Recent Stock Surge: General Electric has seen a significant uptick in attention on social media following a notable stock price increase to $300.49, with a gain of over $12 in a single day. Many users are buzzing about the impressive year-to-date growth of nearly 68%, sparking debates on whether this momentum can hold.
GE Vernova Updates: Discussions also center around GE Vernova, a spin-off entity, which recently hit a record high after doubling its dividend and raising financial targets at an investor event. Posts highlight optimism around new contracts and increased turbine capacity, fueling excitement among followers.
Mixed Perspectives: While some express confidence in GE’s long-term potential tied to energy and AI themes, others caution that the high price-to-earnings ratio could signal risks ahead. The conversation remains dynamic, with varied takes on the stock’s future trajectory.
Note: This discussion summary was generated from an AI condensation of post data.
General Electric Insider Trading Activity
General Electric insiders have traded $GE 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 $GE stock by insiders over the last 6 months:
- RUSSELL STOKES (Senior Vice President) sold 8,000 shares for an estimated $2,381,680
- MOHAMED ALI (Senior Vice President) has made 0 purchases and 2 sales selling 1,517 shares for an estimated $407,754.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
General Electric Revenue
General Electric had revenues of $12.2B in Q3 2025. This is an increase of 23.77% from the same period in the prior year.
You can track GE financials on Quiver Quantitative's GE stock page.
General Electric Congressional Stock Trading
Members of Congress have traded $GE stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $GE stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 07/31.
- REPRESENTATIVE AUSTIN SCOTT sold up to $15,000 on 06/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
General Electric Hedge Fund Activity
We have seen 1,511 institutional investors add shares of General Electric stock to their portfolio, and 1,089 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GQG PARTNERS LLC removed 8,028,180 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $2,066,373,250
- JPMORGAN CHASE & CO added 7,730,407 shares (+215.3%) to their portfolio in Q3 2025, for an estimated $2,325,461,033
- FMR LLC removed 5,518,302 shares (-9.1%) from their portfolio in Q3 2025, for an estimated $1,660,015,607
- BLACKROCK, INC. added 4,453,996 shares (+5.3%) to their portfolio in Q3 2025, for an estimated $1,339,851,076
- CAPITAL RESEARCH GLOBAL INVESTORS removed 3,828,971 shares (-12.7%) from their portfolio in Q3 2025, for an estimated $1,151,831,056
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,108,563 shares (+31.6%) to their portfolio in Q3 2025, for an estimated $935,117,921
- CAPITAL WORLD INVESTORS added 2,995,054 shares (+16.2%) to their portfolio in Q3 2025, for an estimated $900,972,144
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
General Electric Government Contracts
We have seen $2,020,798,519 of award payments to $GE over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- F414 DEPOT COMPONENT SUPPORT PERFORMANCE BASED LOGISITICS: $228,850,122
- F-15EX LOTS 2+ PROPULSION SYSTEM PROCUREMENT: $211,747,168
- 8511065262!PBL MATERIAL GE: $117,592,180
- DO3 - ENGINE BUILD, TEST, MATURATION AND INTEGRATION: $112,652,700
- ROYAL JORDANIAN AIR FORCE (FOREIGN MILITARY SALES) F110 ENGINES: $97,939,711
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
General Electric Analyst Ratings
Wall Street analysts have issued reports on $GE in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 12/12/2025
- B of A Securities issued a "Buy" rating on 10/27/2025
- JP Morgan issued a "Overweight" rating on 10/27/2025
- RBC Capital issued a "Outperform" rating on 10/22/2025
- UBS issued a "Buy" rating on 10/22/2025
- Barclays issued a "Overweight" rating on 07/23/2025
To track analyst ratings and price targets for General Electric, check out Quiver Quantitative's $GE forecast page.
General Electric Price Targets
Multiple analysts have issued price targets for $GE recently. We have seen 8 analysts offer price targets for $GE in the last 6 months, with a median target of $345.0.
Here are some recent targets:
- John Godyn from Citigroup set a target price of $386.0 on 12/12/2025
- Charles Minervino from Susquehanna set a target price of $350.0 on 12/04/2025
- Ronald Epstein from B of A Securities set a target price of $365.0 on 10/27/2025
- Seth Seifman from JP Morgan set a target price of $325.0 on 10/27/2025
- Gavin Parsons from UBS set a target price of $366.0 on 10/22/2025
- Ken Herbert from RBC Capital set a target price of $340.0 on 10/22/2025
- Julian Mitchell from Barclays set a target price of $295.0 on 07/23/2025
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.
