Oppenheimer has upgraded GE Vernova Inc (GEV) to Outperform from Perform, reflecting a more favorable outlook on the company's prospects. This change in rating, effective December 9, 2025, comes as GE Vernova continues to position itself within the electric power industry, which is critical for the ongoing electrification and decarbonization efforts.
Currently priced at $692.16, GE Vernova boasts a market capitalization of $163.3 billion and a P/E ratio of 95.91. The company, headquartered in Cambridge, Massachusetts, employs approximately 75,000 full-time workers and specializes in technologies that create sustainable electric power systems. Its diverse segments include gas, nuclear, hydro, and wind technologies, as well as electrification solutions that facilitate electricity transmission and storage.
The upgrade signifies a shift in analyst sentiment, possibly driven by improved fundamentals or enhanced confidence in the company’s strategic direction. Analysts have recently noted a consensus rating of Buy, with 5 Strong Buy, 22 Buy, 10 Hold, 1 Sell, and no Strong Sell ratings among 38 total assessments as of December 1, 2025.
Looking ahead, GE Vernova is set to report its next earnings on July 21, 2026, with estimates of $2.90 in EPS and $9.9 billion in revenue. The company has shown strong recent performance, including a Q3 2025 EPS of $1.67, surpassing estimates by 2.0%.
Analyst ratings can provide valuable insights, but investors are advised to consider a variety of factors, including company fundamentals and industry trends, when making investment decisions.
This update provides insight into the evolving landscape of GE Vernova Inc as it navigates the electric power sector.