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 138.4926
  • Book/Share 35.7684
  • PB 18.3847
  • Debt/Equity 0.0
  • CurrentRatio 0.9876
  • ROIC 0.0808

 

  • MktCap 158556969463.0
  • FreeCF/Share -0.1287
  • PFCF -4530.1991
  • PE 93.2829
  • Debt/Assets 0.0
  • DivYield 0.0017
  • ROE 0.1911

 

  • 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
Reiterated GEV TD Cowen -- Buy $685 $680 Oct. 23, 2025
Downgrade GEV Rothschild & Co Redburn Neutral Sell -- $475 Oct. 15, 2025
Downgrade GEV RBC Capital Mkts Outperform Sector Perform -- $605 Oct. 1, 2025
Upgrade GEV Melius Hold Buy -- $740 Sept. 15, 2025
Downgrade GEV Mizuho Outperform Neutral -- $670 July 28, 2025
Downgrade GEV Guggenheim Buy Neutral -- -- July 28, 2025
Reiterated GEV TD Cowen -- Buy $390 $685 July 25, 2025
Initiation GEV Seaport Research Partners -- Buy -- $630 July 10, 2025
Initiation GEV UBS -- Buy -- $614 July 7, 2025
Downgrade GEV Wolfe Research Outperform Peer Perform -- -- June 13, 2025

News

GE Vernova's Strong Orders And Prolec Deal Signal Major Growth: Analyst
GEV
Published: October 23, 2025 by: Benzinga
Sentiment: Positive

GE Vernova Inc. (NYSE:GEV) reported a strong third quarter with orders surging 55% organically and announced it will acquire full ownership of Prolec GE, boosting its stake in North America's transformer market and positioning the company to capture growing grid investment opportunities.

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image for news GE Vernova's Strong Orders And Prolec Deal Signal Major Growth: Analyst
GE Vernova Stock Bounces Back. Here's What Helping It.
GEV
Published: October 23, 2025 by: Barrons
Sentiment: Positive

A Wall Street upgrade after solid earnings is helping the stock rebound.

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image for news GE Vernova Stock Bounces Back. Here's What Helping It.
GE Vernova: A Textbook Bear Trap Post Q3 2025 Earnings
GEV
Published: October 23, 2025 by: Seeking Alpha
Sentiment: Positive

I remain bullish on GE Vernova Inc. after the company reported strong Q3 2025 earnings in the two segments that are driving growth. Electrification orders doubled year-over-year, with a $26B backlog. GEV management is seeing strong hyperscaler demand fueling upgraded full-year organic growth guidance to 25%. Power segment commitments for gas turbines surged to 33 GW, with GEV management projecting up to 70 GW of total power contracts by the end of 2025.

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image for news GE Vernova: A Textbook Bear Trap Post Q3 2025 Earnings
These Analysts Revise Their Forecasts On GE Vernova After Q3 Earnings
GEV
Published: October 23, 2025 by: Benzinga
Sentiment: Neutral

GE Vernova Inc. (NYSE:GEV) reported mixed third-quarter 2025 financial results on Wednesday.

Read More
image for news These Analysts Revise Their Forecasts On GE Vernova After Q3 Earnings
GE Vernova CEO says he's talking with OpenAI's Sam Altman as power remains critical for AI growth
GEV
Published: October 22, 2025 by: CNBC
Sentiment: Neutral

GE Vernova third-quarter earnings beat estimates, but the company reaffirmed its 2025 guidance, sending shares 6% lower. CEO Scott Strazik told CNBC he's spoken to OpenAI CEO Sam Altman multiple times over the past few weeks.

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image for news GE Vernova CEO says he's talking with OpenAI's Sam Altman as power remains critical for AI growth
Pre-Market Futures Flat at This Hour
GEV, T, TECK, TMO
Published: October 22, 2025 by: Zacks Investment Research
Sentiment: Neutral

Pre-Market Futures Flat at This Hour.

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image for news Pre-Market Futures Flat at This Hour
GE Vernova Inc. (GEV) Q3 2025 Earnings Call Transcript
GEV
Published: October 22, 2025 by: Seeking Alpha
Sentiment: Neutral

GE Vernova Inc. (NYSE:GEV ) Q3 2025 Earnings Call October 22, 2025 7:30 AM EDT Company Participants Michael Lapides - Vice President of Investor Relations Scott Strazik - CEO, President & Director Kenneth Parks - Chief Financial Officer Conference Call Participants Mark W. Strouse - JPMorgan Chase & Co, Research Division Nigel Coe - Wolfe Research, LLC Moses Sutton - BNP Paribas Exane, Research Division Julian Mitchell - Barclays Bank PLC, Research Division Amit Mehrotra - UBS Investment Bank, Research Division Nicole DeBlase - Deutsche Bank AG, Research Division Joseph Ritchie - Goldman Sachs Group, Inc., Research Division Andrew Kaplowitz …

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image for news GE Vernova Inc. (GEV) Q3 2025 Earnings Call Transcript
GE Vernova earnings miss sends shares lower
GEV
Published: October 22, 2025 by: Proactive Investors
Sentiment: Negative

GE Vernova, General Electric Co (NYSE:GE)'s energy-focused business, reported solid revenue growth and order momentum in Q3, but its shares moved lower as earnings per share (EPS) fell short of Wall Street expectations. Revenue for the quarter rose 12% year-over-year to $10 billion, surpassing Wall Street estimates of roughly $9.15 billion to $9.18 billion.

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image for news GE Vernova earnings miss sends shares lower
GE Vernova: I'm Loading The Truck Heading Into Q3 2025 Earnings
GEV
Published: October 20, 2025 by: Seeking Alpha
Sentiment: Positive

I initiate coverage of GE Vernova Inc. with a Strong Buy rating ahead of Q3 2025 earnings, due to robust power and electrification demand led by U.S. data centers and grid buildouts. Power margin hit 16.4% and electrification 14.6% in Q2, with electrification revenue projected to increase by 20% YOY in Q3. I believe this trend could persist well into 2026. From a visibility perspective, the power backlog reached 55 GW in Q2 and management guided upwards of 60 GW by year-end. Furthermore, electrification booked $3.3B of equipment orders (1.5× revenue).

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image for news GE Vernova: I'm Loading The Truck Heading Into Q3 2025 Earnings
These 2 Oils and Energy Stocks Could Beat Earnings: Why They Should Be on Your Radar
CNQ, GEV
Published: October 20, 2025 by: Zacks Investment Research
Sentiment: Positive

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

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image for news These 2 Oils and Energy Stocks Could Beat Earnings: Why They Should Be on Your Radar
GE Vernova Power segment strength set to boost Q3 earnings: Bank of America
BAC, GEV
Published: October 17, 2025 by: Proactive Investors
Sentiment: Positive

GE Vernova (NYSE:GEV) is expected to report strong third quarter results, supported by continued growth in gas turbine orders, according to analysts at Bank of America. The firm forecasts $12.4 billion in third-quarter orders, representing a 1.33x book-to-bill ratio and roughly 3% above the $12 billion consensus.

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image for news GE Vernova Power segment strength set to boost Q3 earnings: Bank of America
Countdown to GE Vernova (GEV) Q3 Earnings: Wall Street Forecasts for Key Metrics
GEV
Published: October 17, 2025 by: Zacks Investment Research
Sentiment: Neutral

Evaluate the expected performance of GE Vernova (GEV) for the quarter ended September 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

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image for news Countdown to GE Vernova (GEV) Q3 Earnings: Wall Street Forecasts for Key Metrics
How Should You Play GEV Stock Ahead of Q3 Earnings Release?
GEV
Published: October 17, 2025 by: Zacks Investment Research
Sentiment: Positive

GE Vernova gears up for Q3 earnings release with an expected 408.6% EPS growth, backed by new software launches and gas power gains.

Read More
image for news How Should You Play GEV Stock Ahead of Q3 Earnings Release?
GEV Stock Underperforms Industry in a Month: What Should Investors Do?
GEV
Published: October 16, 2025 by: Zacks Investment Research
Sentiment: Negative

GE Vernova faces supply-chain strains, lower ROE, and slipping earnings estimates, making its premium valuation harder to justify.

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image for news GEV Stock Underperforms Industry in a Month: What Should Investors Do?
GE Vernova (GEV) Reports Next Week: Wall Street Expects Earnings Growth
GEV
Published: October 15, 2025 by: Zacks Investment Research
Sentiment: Positive

GE Vernova (GEV) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news GE Vernova (GEV) Reports Next Week: Wall Street Expects Earnings Growth
Investors Heavily Search GE Vernova Inc. (GEV): Here is What You Need to Know
GEV
Published: October 15, 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 Investors Heavily Search GE Vernova Inc. (GEV): Here is What You Need to Know
NuScale Power vs. GE Vernova: Which Nuclear Energy Stock Has an Edge?
GEV, SMR
Published: October 14, 2025 by: Zacks Investment Research
Sentiment: Positive

SMR's small modular reactors breakthroughs and key partnerships give it an edge over GEV amid a booming nuclear energy market.

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image for news NuScale Power vs. GE Vernova: Which Nuclear Energy Stock Has an Edge?
Why GE Vernova (GEV) is Poised to Beat Earnings Estimates Again
GEV
Published: October 06, 2025 by: Zacks Investment Research
Sentiment: Positive

GE Vernova (GEV) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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image for news Why GE Vernova (GEV) is Poised to Beat Earnings Estimates Again
GE Vernova vs. Siemens Energy: Which Clean Energy Stock Has More Upside?
GEV, SMNEY
Published: September 29, 2025 by: Zacks Investment Research
Sentiment: Positive

GE Vernova and Siemens Energy gain momentum as rising power demand and decarbonization target fuel clean energy growth.

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image for news GE Vernova vs. Siemens Energy: Which Clean Energy Stock Has More Upside?
Brokers Suggest Investing in GE Vernova (GEV): Read This Before Placing a Bet
GEV
Published: September 26, 2025 by: Zacks Investment Research
Sentiment: Negative

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

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image for news Brokers Suggest Investing in GE Vernova (GEV): Read This Before Placing a Bet
GE Vernova Inc. (GEV) is Attracting Investor Attention: Here is What You Should Know
GEV
Published: September 17, 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 GE Vernova Inc. (GEV) is Attracting Investor Attention: Here is What You Should Know
GEV Stock Wins Deal to Repower German Wind Farm: Should You Invest Now?
GEV
Published: September 16, 2025 by: Zacks Investment Research
Sentiment: Positive

GE Vernova lands a German wind farm repowering deal as its shares soar 91% YTD, outpacing industry and S&P 500 growth.

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image for news GEV Stock Wins Deal to Repower German Wind Farm: Should You Invest Now?
GE Vernova Inc. (GEV) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript
GEV
Published: September 11, 2025 by: Seeking Alpha
Sentiment: Neutral

GE Vernova Inc. (NYSE:GEV ) Morgan Stanley's 13th Annual Laguna Conference September 11, 2025 10:45 AM EDT Company Participants Scott Strazik - CEO, President & Director Conference Call Participants David Arcaro - Morgan Stanley, Research Division Presentation David Arcaro Executive Director & Lead Analyst of Utilities Hello. I think we'll get started.

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image for news GE Vernova Inc. (GEV) Presents At Morgan Stanley's 13th Annual Laguna Conference Transcript
GE Vernova: Riding the Combined-Cycle Power Plant Boom
GEV
Published: September 03, 2025 by: Zacks Investment Research
Sentiment: Positive

GEV stock is capitalizing on booming demand for combined-cycle power plants, with its gas power equipment orders tripling and global projects fueling growth.

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image for news GE Vernova: Riding the Combined-Cycle Power Plant Boom
The Electrifying Potential Of GE Vernova: Top Reasons To Invest
GEV
Published: August 28, 2025 by: Seeking Alpha
Sentiment: Positive

GE Vernova's strong 2025 performance is driven by surging global electricity demand, especially from AI data centers, boosting its Electrification segment. Management recently raised its full-year 2025 guidance for revenue, EBITDA margin, and free cash flow, signaling that they expect the excellent financial performance to continue. A key catalyst is a turnaround in the Wind segment; progress here, especially on projects like Dogger Bank, could significantly lift investor sentiment.

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image for news The Electrifying Potential Of GE Vernova: Top Reasons To Invest
Wall Street Bulls Look Optimistic About GE Vernova (GEV): Should You Buy?
GEV
Published: August 28, 2025 by: Zacks Investment Research
Sentiment: Positive

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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image for news Wall Street Bulls Look Optimistic About GE Vernova (GEV): Should You Buy?
GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
GEV
Published: August 28, 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 GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
GEV or VWDRY: Which Wind Turbine Stock Offers Greater Prospect Now?
GEV, VWDRY
Published: August 27, 2025 by: Zacks Investment Research
Sentiment: Positive

GE Vernova and Vestas Wind Systems stand out in the clean energy shift, but valuation, momentum, and diversification set them apart for investors.

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image for news GEV or VWDRY: Which Wind Turbine Stock Offers Greater Prospect Now?
GE Vernova and aerospace stocks fuel industrials rally in 2025
GEV
Published: August 27, 2025 by: CNBC Television
Sentiment: Positive

Dominic Chu, CNBC Senior Markets Correspondent, highlights industrials as 2025's 2nd-best sector, powered by GE Vernova, GE Aerospace and Howmet, while FedEx and UPS struggle at the bottom.

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image for news GE Vernova and aerospace stocks fuel industrials rally in 2025
GE Vernova to Invest $41M in Facility Expansion: Time to Buy the Stock?
GEV
Published: August 20, 2025 by: Zacks Investment Research
Sentiment: Positive

GE Vernova commits $41M to expand generator capacity in New York, reinforcing its role in the global energy transition.

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image for news GE Vernova to Invest $41M in Facility Expansion: Time to Buy the Stock?

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.