Recent discussions on X about GE Vernova (GEV) have been buzzing with excitement following a significant upward revision in price targets by major financial institutions. Many users are highlighting a notable increase in the stock's target price by a prominent bank to $620, accompanied by a reaffirmed 'overweight' rating, signaling strong confidence in the company's future performance ahead of its Q2 earnings. This has sparked conversations about GE Vernova's potential to capitalize on current energy sector trends, particularly in the U.S. market.
Additionally, posts on X reflect enthusiasm over GE Vernova's position in energy generation and renewable sectors, with some describing the company as a key player in the push for energy dominance. There are mentions of the stock's impressive year-to-date performance, with gains reportedly around 55%, fueling optimism among investors. However, a few voices remain cautious, pointing to mixed ratings from other analysts who maintain a more neutral stance on the stock's trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
GE Vernova Congressional Stock Trading
Members of Congress have traded $GEV stock 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 members of Congress over the last 6 months:
- 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 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:
- MARIA VICTORIA ZINGONI (Chief Executive Officer, Power) sold 18,803 shares for an estimated $6,922,512
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
GE Vernova Hedge Fund Activity
We have seen 1,036 institutional investors add shares of GE Vernova stock to their portfolio, and 754 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 2,929,116 shares (-52.8%) from their portfolio in Q1 2025, for an estimated $894,200,532
- CAPITAL INTERNATIONAL INVESTORS removed 2,737,103 shares (-18.4%) from their portfolio in Q1 2025, for an estimated $835,582,803
- GAMMA INVESTING LLC removed 2,133,514 shares (-99.6%) from their portfolio in Q2 2025, for an estimated $1,128,948,933
- D. E. SHAW & CO., INC. added 1,967,775 shares (+1242.1%) to their portfolio in Q1 2025, for an estimated $600,722,352
- WCM INVESTMENT MANAGEMENT, LLC removed 1,438,373 shares (-69.5%) from their portfolio in Q1 2025, for an estimated $439,106,509
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,339,798 shares (-34.2%) from their portfolio in Q1 2025, for an estimated $409,013,533
- JACOBS LEVY EQUITY MANAGEMENT, INC removed 1,129,448 shares (-97.8%) from their portfolio in Q1 2025, for an estimated $344,797,885
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 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 07/16/2025
- Barclays issued a "Overweight" rating on 07/09/2025
- BMO Capital issued a "Outperform" rating on 07/08/2025
- Morgan Stanley issued a "Overweight" rating on 06/24/2025
- GLJ Research issued a "Buy" rating on 06/23/2025
- B of A Securities issued a "Buy" rating on 06/11/2025
- Goldman Sachs issued a "Buy" rating on 06/10/2025
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 17 analysts offer price targets for $GEV in the last 6 months, with a median target of $544.0.
Here are some recent targets:
- Mark Strouse from JP Morgan set a target price of $620.0 on 07/16/2025
- Andrew Kaplowitz from Citigroup set a target price of $544.0 on 07/14/2025
- Tom Curran from Seaport Global set a target price of $630.0 on 07/10/2025
- Julian Mitchell from Barclays set a target price of $580.0 on 07/09/2025
- Ameet Thakkar from BMO Capital set a target price of $590.0 on 07/08/2025
- Amit Mehrotra from UBS set a target price of $614.0 on 07/07/2025
- Andrew Percoco from Morgan Stanley set a target price of $511.0 on 06/24/2025
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.
