GE Vernova (GEV) Stock Overview
An energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 3/6 |
| Past Performance | 5/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
GEV Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$1.17k
FV
11.0% undervalued intrinsic discount25.22%
Revenue growth p.a.
622
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Capital Goods opportunity
CE
Fair Value from
CA$5.257.0% undervalued intrinsic discount
When GPS fails: this small cap is fixing a $54B drone problem
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Read full narrativeGE Vernova Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$1,045.63 |
| 52 Week High | US$1,181.95 |
| 52 Week Low | US$387.03 |
| Beta | 1.31 |
| 1 Month Change | 14.81% |
| 3 Month Change | 34.17% |
| 1 Year Change | 165.39% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 696.67% |
Recent News & Updates
Narrative Update • May 04
GEV: Index Inclusion And Rich P/E Will Sustain Overvaluation Risk
Analysts have lifted their price target for GE Vernova by about $202 per share, citing updated assumptions for fair value, a slightly higher discount rate, and adjustments to revenue growth, profit margin, and future P/E expectations. What's in the News GE Vernova completed a share repurchase of 9,978,000 shares, representing 3.65% of the company, for a total of US$4,613.18m under the buyback announced on December 10, 2024.Seeking Alpha • May 04
We Continue To Need Power, Power And More Power: And That's Still Bullish For GE Vernova
Summary Industrial-strength gas turbines don't seem like a sexy business, but they're vital for generating badly needed electricity. GE Vernova's Power group builds them and continually services many. Power is GEV’s biggest business. But electrification is growing rapidly. Prospects here are powerful: electricity demand is insatiable, yet our grid is aging and often brittle, so we need GEV. GEV has its fingers in other power pies too: wind (down now but not likely to remain a political pariah forever) and small-medium-sized nuclear reactors. This company, which emerged from the old General Electric conglomerate and started trading publicly on 3/27/24, doesn’t have an impressive history. But it’s now in acceleration mode. The stock isn’t cheap, but quality merchandise never is. GEV has the credible growth prospects, the company quality, and the financial strength needed to justify the stock’s premium valuation. Read the full article on Seeking AlphaAnalysis Article • Apr 29
GE Vernova (NYSE:GEV) Is Posting Healthy Earnings, But It Is Not All Good News
After announcing healthy earnings, GE Vernova Inc.'s ( NYSE:GEV ) stock rose over the last week. However, we think that...Recent updates
Narrative Update • May 04
GEV: Index Inclusion And Rich P/E Will Sustain Overvaluation Risk
Analysts have lifted their price target for GE Vernova by about $202 per share, citing updated assumptions for fair value, a slightly higher discount rate, and adjustments to revenue growth, profit margin, and future P/E expectations. What's in the News GE Vernova completed a share repurchase of 9,978,000 shares, representing 3.65% of the company, for a total of US$4,613.18m under the buyback announced on December 10, 2024.Seeking Alpha • May 04
We Continue To Need Power, Power And More Power: And That's Still Bullish For GE Vernova
Summary Industrial-strength gas turbines don't seem like a sexy business, but they're vital for generating badly needed electricity. GE Vernova's Power group builds them and continually services many. Power is GEV’s biggest business. But electrification is growing rapidly. Prospects here are powerful: electricity demand is insatiable, yet our grid is aging and often brittle, so we need GEV. GEV has its fingers in other power pies too: wind (down now but not likely to remain a political pariah forever) and small-medium-sized nuclear reactors. This company, which emerged from the old General Electric conglomerate and started trading publicly on 3/27/24, doesn’t have an impressive history. But it’s now in acceleration mode. The stock isn’t cheap, but quality merchandise never is. GEV has the credible growth prospects, the company quality, and the financial strength needed to justify the stock’s premium valuation. Read the full article on Seeking AlphaAnalysis Article • Apr 29
GE Vernova (NYSE:GEV) Is Posting Healthy Earnings, But It Is Not All Good News
After announcing healthy earnings, GE Vernova Inc.'s ( NYSE:GEV ) stock rose over the last week. However, we think that...
Narrative Update • Apr 25
GE Vernova's earnings will soar to $4.2 billion by 2030
With their updated backlog and orders building daily. I believe GEV has a big run ahead.
Narrative Update • Apr 22
GE Vernova (GEV): The Grid Architect and the "Data Center Power" Pivot
Vestra has increased revenue growth from 11.0% to 14.4%.Narrative Update • Apr 20
GEV: Index Inclusion And Rich P/E Will Sustain Overvaluation Risk
Analysts have lifted their price target on GE Vernova from about $539 to roughly $679, citing updated assumptions around revenue growth, margins, and a higher future P/E multiple. What's in the News GE Vernova is being added to the S&P 100 index, which can affect how index funds and ETFs allocate to the stock (Key Developments).
Narrative Update • Apr 06
GEV: Long Term Contracts And Index Inclusion Will Support Stronger Future Returns
Analysts have adjusted their price target on GE Vernova to $1,100 from $1,019, citing updated assumptions for revenue growth, profit margins, a lower discount rate, and a revised future P/E of 28.02x versus 31.71x previously. What's in the News GE Vernova is being added to the S&P 100 index, which can influence how index funds and large benchmarks gain exposure to the stock (Index Constituent Adds).
Narrative Update • Mar 23
GEV: Index Inclusion And Energy Contracts Will Support Balanced Long Term Returns
Analysts have raised their price target for GE Vernova to $861.62 from $819.92, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E, which together indicate a higher estimated fair value for the business. What's in the News GE Vernova is being added to the S&P 100 index, bringing the stock into a major benchmark followed by large institutional investors (Index Constituent Adds).Narrative Update • Mar 09
GEV: Long Term Equipment Contracts Will Support Stronger Future Returns
Analysts have lifted their price target on GE Vernova to $1,019, reflecting slightly updated assumptions on discount rate, revenue growth, profit margin, and future P/E that support a steady valuation framework. What's in the News OPC Energy agreed to purchase main equipment from GE Vernova for the Hadera 2 natural gas power project in Israel, covering gas and steam turbines, auxiliary systems, and a maintenance agreement.
New Narrative • Feb 24
GE Vernova (GEV): Powering the Future: Electrons at Scale: The Grid’s New Sovereign
The narrative for GE Vernova in 2026 is centered on one word: Backlog. With a total backlog of $150 billion , the company has effectively "sold out" its capacity for years to come.Narrative Update • Feb 23
GEV: Buybacks And Dividend Increase Will Support Stronger Future Returns
Analysts have raised their price target for GE Vernova to $1,019, reflecting updated assumptions for revenue growth, profit margins, a slightly higher discount rate, and a modestly lower future P/E multiple. What's in the News Maxim Power Corp.Narrative Update • Feb 09
GEV: Buybacks And Grid Projects Will Support Balanced Long Term Returns
Analysts have raised their price targets on GE Vernova, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E, which together support a higher implied valuation for the stock. What's in the News Onshore Wind business received 2025 orders to repower 1.1 GW of U.S. onshore wind turbines, using U.S. manufactured nacelles and drive trains from the Pensacola, Florida facility, with projects expected to reach commercial operation between 2026 and 2027 (Key Developments).Analysis Article • Feb 08
After Leaping 25% GE Vernova Inc. (NYSE:GEV) Shares Are Not Flying Under The Radar
GE Vernova Inc. ( NYSE:GEV ) shares have continued their recent momentum with a 25% gain in the last month alone. The...Narrative Update • Jan 25
GEV: Expanded Buybacks And Dividend Growth Will Support Future Returns
Analysts have trimmed their price target on GE Vernova to reflect slightly lower fair value estimates and modestly softer assumptions for revenue growth, profit margins, and future P/E multiples, while also incorporating a somewhat higher discount rate. What's in the News GE Vernova and Seatrium won a consortium contract from TenneT to deliver major parts of BalWin5, a 2.2-gigawatt offshore HVDC grid connection linking German North Sea wind farms to the onshore grid.Narrative Update • Jan 11
GEV: Future Buybacks And Dividend Moves Will Mask Overvaluation Risk
Analysts have raised their price target on GE Vernova from US$448.08 to US$538.80, citing updated assumptions for revenue growth, profit margin, discount rate and future P/E. They view these updates as better reflecting the company’s potential risk and return profile.Narrative Update • Dec 27
GEV: Expanded Buybacks Will Drive Future Shareholder Returns
Analysts have raised their price target on GE Vernova to approximately 755 dollars from around 681 dollars. This reflects greater confidence in slightly lower discount rates along with stronger expected revenue growth, profit margins, and future valuation multiples.Narrative Update • Dec 13
GEV: Dividend Hike And Buybacks Will Drive Stronger Shareholder Returns
Analysts have raised their price target for GE Vernova from approximately $760.00 to about $927.34 per share, reflecting increased confidence in the company’s accelerating revenue growth, improving profit margins, and slightly higher justified valuation multiples. What's in the News Reaffirmed 2025 revenue guidance of $36 billion to $37 billion and introduced 2026 guidance of $41 billion to $42 billion, underscoring confidence in multi year growth visibility (Corporate guidance).Narrative Update • Dec 10
Investing in GE Vernova will see a 64.68x PE by 2030
$200 bln Backlog. Using AI to fuel growth with flat headcounts.Narrative Update • Nov 29
GEV: Share Repurchases And Taiwan Deal Will Drive Future Upside
Analysts have raised their price target for GE Vernova from $678.93 to $681.43, citing improved forecasts in both revenue growth and profit margins. What's in the News GE Vernova signed its first onshore wind repower upgrade agreement outside the United States, partnering with Taiwan Power Company to deliver 25 repower upgrade kits and a five-year operations and maintenance package in Taiwan (Key Developments).Narrative Update • Nov 15
GEV: Share Buyback Momentum And Global Partnerships Will Drive Upside
Analysts have modestly reaffirmed their price target for GE Vernova at approximately $679 per share. They cite slight adjustments to the company’s discount rate and growth assumptions, but largely maintain their outlook based on stable profit margin forecasts and a consistent valuation multiple.Narrative Update • Oct 31
GEV: Rising Demand For Grid And Nuclear Solutions Will Drive Expansion
Narrative Update: Analyst Price Target for GE Vernova Increases Analysts have raised their price target for GE Vernova, increasing it from $672.71 to $678.93. They cite improving revenue growth and profit margins as key drivers for the upward revision.Narrative Update • Oct 17
Electrification And Decarbonization Will Expand Infrastructure Backlog
Analysts have raised their price target for GE Vernova from $660.45 to $672.71, citing modest improvements in projected revenue growth and profit margin, which support a higher valuation. What's in the News Verizon Business and GE Vernova announced that the MDS Orbit industrial wireless platform is now available on Verizon's network.Narrative Update • Oct 03
Electrification And Decarbonization Will Expand Infrastructure Backlog
Analysts have raised their price target for GE Vernova from $638.45 to $660.45, reflecting improved revenue growth and profit margin projections. These changes support a more optimistic outlook for the company.Narrative Update • Sep 15
Electrification And Decarbonization Will Expand Infrastructure Backlog
GE Vernova’s consensus price target has been modestly reduced despite virtually unchanged future P/E and revenue growth forecasts, signaling only a slight decline in perceived fair value to $638.45. What's in the News Vattenfall shortlisted GE Vernova and Rolls-Royce SMR to supply modular nuclear reactors for the Varo Peninsula project in Sweden, potentially deploying five BWRX-300 (GE Vernova) reactors totaling ~1,500 MW.Narrative Update • Aug 28
Electrification And Decarbonization Will Expand Infrastructure Backlog
GE Vernova’s fair value estimate is essentially unchanged, as reflected by only marginal increases in both the consensus analyst price target and future P/E, with the discount rate steady at 8.60%. What's in the News Vattenfall has shortlisted GE Vernova and Rolls-Royce SMR as potential suppliers for new modular nuclear reactors at the Varo Peninsula, with a planned project output of around 1,500 MW and potential further expansion.Analysis Article • Jun 19
A Look At The Intrinsic Value Of GE Vernova Inc. (NYSE:GEV)
Key Insights GE Vernova's estimated fair value is US$470 based on 2 Stage Free Cash Flow to Equity GE Vernova's US$490...Analysis Article • May 23
Investors Will Want GE Vernova's (NYSE:GEV) Growth In ROCE To Persist
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
New Narrative • Mar 30
Modern Power Infrastructure And Decarbonization Will Open New Horizons
Investment in power and electrification driven by demand for reliable power, grid modernization, and decarbonization initiatives supports growth.Seeking Alpha • Mar 08
GE Vernova: Too Richly Valued At This Point
Summary GE Vernova, a spinoff from General Electric, focuses on electrification and decarbonization through Power, Wind, and Electrification segments, producing ~25% of global electricity. Despite a strong product portfolio, GEV's valuation is high with a P/E of 56.77 and EV/EBITDA of 35.12, making investment questionable. Power and Electrification segments show growth, but Wind faces profitability challenges, impacting overall financial stability and future growth prospects. Given the uncertain growth trajectory and financials, I rate GE Vernova a hold, despite its compelling energy solutions and potential in SMR technology by 2030. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
GE Vernova: A Generational Energy Investment Opportunity
Summary I rate GE Vernova a buy, driven by surging power demand from data centers, AI adoption, and electrification, positioning GEV to benefit from energy infrastructure investments. GEV's 4Q24 earnings were strong, with total revenue of $10.56 billion, 85% adj EBITDA growth, and double-digit adj EBITDA margins, despite challenges in the Wind segment. GEV is uniquely positioned to meet large-scale energy demands with its power generation, grid modernization, and renewable energy solutions, supported by a robust backlog and customer confidence. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
GE Vernova Stock Looks Overpriced With Too Many Problems To Ignore
Summary GE Vernova’s stock is overpriced at $367, with execution issues in its wind energy business and erratic finances, making it a Sell. The Wind segment is a major drag, with $700 million in losses and regulatory issues, overshadowing other profitable segments like Electrification. Financials show weak margins and reliance on one-time gains, with cash flow improvements driven by short-term adjustments, not operational efficiency. Competitors like Siemens Energy are delivering stronger margins and more reliable execution in renewable energy projects. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
GE Vernova: Valued Like The Magnificent 7, Delivering Like An Industrial
Summary GE Vernova's valuation is excessively high, trading at ~3x revenue, despite modest revenue growth and low profit margins, making it overvalued compared to peers. The wind turbine segment struggles with profitability and faces intense competition, particularly from low-cost Chinese manufacturers, casting doubt on future margins. Medium-term prospects are supported by strong order intake and a growing backlog, especially in gas power for AI data centers, but long-term headwinds are expected. Despite management's confidence and increased guidance, the high forward P/FCF multiple of 38x is unjustified, posing significant valuation risks for investors. Read the full article on Seeking AlphaShareholder Returns
| GEV | US Electrical | US Market | |
|---|---|---|---|
| 7D | -3.5% | -0.5% | 2.1% |
| 1Y | 165.4% | 102.5% | 30.6% |
Return vs Industry: GEV exceeded the US Electrical industry which returned 102.5% over the past year.
Return vs Market: GEV exceeded the US Market which returned 30.6% over the past year.
Price Volatility
| GEV volatility | |
|---|---|
| GEV Average Weekly Movement | 7.1% |
| Electrical Industry Average Movement | 11.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: GEV has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: GEV's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2023 | 78,000 | Scott Strazik | www.gevernova.com |
GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa. The company operates through three segments: Power, Wind, and Electrification. The Power segment designs, manufactures, and services gas, nuclear, hydro, and steam technologies.
GE Vernova Inc. Fundamentals Summary
| GEV fundamental statistics | |
|---|---|
| Market cap | US$300.69b |
| Earnings (TTM) | US$9.38b |
| Revenue (TTM) | US$39.38b |
30.0x
P/E Ratio7.1x
P/S RatioIs GEV overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| GEV income statement (TTM) | |
|---|---|
| Revenue | US$39.38b |
| Cost of Revenue | US$31.39b |
| Gross Profit | US$7.99b |
| Other Expenses | -US$1.39b |
| Earnings | US$9.38b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 34.89 |
| Gross Margin | 20.28% |
| Net Profit Margin | 23.81% |
| Debt/Equity Ratio | 17.0% |
How did GEV perform over the long term?
See historical performance and comparisonDividends
0.2%
Current Dividend Yield4%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 13:26 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
GE Vernova Inc. is covered by 45 analysts. 32 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Benjamin Kallo | Baird |
| Julian Mitchell | Barclays |
| Ameet Thakkar | BMO Capital Markets Equity Research |