds holding in top 10
Funds holding in top 10: 52 [Q4 2024] → 40 (-12) [Q1 2025]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
B of A Securities Andrew Obin | 15%upside $550 | Buy Maintained | 11 Jun 2025 |
Goldman Sachs Joe Ritchie | 19%upside $570 | Buy Maintained | 10 Jun 2025 |
Barclays Julian Mitchell | 15%upside $550 | Overweight Maintained | 9 Jun 2025 |
BMO Capital Ameet Thakkar | 9%upside $522 | Outperform Maintained | 30 May 2025 |
Jefferies Julien Dumoulin-Smith | 8%upside $517 | Hold Downgraded | 29 May 2025 |
Financial journalist opinion
Based on 16 articles about GEV published over the past 30 days









