GE Vernova (GEV) Stock After Hours Today: Friday Close, Latest News & Analyst Forecasts, and What to Watch Before the Next Market Open (Dec. 22, 2025)

GE Vernova (GEV) Stock After Hours Today: Friday Close, Latest News & Analyst Forecasts, and What to Watch Before the Next Market Open (Dec. 22, 2025)

GE Vernova Inc. (NYSE: GEV) ended Friday, Dec. 19, 2025, on a strong note — and then ticked higher again after the closing bell. The move caps a sharp two-day rebound after this week’s sudden selloff in “AI power demand” trades, a theme that has become one of the biggest drivers of day-to-day sentiment around GE Vernova.

Below is what happened after the bell on Dec. 19 — plus the key headlines, forecasts, and risk factors investors should have in mind before the next regular U.S. market session on Monday, Dec. 22, 2025 (U.S. markets are closed on weekends).

GE Vernova stock price after the bell: close, after-hours, and the day’s trading range

GEV closed Friday at $658.28, up $18.85 (+2.95%). In after-hours trading, it was quoted around $661.00, up $2.72 (+0.41%) from the close. ^[1]

Friday’s session was active and volatile: GEV traded between roughly $642 and $661 with about 3.95 million shares in volume (per Investing.com’s historical tape for the day). ^[2]

One key context point for Monday: even after Friday’s bounce, GEV remains about 10% below its recent $731 high posted on Dec. 10. ^[3]

Why GEV bounced on Friday: the “AI power” narrative steadies after a shock

GE Vernova has been trading as a bellwether for the “electricity demand supercycle” — especially the idea that AI data centers will push massive incremental demand for grid equipment and power generation. This week, that narrative was tested.

Barron’s attributed Wednesday’s sharp decline in GE Vernova to renewed investor worries that more energy-efficient AI chips could reduce future data-center power needs — a sentiment-driven move rather than company-specific bad news. The stock then rebounded Thursday and continued stabilizing into Friday. ^[4]

That matters going into Monday because it clarifies what the market is currently trading:

• Not just GE Vernova fundamentals
• But also “AI power intensity” expectations and how fragile that narrative can be on headlines

Today’s key reads: analyst commentary and market recap published on Dec. 19

Wolfe Research: “Peerperform,” but valuation discipline remains the debate

A fresh note highlighted Friday (published early Dec. 19) reiterated Wolfe Research’s Peerperform rating. Wolfe pointed to improving bookings momentum (including expectations for 80GW of total commitments by year-end 2025) and strength in Electrification, while also emphasizing how ambitious the 2028 targets are and how expensive the stock looks on some metrics. ^[5]

Importantly for Monday, Wolfe’s framing captures the current tug-of-war:

• The bull case: big multi-year demand + pricing + backlog visibility
• The bear case: the market may already be paying for much of that upside, leaving less room for disappointment

MarketBeat: “Trading higher” recap + consensus target snapshot

A MarketBeat recap published Dec. 19 characterized the stock as trading higher and summarized Street positioning, including:

• A “Moderate Buy” consensus rating
• A consensus price target of $690.56 (MarketBeat data) ^[6]

This matters because it places Friday’s close in context: $658 is not far below that consensus target, implying the market is already pricing in a meaningful portion of the “base case.”

The bigger forecast backdrop investors are anchoring to: GE Vernova’s 2026 and 2028 outlook

Much of the optimism in GEV still traces to the company’s December investor communications, where GE Vernova laid out an upgraded multi-year trajectory.

In its Dec. 10 investor update recap, GE Vernova highlighted:

• 2026 guidance: revenue $41–$42B, adjusted EBITDA margin 11%–13%, and free cash flow $4.5–$5.0B
• 2028 outlook: revenue $52B, adjusted EBITDA margin 20%, and $22B+ cumulative free cash flow from 2025–2028
• Expectations to grow backlog from about $135B to approximately $200B by year-end 2028 (including Electrification backlog growth) ^[7]

Reuters also reported on the company’s bullish outlook and capital return actions earlier in December, linking demand to data centers and electrification. ^[8]

The practical takeaway for Monday’s open: the market will keep benchmarking every pullback and rebound against these multi-year targets. When GEV drops sharply, buyers have recently tended to step in on the view that the long-cycle demand story hasn’t changed — but as this week showed, the stock is still vulnerable to narrative shocks.

Dividend and buyback: why shareholder returns are part of the bull case

GE Vernova’s board declared a $0.50 per share quarterly dividend, doubling from $0.25, and increased the share repurchase authorization to $10 billion (up from $6 billion). The company said the dividend is payable Feb. 2, 2026 to shareholders of record Jan. 5, 2026. ^[9]

MarketBeat also highlighted the same dividend schedule and listed Jan. 5, 2026 as the ex-dividend date in its data. ^[10]

Why this matters before Monday:

• In momentum-led names, capital return commitments can help provide a “floor” narrative during volatile stretches.
• But they can also raise expectations — investors start to assume sustained free cash flow execution.

Analyst target updates: the Street has been moving numbers higher

While Friday’s “day-of” coverage leaned toward recap and valuation debate, the week’s tape includes multiple price-target increases that help explain why dip buyers keep showing up.

Examples cited in recent analyst coverage include:

• Wells Fargo raising its price target to $831 from $717 while maintaining an Overweight rating, driven by higher revenue and margin expectations in Power and Electrification (and higher long-term EBITDA estimates). ^[11]
• Jefferies upgrading GE Vernova to Buy from Hold and lifting its price target to $815 from $736, citing improving visibility and pricing dynamics (as summarized via TheFly on TipRanks). ^[12]
• Reports that Goldman Sachs raised its target to $840 from $735 while maintaining a Buy rating have circulated through market-news distribution (as relayed by GuruFocus and other aggregators). ^[13]

The Monday setup implication: even if the stock chops around, a large cluster of targets in the $800+ zone has become a psychological reference point for bulls — while bears will argue that the very existence of those high targets can be a sign expectations are getting crowded.

What to watch before Monday’s market open

Here’s a focused checklist for the next session (Monday, Dec. 22):

1) Weekend headlines on AI data centers and power demand

This week demonstrated that GEV can sell off hard on “AI power intensity” concerns and then rebound when those fears fade. ^[14]
Any new headlines about:

• data-center capex,
• grid bottlenecks,
• power pricing,
• chip power efficiency,
  can move the whole complex quickly.

2) Bond yields and “long-duration” sentiment

GE Vernova’s valuation is a frequent debate point. In high-multiple industrial growth stories, shifts in rate expectations can change what investors are willing to pay for 2026–2028 cash flows. Wolfe’s note explicitly highlighted valuation and “fair value” framing alongside the growth narrative. ^[15]

3) Follow-on analyst notes and Monday morning downgrades/upgrades

After a volatile week, sell-side desks often publish quick “reset” notes. Watch for:

• changes in rating language (“buy on weakness” vs. “valuation full”),
• revisions to 2026/2028 EBITDA models,
• updated channel checks for grid equipment and turbine slots.

4) Key price levels traders are likely watching

Based on this week’s closes, levels that stand out heading into Monday:

• ~$660: Friday’s high-area and the after-hours neighborhood ^[16]
• ~$614: Wednesday’s close after the selloff — a near-term “fear low” reference point ^[17]
• ~$700–$731: psychological resistance and the recent high zone ^[18]

5) Near-term calendar catalysts: earnings and dividend dates

Two dates to have on the radar:

• Next earnings: Nasdaq shows GEV estimated to report on Jan. 28, 2026 (earnings-date estimates can change; always verify closer to the event). ^[19]
• Dividend mechanics: record date Jan. 5, 2026 and payable Feb. 2, 2026 per the company’s announcement. ^[20]

Bottom line: Friday’s rebound helped — but Monday will test whether confidence is “real” or just relief

GE Vernova stock heading into the weekend looks like a classic high-expectations leader: strong long-cycle fundamentals and big guidance targets, but also headline sensitivity and valuation scrutiny.

Friday’s action — $658.28 close and ~$661 after-hours — suggests dip buyers are still active. ^[21]
But the big question for Monday’s open is whether the market treats this week’s drawdown as:

a reminder that when narratives wobble, GEV can re-price fast.GE Vernova Inc. (NYSE: GEV) ended Friday, Dec. 19, 2025, on a strong note — and then ticked higher again after the closing bell. The move caps a sharp two-day rebound after this week’s sudden selloff in “AI power demand” trades, a theme that has become one of the biggest drivers of day-to-day sentiment around GE Vernova.

a buyable shakeout in a structural electrification story,
or

Below is what happened after the bell on Dec. 19 — plus the key headlines, forecasts, and risk factors investors should have in mind before the next regular U.S. market session on Monday, Dec. 22, 2025 (U.S. markets are closed on weekends).

GE Vernova stock price after the bell: close, after-hours, and the day’s trading range

GEV closed Friday at $658.28, up $18.85 (+2.95%). In after-hours trading, it was quoted around $661.00, up $2.72 (+0.41%) from the close. ^[22]

Friday’s session was active and volatile: GEV traded between roughly $642 and $661 with about 3.95 million shares in volume (per Investing.com’s historical tape for the day). ^[23]

One key context point for Monday: even after Friday’s bounce, GEV remains about 10% below its recent $731 high posted on Dec. 10. ^[24]

Why GEV bounced on Friday: the “AI power” narrative steadies after a shock

GE Vernova has been trading as a bellwether for the “electricity demand supercycle” — especially the idea that AI data centers will push massive incremental demand for grid equipment and power generation. This week, that narrative was tested.

Barron’s attributed Wednesday’s sharp decline in GE Vernova to renewed investor worries that more energy-efficient AI chips could reduce future data-center power needs — a sentiment-driven move rather than company-specific bad news. The stock then rebounded Thursday and continued stabilizing into Friday. ^[25]

That matters going into Monday because it clarifies what the market is currently trading:

• Not just GE Vernova fundamentals
• But also “AI power intensity” expectations and how fragile that narrative can be on headlines

Today’s key reads: analyst commentary and market recap published on Dec. 19

Wolfe Research: “Peerperform,” but valuation discipline remains the debate

A fresh note highlighted Friday (published early Dec. 19) reiterated Wolfe Research’s Peerperform rating. Wolfe pointed to improving bookings momentum (including expectations for 80GW of total commitments by year-end 2025) and strength in Electrification, while also emphasizing how ambitious the 2028 targets are and how expensive the stock looks on some metrics. ^[26]

Importantly for Monday, Wolfe’s framing captures the current tug-of-war:

• The bull case: big multi-year demand + pricing + backlog visibility
• The bear case: the market may already be paying for much of that upside, leaving less room for disappointment

MarketBeat: “Trading higher” recap + consensus target snapshot

A MarketBeat recap published Dec. 19 characterized the stock as trading higher and summarized Street positioning, including:

• A “Moderate Buy” consensus rating
• A consensus price target of $690.56 (MarketBeat data) ^[27]

This matters because it places Friday’s close in context: $658 is not far below that consensus target, implying the market is already pricing in a meaningful portion of the “base case.”

The bigger forecast backdrop investors are anchoring to: GE Vernova’s 2026 and 2028 outlook

Much of the optimism in GEV still traces to the company’s December investor communications, where GE Vernova laid out an upgraded multi-year trajectory.

In its Dec. 10 investor update recap, GE Vernova highlighted:

• 2026 guidance: revenue $41–$42B, adjusted EBITDA margin 11%–13%, and free cash flow $4.5–$5.0B
• 2028 outlook: revenue $52B, adjusted EBITDA margin 20%, and $22B+ cumulative free cash flow from 2025–2028
• Expectations to grow backlog from about $135B to approximately $200B by year-end 2028 (including Electrification backlog growth) ^[28]

Reuters also reported on the company’s bullish outlook and capital return actions earlier in December, linking demand to data centers and electrification. ^[29]

The practical takeaway for Monday’s open: the market will keep benchmarking every pullback and rebound against these multi-year targets. When GEV drops sharply, buyers have recently tended to step in on the view that the long-cycle demand story hasn’t changed — but as this week showed, the stock is still vulnerable to narrative shocks.

Dividend and buyback: why shareholder returns are part of the bull case

GE Vernova’s board declared a $0.50 per share quarterly dividend, doubling from $0.25, and increased the share repurchase authorization to $10 billion (up from $6 billion). The company said the dividend is payable Feb. 2, 2026 to shareholders of record Jan. 5, 2026. ^[30]

MarketBeat also highlighted the same dividend schedule and listed Jan. 5, 2026 as the ex-dividend date in its data. ^[31]

Why this matters before Monday:

• In momentum-led names, capital return commitments can help provide a “floor” narrative during volatile stretches.
• But they can also raise expectations — investors start to assume sustained free cash flow execution.

Analyst target updates: the Street has been moving numbers higher

While Friday’s “day-of” coverage leaned toward recap and valuation debate, the week’s tape includes multiple price-target increases that help explain why dip buyers keep showing up.

Examples cited in recent analyst coverage include:

• Wells Fargo raising its price target to $831 from $717 while maintaining an Overweight rating, driven by higher revenue and margin expectations in Power and Electrification (and higher long-term EBITDA estimates). ^[32]
• Jefferies upgrading GE Vernova to Buy from Hold and lifting its price target to $815 from $736, citing improving visibility and pricing dynamics (as summarized via TheFly on TipRanks). ^[33]
• Reports that Goldman Sachs raised its target to $840 from $735 while maintaining a Buy rating have circulated through market-news distribution (as relayed by GuruFocus and other aggregators). ^[34]

The Monday setup implication: even if the stock chops around, a large cluster of targets in the $800+ zone has become a psychological reference point for bulls — while bears will argue that the very existence of those high targets can be a sign expectations are getting crowded.

What to watch before Monday’s market open

Here’s a focused checklist for the next session (Monday, Dec. 22):

1) Weekend headlines on AI data centers and power demand

This week demonstrated that GEV can sell off hard on “AI power intensity” concerns and then rebound when those fears fade. ^[35]
Any new headlines about:

• data-center capex,
• grid bottlenecks,
• power pricing,
• chip power efficiency,
  can move the whole complex quickly.

2) Bond yields and “long-duration” sentiment

GE Vernova’s valuation is a frequent debate point. In high-multiple industrial growth stories, shifts in rate expectations can change what investors are willing to pay for 2026–2028 cash flows. Wolfe’s note explicitly highlighted valuation and “fair value” framing alongside the growth narrative. ^[36]

3) Follow-on analyst notes and Monday morning downgrades/upgrades

After a volatile week, sell-side desks often publish quick “reset” notes. Watch for:

• changes in rating language (“buy on weakness” vs. “valuation full”),
• revisions to 2026/2028 EBITDA models,
• updated channel checks for grid equipment and turbine slots.

4) Key price levels traders are likely watching

Based on this week’s closes, levels that stand out heading into Monday:

• ~$660: Friday’s high-area and the after-hours neighborhood ^[37]
• ~$614: Wednesday’s close after the selloff — a near-term “fear low” reference point ^[38]
• ~$700–$731: psychological resistance and the recent high zone ^[39]

5) Near-term calendar catalysts: earnings and dividend dates

Two dates to have on the radar:

• Next earnings: Nasdaq shows GEV estimated to report on Jan. 28, 2026 (earnings-date estimates can change; always verify closer to the event). ^[40]
• Dividend mechanics: record date Jan. 5, 2026 and payable Feb. 2, 2026 per the company’s announcement. ^[41]

Bottom line: Friday’s rebound helped — but Monday will test whether confidence is “real” or just relief

GE Vernova stock heading into the weekend looks like a classic high-expectations leader: strong long-cycle fundamentals and big guidance targets, but also headline sensitivity and valuation scrutiny.

Friday’s action — $658.28 close and ~$661 after-hours — suggests dip buyers are still active. ^[42]
But the big question for Monday’s open is whether the market treats this week’s drawdown as:

• a buyable shakeout in a structural electrification story,
  or
• a reminder that when narratives wobble, GEV can re-price fast.

References

1. www.investing.com, 2. www.investing.com, 3. www.investing.com, 4. www.barrons.com, 5. www.investing.com, 6. www.marketbeat.com, 7. www.gevernova.com, 8. www.reuters.com, 9. www.gevernova.com, 10. www.marketbeat.com, 11. www.investing.com, 12. www.tipranks.com, 13. www.gurufocus.com, 14. www.barrons.com, 15. www.investing.com, 16. www.investing.com, 17. www.investing.com, 18. www.investing.com, 19. www.nasdaq.com, 20. www.gevernova.com, 21. www.investing.com, 22. www.investing.com, 23. www.investing.com, 24. www.investing.com, 25. www.barrons.com, 26. www.investing.com, 27. www.marketbeat.com, 28. www.gevernova.com, 29. www.reuters.com, 30. www.gevernova.com, 31. www.marketbeat.com, 32. www.investing.com, 33. www.tipranks.com, 34. www.gurufocus.com, 35. www.barrons.com, 36. www.investing.com, 37. www.investing.com, 38. www.investing.com, 39. www.investing.com, 40. www.nasdaq.com, 41. www.gevernova.com, 42. www.investing.com