Investor Update Sparks Buzz: GE Vernova (GEV) has ignited intense discussions on X following its recent 2025 Investor Update event. Posts on the platform highlight the company’s raised multi-year financial outlook, doubled dividend, and a significant $10 billion share buyback increase. Many are captivated by the ambitious revenue and free cash flow targets set through 2028.
Market Reactions Heat Up: The stock saw a 10% surge in premarket trading after the announcements, fueling excitement among X users. Conversations are split between optimism over GE Vernova’s strong growth outlook in the energy sector and cautious takes on whether the rally can sustain. Analysts’ positive ratings and raised price targets are also circulating widely in these discussions.
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 Revenue
GE Vernova had revenues of $10B in Q3 2025. This is an increase of 11.85% from the same period in the prior year.
You can track GEV financials on Quiver Quantitative's GEV stock page.
GE Vernova Congressional Stock Trading
Members of Congress have traded $GEV stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 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 sold up to $15,000 on 06/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
GE Vernova Hedge Fund Activity
We have seen 1,372 institutional investors add shares of GE Vernova stock to their portfolio, and 934 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 4,197,635 shares (+270.8%) to their portfolio in Q3 2025, for an estimated $2,581,125,761
- CAPITAL INTERNATIONAL INVESTORS removed 2,401,367 shares (-32.1%) from their portfolio in Q3 2025, for an estimated $1,476,600,568
- FMR LLC removed 2,111,577 shares (-8.5%) from their portfolio in Q3 2025, for an estimated $1,298,408,697
- CAPITAL WORLD INVESTORS added 2,048,792 shares (+1907.5%) to their portfolio in Q3 2025, for an estimated $1,259,802,200
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 1,844,196 shares (-79.8%) from their portfolio in Q3 2025, for an estimated $1,133,996,120
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,663,542 shares (+86.0%) to their portfolio in Q3 2025, for an estimated $1,022,911,975
- EVERGREEN QUALITY FUND GP, LTD. removed 1,410,816 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $746,533,286
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
GE Vernova Government Contracts
We have seen $1,894,110 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 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 12/10/2025
- Morgan Stanley issued a "Overweight" rating on 10/30/2025
- Wells Fargo issued a "Overweight" rating on 10/24/2025
- Susquehanna issued a "Positive" rating on 10/23/2025
- Barclays issued a "Overweight" rating on 10/23/2025
- JP Morgan issued a "Overweight" rating on 10/23/2025
- TD Cowen issued a "Buy" rating on 10/23/2025
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 19 analysts offer price targets for $GEV in the last 6 months, with a median target of $706.0.
Here are some recent targets:
- Andrew Obin from B of A Securities set a target price of $804.0 on 12/10/2025
- Julian Mitchell from Barclays set a target price of $720.0 on 12/04/2025
- 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
- Charles Minervino from Susquehanna set a target price of $750.0 on 10/23/2025
- Mark Strouse from JP Morgan set a target price of $740.0 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.
