New York, Jan 12, 2026, 18:55 EST — After-hours
- Shares climbed roughly 2.7% during Monday’s regular session and maintained those gains into the close.
- GLJ Research raised its price target to $1,087, citing strong pricing power in its services segment.
- Investors are now focused on the Jan. 28 results, looking for updates on orders, margins, and the 2026 outlook.
Shares of GE Vernova jumped Monday following GLJ Research’s boost of the price target to $1,087 from $805, while maintaining a buy rating.
The call came as investors reevaluate how long the tight supply of gas turbines and grid equipment will persist, and the impact on valuations. The stock has seen volatile swings recently, making traders jittery ahead of earnings.
GE Vernova closed the regular session roughly 2.7% higher at $639.07 and later ticked up further to about $639.77, gaining 2.8% in after-hours trading, according to the latest quotes.
GLJ highlighted quicker pricing shifts in GE Vernova’s Power Services segment in its note and revised sections of its model to reflect those changes.
GLJ analyst Austin Wang raised his 2028 EBITDA forecast to $13.8 billion, surpassing the Street consensus referenced by Investing.com.
Wang, however, noted a slimmer near-term outlook, saying the firm is growing “increasingly cautious on the near-term picture,” pointing to “limited positive catalysts” and “data center headline risk.” TipRanks
GE Vernova’s outlook hinges heavily on data centers, which play a major role in ongoing discussions about power demand, turbine orders, and long-term service revenue. Any shifts in headlines—whether delays, permitting battles, or resistance to power contracts—can trigger swift moves in the stock.
GE Vernova will release its Q4 and full-year 2025 results on Jan. 28, ahead of the market open. Management is set to hold a webcast at 7:30 a.m. ET, the company announced.
Investors are keenly awaiting updates on order timing and service pricing, looking to see if management’s comments support the notion that peak demand lies ahead for the industry, not behind it.
There’s still plenty that could derail this. Should competition intensify or clients hold off on major deals, the pricing boost that’s propped up optimistic forecasts might fade. In that case, justifying the stock’s premium valuation would become more challenging.
Next on the docket: GE Vernova’s results and call for Jan. 28. Traders will be digging for concrete signs of 2026 momentum — beyond just the earnings, they want to see what’s in the pipeline.
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