Earnings Release: GE Vernova delivered second-quarter results with revenue surpassing analyst projections at $11.1 billion. Earnings per share fell short of estimates, yet the company lifted its full-year 2026 guidance to approximately $46 billion.
Backlog Momentum: Social media commentary centers on the firm's expanding order book, now exceeding $176 billion with 116 gigawatts of gas turbine reservations. Participants emphasize how surging electricity demand from data centers supports sustained growth through the decade.
Market Context: Observers note the power sector's early-stage expansion tied to artificial intelligence infrastructure, with GE Vernova's grid and electrification solutions frequently highlighted as beneficiaries. High forward multiples draw occasional caution amid expectations of margin improvement.
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 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $GEV stock by insiders over the last 6 months:
- VICTOR ABATE (Chief Executive Officer, Wind) sold 4,819 shares for an estimated $4,568,797
- STEVEN BAERT (Chief People Officer) sold 5,300 shares for an estimated $4,505,000
- MATTHEW JOSEPH POTVIN (Chief Accounting Officer) sold 2,333 shares for an estimated $2,470,856
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
GE Vernova Revenue
GE Vernova had revenues of $11.1B in Q2 2026. This is an increase of 21.87% from the same period in the prior year.
You can track GEV financials on Quiver Quantitative's GEV stock page.
You can access data on GEV stock through the Quiver Quantitative API.
GE Vernova Congressional Stock Trading
Members of Congress have traded $GEV stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $GEV stock by members of Congress over the last 6 months:
- REPRESENTATIVE MATTHEW VAN EPPS sold up to $15,000 on 06/16.
- SENATOR ALAN ARMSTRONG sold up to $50,000 on 03/27.
- REPRESENTATIVE AUSTIN SCOTT sold up to $15,000 on 02/17.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 02/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
GE Vernova Hedge Fund Activity
We have seen 1,721 institutional investors add shares of GE Vernova stock to their portfolio, and 1,051 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 3,154,981 shares (-14.7%) from their portfolio in Q1 2026, for an estimated $2,670,060,420
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 2,411,288 shares (-98.3%) from their portfolio in Q1 2026, for an estimated $2,040,673,034
- CAPITAL WORLD INVESTORS added 2,081,044 shares (+95.4%) to their portfolio in Q1 2026, for an estimated $1,761,187,537
- CORIENT PRIVATE WEALTH LLC removed 1,537,969 shares (-95.6%) from their portfolio in Q1 2026, for an estimated $1,301,583,164
- AMUNDI added 1,298,896 shares (+256.6%) to their portfolio in Q1 2026, for an estimated $1,099,255,684
- COATUE MANAGEMENT LLC removed 797,816 shares (-23.7%) from their portfolio in Q1 2026, for an estimated $675,191,680
- BNP PARIBAS FINANCIAL MARKETS removed 699,180 shares (-58.7%) from their portfolio in Q1 2026, for an estimated $591,716,034
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
GE Vernova Government Contracts
We have seen $227,764 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. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
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 $1195.0.
Here are some recent targets:
- Sunaina Ocalan from Bernstein set a target price of $1206.0 on 06/17/2026
- Julien Dumoulin-Smith from Jefferies set a target price of $1210.0 on 06/11/2026
- Moses Sutton from BNP Paribas set a target price of $1190.0 on 04/27/2026
- Joseph Osha from Guggenheim set a target price of $1300.0 on 04/23/2026
- Marc Bianchi from TD Cowen set a target price of $1220.0 on 04/23/2026
- James West from Evercore ISI Group set a target price of $1350.0 on 04/23/2026
- Christopher Dendrinos from RBC Capital set a target price of $1195.0 on 04/23/2026
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.
