Recent discussions on X about GE Vernova (GEV) have been ignited by a mix of analyst downgrades and impressive financial performance, creating a whirlwind of opinions among investors. Many are pointing to the company's strong quarterly results, with some highlighting record revenues and significant margin expansions as evidence of robust growth. However, there’s also notable concern over recent neutral ratings from analysts, with debates focusing on whether the current stock price fully captures the company's potential.
The conversation on X also reflects intrigue around GE Vernova's role in the energy sector, especially with growing orders for natural gas turbines amid a push for baseload power. Some users are drawing comparisons to other emerging players in the infrastructure space, suggesting that GE Vernova remains a key name to watch despite mixed analyst sentiments. This dynamic has kept the ticker at the forefront of market chatter, with investors keenly awaiting the next moves.
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 1,299 institutional investors add shares of GE Vernova stock to their portfolio, and 776 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
- 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
- FMR LLC removed 1,058,899 shares (-4.3%) from their portfolio in Q1 2025, for an estimated $323,260,686
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 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BMO Capital issued a "Outperform" rating on 07/24/2025
- Morgan Stanley issued a "Overweight" rating on 07/24/2025
- Wells Fargo issued a "Overweight" rating on 07/24/2025
- JP Morgan issued a "Overweight" rating on 07/24/2025
- Susquehanna issued a "Positive" rating on 07/24/2025
- Baird issued a "Outperform" rating on 07/24/2025
- Barclays issued a "Overweight" rating on 07/24/2025
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 16 analysts offer price targets for $GEV in the last 6 months, with a median target of $672.5.
Here are some recent targets:
- Ameet Thakkar from BMO Capital set a target price of $690.0 on 07/24/2025
- Charles Minervino from Susquehanna set a target price of $736.0 on 07/24/2025
- Andrew Kaplowitz from Citigroup set a target price of $670.0 on 07/24/2025
- Ben Kallo from Baird set a target price of $706.0 on 07/24/2025
- Julian Mitchell from Barclays set a target price of $706.0 on 07/24/2025
- Mark Strouse from JP Morgan set a target price of $715.0 on 07/24/2025
- Andrew Percoco from Morgan Stanley set a target price of $675.0 on 07/24/2025
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.
