GEVIndustrials · Specialty Industrial MachineryThe 37 Wall Street analysts covering GE Vernova, Inc. hold a median 12-month price target of $1,250 — +25.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 50 of 100 as at 8 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores GE Vernova, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (85): The shares have been drifting up relative to others.
Growth (28): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on GEV, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +25.1% from it.
Of the 20 most recent actions, 8 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Sept 2026 | Bernstein | Reiterates | Outperform | $1,298 |
| 14 Sept 2026 | GLJ Research | Initiates | Sell | $470 |
| 27 July 2026 | Mizuho | Maintains | Neutral | — |
| 27 July 2026 | Mizuho | Maintains | Neutral | $913 → $949 |
| 23 July 2026 | Bernstein | Maintains | Outperform | $1,206 → $1,298 |
| 23 July 2026 | Bernstein | Maintains | Outperform | — |
| 23 July 2026 | Guggenheim | Maintains | Buy | $1,300 → $1,450 |
| 23 July 2026 | Guggenheim | Maintains | Buy | — |
| 23 July 2026 | JP Morgan | Maintains | Overweight | — |
| 23 July 2026 | JP Morgan | Maintains | Overweight | $1,302 → $1,330 |
| 23 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 23 July 2026 | Morgan Stanley | Maintains | Overweight | $1,250 → $1,350 |
| 23 July 2026 | Oppenheimer | Maintains | Outperform | — |
| 23 July 2026 | Oppenheimer | Maintains | Outperform | $1,303 → $1,338 |
| 23 July 2026 | RBC Capital | Maintains | Outperform | — |
| 23 July 2026 | RBC Capital | Maintains | Outperform | $1,195 → $1,225 |
| 23 July 2026 | TD Cowen | Maintains | Buy | $1,220 → $1,235 |
| 23 July 2026 | TD Cowen | Maintains | Buy | — |
| 17 June 2026 | Bernstein | Initiates | Outperform | — |
| 17 June 2026 | Bernstein | Initiates | Outperform | $1,206 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. GEV appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 8 Oct 2026, GE Vernova, Inc. returned +60.1% against +16.2% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 27% of US stocks
Cheaper than 20% of US stocks
Cheaper than 4% of US stocks
Cheaper than 3% of US stocks
Higher than 71% of US stocks
Higher than 65% of US stocks
Higher than 23% of US stocks
Higher than 60% of US stocks
Higher than 84% of US stocks
Higher than 95% of US stocks
Higher than 62% of US stocks
Higher than 63% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
GE Vernova, Inc. has a market value of $266.2B and an enterprise value of $257.7B.
Revenue in the twelve months to 30 June 2026: $41.4B. The latest quarter grew 21.9% year on year.
Net income over the same four quarters: $9.5B, a 23.0% net margin.
Diluted earnings per share, trailing twelve months: $34.94.
Free cash flow in the twelve months to 30 June 2026: $12.4B, after $1.5B of capital spending.
GE Vernova, Inc. spent $5.4B on share buybacks and $409.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 28.7×; forward P/E: 39.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.20%, paying out 6% of earnings.
GE Vernova, Inc. employs 78,000 people — $530K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own GE Vernova, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Mar Vista's U.S. Quality Premier strategy returned 1.74% net of fees in Q3 2026. The portfolio initiated a position in StandardAero and exited its remaining Oracle position; Microsoft, Mettler-Toledo, and NVIDIA were among the top contributors.
Why it matters — The excerpt does not mention GE Vernova or provide company-specific information relevant to GEV.
GE Vernova closed the most recent trading day at $997.09, down 3.12% from the previous trading session. The headline says the stock dipped more than the broader market.
Why it matters — The report notes a daily decline in GEV shares relative to the broader market.
GE Vernova reported second-quarter orders growth of 88% to $24.2 billion. Its backlog stood at $176 billion, with the excerpt saying it could exceed $200 billion by early 2027.
Why it matters — The order growth and backlog figures provide GEV watchers with an indication of the company’s reported demand and order pipeline.
The Motley Fool reports that data centers make up 20% of GE Vernova’s order book, with AI data centers using the company’s onsite power solutions. It notes that this demand is currently firm and growing but could slow sharply.
Why it matters — The share of GEV’s order book tied to data centers and the possibility of demand slowing are relevant to assessing the durability of this business.
The Motley Fool reports that GE Vernova’s stock has risen sevenfold since its market debut and says it could triple over the next five years as the AI market expands.
Why it matters — The article highlights past share-price gains and frames AI-market expansion as a potential growth driver for GEV.
The 37 Wall Street analysts covering GE Vernova, Inc. have a median 12-month price target of $1,250, with estimates ranging from $940 to $1,450. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 37 analysts covering GE Vernova, Inc., 30 rate it a Buy, 7 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks GE Vernova, Inc. 50 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Oct 2026, GE Vernova, Inc. ranks 50 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (85 of 100).
No one can know that. What the data says: the median 12-month target from 37 analysts implies +25.1% from the last close, and Ticker Nerd's factor model ranks GE Vernova, Inc. 50 out of 100 as at 8 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering GE Vernova, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for GEV are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $940 to $1,450 over the next 12 months.
GE Vernova, Inc. returned +60.1% over the 12 months to 8 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
GE Vernova Inc. is an energy company focused on technologies and services that generate, transfer, convert, orchestrate, and store electricity.
The most recent item we track (Seeking Alpha, 8 Oct 2026): "Mar Vista U.S. Quality Premier Portfolio Q3 2026 Activity". Mar Vista's U.S. Quality Premier strategy returned 1.74% net of fees in Q3 2026. The portfolio initiated a position in StandardAero and exited its remaining Oracle position; Microsoft, Mettler-Toledo, and NVIDIA were among the top contributors.
GE Vernova Inc. is an energy company focused on technologies and services that generate, transfer, convert, orchestrate, and store electricity. Its business is organized around three core segments: Power, Wind, and Electrification. The Power segment provides gas, nuclear, hydro, and steam technologies along with related equipment and service support for industrial, government, and other customers. The Wind segment supplies onshore and offshore wind turbines and blades, while the Electrification segment offers grid solutions, power conversion, electrification software, and solar and storage solutions. GE Vernova serves markets across the United States, Europe, Asia, the Middle East, and Africa, supporting electric power systems across generation, transmission, distribution, and storage applications. Headquartered in Cambridge, Massachusetts, the company operates as a diversified industrial energy platform with a central role in modern power infrastructure.
CEO Mr. Scott L. Strazik · 78,000 employees · United States · https://www.gevernova.com
