Q1 Earnings Exceed Forecasts: GE Vernova reported first-quarter revenue of $9.34 billion, surpassing estimates of $9.26 billion, while adjusted EPS came in at $2.06 against expectations of $1.88. The company raised its full-year revenue guidance to between $44.5 billion and $45.5 billion, sparking widespread discussion on social media about its robust outlook.
Impressive Market Cap Growth: Social media users marveled at the stock's relentless climb from a $30 billion to $300 billion market capitalization, describing it as a potential 10-bagger since the 2024 spin-off. Charts showed a violent upward trajectory even on logarithmic scales, with no meaningful pullbacks in sight.
Nuclear and Power Demand Surge: Conversations highlighted GE Vernova's pivotal role in nuclear reactors and power systems, boosted by White House plans for orbital and lunar reactors alongside AI-driven energy needs. Recent politician purchases have added to the buzz around its strategic positioning in defense and energy sectors.
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 $9.3B in Q1 2026. This is an increase of 16.27% 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 6 times in the past 6 months. Of those trades, 5 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 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
GE Vernova Hedge Fund Activity
We have seen 1,501 institutional investors add shares of GE Vernova stock to their portfolio, and 929 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AUTO-OWNERS INSURANCE CO removed 34,804,821 shares (-99.8%) from their portfolio in Q1 2026, for an estimated $29,455,320,012
- 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 8 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 18 analysts offer price targets for $GEV in the last 6 months, with a median target of $1093.5.
Here are some recent targets:
- Ben Kallo from Baird set a target price of $1400.0 on 04/23/2026
- Julian Mitchell from Barclays set a target price of $1250.0 on 04/23/2026
- Joseph Osha from Guggenheim set a target price of $1300.0 on 04/23/2026
- James West from Evercore ISI Group set a target price of $1350.0 on 04/23/2026
- Ameet Thakkar from BMO Capital set a target price of $1250.0 on 04/23/2026
- Colin Rusch from Oppenheimer set a target price of $1139.0 on 04/16/2026
- Mark Strouse from JP Morgan set a target price of $1150.0 on 04/16/2026
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.
