🚀 Morgan Stanley’s Bombshell Call: GE Vernova (GEV) Price Target Skyrockets—Here’s Why

Wall Street's bull just charged through GE Vernova's china shop. Morgan Stanley slapped a massive price target hike on GEV stock—because when analysts zig, retail investors zag.

The Upgrade No One Saw Coming

Forgot 'slow and steady.' The bank's research desk went full moonshot, betting big on the energy spinoff's tech play. Cue the institutional FOMO.

Behind the Numbers

No specifics? Classic. But that target boost screams confidence—or maybe just desperation for a post-split narrative. Either way, the options market's already pricing in the hopium.

Funny how these upgrades always land *after* the smart money's positioned. Stay cynical, stay liquid.

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Morgan Stanley lifted their target on GEV shares to $511 from $422 previously and reiterated a Buy-equivalent Overweight rating on the stock. The new price target does not offer much of a premium given that GE Vernova’s stock is currently trading at $504.35 per share.

Still, Morgan Stanley remains bullish on GE Vernova, saying the current risk-reward profile for the stock remains attractive and that the energy equipment manufacturer and services company remains one of the best ways to play the artificial intelligence (AI) data center boom.

The Bull Case

In a note to clients, Morgan Stanley added that they expect GE Vernova to continue benefitting from pricing improvements in the gas segment and long-term tailwinds related to nuclear energy. Analysts at Morgan Stanley also raised their bull case for GEV stock, saying in a best-case scenario the share price could hit $727, which represents potential upside of 45%.

Morgan Stanley wrote that GE Vernova exhibits “consistent indications of continued strong demand, elevated pricing, and no clear end to the current supply-demand tightness for gas turbines” as factors likely to support its bullish outlook for the company and stock.

So far in 2025, GEV stock is up 54%.

Is GEV Stock a Buy?

The stock of GE Vernova has a consensus Strong Buy rating among 19 Wall Street analysts. That rating is based on 16 Buy and three Hold recommendations issued in the last three months. The average GEV price target of $487.44 implies 3.03% downside risk from current levels.