Recent Financial Wins: GE Vernova has been a hot topic on social media lately, driven by its strong Q3 2025 performance and strategic moves. Many users are buzzing about the company’s 11.8% year-over-year sales growth and a massive order backlog that stretches to 2028. There’s also chatter about a doubled quarterly dividend and a $10 billion share repurchase program, as noted in recent web updates.
Energy Transition Focus: Discussions often highlight GE Vernova’s role in the global energy transition, especially with electrification growth and grid reliability for AI data centers. Some express concern over execution risks in offshore wind, while others see the company’s acquisitions as a bold play for future demand. The stock’s premium valuation is a frequent point of debate among followers.
Market Outlook: Conversations also touch on the stock’s recent highs and analyst targets, with a mix of optimism for long-term growth and caution over short-term market dips. The focus on upcoming earnings and dividend dates keeps the dialogue active. Overall, the community seems energized by GE Vernova’s trajectory in the clean energy space.
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, 1 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 GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 11/18.
- 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 1,329 institutional investors add shares of GE Vernova stock to their portfolio, and 830 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
- ASSENAGON ASSET MANAGEMENT S.A. removed 833,678 shares (-99.0%) from their portfolio in Q3 2025, for an estimated $512,628,602
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 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- Oppenheimer issued a "Outperform" rating on 12/10/2025
- 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 21 analysts offer price targets for $GEV in the last 6 months, with a median target of $758.0.
Here are some recent targets:
- Julien Dumoulin-Smith from Jefferies set a target price of $830.0 on 12/22/2025
- Christopher Dendrinos from RBC Capital set a target price of $761.0 on 12/22/2025
- Joe Ritchie from Goldman Sachs set a target price of $840.0 on 12/17/2025
- Andrew Percoco from Morgan Stanley set a target price of $822.0 on 12/16/2025
- Michael Blum from Wells Fargo set a target price of $831.0 on 12/16/2025
- Charles Minervino from Susquehanna set a target price of $775.0 on 12/10/2025
- Amit Mehrotra from UBS set a target price of $835.0 on 12/10/2025
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.
