Surge in Global Power Demand: Global power demand is expected to increase by 30% by 2035, primarily driven by the energy needs of data centers as AI adoption accelerates, with their share of total power use projected to double.
Winners in the Energy Sector: Independent Power Producers (IPPs) and the nuclear energy sector are benefiting significantly from this demand surge, with notable stock performances from companies like Vistra Corp. and Cameco Corp.
Innovative Solutions for Energy Crisis: Tech companies are exploring unconventional solutions to address the energy crisis caused by AI, including floating data centers and orbital data centers to harness solar power.
Investor Focus on Established Power Producers: As the energy crisis intensifies, investors are increasingly targeting established power producers that are poised to meet the growing energy demands of the AI sector.
Wall Street analysts forecast GEV stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GEV is 769.15 USD with a low forecast of 475.00 USD and a high forecast of 1000.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
23 Analyst Rating
Wall Street analysts forecast GEV stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GEV is 769.15 USD with a low forecast of 475.00 USD and a high forecast of 1000.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Buy
6 Hold
1 Sell
Moderate Buy
Current: 667.890
Low
475.00
Averages
769.15
High
1000.00
Current: 667.890
Low
475.00
Averages
769.15
High
1000.00
JPMorgan
Overweight
maintain
$740
2025-11-07
Reason
JPMorgan
Price Target
$740
AI Analysis
2025-11-07
maintain
Overweight
Reason
JPMorgan added GE Vernova to the firm's Analyst Focus List as a growth idea and placed the shares on "Positive Catalyst Watch." Despite a solid Q3 report, GE Vernova has underperformed its power generation peers over the past two months, the analyst tells investors in a research note. JPMorgan believes this brings a "compelling entry point." It sees a favorable catalyst path setup into investor events from peers, customers, and the company over the next several weeks. The analyst keeps an Overweight rating on GE Vernova with a $740 price target.
Goldman Sachs
downgrade
2025-11-03
Reason
Goldman Sachs
Price Target
2025-11-03
downgrade
Reason
Goldman Sachs analysts removed GE Vernova from the firm's US Conviction List as part of its monthly update.
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Morgan Stanley
Angel Castillo
Underweight
maintain
$350 -> $380
2025-10-30
Reason
Morgan Stanley
Angel Castillo
Price Target
$350 -> $380
2025-10-30
maintain
Underweight
Reason
Morgan Stanley analyst Angel Castillo raised the firm's price target on Caterpillar (CAT) to $380 from $350 and keeps an Underweight rating on the shares. Caterpillar reported "strong" Q3 results on better-than-expected volumes, but the firm remains skeptical the strength will persist into 2026 as it argues that "fundamentals remain mixed at best." The firm's sum-of-the-parts analysis suggests the market is now discounting a higher multiple on Caterpillar's Power Gen business than GE Vernova (GEV) or Nvidia (NVDA), the analyst added.
Morgan Stanley
Morgan Stanley
Overweight
maintain
$690 -> $710
2025-10-30
Reason
Morgan Stanley
Morgan Stanley
Price Target
$690 -> $710
2025-10-30
maintain
Overweight
Reason
Morgan Stanley raised the firm's price target on GE Vernova to $710 from $690 and keeps an Overweight rating on the shares following Q3 earnings. The firm has updated its model to reflect higher 2025 guidance and the acquisition of Prolec, which it estimates should add about $800M of incremental EBITDA in 2028.
About GEV
GE Vernova Inc. is a purpose-built global energy company that includes Power, Wind, and Electrification segments and is supported by its accelerator businesses. It designs, manufactures, delivers, and services technologies to create a sustainable electric power system, enabling electrification and decarbonization. Power segment includes the design, manufacture, and servicing of gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. Wind segment includes its wind generation technologies, inclusive of onshore and offshore wind turbines and blades. Electrification segment includes grid solutions, power conversion and storage, and electrification software technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. Its accelerator business includes advanced research, consulting services and financial services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
