GE Vernova Share Price: Live GEV Stock Quote, Chart & News

GE Vernova has staged a remarkable comeback since spinning off from General Electric in April 2024 — and the stock’s trajectory has investors on both sides of the debate recalculating their positions almost weekly. With analyst price targets ranging from $1,250 to $1,400 following a blockbuster Q1 2026 earnings report, the question isn’t whether GE Vernova has momentum, but whether that momentum already shows up in the share price. This breakdown walks through what the numbers actually say, which analysts are moving targets right now, and what the backlog and margin picture mean for anyone holding or considering a position in GEV.

Current Price: $1,148.06 ·
Day High: $1,167.00 ·
Day Low: $1,125.02 ·
Prev Close: $1,149.53 ·
52-Week High: $1,181.95

What is the price target for GE Vernova?

Wall Street analysts have been revising GE Vernova price targets upward since the January 2026 earnings release, with the most aggressive calls now sitting well above $1,200. Baird’s Ben Kallo lifted his target from $1,008 to $1,400 with an Outperform rating after Q1 results, while BMO’s Ameet Thakkar raised his from $1,110 to $1,250 also with an Outperform rating, according to Benzinga financial news outlet (financial news outlet covering earnings releases). UBS similarly raised its target to $1,400, citing the company’s EBITDA trajectory, $150B backlog, and refreshed guidance, as reported by Investing.com financial data platform (financial data platform tracking analyst moves).

Wall Street consensus

The consensus picture shows meaningful variation depending on methodology. TickerNerd’s 34-analyst median sits at $1,167, with a high of $1,424 and low of $740 — representing a near-doubling spread that signals real disagreement about how much of the upside is already priced in. TipRanks aggregates to an average target of $1,212.21, with a high of $1,400 and low of $800, resulting in a Moderate Buy rating, per TipRanks analyst ratings aggregator (analyst ratings aggregator). MarketBeat shows a broader consensus of $1,077.35 with 19 Buy ratings, 8 Hold, and 2 Sell — a breakdown that suggests most, but not all, analysts see value at current levels.

Recent target hikes

Prior to the Q1 upgrade cycle, several firms had already moved targets higher in January 2026. Goldman Sachs’ Joe Ritchie bumped his Strong Buy target from $840 to $925 on January 29, while RBC’s Christopher Dendrinos raised his Buy target from $761 to $800 on January 30, per StockAnalysis stock data tracker (stock data tracker). Jefferies also adjusted to $1,350 from $965, with a Hold rating from HSBC moving from $740 to $1,040, according to MarketScreener analyst consensus platform (analyst consensus platform).

Is GE Vernova a good stock to buy?

The analyst community’s short answer is mostly yes, but with enough caveats that individual investors need to do their own math. Zacks Investment Research flags a short-term average target of $978.07 across 27 analysts, with a low of $650 — numbers that sit comfortably below the current price and suggest near-term caution, per Zacks investment research platform (investment research platform). The longer-term picture, however, shows expected earnings growth of 67.83% to $11.06 per share, which is what drives the higher price targets, according to MarketBeat financial data aggregator (financial data aggregator).

Analyst ratings

Breaking down the ratings by firm reveals a picture of broad bullishness with pockets of skepticism. MarketBeat’s coverage breakdown shows 19 Buy ratings against just 2 Sell ratings — a ratio that reflects strong institutional confidence even if two firms remain unconvinced at the current price. Public.com’s 23-analyst consensus shows a Buy rating with a 2026 price prediction of $1,043.96, per Public.com retail investment platform (retail investment platform). The $1,043.96 target sitting below current trading levels raises the question of whether near-term upside requires patience or whether the backlog guarantees future earnings beats that will catch up.

Zacks recommendation

Zacks maintains a “Buy” rating on GE Vernova, though its own analyst consensus targets show a notable gap between short-term (~$978) and longer-term estimates, according to Zacks investment research platform (investment research platform). The platform’s own modeling shows 24-analyst average targets of $479.13 on a different aggregation, which appears to reflect a longer time horizon or different assumptions — illustrating why investors should understand exactly which cohort a rating comes from before acting on it.

Why are GE Vernova shares falling?

At $1,148.06, GE Vernova trades only slightly below its 52-week high of $1,181.95 — so “falling” is relative to a very elevated base. Even with strong Q1 results, the stock has pulled back from intraday highs above $1,167, which suggests profit-taking from gains built up over a 243% annual run, per TickerNerd stock forecast aggregator (stock forecast aggregator). The gap between analyst consensus ($1,167-$1,212) and current price ($1,148) is now razor-thin for the higher-end targets, which may be limiting further upside until the next catalyst.

Recent crash factors

There is no single “crash” event documented in recent coverage. The more accurate framing is a correction from all-time highs set during the post-Q1 momentum, combined with the natural volatility that comes with any energy-equipment stock tied to infrastructure spending cycles. The 52-week range of $337.31 to $1,181.95 shows that GE Vernova has already survived sharper pullbacks this cycle, per TickerNerd stock forecast aggregator (stock forecast aggregator).

Today’s down reasons

Intraday pressure on the current session likely reflects normal trading dynamics: the previous close of $1,149.53 dipped to $1,148.06, with an intraday low of $1,125.02 showing buyers stepping in at the $1,125 level. Day volume and institutional rebalancing around quarter-end reporting periods can create short-term softness that has no bearing on the fundamental trajectory, according to market observers tracking MarketBeat financial data aggregator (financial data aggregator).

How high can GE Vernova go?

The most bullish targets on the street — Baird and UBS both at $1,400 — imply roughly 22% upside from current levels. TipRanks’ $1,212.21 consensus represents a more conservative 6% gain, suggesting the market is already pricing in significant success. The gap between these two views hinges entirely on how quickly GE Vernova converts its $150B backlog into recognized revenue and whether EBITDA margins can expand from the current trajectory toward the 2026 consensus of 17.1%, per TIKR analyst blog covering energy equities (analyst blog covering energy equities).

1-year performance drivers

Over the past year, GE Vernova has gained 243% — a run driven by a combination of strong order flow and margin improvement that the company has worked toward since the IPO. Q4 orders surged 65% year-over-year to $22.2 billion, with the Power segment posting 77% organic growth, according to Public.com retail investment platform (retail investment platform). Power equipment margins in the backlog improved 17 percentage points over three years, showing that execution has been translating into financial results, per the same source.

Upside potential

If EBITDA margins can reach the consensus target of 17.1% in 2026 and continue toward 20.4% by 2028, GE Vernova’s current valuation could prove reasonable rather than stretched, according to TIKR analyst blog covering energy equities (analyst blog covering energy equities). The company also raised free cash flow guidance to $5–5.5 billion, doubled its dividend, and authorized a $10 billion share repurchase program — moves that suggest management confidence in the cash generation story, per the same source.

What is the GE forecast for 2026?

GE Vernova raised its 2026 revenue guidance to $44.5–$45.5 billion from the prior range of $44–$45 billion following Q1 results that beat expectations, according to Benzinga financial news outlet (financial news outlet). Q1 adjusted earnings per share came in at $2.06 against a $1.88 estimate, while revenue of $9.339 billion beat the $9.173 billion consensus — establishing a strong baseline for the full-year upgrade. The company entered 2026 with a $150 billion backlog, which effectively functions as a forward earnings buffer that reduces execution risk, per TIKR analyst blog covering energy equities (analyst blog covering energy equities).

Earnings expectations

MarketBeat’s data shows expected earnings growth of 67.83% to $11.06 per share, a figure that underpins the most aggressive price targets, according to MarketBeat financial data aggregator (financial data aggregator). Consensus EBITDA margins are projected at 12.9% for 2025, stepping up to 17.1% in 2026 and 20.4% by 2028 — a trajectory that, if achieved, would justify multiples closer to pure-play industrial software than traditional power equipment, per TIKR analyst blog covering energy equities (analyst blog covering energy equities).

Long-term outlook

The long-term bull case centers on energy infrastructure spending globally — a secular tailwind that GE Vernova is positioned to capture through its grid modernization and power generation portfolio. Whether the stock can sustain current multiples depends on whether the margin expansion story stays on track, with analysts watching each quarter’s backlog conversion as the primary near-term signal, according to MarketScreener analyst consensus platform (analyst consensus platform).

Timeline signal

Key milestones trace GE Vernova’s rapid ascent from IPO to current levels.

The pattern shows accelerating target upgrades following each earnings release, with the most aggressive moves clustering around the Q1 2026 report.

What analysts are saying

The $150 billion backlog GE Vernova carried into 2026 functions as a forward earnings guarantee — the question is whether conversion runs ahead of or behind schedule.

— TIKR analyst blog covering energy equities (source)

These analysts boost their forecasts on GE Vernova after better-than-expected Q1 earnings.

— Benzinga financial news outlet covering earnings releases (source)

Summary

GE Vernova has answered most of the skeptics’ questions with concrete numbers — strong earnings beats, a $150B backlog, and margin expansion that supports the bull case. But the stock now sits within shouting distance of the very targets that analysts are publishing, which means the margin of safety for new investors has narrowed considerably. The company has doubled down on shareholder returns with a dividend hike and $10B buyback, signaling management’s confidence — but those same commitments also mean less dry powder for acquisitions that could accelerate the growth story. For long-term investors who believe in the energy infrastructure secular thesis, GE Vernova remains attractive at current levels, particularly if the next quarterly report continues the backlog conversion trend. For anyone buying based on analyst targets above $1,300, the bar for disappointment is high — one or two quarters of soft guidance could snap that line in half.

Related reading: Barclays Share Price UK · Gas and Electric Prices

Frequently asked questions