Susquehanna cuts target for GE Vernova stock from USD 1,300 to USD 1,270

Published on 10/15/2026 at 10:46 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 orders rose 88 percent to USD 24.2 billion. GE Vernova stock stood at EUR 812.40 on October 15, 2026; NYSE last stood at USD 941.78 on October 14.

Analyst target and earnings dates

Susquehanna lowered its target from USD 1,300 to USD 1,270 on October 14, 2026.
Second-quarter orders rose 88 percent to USD 24.2 billion, while adjusted EBITDA reached USD 1.2 billion.
GE Vernova stock trades at EUR 812.40 at 10:37 a.m. CEST at Lang & Schwarz on October 15, 2026.
Third-quarter results are scheduled for October 28, 2026.

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GE Vernova (ISIN US36828A1016) was trading at EUR 812.40 at Lang & Schwarz on October 15, 2026 at 10:37 a.m. CEST. Susquehanna lowered its 12-month price target from USD 1,300 to USD 1,270 while keeping a Positive rating, according to Newsable on October 15, 2026.

Orders set the operating benchmark

GE Vernova booked USD 24.2 billion of orders in the second quarter of 2026, an 88 percent year-over-year increase. Equipment revenue rose 14 percent, with Electrification up 36 percent and Power up 30 percent, while services revenue increased 10 percent, according to the company earnings-call transcript carried by Yahoo Finance.

Adjusted EBITDA grew 61 percent year over year to USD 1.2 billion in the second quarter of 2026. Management also raised full-year 2026 revenue guidance to USD 45.5 billion to USD 46.5 billion from USD 44.5 billion to USD 45.5 billion and lifted free cash flow guidance to USD 11.5 billion to USD 12.5 billion from USD 6.5 billion to USD 7.5 billion.

What does the target cut mean?

The reduction leaves Susquehanna's target USD 457.60 above the Lang & Schwarz price, but it signals a more cautious valuation framework ahead of the next report. GE Vernova's latest quarter also showed a mixed earnings picture: revenue reached USD 11.10 billion, above the USD 10.79 billion consensus, while earnings per share came in at USD 2.47 against USD 3.17 expected, according to MarketBeat on October 14, 2026.

Three dated developments

On July 22, 2026, GE Vernova reported second-quarter revenue of USD 11.10 billion. On October 1, 2026, Evercore reaffirmed an Outperform rating with a USD 1,350 target. On October 14, 2026, Susquehanna cut its target from USD 1,300 to USD 1,270 while retaining a Positive rating.

Dates for the next catalysts

GE Vernova is scheduled to report third-quarter 2026 results on October 28, 2026. The company set October 27, 2026 as the record date for its USD 0.50 quarterly dividend, with payment scheduled for November 24, 2026.

Valuation stays tied to execution

On the NYSE, GE Vernova last stood at USD 941.78 on October 14, 2026 at 4:00 p.m. ET. The finance data also put its market capitalization at USD 250.8 billion and its 52-week range at USD 530.16 to USD 1,195.94 as of October 14, 2026. The October 28 report will test whether the strong order cycle is converting into the earnings growth embedded in analyst targets. GE Vernova stock was trading at EUR 812.40 at Lang & Schwarz on October 15, 2026 at 10:37 a.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of GE Vernova stock.