Strong Earnings Reports from GE Vernova and Others
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy GEV?
Source: CNBC
- GE Vernova Earnings Highlight: GE Vernova reported fourth-quarter revenue of $10.95 billion, surpassing the consensus estimate of $10.2 billion, although adjusted EBITDA missed by $135 million; however, the Power and Wind segments exceeded expectations, demonstrating the company's resilience in the market.
- Upgraded Future Outlook: The gas power equipment backlog increased from 80 gigawatts to 83 gigawatts since the Investor Day, with management raising its outlook for 2026 and 2028, reflecting confidence in future growth.
- Starbucks Recovery Momentum: Starbucks saw a 4% increase in U.S. comparable sales driven by a 3% rise in transactions, indicating customer return; despite a slight miss in adjusted EPS, the CEO's emphasis on the
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Analyst Views on GEV
Wall Street analysts forecast GEV stock price to rise
24 Analyst Rating
20 Buy
4 Hold
0 Sell
Strong Buy
Current: 816.560
Low
714.00
Averages
858.23
High
1087
Current: 816.560
Low
714.00
Averages
858.23
High
1087
About GEV
GE Vernova Inc. is a purpose-built global energy company that includes Power, Wind, and Electrification segments and is supported by its accelerator businesses. It designs, manufactures, delivers, and services technologies to create a sustainable electric power system, enabling electrification and decarbonization. Power segment includes the design, manufacture, and servicing of gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. Wind segment includes its wind generation technologies, inclusive of onshore and offshore wind turbines and blades. Electrification segment includes grid solutions, power conversion and storage, and electrification software technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. Its accelerator business includes advanced research, consulting services and financial services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- AI Market Funding: Anthropic is set to close a $20 billion funding round, valuing the company at $350 billion, which is crucial for the AI sector as it supports cloud providers' infrastructure investments, ensuring sustained compute demand that drives growth in related industries.
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See More
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See More
