GE Vernova Surges 2.95% This Week and Becomes Massachusetts' Largest Company

Core Viewpoint - GE Vernova has experienced significant stock growth, becoming Massachusetts' largest publicly traded company, driven by strong earnings, strategic acquisitions, and market demand for electrification solutions [1]. Group 1: Earnings Performance - GE Vernova reported Q4 2025 earnings with revenue of $11 billion, exceeding estimates by approximately 7% [1]. - Free cash flow increased from $0.6 billion in the previous year to $1.8 billion [1]. - The company doubled its quarterly dividend to $0.50 and raised 2028 revenue guidance to $56 billion from $52 billion [1]. - Analysts have raised 2027 EPS estimates from $22.13 to $22.43 following the earnings report [1]. Group 2: Market Capitalization - GE Vernova's market capitalization surpassed $200 billion, currently sitting at $221.5 billion, making it the most valuable company in Massachusetts [1]. - The stock reached an all-time high of $796.58 on February 9, closing at $802.32 this week [1]. - Analysts have a consensus price target of $836.98, with a strong buy rating from six analysts and a buy rating from twenty, against two sell ratings [1]. Group 3: Strategic Acquisitions - GE Vernova completed the acquisition of the remaining 50% stake in Prolec GE for $5.275 billion, consolidating a 30-year joint venture [1]. - Prolec GE specializes in transformers and electrical equipment, enhancing GE Vernova's electrification segment, which grew 28% year-over-year in 2025 [1]. - The acquisition positions GE Vernova to better serve utilities that are increasing generation capacity to meet rising demand from data centers and industrial electrification [1].