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GE Vernova Inc., headquartered in Cambridge, Massachusetts (GEV) is dedicated to the supply of various products and services that generate, transfer, orchestrate, convert and store electricity. It operates through the Energy, Wind and Electrification segments. With a market capitalization of $158.8 billionGE Vernova’s operations span the Americas, Indo-Pacific and EMEA.
The renewable energy giant has notably outperformed the broader market in 2025 and over the past year. GEV share prices have shot up 76.7% in annual terms and 93.1% in the last 52 weeks, compared to the S&P 500 index ($SPX) 16.5% profit in 2025 and profitability of 19.6% during the last year.
To narrow the focus, GE Vernova has also outperformed the sector-focused Energy Select Sector SPDR fund (XLE) 2.9% profit in 2025 and a marginal rebound of 12 bps in the last 52 weeks.
GE Vernova Stock Prices fell 1.6% in the negotiation session after the publication of his mixed third quarter results on October 22. Continuing its strong momentum, the company reported an 11.9% year-over-year increase in total revenue to $9.97 billion, beating Street expectations by 8.6%. Meanwhile, the company’s net income amounted to $452 million, a significant increase from the $96 million net loss reported in the prior-year quarter. However, its EPS of $1.64 fell short of the consensus estimates by 7.9%.
However, GEV’s fundamentals remain strong; has seen massive order and backorder growth driven by demand for its power and electrification equipment. Additionally, thanks to favorable order pricing and backorders, its margins are expected to increase in the coming quarters.
For the full fiscal year 2025, which ends in December, analysts expect GEV to generate adjusted EPS of $7.47, a year-over-year increase of 211.3%. The company has a history of mixed earnings surprises. While it missed final Street estimates twice in the last four quarters, it beat projections on two other occasions.
Among the 28 analysts covering GEV stock, the consensus rating is “Moderate purchase.” This is based on 18 “strong buys”, one “moderate buy”, eight “holds” and one “strong sell”.
This setup is slightly less optimistic than a month ago, when none of the analysts covering GEV gave a “Strong Sell” recommendation.
On October 23, BMO Capital analyst Ameet Thakkar maintained a “Get over“GEV rating and raised the price target from $690 to $710.
GEV’s average price target of $679.67 represents a 16.9% premium to current price levels. Meanwhile, the Street’s high target of $758 suggests a notable upside potential of 30.4%.
On the date of publication, Aditya Sarawgi had no (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article are for informational purposes only. For more information, see Barchart’s Disclosure Policy here.
