New York, Jan 26, 2026, 19:33 EST — After-hours
- GE Vernova shares ended the day up 1.3% at $665.99, holding steady in after-hours trading
- Investors are making moves ahead of the company’s quarterly results due Wednesday
- Morgan Stanley cut its target but held on to its overweight rating
Shares of GE Vernova Inc jumped 1.3% to finish Monday at $665.99, outperforming the broader market and ending a brief slide. After-hours trading saw little movement.
GE Vernova is set to release its fourth-quarter and full-year 2025 results ahead of the U.S. market open on Wednesday. The company will host a webcast at 7:30 a.m. ET, according to its announcement.
The release lands smack in the thick of a busy macro week. The Federal Reserve holds its policy meeting Jan. 27-28, with the rate decision set for Wednesday afternoon, followed by a press conference, per the central bank’s calendar.
Morgan Stanley’s David Arcaro lowered his price target to $817 from $822 but held onto an “overweight” rating. He noted the company will likely deliver “limited financial surprises or updates this quarter” following its December investor day. TipRanks
Consensus estimates have shifted, though not by much. Wall Street now expects quarterly earnings around $3.03 per share, on revenue near $10.04 billion, according to a recent summary. The EPS consensus has been nudged slightly lower over the past month.
Investors are expected to zero in more on order momentum and any news about gas turbine deliveries and grid equipment demand, rather than the headline numbers, as the company leans on these sectors amid rising power demand.
Back in December, GE Vernova raised its 2026 revenue forecast and expanded its share buyback plan. The moves pushed the stock to record highs, with analysts highlighting robust demand for power-generation gear.
The December update also highlighted peers in the power equipment sector, such as Siemens Energy and Mitsubishi Heavy Industries, which recently raised their targets and pointed to strong demand in certain market segments.
The setup isn’t one-sided. The stock’s rally has set high expectations, and even a slight sign of order delays, pricing challenges, or softer cash flow could disrupt a trade that’s been riding the “more power buildout” story.
GE Vernova will report ahead of Wednesday’s open. Investors will then shift focus to management’s outlook and the Fed’s policy decision later that same day for clues on the market’s next move.
