GEVIndustrials · Specialty Industrial MachineryThe 38 Wall Street analysts covering GE Vernova, Inc. hold a median 12-month price target of $1,235 — +39.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 62 of 100 as at 28 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
Revisions (87): Analysts have, on balance, been raising their forecasts.
Issuance (29): The company has been issuing shares or taking on financing, diluting existing holders.
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 systematic trader with 15+ 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 +39.1% from it.
Of the 20 most recent actions, 6 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 Oct 2026 | Susquehanna | Maintains | Positive | $1,300 → $1,270 |
| 13 Oct 2026 | Guggenheim | Reiterates | Buy | $1,450 |
| 9 Oct 2026 | JP Morgan | Maintains | Overweight | $1,330 → $1,150 |
| 15 Sept 2026 | Bernstein | Reiterates | Outperform | — |
| 15 Sept 2026 | Bernstein | Reiterates | Outperform | $1,298 |
| 14 Sept 2026 | GLJ Research | Initiates | Sell | — |
| 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 | $1,302 → $1,330 |
| 23 July 2026 | JP Morgan | Maintains | Overweight | — |
| 23 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 23 July 2026 | Morgan Stanley | Maintains | Overweight | $1,250 → $1,350 |
| 23 July 2026 | Oppenheimer | Maintains | Outperform | $1,303 → $1,338 |
| 23 July 2026 | Oppenheimer | Maintains | Outperform | — |
| 23 July 2026 | RBC Capital | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The model tests each one against its peers. 9 pass every test this week.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 29 Oct 2026, GE Vernova, Inc. returned +53.9% against +13.6% for the S&P 500, dividends included.
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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 29% of US stocks
Cheaper than 21% of US stocks
Cheaper than 5% of US stocks
Cheaper than 4% of US stocks
Higher than 71% of US stocks
Higher than 66% 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 64% 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 $238.4B and an enterprise value of $219.9B.
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: 25.7×; forward P/E: 35.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.22%, 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 →
GE Vernova’s Q3 earnings beat, while the call highlighted rising gas turbine pricing, a $197 billion backlog and the $9 billion Trench deal.
Why it matters — These highlights point to stronger margins and expanding grid opportunities for GE Vernova.
GE Vernova’s earnings call indicated that buyers are reserving gas turbine factory slots years in advance, as demand tied to AI data centers has driven turbine prices up 50%.
Why it matters — The report highlights how AI data-center demand is affecting pricing and future production capacity in GE Vernova’s gas turbine business.
GE Vernova reported revenue of $12.6 billion, up 27% and ahead of analyst expectations, and earnings of $4.81 per share versus a $4.03 consensus. Organic orders nearly doubled to $29.3 billion, while backlog increased by $20 billion in the quarter to $197 billion.
Why it matters — The results show stronger-than-expected revenue and earnings alongside sharp growth in orders and backlog, metrics relevant to assessing GEV's business performance.
The Motley Fool reports that GE Vernova's Q3 orders nearly doubled, its backlog surged amid unprecedented AI demand, management raised full-year guidance, and the company announced a $9 billion acquisition.
Why it matters — The report highlights rising demand, a larger backlog, higher guidance, and a major acquisition that GEV watchers may track.
Seeking Alpha reports that GE Vernova raised guidance for a third consecutive quarter, alongside strong backlog growth. Electrification and Power are outperforming, Wind is showing early signs of a turnaround, and the article notes the Trench Group acquisition and expanded buyback authorization.
Why it matters — GEV watchers may focus on the consecutive guidance increases, segment performance and backlog as indicators of the company's current momentum.
The 38 Wall Street analysts covering GE Vernova, Inc. have a median 12-month price target of $1,235, 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 38 analysts covering GE Vernova, Inc., 31 rate it a Buy, 7 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks GE Vernova, Inc. 62 out of 100 across roughly 4,600 US stocks as at 28 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 28 Oct 2026, GE Vernova, Inc. ranks 62 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 Revisions (87 of 100).
No one can know that. What the data says: the median 12-month target from 38 analysts implies +39.1% from the last close, and Ticker Nerd's factor model ranks GE Vernova, Inc. 62 out of 100 as at 28 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 +53.9% over the 12 months to 29 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 (Zacks Investment Research, 29 Oct 2026): "GE Vernova Q3 Earnings Call Highlights Pricing and Grid Expansion". GE Vernova’s Q3 earnings beat, while the call highlighted rising gas turbine pricing, a $197 billion backlog and the $9 billion Trench deal.
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
