Super Micro and Others See Notable Gains

Written by Emily J. Thompson, Senior Investment Analyst

GEV+4.01%

MRNA-5.29%

MU+5.44%

Updated: Jan 16 2026

0mins

Notable gainers among liquid option names this morning include Super Micro (SMCI) $31.92 +2.50, Micron (MU) $363.12 +26.49, GE Vernova Inc (GEV) $683.52 +41.29, Quanta Services (PWR) $474.23 +26.59, and Moderna (MRNA) $41.06 +1.70.

GEV

$692.7+Infinity%1D

Analyst Views on GEV

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

16 Buy

6 Hold

1 Sell

Moderate Buy

Current: 665.990

Low

475.00

Averages

769.15

High

1000.00

Current: 665.990

Low

475.00

Averages

769.15

High

1000.00

Morgan Stanley

David Arcaro

Overweight

downgrade

$822 -> $817

2026-01-26

New

Reason

Morgan Stanley

David Arcaro

Price Target

$822 -> $817

AI Analysis

2026-01-26

New

downgrade

Overweight

Reason

Morgan Stanley analyst David Arcaro lowered the firm's price target on GE Vernova to $817 from $822 and keeps an Overweight rating on the shares. The company updated 2028 targets and introduced 2026 guidance at the investor day in December, so the firm expects "limited financial surprises or updates this quarter," the analyst tells investors in a preview for its Clean Tech coverage.

JPMorgan

Overweight

maintain

$740

2025-11-07

Reason

JPMorgan

Price Target

$740

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.

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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.

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.

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.