Research Analysts Issue Forecasts for GE Vernova Q3 Earnings

GE Vernova Inc. (NYSE:GEV) – Equities research analysts at William Blair lowered their Q3 2025 earnings per share estimates for shares of GE Vernova in a research note issued to investors on Thursday, January 23rd. William Blair analyst J. Dorsheimer now expects that the company will post earnings per share of $1.61 for the quarter, down from their prior estimate of $1.83. William Blair has a “Outperform” rating on the stock. The consensus estimate for GE Vernova’s current full-year earnings is $6.61 per share. William Blair also issued estimates for GE Vernova’s Q1 2026 earnings at $1.34 EPS.

Several other equities analysts have also weighed in on the company. The Goldman Sachs Group lifted their price objective on GE Vernova from $446.00 to $500.00 and gave the company a “buy” rating in a research note on Friday. Wells Fargo & Company lifted their price objective on GE Vernova from $385.00 to $411.00 and gave the company an “overweight” rating in a research note on Friday, December 13th. Barclays lifted their price objective on GE Vernova from $420.00 to $487.00 and gave the company an “overweight” rating in a research note on Thursday. Jefferies Financial Group lifted their price objective on GE Vernova from $348.00 to $391.00 and gave the stock a “buy” rating in a report on Friday, December 13th. Finally, Truist Financial lifted their price objective on GE Vernova from $420.00 to $470.00 and gave the stock a “buy” rating in a report on Thursday. Eight equities research analysts have rated the stock with a hold rating, nineteen have issued a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat, GE Vernova currently has an average rating of “Moderate Buy” and a consensus target price of $339.73.

GE Vernova Price Performance

NYSE GEV opened at $419.27 on Friday. The firm has a market capitalization of $115.57 billion and a P/E ratio of 75.41. GE Vernova has a 1-year low of $115.00 and a 1-year high of $447.50. The business’s 50-day simple moving average is $353.38 and its 200-day simple moving average is $272.29.

GE Vernova (NYSE:GEV) last released its quarterly earnings data on Wednesday, January 22nd. The company reported $1.73 earnings per share for the quarter, missing the consensus estimate of $2.30 by ($0.57). The firm had revenue of $10.56 billion during the quarter, compared to analyst estimates of $10.70 billion. GE Vernova had a net margin of 4.44% and a return on equity of 6.70%. The firm’s quarterly revenue was up 5.1% on a year-over-year basis.

GE Vernova declared that its Board of Directors has initiated a share buyback program on Tuesday, December 10th that allows the company to buyback $6.00 billion in shares. This buyback authorization allows the company to buy up to 6.7% of its stock through open market purchases. Stock buyback programs are often a sign that the company’s board believes its stock is undervalued.

GE Vernova Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, January 28th. Investors of record on Friday, December 20th will be given a dividend of $0.25 per share. The ex-dividend date is Friday, December 20th. This represents a $1.00 dividend on an annualized basis and a yield of 0.24%. GE Vernova’s dividend payout ratio is currently 17.99%.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Cedar Mountain Advisors LLC boosted its position in GE Vernova by 102.6% during the 4th quarter. Cedar Mountain Advisors LLC now owns 77 shares of the company’s stock worth $25,000 after acquiring an additional 39 shares during the period. Castleview Partners LLC acquired a new position in GE Vernova during the 3rd quarter worth $28,000. Pathway Financial Advisers LLC acquired a new position in GE Vernova during the 2nd quarter worth $29,000. Covestor Ltd boosted its position in GE Vernova by 61.3% during the 3rd quarter. Covestor Ltd now owns 121 shares of the company’s stock worth $31,000 after acquiring an additional 46 shares during the period. Finally, Darwin Wealth Management LLC acquired a new position in GE Vernova during the 3rd quarter worth $31,000.

About GE Vernova

GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage solutions.