GE Vernova Stock (GEV) Opinions on Analyst Coverage and Energy Deals

By: Quiver DiscussionTracker

Posted: an hour ago / June 22, 2026 2:04 p.m. UTC

Bernstein initiates coverage: Analysts at Bernstein launched coverage on GE Vernova with an Outperform rating and a price target of $1,206, highlighting the company’s positioning as a comprehensive provider of power and electrification solutions amid surging demand. The stock has shown notable gains recently, climbing from around $856 to over $1,000 in a short period as investors digest the positive outlook. This development has sparked conversations about the firm’s growth trajectory in a rapidly evolving energy sector.

Data center partnerships: Discussions have centered on GE Vernova’s role in supplying large gas turbines for a major Chevron project fueling Microsoft data centers in Texas, alongside contributions from Caterpillar. Market observers note strong order momentum, with Q1 bookings up significantly and an expanding backlog that underscores rising electrification needs. Such collaborations are viewed as key drivers for the company’s visibility into future revenue streams.

Market sentiment builds: Broader commentary reflects optimism around GE Vernova’s recovery from recent pullbacks, with some pointing to resilient fundamentals despite mixed views on long-term turbine supply dynamics. Patience among holders appears rewarded as the stock rebounds toward highs, fueled by infrastructure investments. Overall, the tone remains constructive on the company’s ability to capitalize on power sector tailwinds.

Note: This discussion summary was generated from an AI condensation of post data.

GE Vernova Insider Trading Activity

GE Vernova insiders have traded $GEV 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 $GEV stock by insiders over the last 6 months:

• VICTOR ABATE (Chief Executive Officer, Wind) sold 4,819 shares for an estimated $4,568,797
• STEVEN BAERT (Chief People Officer) sold 5,300 shares for an estimated $4,505,000
• MATTHEW JOSEPH POTVIN (Chief Accounting Officer) sold 2,333 shares for an estimated $2,470,856

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

GE Vernova Revenue

GE Vernova had revenues of $9.3B in Q1 2026. This is an increase of 16.27% from the same period in the prior year.

You can track GEV financials on Quiver Quantitative’s GEV stock page.

You can access data on GEV stock through the Quiver Quantitative API.

GE Vernova Congressional Stock Trading

Members of Congress have traded $GEV stock 5 times in the past 6 months. Of those trades, 3 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $GEV stock by members of Congress over the last 6 months:

To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

GE Vernova Hedge Fund Activity

We have seen 1,695 institutional investors add shares of GE Vernova stock to their portfolio, and 1,085 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• AUTO-OWNERS INSURANCE CO removed 34,804,821 shares (-99.8%) from their portfolio in Q1 2026, for an estimated $29,455,320,012
• FMR LLC removed 3,154,981 shares (-14.7%) from their portfolio in Q1 2026, for an estimated $2,670,060,420
• NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 2,411,288 shares (-98.3%) from their portfolio in Q1 2026, for an estimated $2,040,673,034
• CAPITAL WORLD INVESTORS added 2,081,044 shares (+95.4%) to their portfolio in Q1 2026, for an estimated $1,761,187,537
• CORIENT PRIVATE WEALTH LLC removed 1,537,969 shares (-95.6%) from their portfolio in Q1 2026, for an estimated $1,301,583,164
• AMUNDI added 1,298,896 shares (+256.6%) to their portfolio in Q1 2026, for an estimated $1,099,255,684
• COATUE MANAGEMENT LLC removed 797,816 shares (-23.7%) from their portfolio in Q1 2026, for an estimated $675,191,680

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

GE Vernova Government Contracts

We have seen $227,764 of award payments to $GEV over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

To track government contracts to publicy traded companies, check out Quiver Quantitative’s government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

GE Vernova Analyst Ratings

Wall Street analysts have issued reports on $GEV in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• Goldman Sachs issued a “Buy” rating on 01/29/2026
• GLJ Research issued a “Buy” rating on 01/12/2026

To track analyst ratings and price targets for GE Vernova, check out Quiver Quantitative’s $GEV forecast page.

GE Vernova Price Targets

Multiple analysts have issued price targets for $GEV recently. We have seen 19 analysts offer price targets for $GEV in the last 6 months, with a median target of $1190.0.

Here are some recent targets:

• Sunaina Ocalan from Bernstein set a target price of $1206.0 on 06/17/2026
• Julien Dumoulin-Smith from Jefferies set a target price of $1210.0 on 06/11/2026
• Moses Sutton from BNP Paribas set a target price of $1190.0 on 04/27/2026
• Ben Kallo from Baird set a target price of $1400.0 on 04/23/2026
• Ameet Thakkar from BMO Capital set a target price of $1250.0 on 04/23/2026
• Julian Mitchell from Barclays set a target price of $1250.0 on 04/23/2026
• Joseph Osha from Guggenheim set a target price of $1300.0 on 04/23/2026

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.