Technical Breakout: Social media traders are spotlighting GE Vernova's recent surge above key exponential moving averages, confirming bullish momentum on strong volume. Consolidation patterns have resolved upward, prompting calls for swing trades amid resilient structure. The stock's push to new highs underscores its appeal in a volatile market.
AI Energy Demand: Conversations highlight GE Vernova's pivotal role in powering AI data centers through its gas turbines, which generate a quarter of global electricity. Since the GE spin-off, the company has multiplied in value, creating substantial shareholder returns. Profit growth tied to data center expansion draws widespread enthusiasm.
Nuclear Prospects: Buzz intensifies around potential U.S. inclusion of GE Vernova's boiling water reactors in national buildouts. Politician purchases preceding share gains add intrigue to the narrative. Upward estimate revisions signal confidence in long-term infrastructure plays.
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:
- STEVEN BAERT (Chief People Officer) sold 5,300 shares for an estimated $4,505,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
GE Vernova Revenue
GE Vernova had revenues of $11B in Q4 2025. This is an increase of 3.76% 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 7 times in the past 6 months. Of those trades, 5 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 AUSTIN SCOTT sold up to $15,000 on 02/17.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 02/05.
- REPRESENTATIVE JONATHAN L. JACKSON purchased up to $50,000 on 01/30.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 3 purchases worth up to $45,000 on 01/09, 12/19, 11/18 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
GE Vernova Hedge Fund Activity
We have seen 1,462 institutional investors add shares of GE Vernova stock to their portfolio, and 995 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AUTO-OWNERS INSURANCE CO added 34,544,423 shares (+11010.8%) to their portfolio in Q4 2025, for an estimated $22,577,198,540
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 5,649,555 shares (-78.5%) from their portfolio in Q4 2025, for an estimated $3,692,379,661
- CAPITAL INTERNATIONAL INVESTORS removed 3,037,665 shares (-59.9%) from their portfolio in Q4 2025, for an estimated $1,985,326,714
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 2,406,326 shares (+5171.3%) to their portfolio in Q4 2025, for an estimated $1,572,702,483
- CORIENT PRIVATE WEALTH LLC added 1,553,295 shares (+2802.8%) to their portfolio in Q4 2025, for an estimated $1,015,187,013
- FMR LLC removed 1,174,682 shares (-5.2%) from their portfolio in Q4 2025, for an estimated $767,736,914
- WELLINGTON MANAGEMENT GROUP LLP removed 1,005,144 shares (-56.3%) from their portfolio in Q4 2025, for an estimated $656,931,964
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings 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:
- Goldman Sachs issued a "Buy" rating on 01/29/2026
- GLJ Research issued a "Buy" rating on 01/12/2026
- Jefferies issued a "Buy" rating on 12/22/2025
- Wells Fargo issued a "Overweight" rating on 12/16/2025
- Morgan Stanley issued a "Overweight" rating on 12/16/2025
- B of A Securities issued a "Buy" rating on 12/10/2025
- UBS issued a "Buy" rating on 12/10/2025
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 19 analysts offer price targets for $GEV in the last 6 months, with a median target of $822.0.
Here are some recent targets:
- Simon Toyne from Rothschild & Co set a target price of $1100.0 on 03/09/2026
- Christopher Dendrinos from RBC Capital set a target price of $800.0 on 01/30/2026
- James West from Evercore ISI Group set a target price of $905.0 on 01/29/2026
- Charles Minervino from Susquehanna set a target price of $820.0 on 01/29/2026
- Joe Ritchie from Goldman Sachs set a target price of $925.0 on 01/29/2026
- Andrew Kaplowitz from Citigroup set a target price of $779.0 on 01/29/2026
- Austin Wang from GLJ Research set a target price of $1087.0 on 01/12/2026
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.
