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GE Vernova Inc.

GEV US · Industrials · USD

Wiki entry last updated Aug 12, 2026

Current price$952.76as of Sep 22, 2026

Summary

CFRA rating	STRONG BUY
Consensus target	$1237.34 (+29.9%)

Analyst consensus

Strong Buy 6Buy 24Hold 733 analysts

3-year price (USD)

131.25 → 946.22 (+620.9% over the period)

Factor profile

Multi-factor score 56 / 100

Market data

P/E (trailing)	27.29
P/E (forward)	37.65
Dividend yield	0.21%
Beta	0.97
52-week high	$1195.94
52-week low	$530.16

Business description

GE Vernova Inc. (GEV) is a global energy solutions leader providing products and services across electric power generation, transmission, and distribution. Spun off from General Electric in April 2024, GEV's technology supports ~25% of global electricity generation across Power (gas turbines, hydro, nuclear, SMRs), Wind (onshore/offshore turbines), and Electrification (grid equipment, transformers, switchgear, solar & storage, software).

Competitive moat

Grid Bottleneck Dominance: As power equipment (transformers, switchgear) becomes the core bottleneck for hyperscale data center power delivery, GEV holds structural pricing power and multi-year order visibility.
Massive Backlog Visibility: Expanding order backlog in Power and Electrification provides revenue visibility extending through the end of the decade.
Scale & Install Base: Equipment supporting 25% of world electricity creates high-margin, recurring long-term service agreements (LTSAs).

Recent developments

2026-08 Focus Stock Selection: Selected as CFRA Focus Stock of the Week (5-STARS Strong Buy, $1,350 PT). Highlighted for enviable positioning amidst data center power demand and broader electrification secular tailwinds.
2026-04 AI Infra Beneficiary: Identified by CFRA as a top primary beneficiary of AI datacenter buildouts given grid equipment constraints.

Investment risks / red flags

⚠️ Offshore Wind Turnaround: The Wind segment remains loss-making, requiring operational turnaround and disciplined contract execution.
⚠️ Supply Chain & Skilled Labor: Lead times for specialized electrical transformers and grid components remain elevated.

Financials

Revenue	$41.37B	Revenue growth	21.90%
Earnings growth	32.80%	EBITDA	$3.93B
Gross margin	20.57%	Operating margin	7.47%
Profit margin	23.04%	Revenue / share	$153.78
Return on equity	82.58%	Return on assets	2.54%
Operating cash flow	$14.14B	Free cash flow	$15.72B
Total cash	$12.72B	Total debt	$3.72B
Debt / equity	28.36	Current ratio	0.85

Classification

Thematic exposure	Infrastructure, AI Infrastructure, Electrification, Sector Roundup Q2 2026 Portfolio Positioning
Related companies	Siemens AG

Back to Companies

GE Vernova Inc.

GEV US Website

Last updated: Aug 12, 2026

Industrials

Current price: $952.76 · Sep 22, 2026· USD

CFRA Ratingstrong buy

TBI Multi Score56

Theme Exposure

Infrastructure AI Infrastructure Electrification Sector Roundup Q2 2026 Portfolio Positioning

Related Peers

Siemens AG

Full graph →

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Factor Profile (Spider Chart)

TBI Model

Price Chart (TradingView)

Symbol: GEV

Business description

Competitive moat

Grid Bottleneck Dominance: As power equipment (transformers, switchgear) becomes the core bottleneck for hyperscale data center power delivery, GEV holds structural pricing power and multi-year order visibility.
Massive Backlog Visibility: Expanding order backlog in Power and Electrification provides revenue visibility extending through the end of the decade.
Scale & Install Base: Equipment supporting 25% of world electricity creates high-margin, recurring long-term service agreements (LTSAs).

Recent developments

2026-08 Focus Stock Selection: Selected as CFRA Focus Stock of the Week (5-STARS Strong Buy, $1,350 PT). Highlighted for enviable positioning amidst data center power demand and broader electrification secular tailwinds.
2026-04 AI Infra Beneficiary: Identified by CFRA as a top primary beneficiary of AI datacenter buildouts given grid equipment constraints.

Investment risks / red flags

⚠️ Offshore Wind Turnaround: The Wind segment remains loss-making, requiring operational turnaround and disciplined contract execution.
⚠️ Supply Chain & Skilled Labor: Lead times for specialized electrical transformers and grid components remain elevated.

Market Data

Source: mkts.io · Sep 22, 2026, 18:00 UTC

Key Metrics

P/E (TTM)27.29

P/E (Fwd)37.65

Dividend0.21%

Beta0.97

52W High$1195.94

52W Low$530.16

Analyst Consensus

Buy

Strong Buy6Buy24Hold733 analysts

Consensus Target$1237.34

+29.9% upside

Calendar Events

Next EarningsOct 28, 2026

Ex-DividendJun 16, 2026

Dividend DateJul 14, 2026

Financials

Revenue$41.37B

Rev Growth21.90%

Earnings Growth32.80%

Gross Margin20.57%

Op Margin7.47%

Profit Margin23.04%

EBITDA$3.93B

ROA2.54%

ROE82.58%

Rev/Share$153.78

Total Cash$12.72B

Total Debt$3.72B

D/E Ratio28.36

Free Cash Flow$15.72B

Op Cash Flow$14.14B

Current Ratio0.85

Forward Estimates

Period	EPS Est	Rev Est
0q	4.18	$12.01B
+1q	6.48	$13.91B
0y	30.80	$46.28B
+1y	24.84	$52.74B

Earnings

Quarterly EPS

3Q2025

Est: 1.861.64Miss

4Q2025

Est: 3.2213.39Beat

1Q2026

Est: 2.0017.44Beat

2Q2026

Est: 3.182.47Miss

Annual

2023

Rev $0.00Earn -$438.00M

2024

Rev $34.94BEarn $1.55B

2025

Rev $38.07BEarn $4.88B

Rating Changes

10 total

Date	Firm	Action	To
Sep 15, 2026	Bernstein	reit	Outperform
Sep 14, 2026	GLJ Research	init	Sell
Jul 27, 2026	Mizuho	main	Neutral
Jul 23, 2026	Bernstein	main	Outperform
Jul 23, 2026	JP Morgan	main	Overweight
Jul 23, 2026	Morgan Stanley	main	Overweight