GE Vernova Attracts Investor Attention
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 04 2026
0mins
Source: Fool
- Significant Order Growth: GE Vernova's Power segment accounted for 55% of its orders in 2025, with organic order growth reaching 77% in Q4 2025, indicating strong market demand and business expansion potential.
- Strong Electrification Performance: Despite a 3% decline in Q1 2025, the Electrification segment achieved 50% organic growth in Q4 2025, reflecting robust demand in power grid optimization and automation services.
- Wind Segment Recovery: Although the Wind segment faced a 41% decline in orders in the first half of 2025, it rebounded to 53% growth in the second half, demonstrating the company's resilience in managing supply chain challenges and project delays.
- Optimistic Future Growth Outlook: GE Vernova anticipates its revenue will grow at a 14% CAGR to $56 billion by 2028, with adjusted EBITDA margins expanding from 8% to 20%, indicating long-term investment value in the AI-driven energy market.
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Analyst Views on GEV
Wall Street analysts forecast GEV stock price to fall
24 Analyst Rating
20 Buy
4 Hold
0 Sell
Strong Buy
Current: 894.780
Low
714.00
Averages
858.23
High
1087
Current: 894.780
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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- GE Vernova's Market Performance: Since its spin-off in 2024, GE Vernova's stock has surged nearly eightfold, with double-digit growth in its Power and Electrification orders in 2025 driven by the expansion of cloud and AI markets, highlighting its critical role in energy transition.
- Future Growth Potential: Analysts expect GE Vernova's revenue and adjusted EBITDA to increase at CAGRs of 15% and 55% from 2025 to 2028, and despite its enterprise value of $233 billion and a meager forward yield of 0.2%, its potential to meet future energy demands makes it a compelling investment for investors.
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- Long-Term Contract Benefits: Brookfield has secured long-term renewable power agreements with hyperscalers like Microsoft and Google, incorporating inflation escalators in contracts to maintain profitability amid inflation, thereby reinforcing its market position.
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- Demand-Driven Market Expansion: GE Vernova's Power and Electrification orders have seen double-digit growth over the past two years, driven by the expansion of cloud computing and AI markets, although its wind segment grows slower, the overall business will benefit from surging electricity demand.
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- Brief Market Rebound: Despite rising oil prices, stocks briefly turned positive due to reports of Iran drafting a plan with Oman to monitor the Strait of Hormuz, yet this rebound was short-lived, highlighting the fragility of market sentiment.
- Helium Supply Chain Disruption: The Wall Street Journal noted that the war has disrupted helium supply chains in Qatar, with Linde and Air Products identified as beneficiaries, although Linde faces challenges due to its smaller helium revenue share compared to Air Products.
- Upcoming Economic Data: While the stock market is closed for Good Friday, attention will turn to the March jobs report, with economists predicting an addition of 60,000 jobs and an unchanged unemployment rate of 4.4%, which will influence market expectations for economic recovery.
See More
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- Oil Price Surge: In March 2026, oil prices surged above $100 per barrel due to escalating tensions in the Middle East, where approximately 20% of global oil and gas supply transits through the Strait of Hormuz, raising concerns about supply stability and prompting energy markets to prioritize security.
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- Service Revenue Growth: In fiscal 2025, about 45% of GE Vernova's revenue came from services, with an $85 billion services backlog, enhancing the company's earnings visibility even amid macroeconomic uncertainties, underscoring its critical role in the global power market.
- Challenges for First Solar: First Solar reported $5.2 billion in revenue and 17.5 gigawatts in module shipments for fiscal 2025, but its contracted backlog declined from 68.5 gigawatts to 50.1 gigawatts, reflecting contract terminations and a more uncertain demand environment, highlighting vulnerability during market volatility.
See More
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- Oil Price Surge Impact: In March 2026, oil prices surged above $100 per barrel due to escalating tensions in the Middle East, affecting approximately 20% of global oil and gas supply, which has led energy markets to prioritize supply stability and security over cost considerations.
- Strong Performance by GE Vernova: In fiscal 2025, GE Vernova reported total orders of $59.3 billion and revenue of $38.1 billion, with an equipment backlog of $65 billion, and it anticipates reaching at least $200 billion in backlog in the coming years, highlighting its robust position in the power infrastructure sector.
- Significant Service Revenue Growth: Approximately 45% of GE Vernova's revenue in fiscal 2025 came from services, with a services backlog of about $85 billion, indicating strong earnings visibility even in uncertain macroeconomic conditions, thereby reinforcing its competitive edge in the market.
- Challenges for First Solar: Although First Solar achieved $5.2 billion in revenue and 17.5 gigawatts in module shipments in fiscal 2025, its contracted backlog declined from 68.5 gigawatts to 50.1 gigawatts, reflecting market demand uncertainty and sensitivity to financing conditions, revealing vulnerabilities in the current market environment.
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