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Street View: Brokerages positive on GE Vernova's 2028 targets

ReutersDec 10, 2025 12:22 PM

Brokerages raise PT on power-equipment maker GE Vernova GEV.N as co forecast higher revenue for 2026 on Tuesday on the back of strong demand

Shares climb 10.2% to $688.6 before the bell, on track to open at a record high if gains hold

GEV FIRING ON ALL CYLINDERS

J.P.Morgan sets Street-high PT for GEV; raises it to $1000 from $740

Says GEV's 2028 targets reflect better long-term power services visibility as well as electrification backlog strength

Susquehanna ("Positive"; PT: $775) sees upside to GEV's 2028 target, driven by strong pricing on new gas generation orders and the potential for further capacity expansion beyond current plans

William Blair says GEV investor day "fired on all cylinders," adding the company remains "the leader in energy and power infrastructure ... the most important component to the AI theme"

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