Recent Pullback Sparks Debate: GE Vernova (GEV) has been a hot topic on X lately, with discussions focusing on a recent 7.21% dip in share price over the past month, despite a strong year-to-date return of 65.13%. Many users are debating whether this pullback signals a buying opportunity or a cautionary trend. The stock's valuation remains a key point of contention after a significant rally earlier this year.
AI and Energy Demand Buzz: Another wave of conversation centers on GE Vernova's role in powering the AI revolution through its grid infrastructure and renewable energy solutions. Posts on X highlight the company's massive $135 billion backlog and growing demand for energy products, with some expressing optimism about its long-term growth. However, concerns linger over execution risks, especially in its wind unit turnaround.
Analyst Moves Fuel Chatter: Recent analyst actions, including a price target raise to $758 and addition to focus lists, have stirred further discussion on X. Users are split on whether these upgrades reflect genuine confidence or if the current valuation demands near-perfect performance. The mix of bullish and cautious takes keeps the dialogue lively.
Note: This discussion summary was generated from an AI condensation of post data.
GE Vernova Insider Trading Activity
GE Vernova insiders have traded $GEV stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $GEV stock by insiders over the last 6 months:
- KENNETH SCOTT PARKS (Chief Financial Officer) sold 3,300 shares for an estimated $2,046,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
GE Vernova Congressional Stock Trading
Members of Congress have traded $GEV stock 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $GEV stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE AUSTIN SCOTT has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 06/16, 05/23, 05/14.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $100,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
GE Vernova Hedge Fund Activity
We have seen 1,387 institutional investors add shares of GE Vernova stock to their portfolio, and 840 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 4,641,928 shares (-38.3%) from their portfolio in Q2 2025, for an estimated $2,456,276,201
- JPMORGAN CHASE & CO added 4,197,635 shares (+270.8%) to their portfolio in Q3 2025, for an estimated $2,581,125,761
- D. E. SHAW & CO., INC. removed 1,844,345 shares (-86.7%) from their portfolio in Q2 2025, for an estimated $975,935,156
- EAGLE CAPITAL MANAGEMENT LLC removed 1,723,294 shares (-97.5%) from their portfolio in Q2 2025, for an estimated $911,881,020
- EVERGREEN QUALITY FUND GP, LTD. removed 1,410,816 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $746,533,286
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,104,747 shares (+273.7%) to their portfolio in Q2 2025, for an estimated $584,576,875
- VICTORY CAPITAL MANAGEMENT INC added 1,060,052 shares (+729.1%) to their portfolio in Q2 2025, for an estimated $560,926,515
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
GE Vernova Government Contracts
We have seen $3,342,492 of award payments to $GEV over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
GE Vernova Analyst Ratings
Wall Street analysts have issued reports on $GEV in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 10/30/2025
- Wells Fargo issued a "Overweight" rating on 10/24/2025
- TD Cowen issued a "Buy" rating on 10/23/2025
- JP Morgan issued a "Overweight" rating on 10/23/2025
- Susquehanna issued a "Positive" rating on 10/23/2025
- Barclays issued a "Overweight" rating on 10/23/2025
- Melius Research issued a "Buy" rating on 09/15/2025
To track analyst ratings and price targets for GE Vernova, check out Quiver Quantitative's $GEV forecast page.
GE Vernova Price Targets
Multiple analysts have issued price targets for $GEV recently. We have seen 20 analysts offer price targets for $GEV in the last 6 months, with a median target of $674.0.
Here are some recent targets:
- Andrew Percoco from Morgan Stanley set a target price of $710.0 on 10/30/2025
- Michael Blum from Wells Fargo set a target price of $717.0 on 10/24/2025
- Maheep Mandloi from Mizuho set a target price of $660.0 on 10/24/2025
- Mark Strouse from JP Morgan set a target price of $740.0 on 10/23/2025
- Marc Bianchi from TD Cowen set a target price of $680.0 on 10/23/2025
- Andrew Kaplowitz from Citigroup set a target price of $658.0 on 10/23/2025
- Julian Mitchell from Barclays set a target price of $710.0 on 10/23/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
