William Blair analyst Jed Dorsheimer has maintained their bullish stance on GEV stock, giving a Buy rating on January 26.
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Trade GEV with leverageJed Dorsheimer has given his Buy rating due to a combination of factors reflecting GE Vernova’s stronger-than-expected performance and improved outlook. He notes that the company’s fourth-quarter 2025 results were particularly robust in the power and electrification divisions, which are key growth engines for the business. While EBITDA exceeded his internal projections but did not fully match broader market expectations, he appears to view this as a solid operational outcome rather than a negative surprise.
In addition, Dorsheimer highlights management’s decision to lift 2026 revenue guidance from $41.5 billion to $44.5 billion, now factoring in the full contribution from the Prolec acquisition, as a meaningful positive revision to the growth trajectory. The higher top-line outlook, combined with the strategic benefits of integrating Prolec, supports his view that the company is positioned to capture expanding demand in its core markets. Taken together, these elements underpin his confidence in the stock’s upside potential and justify maintaining a Buy recommendation.
In another report released on January 26, Morgan Stanley also maintained a Buy rating on the stock with a $817.00 price target.