GE Vernova Inc. (GEV)

US — Utilities Sector
Peers: NEE  CEG  AQN  SO  ENLT  DUK  ORA  CWEN 

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Key Metrics & Ratings

  • symbol GEV
  • Rev/Share 139.989
  • Book/Share 45.2022
  • PB 17.9467
  • Debt/Equity 0.0
  • CurrentRatio 0.9815
  • ROIC 0.0645

 

  • MktCap 200106964113.0
  • FreeCF/Share 13.6434
  • PFCF 53.9227
  • PE 41.0746
  • Debt/Assets 0.0
  • DivYield 0.0017
  • ROE 0.5236

 

  • Rating B
  • Score 3
  • Recommendation Neutral
  • P/E Score 1
  • DCF Score 3
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade GEV Robert W. Baird Neutral Outperform -- $923 Feb. 4, 2026
Upgrade GEV Guggenheim Neutral Buy -- $910 Jan. 30, 2026
Reiterated GEV TD Cowen -- Buy $680 $780 Jan. 29, 2026
Initiation GEV China Renaissance -- Buy -- $966 Jan. 28, 2026
Downgrade GEV Robert W. Baird Outperform Neutral -- -- Jan. 9, 2026
Upgrade GEV Jefferies Hold Buy -- -- Dec. 18, 2025
Initiation GEV Evercore ISI -- Outperform -- $860 Dec. 15, 2025
Downgrade GEV Seaport Research Partners Buy Neutral -- -- Dec. 11, 2025
Upgrade GEV Oppenheimer Perform Outperform -- $855 Dec. 10, 2025
Upgrade GEV RBC Capital Mkts Sector Perform Outperform -- $761 Dec. 10, 2025

News

GEV Stock Surges 9.7% in a Month: Time to Hold or Book Profits?
GEV
Published: February 06, 2026 by: Zacks Investment Research
Sentiment: Positive

GE Vernova shares climb 9.7% in a month as AI-driven power demand, wind repowering orders and grid investments support growth.

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image for news GEV Stock Surges 9.7% in a Month: Time to Hold or Book Profits?
GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
GEV
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive

GE Vernova (GEV) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Read More
image for news GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
GE Vernova Bolsters US Onshore Wind Fleet with 1.1 GW of Repower Orders in 2025
GEV
Published: February 05, 2026 by: Business Wire
Sentiment: Neutral

SCHENECTADY, N.Y.--(BUSINESS WIRE)--GE Vernova's Onshore Wind business announced today that it received orders in 2025 to repower 1.1 gigawatts (GW) of onshore wind turbines in the U.S. The projects will use nacelles and drive trains manufactured in the U.S. at GE Vernova's Pensacola, Florida facility, where approximately 20 percent of the workers are veterans, supporting U.S. energy abundance, affordability, and security. Uzair Memon, Chief Commercial Officer for GE Vernova's Onshore Wind Serv.

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image for news GE Vernova Bolsters US Onshore Wind Fleet with 1.1 GW of Repower Orders in 2025
This Energy Stock Could Have Momentum in 2026 Beyond the AI Power Trade
GEV
Published: February 04, 2026 by: The Motley Fool
Sentiment: Positive

In 2025, GE Vernova more than tripled its direct orders for data centers over the previous year. GE Vernova has grown its backlog to $150 billion.

Read More
image for news This Energy Stock Could Have Momentum in 2026 Beyond the AI Power Trade
GE Vernova Completes Prolec GE Acquisition, Accelerating Electrification Segment Growth Trajectory
GEV
Published: February 02, 2026 by: Business Wire
Sentiment: Neutral

CAMBRIDGE, Mass.--(BUSINESS WIRE)--GE Vernova Inc. (NYSE: GEV) today announced it has completed the acquisition of the remaining 50% stake of Prolec GE, its former unconsolidated joint venture with Xignux (“Prolec GE”). The transaction, originally announced in October 2025, closed following receipt of all required regulatory approvals, for a purchase price of $5.275 billion, funded as previously disclosed with an equal mix of cash and debt. Prolec GE is an electric industry leader in North Amer.

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image for news GE Vernova Completes Prolec GE Acquisition, Accelerating Electrification Segment Growth Trajectory
GE Vernova (GEV) Moves to Buy: Rationale Behind the Upgrade
GEV
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive

GE Vernova (GEV) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

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image for news GE Vernova (GEV) Moves to Buy: Rationale Behind the Upgrade
GE Vernova: The Impressive Quarter Deserves A Rating Upgrade
GEV
Published: January 29, 2026 by: Seeking Alpha
Sentiment: Positive

GE Vernova: The Impressive Quarter Deserves A Rating Upgrade

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image for news GE Vernova: The Impressive Quarter Deserves A Rating Upgrade
GEV vs. PEG: Which Grid-Focused Energy Stock Is the Better Buy?
GEV, PEG
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive

GE Vernova and Public Service Enterprise offer contrasting ways to play grid modernization as electrification, renewables and reliability needs reshape global power demand.

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image for news GEV vs. PEG: Which Grid-Focused Energy Stock Is the Better Buy?
GE Vernova Inc. (GEV) Q4 2025 Earnings Call Transcript
GEV
Published: January 28, 2026 by: Seeking Alpha
Sentiment: Neutral

GE Vernova Inc. (GEV) Q4 2025 Earnings Call Transcript

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image for news GE Vernova Inc. (GEV) Q4 2025 Earnings Call Transcript
GE Vernova Q4 earnings top estimates as orders, backlog expand
GEV
Published: January 28, 2026 by: Proactive Investors
Sentiment: Positive

GE Vernova (NYSE:GEV) shares were little changed in early trade on Wednesday as the energy firm's fourth quarter earnings topped Wall Street expectations. Adjusted earnings per share were $13.39, far above the consensus of $3.05 due to a tax benefit.

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image for news GE Vernova Q4 earnings top estimates as orders, backlog expand
Unlocking Q4 Potential of GE Vernova (GEV): Exploring Wall Street Estimates for Key Metrics
GEV
Published: January 26, 2026 by: Zacks Investment Research
Sentiment: Positive

Besides Wall Street's top-and-bottom-line estimates for GE Vernova (GEV), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

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image for news Unlocking Q4 Potential of GE Vernova (GEV): Exploring Wall Street Estimates for Key Metrics
SMR vs. GEV: Which Small Modular Reactor Stock is a Better Pick?
GEV, SMR
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Positive

GE Vernova's small modular reactor progress and steadier fundamentals give it an edge over NuScale Power's long-dated, higher-risk pipeline.

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image for news SMR vs. GEV: Which Small Modular Reactor Stock is a Better Pick?
Investors Heavily Search GE Vernova Inc. (GEV): Here is What You Need to Know
GEV
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Positive

GE Vernova (GEV) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Read More
image for news Investors Heavily Search GE Vernova Inc. (GEV): Here is What You Need to Know
AI Boom Changing GE Vernova's Customer Mix, CEO Says
GEV
Published: January 21, 2026 by: Bloomberg Markets and Finance
Sentiment: Positive

GE Vernova CEO Scott Strazik discusses the future of energy and the impact of the AI boom at the 2026 World Economic Forum in Davos, Switzerland. Sign up for the Energy Daily newsletter, your guide to the energy and commodities markets that power the global economy, from journalists stationed around the world: https://bloom.bg/3VlGFMA -------- More on Bloomberg Television and Markets Like this video?

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image for news AI Boom Changing GE Vernova's Customer Mix, CEO Says
Trump Has a New Plan to Power AI; GE Vernova and Others Should Benefit
GEV
Published: January 16, 2026 by: Barrons
Sentiment: Positive

Trump and several governors are pushing a plan to spur new power plants for AI data centers. Equipment makers jumped, while owners of existing plants fell.

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image for news Trump Has a New Plan to Power AI; GE Vernova and Others Should Benefit
MoneyShow's Best Investment Ideas For 2026: Part 4
AGM, EGHSF, EPD, EXE, GEV, HVT, LLY
Published: January 14, 2026 by: Seeking Alpha
Sentiment: Positive

MoneyShow presents top investment ideas for 2026 from their contributors. This year's edition presents a mix of metals plays, financial stocks, deep value names, high-octane growth and tech stocks, and beaten-down REITs that offer solid income and turnaround potential. Part 3 of this series includes Eli Lilly, Enterprise Products Partners, Expand Energy Corp., Federal Agricultural Mortgage Corp., and GE Vernova, among others.

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image for news MoneyShow's Best Investment Ideas For 2026: Part 4
Top 10 Tech Stocks Of 2025: How The AI Trade Defied The Skeptics
APP, APPS, BE, GEV, HOOD, LITE, MU, PLTR
Published: January 12, 2026 by: Seeking Alpha
Sentiment: Positive

Below, we review the top 10 tech stocks of 2025, selected based on their price action, fundamentals, and presence within leading tech themes. Sandisk has claimed the crown as the S&P 500's top performer, delivering a stunning 559.4% return that outpaced the broader market by a wide margin. 2025 shifted the AI narrative. The focus rotated toward the "physical" layers of the stack, revealing that memory, storage, and energy are now the industry's critical bottlenecks.

Read More
image for news Top 10 Tech Stocks Of 2025: How The AI Trade Defied The Skeptics
Here is What to Know Beyond Why GE Vernova Inc. (GEV) is a Trending Stock
GEV
Published: January 09, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching GE Vernova (GEV) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news Here is What to Know Beyond Why GE Vernova Inc. (GEV) is a Trending Stock
Options Corner: GEV Shrugs Off Downgrade Amid META, OKLO & VST Deal
META, OKLO, GEV, VST
Published: January 09, 2026 by: Schwab Network
Sentiment: Neutral

GE Vernova (GEV) appeared to shrug off a downgrade from Baird in the hour before Friday's opening bell. The downgrade comes After Meta Platforms (META) tapped Vistra (VST) and Oklo Inc. (OKLO) to supply electricity for the social media conglomerate.

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image for news Options Corner: GEV Shrugs Off Downgrade Amid META, OKLO & VST Deal
Can GE Vernova's Strategic Acquisitions Boost Its Energy Transition?
GEV
Published: December 30, 2025 by: Zacks Investment Research
Sentiment: Positive

GEV is boosting electrification and grid strength through targeted acquisitions, expanding reach, and supply chains to meet rising power demand.

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image for news Can GE Vernova's Strategic Acquisitions Boost Its Energy Transition?
The AI Boom Needs Power: Why GE Vernova Stands Out For 2026
GEV
Published: December 29, 2025 by: Seeking Alpha
Sentiment: Positive

I rate GE Vernova a "Buy," driven by rapid earnings growth and its pivotal role in AI-driven power infrastructure. Q3 results showed 10% organic revenue growth, robust margin expansion, and a $135 billion backlog, with the Electrification segment growth prospects exceeding 25%. Investor Day guidance lifted 2028 revenue targets to $52 billion and EBITDA margin to 20%, with a doubled dividend and $1 billion capex for Electrification.

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image for news The AI Boom Needs Power: Why GE Vernova Stands Out For 2026
GE Vernova vs. NextEra Energy: Which Energy Transition Stock Is Better?
GEV, NEE
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

Both GE Vernova and NextEra Energy are tied to the energy transition- the global shift from fossil fuels to cleaner, more sustainable energy.

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image for news GE Vernova vs. NextEra Energy: Which Energy Transition Stock Is Better?
GE Vernova Stock Recovers as the AI Trade Rebounds
GEV
Published: December 18, 2025 by: Barrons
Sentiment: Positive

GE Vernova investors got some relief after the previous session's brutal selloff.

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image for news GE Vernova Stock Recovers as the AI Trade Rebounds
Massive Breakout in Industrials: 3 Must-Watch Stocks Now
GEV, RTX
Published: December 17, 2025 by: MarketBeat
Sentiment: Positive

As the year winds down, the broader market has delivered a solid performance, with the SPDR S&P 500 ETF Trust NYSEARCA: SPY up approximately 16% year-to-date (YTD). But beneath the surface, leadership is quietly shifting.

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image for news Massive Breakout in Industrials: 3 Must-Watch Stocks Now
3 AI Names With Big Buybacks: GEV, PSTG, and LSCC Signal Confidence
GEV, LSCC, PSTG
Published: December 16, 2025 by: MarketBeat
Sentiment: Positive

Artificial intelligence (AI) stocks have taken a hit lately—but not all are moving in lockstep. Some names are rallying, others are falling, and a few are holding steady while sending strong signals through new buyback authorizations.

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image for news 3 AI Names With Big Buybacks: GEV, PSTG, and LSCC Signal Confidence
The Big 3: GEV, NDAQ, STX
NDAQ, GEV, STX
Published: December 16, 2025 by: Schwab Network
Sentiment: Neutral

When it comes to Tuesday's economic prints, Jessica Inskip (@jessicainskip) says the labor picture gives the Fed more leeway for interest rate cuts in 2026. It's something she takes into consideration for her Big 3 picks.

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image for news The Big 3: GEV, NDAQ, STX
Honeywell, GE Vernova and 5 More Trendy Industrial Plays With AI Ties
GEV, HON
Published: December 15, 2025 by: Barrons
Sentiment: Positive

The seven stocks that earned Buy ratings from Evercore ISI are all based in the U.S. and Europe.

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image for news Honeywell, GE Vernova and 5 More Trendy Industrial Plays With AI Ties
GE Vernova: A Deserved Tech Stock Valuation
GEV
Published: December 11, 2025 by: Seeking Alpha
Sentiment: Positive

GEV investor day confirmed a high demand and earnings growth for the company through 2028 of over 30%. Electric turbines (gas, water, or nuclear) and grid expansion are strategic for AI and the data center buildout. The updated estimates and valuation lead to an increase in my YE26 price target to $907 with a longer-term $1,400 priced at 1.25x PEG.

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image for news GE Vernova: A Deserved Tech Stock Valuation
Is Trending Stock GE Vernova Inc. (GEV) a Buy Now?
GEV
Published: December 11, 2025 by: Zacks Investment Research
Sentiment: Positive

GE Vernova (GEV) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Read More
image for news Is Trending Stock GE Vernova Inc. (GEV) a Buy Now?
GE Vernova CEO on nuclear future
GEV
Published: December 10, 2025 by: CNBC Television
Sentiment: Neutral

GE Vernova CEO Scott Strazik discussed the future of nuclear power as opposed to gas in the U.S..

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image for news GE Vernova CEO on nuclear future

About GE Vernova Inc. (GEV)

  • IPO Date 2024-03-27
  • Website https://www.gevernova.com
  • Industry Renewable Utilities
  • CEO Scott L. Strazik
  • Employees 76800

GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage solutions. The company was incorporated in 2023 and is based in Cambridge, Massachusetts.