GE Vernova Stock (GEV) on December 8, 2025: Price, News, Analyst Targets and Outlook Ahead of Investor Day

GE Vernova Inc. (NYSE: GEV) is back in the spotlight on December 8, 2025, as the stock cools slightly from recent highs while investors digest fresh institutional filings, bullish and cautious analyst notes, and a string of new contracts in nuclear, gas and wind — all just one day before the company’s Investor Update on December 9. ^[1]

At around 11:53 a.m. EST, GEV was trading near $615 per share, down about 2.5% on the day, after closing Friday at $631.32. Even with today’s pullback, the stock is up roughly 13% over the past two weeks, has gained on seven of the last ten trading days, and sits not far below a 52‑week high near $677, versus a low around $252. ^[2]

Below is a structured look at GE Vernova’s stock today: price action, today’s key news, the latest forecasts and analysis, and what to watch heading into tomorrow’s Investor Update.

1. GE Vernova at a Glance: From GE Spin‑Off to Energy Transition Pure Play

GE Vernova was formally spun off from General Electric on April 2, 2024. GE distributed one share of GE Vernova for every four GE shares, and GE did not retain a stake in the new company. ^[3]

The company is now a “purpose‑built” energy platform focused on:

Power – gas turbines, nuclear, hydro and steam technologies
Wind – onshore and offshore wind turbines and blades
Electrification – grid, transmission, power electronics and related software

GE Vernova operates globally and employs roughly 76,800 people, generating about $37.7 billion in trailing‑12‑month revenue and $1.7 billion in net income. ^[4]

Management pitches GEV as a core enabler of the energy transition — “electrify and decarbonize” — combining conventional power (gas/nuclear) and renewables (wind, grid, storage). ^[5]

2. GE Vernova Stock Today: Price, Valuation and Key Metrics (Dec 8, 2025)

As of late morning on December 8, 2025:

Share price: ~$615.41
Intraday move: –2.52% (about –$15.91)
Previous close (Dec 5): $631.32
Day’s range: $607.40 – $636.40
52‑week range: $252.25 – $677.29
Market cap: ~$167 billion
Trailing EPS: $6.14
Trailing P/E: ~100x
Forward P/E: ~56x
Dividend: $1.00 per share (yield ~0.16%, ex‑dividend date Oct 20, 2025) ^[6]

Short‑term trading data from technical service StockInvest shows that GEV closed Friday at $631.32, has risen 13.13% over the last two weeks, and has finished higher in four consecutive sessions, with recent daily swings (low to high) around 3%. ^[7]

Takeaway: GEV is trading like a high‑growth story, not a traditional utility — triple‑digit trailing P/E, modest yield, and strong recent momentum heading into a high‑profile event.

3. Today’s Top GE Vernova Headlines (December 8, 2025)

3.1 Guinness World Record Toy Drive and STEM Branding

The most visible company news today is not a new power plant but a world record toy drive:

GE Vernova announced it has set a GUINNESS WORLD RECORDS™ title for the largest online toy drive in 24 hours, gathering 23,385 toys in a single day.
Through the GE Vernova Foundation, donations are being matched and distributed internationally via Save the Children, while Toys for Tots will distribute toys in the U.S.
Including partner contributions from Hasbro and Mattel, the drive will put over 70,000 STEM‑focused toys into the hands of children worldwide. ^[8]

This campaign builds on an earlier release about “Innovators Toy Land” at Rockefeller Center and a global STEM toy drive that launched on December 2, 2025, reinforcing the company’s branding around innovation and talent pipeline for the energy transition. ^[9]

From a stock perspective, this doesn’t change near‑term cash flows, but it strengthens ESG and brand narratives that some institutional investors increasingly care about.

3.2 New Institutional Filings: Who’s Buying and Who’s Trimming?

Fresh 13F filings highlighted today show major funds actively adjusting positions in GEV:

California Public Employees’ Retirement System (CalPERS)
- Increased its stake by 6.5% in Q2 to 459,016 shares, about 0.17% of the company, worth roughly $242.9 million at the time of the filing. ^[10]
Gerber Kawasaki Wealth & Investment Management
- Lifted its holdings by 20.5% to 14,364 shares, valued around $7.6 million. ^[11]
Winton Group Ltd
- Cut its stake by 42.8%, selling 28,092 shares and ending the quarter with 37,477 shares worth about $19.8 million; GEV still represents roughly 1% of Winton’s portfolio and remains its 6th‑largest position. ^[12]

Other hedge funds and wealth managers have also been adding smaller positions, according to MarketBeat’s round‑up, suggesting ongoing institutional interest even as some quants take profits after the run‑up. ^[13]

4. Analyst Ratings and GE Vernova Stock Forecasts

4.1 Street Consensus: “Moderate Buy” with Limited Near‑Term Upside

MarketBeat reports that 33 research firms currently cover GE Vernova: ^[14]

Ratings breakdown:
- 4 – Strong Buy
- 19 – Buy
- 8 – Hold
- 2 – Sell
Average recommendation:“Moderate Buy”
Average price target: about $616

Some recent target changes highlighted in the same coverage:

Barclays: Target raised to $720, Overweight
Morgan Stanley: Target increased to $710–$740, Overweight
HSBC: Target nudged up to $580, rated Hold ^[15]

Meanwhile, StockAnalysis, which aggregates data from ~26 analysts, shows: ^[16]

Average 12‑month price target:$625.04 (about 1.6% upside from ~$615)
Analyst consensus:“Buy”

In other words, Wall Street is broadly positive but not unanimous, and the average target is now very close to the current price, which naturally limits formal upside on one‑year models unless guidance moves higher.

4.2 Zacks View: Hold Rating and “Wait for a Better Entry”

A detailed Zacks note (via TradingView) published a few days ago highlights that: ^[17]

GEV shares are up 3.5% over the past month, handily beating a roughly 2.5% decline in its alternate‑energy peer group.
The analyst cites improving profitability in the wind division, strong gas and power services demand, and booming AI/data‑center power needs as key positives.
Recent wins include:
- A first onshore wind repower contract outside the U.S. with Taiwan Power Company, building on more than 6,000 U.S. turbines already repowered. ^[18]
- A major order from Enea Group for two 9HA.01 gas turbine combined‑cycle blocks at Poland’s Kozienice plant, expected to deliver about 1.2 GW of power and up to 60% lower emissions versus a comparable coal plant. ^[19]
Offsetting factors:
- Ongoing supply‑chain and tariff headwinds, with global tariffs projected to add up to $300–$400 million in costs this year (mitigated but not eliminated by contract protections).
- Premium valuation, with GEV trading near 49x forward earnings compared with an industry average near 21x.

Zacks assigns GEV a Rank #3 (Hold) and concludes that current shareholders may stay invested, while new investors might prefer to wait for a better entry point.

4.3 Deeper Research: Bulls vs. Skeptics

Beyond headline ratings, recent in‑depth pieces split broadly into “growth story” and “valuation risk” camps:

On the bullish side, a Seeking Alpha note titled “Order Conversion Set to Drive Margin‑Accretive Growth” argues GEV is a “strong buy”, leaning heavily on:
- An estimated $1.1 trillion investment opportunity in grid growth,
- A large, service‑heavy backlog, and
- Margin expansion as orders convert into higher‑margin revenue. ^[20]
A recent long‑form TS2.Tech preview for the Dec 8 open synthesizes input from Finimize, Nasdaq and others, summarizing that: TechStock²
- GEV is “exactly where AI and the energy transition intersect” — gas turbines, nuclear, wind and high‑capacity grid connections for power‑hungry data centers.
- Industry forecasts from Goldman Sachs and the IEA see data‑center power demand jumping ~160% by 2030, a direct tailwind for companies like GEV.
- Roughly two‑thirds of GEV’s backlog is tied to services and recurring contracts, supporting more stable cash flows.
- Net leverage is near 0x, giving the company significant financial flexibility.

On the cautious side, multiple analyses highlight:

Trailing P/E above 100x, with forward multiples far above typical industrial and utility peers. TechStock²+1
Some firms — TS2 cites Rothschild & Co as one example — carrying “Sell” ratings with targets around $475, arguing that expectations now look “priced for perfection.” TechStock²

Overall, the consensus narrative is:

High‑quality, high‑growth energy‑infrastructure business… but valuation leaves little room for disappointment.

5. Fundamental Growth Drivers: AI, Nuclear, Grid and Renewables

5.1 AI and Data‑Center Power Demand

Several recent research notes — including the TS2 preview and multiple Motley Fool pieces — frame GE Vernova as a “backdoor” way to play AI: TechStock²+2StockAnalysis+2

AI‑driven data centers and cloud infrastructure are expected to consume dramatically more electricity; some estimates see power demand from data centers rising ~160% by 2030, potentially matching the current electricity use of an entire mid‑sized country. TechStock²
GEV’s portfolio — gas turbines, nuclear SMRs, high‑capacity grid connections, storage and grid software — is positioned as the “plumbing” of this AI energy boom.

Motley Fool’s “2 Things Every GE Vernova Investor Needs to Know” (Dec 7) emphasizes this positioning and points out management’s plan to return the renewable segment to sustained profitability over the coming years, while acknowledging volatility around execution. ^[21]

5.2 Nuclear: BWRX‑300 SMR Momentum and U.S. DOE Funding

In the past week, small modular reactors (SMRs) have become an even more explicit part of the GEV story:

On December 2, the U.S. Department of Energy announced up to $800 million in federal funding for two SMR projects — one led by Holtec, the other by the Tennessee Valley Authority (TVA), which will use GE Vernova–Hitachi’s BWRX‑300 reactor at Clinch River, Tennessee. ^[22]
GE Vernova’s own release stresses that TVA led a coalition of utilities and industry partners — including GEV — to win this grant, underscoring confidence in the BWRX‑300 design and its role in strengthening the U.S. nuclear supply chain. ^[23]
In Sweden, state‑owned utility Vattenfall has shortlisted GE Vernova and Rolls‑Royce SMR for its next wave of SMR capacity, contemplating up to five BWRX‑300 reactors or three Rolls‑Royce SMRs for a combined output near 1,500 MW. ^[24]

This is the backdrop for Jim Cramer’s recent comments. On December 6, he told a caller that rather than speculating on uranium names, investors could consider GE Vernova, which he framed as “the” company at the heart of both nuclear and natural‑gas power — summarizing his view with the line: “Don’t speculate, invest GE Vernova.” ^[25]

Cramer also highlighted that GE Vernova is building small modular reactors designed to deliver round‑the‑clock clean energy, and pointed back to a 7% surge in the stock on November 19 after the company announced its first onshore wind repower upgrade agreement outside the U.S. ^[26]

5.3 Gas and Grid: Kozienice and Greenvolt Deals

Beyond nuclear, recent deals underline continued demand for gas and wind infrastructure:

Kozienice Plant, Poland (Enea Group) – Announced November 18
- GEV will supply two 9HA.01 gas‑turbine combined‑cycle blocks for Enea’s Kozienice station.
- The new plant will provide about 1.2 GW of power and is expected to cut emissions by up to 60% vs. a coal‑fired plant of similar size.
- With this order, GE Vernova’s H‑class fleet surpassed 200 units of orders, marking a significant scale milestone. ^[27]
Romania Wind Projects (Greenvolt Group) – Announced December 4
- GE Vernova will supply, install and commission 42 onshore wind turbines (6.1 MW class) for the Gurbeni/Gurbanesti wind farm in Călărași county, Romania.
- Combined with a previous deal to supply 42 turbines for the Ialomița wind farm, the two projects will deliver about 500 MW of new capacity, supporting Romania’s 2030 renewables goals.
- The new order was booked in Q4 2025, with deliveries scheduled to start in 2026. ^[28]

These projects support the “energy transition + energy security” pitch: gas plants replacing coal, and new wind farms plus repowering projects extending the life of existing turbines.

6. Key Risks Highlighted in Current Research

Despite the strong order flow and structural tailwinds, recent analyses are clear about the risks, especially at current valuations:

Valuation Risk
- GEV trades around 100x trailing earnings and a high‑double‑digit forward P/E, materially above typical industrial and utility peers. ^[29]
- TS2 notes that at these levels, even minor disappointments in guidance, margins or cash flow could trigger sharp pullbacks, which explains why some firms (e.g., Rothschild & Co) maintain Sell targets around $475. TechStock²
Wind Profitability and Project Execution
- GE Vernova’s wind segment, while improving, is not yet sustainably profitable; Q3 results showed margins near break‑even but not consistently positive. TechStock²+1
- Large offshore/wind and grid projects are capital‑intensive and exposed to cost overruns, regulatory delays and contract disputes, which can create “lumpy” earnings. TechStock²+1
Tariffs, Supply Chain and Interest Rates
- The Zacks analysis points to global tariffs and supply‑chain issues that could add $300–$400 million in costs this year, even after mitigation efforts. ^[30]
- High‑multiple, capital‑intensive names like GEV have tended to underperform on days when markets price in “higher for longer” interest rates or when utilities cut capex plans — a macro sensitivity TS2 also flags. TechStock²
Regulatory and Political Risk
- Nuclear and SMR projects depend on favorable regulatory frameworks, public acceptance and, in some cases, ongoing government support. Changes in policy or delays could affect timelines for BWRX‑300 deployments in the U.S., Canada and Europe. ^[31]

None of these are new concepts for long‑time GE watchers, but the stakes are higher now that the valuation is richer and the stock is widely owned.

7. Short‑Term Technical Outlook and Trading Setup

Technical‑oriented services view the near‑term trend as positive but stretched:

StockInvest notes GEV’s four straight up days into Friday, 13% gain over two weeks, and a daily high‑low swing above 3% on the last session — signs of strong upside momentum and rising volatility. ^[32]
Support and resistance zones are relatively tight given the recent rally; a brief pullback or sideways consolidation would be typical even in a bullish scenario.

From a news‑driven standpoint, TS2 suggests traders will consider Monday’s session as being “in the shadow” of Tuesday’s Investor Update, with any leaks or analyst previews capable of moving the stock before management actually presents. TechStock²

8. What to Watch Next: December 9 Investor Update

GE Vernova will host its Investor Update event on December 9, 2025, at 4:30 p.m. EST, led by CEO Scott Strazik and CFO Ken Parks.

According to the company, the event will focus on:

2026 financial guidance
An updated outlook through 2028
Commentary on longer‑term trends in AI‑driven power demand, grid modernization, nuclear and renewables

Ahead of the day, both the Barron’s preview and the TS2 article frame the key question as:

Can GE Vernova possibly live up to the very high expectations baked into its share price?

Investors and traders will likely watch for:

Margin trajectories in Wind and Electrification
Order conversion and backlog visibility for gas, nuclear and grid
The balance between growth investment vs. capital returns (dividends/buybacks)
Updated views on tariff and cost inflation impacts

A meaningful upgrade or downgrade to medium‑term guidance could easily reset both price targets and sentiment.

9. Bottom Line: How GE Vernova Stock Looks on December 8, 2025

Putting today’s information together:

Business quality:
- GE Vernova is at the intersection of AI, nuclear, gas, wind and grid modernization, with recent high‑profile wins in SMRs (TVA DOE grant, Vattenfall shortlist), gas (Kozienice), and wind (Romania, Taiwan repower).
Sentiment:
- Analysts are mostly positive (Moderate Buy / Buy consensus) with only a couple of Sell calls, and public voices like Jim Cramer have been explicitly bullish on the long‑term story.
Valuation and risk:
- The stock now trades at triple‑digit trailing P/E and elevated forward multiples, leaving little margin for error on guidance and execution, particularly in the still‑turning‑around wind business and tariff‑sensitive supply chain.
Momentum:
- Short‑term technicals remain constructive but stretched, and tomorrow’s Investor Update is a natural catalyst for either confirmation or recalibration of the current valuation.

For now, the dominant narrative around GEV is:

A high‑quality energy‑infrastructure leader, central to the AI and energy‑transition themes, whose stock price already reflects a lot of good news.

Important Note

This article is for informational and news purposes only and is not investment advice or a recommendation to buy or sell GE Vernova or any other security. Stock prices and data cited here are intraday values as of December 8, 2025 and may change. Always do your own research and consider consulting a qualified financial adviser before making investment decisions.