Jefferies has upgraded GE Vernova Inc (GEV) to a Buy rating from Hold, signaling a more positive outlook on the company's prospects. This change, effective December 17, 2025, comes as GE Vernova continues to position itself within the electrical equipment industry. The company, headquartered in Cambridge, Massachusetts, employs 75,000 people and focuses on sustainable electric power systems, including gas, nuclear, hydro, and wind technologies.
Currently trading at $650.07, GE Vernova boasts a market capitalization of $184.9 billion and a P/E ratio of 108.55. The company reported an EPS of 6.14 and offers a dividend yield of 18.3%. Upcoming earnings are anticipated on July 21, 2026, with an estimated EPS of $2.79 and revenue of $9.9 billion. This follows a series of earnings surprises, including a 2.0% beat in Q3 2025.
Such decisions reflect an evolving analyst sentiment, which may indicate improved fundamentals or confidence in GE Vernova's strategic direction. Analyst ratings can change as new information becomes available, and while they provide valuable insights, they should be one of many factors considered in investment decisions. As of December 1, 2025, the consensus rating for GE Vernova stands at Buy, with a mix of 5 Strong Buy, 22 Buy, 10 Hold, and 1 Sell ratings from a total of 38 analysts.