William Blair Has Negative Outlook of GE Vernova Q1 Earnings

GE Vernova Inc. (NYSE:GEV) – Equities researchers at William Blair lowered their Q1 2025 EPS estimates for shares of GE Vernova in a report issued on Thursday, January 23rd. William Blair analyst J. Dorsheimer now expects that the company will earn $1.08 per share for the quarter, down from their prior estimate of $1.85. 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 Q2 2025 earnings at $1.53 EPS, Q4 2025 earnings at $3.02 EPS, FY2025 earnings at $7.24 EPS, Q2 2026 earnings at $2.62 EPS, Q3 2026 earnings at $2.05 EPS, Q4 2026 earnings at $4.28 EPS and FY2026 earnings at $10.29 EPS.

Several other equities research analysts also recently weighed in on GEV. JPMorgan Chase & Co. increased their price target on GE Vernova from $374.00 to $436.00 and gave the stock an “overweight” rating in a research report on Thursday. HSBC reiterated a “hold” rating and set a $255.00 price target (up from $240.00) on shares of GE Vernova in a research report on Friday, October 4th. Morgan Stanley upped their price objective on GE Vernova from $301.00 to $367.00 and gave the stock an “overweight” rating in a research report on Friday, November 15th. Barclays lifted their target price on shares of GE Vernova from $420.00 to $487.00 and gave the company an “overweight” rating in a report on Thursday. Finally, BMO Capital Markets increased their price target on shares of GE Vernova from $360.00 to $420.00 and gave the stock an “outperform” rating in a report on Tuesday, January 21st. Eight 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 stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $339.73.

GE Vernova Trading Down 4.2 %

Shares of NYSE:GEV opened at $419.27 on Monday. The company has a market cap of $115.57 billion and a PE ratio of 75.41. GE Vernova has a twelve month low of $115.00 and a twelve month high of $447.50. The company’s 50 day moving average is $353.38 and its 200 day moving average is $272.98.

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

Institutional Trading of GE Vernova

A number of hedge funds have recently bought and sold shares of GEV. Cedar Mountain Advisors LLC grew its position in shares of GE Vernova by 102.6% in the fourth quarter. Cedar Mountain Advisors LLC now owns 77 shares of the company’s stock valued at $25,000 after purchasing an additional 39 shares in the last quarter. Castleview Partners LLC acquired a new position in GE Vernova during the third quarter worth $28,000. Pathway Financial Advisers LLC purchased a new stake in GE Vernova in the 2nd quarter valued at $29,000. Covestor Ltd increased its stake in shares of GE Vernova by 61.3% in 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 last quarter. Finally, Darwin Wealth Management LLC purchased a new position in shares of GE Vernova during the 3rd quarter worth $31,000.

GE Vernova announced that its Board of Directors has initiated a share buyback plan on Tuesday, December 10th that permits the company to repurchase $6.00 billion in shares. This repurchase authorization permits the company to buy up to 6.7% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s management believes its stock is undervalued.

GE Vernova Announces Dividend

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

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.