GEVIndustrials · Specialty Industrial MachineryThe 37 Wall Street analysts covering GE Vernova, Inc. hold a median 12-month price target of $1,250 — +30.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 49 of 100 as at 22 Aug 2026 — in the lower 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 (78): The shares have been drifting up relative to others.
Issuance (28): 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 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.
The green dot is the last close — the median target sits +30.6% from it.
Of the 20 most recent actions, 8 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 27 July 2026 | Mizuho | Maintains | Neutral | $913 → $949 |
| 23 July 2026 | Bernstein | Maintains | Outperform | — |
| 23 July 2026 | Bernstein | Maintains | Outperform | $1,206 → $1,298 |
| 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 | — |
| 23 July 2026 | Oppenheimer | Maintains | Outperform | $1,303 → $1,338 |
| 23 July 2026 | RBC Capital | Maintains | Outperform | $1,195 → $1,225 |
| 23 July 2026 | RBC Capital | Maintains | Outperform | — |
| 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 |
| 11 June 2026 | Jefferies | Maintains | Buy | — |
| 11 June 2026 | Jefferies | Maintains | Buy | $1,350 → $1,210 |
| 27 Apr 2026 | BNP Paribas | Downgrade | Neutral | — |
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.
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 28% of US stocks
Cheaper than 21% of US stocks
Cheaper than 5% of US stocks
Cheaper than 4% of US stocks
Higher than 72% of US stocks
Higher than 66% of US stocks
Higher than 23% of US stocks
Higher than 59% of US stocks
Higher than 84% of US stocks
Higher than 95% of US stocks
Higher than 62% of US stocks
Higher than 4% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 shares have fallen nearly 11% in the past month, while the company's wind segment orders declined 40% year over year.
Why it matters — The recent share-price decline combined with a sharp drop in wind segment orders signals visible pressure on a key part of GE Vernova's business that GEV watchers would track.
GE Vernova's order backlog has reached $176 billion, driven by strong demand for its power generation equipment. The build-out of AI infrastructure is fueling unprecedented demand for the company's gas turbines, which offer cleaner energy than coal and complement renewable energy sources.
Why it matters — A large and growing backlog signals sustained demand for GE Vernova's power equipment, positioning the company to benefit from AI-driven electricity demand.
Zacks Investment Research compared GE Vernova (GEV) with Fluence Energy (FLNC) as alternative energy stocks, concluding that GEV is better-placed due to its stronger guidance, backlog growth, and AI-driven power demand, despite FLNC's cheaper valuation and data-center tailwinds.
Why it matters — GEV watchers would note that the analysis highlights GEV's stronger guidance, growing backlog, and AI-driven power demand as competitive advantages in the alternative energy sector.
GE Vernova is seeing significant growth driven by the expansion of AI data centers, with its data center orders reportedly doubling all of 2025's volume within a single half-year. The article notes that the company's share price already reflects much of the immediate opportunity.
Why it matters — GEV watchers would care because the surge in AI data center demand is a major growth driver for the company, though the stock may already price in much of the near-term upside.
Seeking Alpha upgraded its rating on GE Vernova, citing robust backlog growth and strong demand from AI-driven data center expansion. The firm noted GEV's $176 billion backlog provides multi-year revenue visibility, though execution risks and a premium forward earnings multiple remain key considerations.
Why it matters — A GEV watcher would care because the upgrade highlights that one of the company's key growth drivers is AI-driven data center demand, reinforcing its long-term revenue visibility.
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. 49 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, GE Vernova, Inc. ranks 49 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 (78 of 100).
No one can know that. What the data says: the median 12-month target from 37 analysts implies +30.6% from the last close, and Ticker Nerd's factor model ranks GE Vernova, Inc. 49 out of 100 as at 22 Aug 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 +58.3% over the 12 months to 21 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
GE Vernova Inc. is an energy technology and services company specializing in products and systems that generate, transfer, orchestrate, convert, and store electricity across global power markets.
The most recent item we track (The Motley Fool, 23 Aug 2026): "Is GE Vernova Under $1,000 a Bargain or a Trap? Here's the Honest Answer.". GE Vernova shares have fallen nearly 11% in the past month, while the company's wind segment orders declined 40% year over year.
GE Vernova Inc. is an energy technology and services company specializing in products and systems that generate, transfer, orchestrate, convert, and store electricity across global power markets. The company operates through three primary segments: Power, Wind, and Electrification. The Power segment designs, manufactures, and services gas, nuclear, hydro, and steam technologies, supplying dispatchable power solutions to industrial, government, and other institutional customers. The Wind segment provides onshore and offshore wind turbines and blades, supporting utility-scale renewable power generation. The Electrification segment delivers grid solutions, power conversion equipment, electrification software, and solar and storage technologies that enable efficient transmission, distribution, conversion, storage, and orchestration of electricity from generation to end use. Headquartered in Cambridge, Massachusetts, and incorporated in 2023, GE Vernova Inc. plays a central role in modern power infrastructure by serving utilities and large energy users across the United States, Europe, Asia, the Middle East, and Africa.
CEO Mr. Scott L. Strazik · 78,000 employees · United States · https://www.gevernova.com