SecBot

SecBot
NYSE· Electronic & Other Electrical Equipment (No Computer Equip)· Inc. DE· CIK 0001996810

GEV

GE Vernova Inc.
$991.01 ▲ +0.36%
Prev close $987.45
Market cap$253.1B
ConsensusStrong Buy
12-mo target$1,230.34 (+24.2%)
▲ Bullish
Analyst conviction 8/10
High Impact Filing (7/10)37 New Institutional Positions13 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on GEV right now — valuation, ownership and activity at a glance.
Market Cap
$253.1B
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (83%)
Inst. Holders
50 funds
Inst. Value
$191.4B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $11.5M sell
Insider Net $
-$11.5M
Social Sentiment
59° Warm
SEC Reports
2
Congressional
10 trades
Price chart 30d +7.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 25, 2026 short_volume
Short Volume: GEV — 55.0% short (0.3M / 0.6M)
Short: 306,479 | Exempt: 463 | TRF Vol: 556,930 | Short Ratio: 55.0% | Off-exchange volume (dark poo
Jul 22, 2026 SEC
GE Vernova reported Q2 2026 revenue of $11.1B (+22% YoY, +3.1% beat), but GAAP EPS of $2.47 missed consensus of $3.18 (-
8-K — Impact 7/10
Jun 30, 2026 Inst.
Fisher Asset Management, LLC — DOUBLED
3,559,479 shares ($4.2B)
Jun 30, 2026 Inst.
NORGES BANK — NEW
3,419,249 shares ($4.0B)
Jun 16, 2026 Congress
Matt Van Epps sell
$1,001 - $15,000 — House
Jun 1, 2026 Insider
Abate Victor sold 4,819 shares
Chief Executive Officer, Wind @ $948.08 ($4.6M)
May 20, 2026 Insider
HUNDMEJEAN MARTINA was granted 173 shares
Director
May 20, 2026 Insider
MALAVE JESUS JR was granted 173 shares
Director
Analyst ratings buy % +7.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Buy 83% rate it Buy or better · 42 analysts
Strong Buy 11 26% Buy 24 57% Hold 7 17% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 15, 2026BernsteinREITERATEOutperform 51%
Sep 14, 2026GLJ ResearchINITIATESell 52%
Jul 27, 2026MizuhoMAINTAINNeutral 52%
Jul 23, 2026BernsteinMAINTAINOutperform 51%
Jul 23, 2026JP MorganMAINTAINOverweight 55%
Jul 23, 2026Morgan StanleyMAINTAINOverweight 55%
Jul 23, 2026TD CowenMAINTAINBuy 56%
Jul 23, 2026RBC CapitalMAINTAINOutperform 55%
Jul 23, 2026OppenheimerMAINTAINOutperform 52%
Jul 23, 2026GuggenheimMAINTAINBuy 52%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026112470083%
Aug 1, 2026112480081%
Jul 1, 202692580081%
Jun 1, 202692570083%
May 1, 2026102380080%
Apr 1, 202692560085%
Mar 1, 202692461083%
Feb 1, 202692371080%
Price targets
Where 33 covering analysts think GEV trades over the next 12 months.
$1,230.34 +24.2% upside Strong Buy
Current$991.01 Low$940.00 Median$1,250.00 High$1,450.00 33 analysts
$940.00$1,450.00
Analyst rating Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
59°
Warm
BearishNeutralBullish
31 mentions 14 bullish 8 bearish 9 neutral
Recent posts
investing Bullish 16d 15h ago
Looking to streamline holdings into 10–12 core positions. Heavy AI/Tech focus, feedback welcome!
▲ 1 · 💬 5· ⚡ 0.5
stocks Bullish 28d 22h ago
Is there a TSM of "near-term electricity for data centers" stock?
▲ 1 · 💬 6· ⚡ 0.5
stocks Neutral 1mo ago
let's discuss the next bottleneck ---- my thoughts best risk reward is robotics
▲ 1 · 💬 5· ⚡ 0.5
wallstreetbets Bearish 1mo ago
21M, was up 101% YTD, sold half of everything Monday. Regard?
▲ 1 · 💬 6· ⚡ 0.5
wallstreetbets Bearish 1mo ago
This rally looks like an exhaustion, doesn't it?
▲ 1 · 💬 9· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
2 SEC filing reports analyzed · 1 bullish, 1 bearish, 0 mixed, 0 neutral · avg impact 7.0/10.
BULLISH8-K7/10
GE Vernova reported Q2 2026 revenue of $11.1B (+22% YoY, +3.1% beat), but GAAP EPS of $2.47 missed c
Jul 22, 2026
BEARISHINST-CLUSTER7/10
Three major institutional investors — two quant funds and a family office — significantly reduced or
Feb 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 25, 2026
short_volume
Short Volume: GEV — 55.0% short (0.3M / 0.6M)
Short: 306,479 | Exempt: 463 | TRF Vol: 556,930 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: GEV — 56.2% short (1.1M / 1.9M)
Short: 1,063,264 | Exempt: 231 | TRF Vol: 1,890,846 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: GEV — 1.4M shares, 76,652 trades
Week starting 2026-09-07. Total ATS volume: 1,427,100 shares across 76,652 trades.
Sep 2, 2026
ftd
FTD: GEV — 8,564 shares ($7.7M) failed to deliver
Settlement: 20260902, Price: $898.53, FTD Value: $7,695,010.92, GE VERNOVA LLC COM RW
Aug 31, 2026
dark_pool
Dark Pool: GEV — 2.6M shares, 114,383 trades
Week starting 2026-08-31. Total ATS volume: 2,624,066 shares across 114,383 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$4.07$3.12–$5.28148.4%-2.3%0↑ 2↓$12.0B15
Next Q$6.43$3.81–$8.05-52.0%-0.1%1↑ 1↓$13.9B15
Current FY$30.58$26.92–$33.2372.9%-0.5%1↑ 2↓$46.3B20
Next FY$24.78$17.16–$29.95-19.0%+0.4%3↑ 2↓$52.8B26
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$4.074—
7d ago$4.172-0.098
30d ago$4.170-0.096
60d ago$4.192-0.118
90d ago$4.380-0.306
Institutional ownership
Which big funds own GEV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $191.4B total value (163,425,998 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, FMR. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.21,763,980$25.6B13.4%—
VANGUARD CAPITAL MANAGEMENT LLC17,552,000$20.6B10.8%—
FMR LLC16,150,499$19.0B9.9%—
STATE STREET CORP11,765,340$13.8B7.2%—
GEODE CAPITAL MANAGEMENT, LLC6,346,988$7.4B3.9%—
JPMORGAN CHASE & CO6,253,305$6.9B3.6%—
MORGAN STANLEY5,715,959$6.7B3.5%—
Capital World Investors5,007,405$5.9B3.1%—
VANGUARD PORTFOLIO MANAGEMENT LLC4,723,958$5.5B2.9%—
Fisher Asset Management, LLC3,559,479$4.2B2.2%DOUBLED +90036.2%
Recent position changes
FundActionPrevCurrentChangeValue
Fisher Asset Management, LLCDOUBLED3,9493,559,479+90036.2%$4.2B
NORGES BANKNEW—3,419,249—$4.0B
GOLDMAN SACHS GROUP INCADD2,072,6192,941,181+41.9%$3.5B
NORDEA INVESTMENT MANAGEMENT ABADD632,877818,878+29.4%$928.2M
VICTORY CAPITAL MANAGEMENT INCADD550,075709,173+28.9%$833.2M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM1,276,288635,016-50.2%$746.1M
CANADA PENSION PLAN INVESTMENT BOARDADD441,803600,413+35.9%$705.4M
TD ASSET MANAGEMENT INCTRIM740,736546,673-26.2%$642.3M
Neuberger Berman Group LLCADD333,194462,934+38.9%$543.8M
PARNASSUS INVESTMENTS, LLCDOUBLED5,327451,884+8382.9%$530.9M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net -$11.5M — $0.00 bought, $11.5M sold.
DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Abate VictorChief Executive Officer, WindSELL4,819$948.08$4.6M
May 20, 2026HUNDMEJEAN MARTINADirectorAWARD173——
May 20, 2026MALAVE JESUS JRDirectorAWARD173——
May 20, 2026Matthew C. HarrisDirectorAWARD173——
May 20, 2026Reynolds Paula RosputDirectorAWARD173——
May 20, 2026Akins Nicholas KDirectorAWARD173——
May 20, 2026DONALD ARNOLD WDirectorAWARD173——
May 20, 2026ANGEL STEPHEN FDirectorAWARD173——
May 20, 2026Rucker Kim K.W.DirectorAWARD173——
May 20, 2026ANGEL STEPHEN FDirectorAWARD299——
Congressional trades
GEV trades disclosed by members of Congress, with disclosure delay.
7 members · 3 buys / 7 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Jun 16, 2026Matt Van EppsRHOUSESELL$1,001 - $15,000GE VERNOVA INCJun 17, 2026(2d)
Apr 29, 2026Michael McCaulRHOUSESELL$15,001 - $50,000GE VERNOVA INCMay 11, 2026(13d)
Mar 27, 2026Michael McCaulRHOUSESELL$1,001 - $15,000GE VERNOVA INCApr 10, 2026(15d)
Feb 17, 2026James ScottRHOUSESELL$1,001 - $15,000GE VERNOVA INCMar 13, 2026(25d)
Feb 5, 2026Joshua GottheimerDHOUSEBUY$1,001 - $15,000GE VERNOVA INCMar 17, 2026(41d)
Feb 5, 2026Michael McCaulRHOUSESELL$15,001 - $50,000GE VERNOVA INCMar 12, 2026(36d)
Feb 4, 2026Michael McCaulRHOUSESELL$1,001 - $15,000GE VERNOVA INCMar 12, 2026(37d)
Jan 30, 2026Jonathan JacksonDHOUSEBUY$15,001 - $50,000GE VERNOVA INCFeb 24, 2026(26d)
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000GE VERNOVA INCFeb 16, 2026(39d)
Oct 6, 2025Michael RulliRHOUSESELL$1,001 - $15,000GE VERNOVA INCAug 10, 2026(309d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for GEV.
Shares short
8,757,218
Settlement Sep 15, 2026
Change vs prior
-0.1%
Semi-monthly cycle
Days to cover
4.6
At avg daily volume
Of shares outstanding
≈3.3%
Estimate — not % of float
All GEV filing & press-release reports (2)