GE Vernova Shares Decline Ahead of Upcoming Investor Day.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 03 2025
0mins
Source: Barron's
- GE Vernova's Role: GE Vernova has emerged as an unexpected leader in AI, supplying equipment for data centers.
- Future Outlook: Investors are anticipating insights into the company's future prospects during an upcoming meeting with management.
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Analyst Views on GE
Wall Street analysts forecast GE stock price to fall
9 Analyst Rating
8 Buy
0 Hold
1 Sell
Strong Buy
Current: 377.520
Low
275.00
Averages
345.67
High
386.00
Current: 377.520
Low
275.00
Averages
345.67
High
386.00
About GE
General Electric Company, doing business as GE Aerospace, is a global aerospace propulsion, services, and systems company. It has an installed base of over 50,000 commercial and 30,000 military aircraft engines. Its segment includes Commercial Engines & Services and Defense & Propulsion Technologies. Commercial Engines & Services segment designs, develops, manufactures and services jet engines for commercial airframes, as well as business aviation and aeroderivative applications. Its services include maintenance, repair and overhaul of engines and the sale of spare parts and offers services under a variety of arrangements such as long-term service agreements, spare parts agreements or time and material contracts. Defense & Propulsion Technologies segment provides defense engines and critical aircraft systems and consists of Defense & Systems and Propulsion & Additive Technologies businesses. Its portfolio of brands includes Avio Aero, Unison, Dowty Propellers and Colibrium Additive.
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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- Earnings Growth: In Q1 2023, Palantir's earnings per share surged 154% year-over-year, with a 31% increase in customer count and total contract value reaching $2.41 billion, reflecting strong demand in the rapidly growing AI software market.
- Remaining Contract Value: By the end of Q1, Palantir's remaining deal value stood at an impressive $11.8 billion, nearly doubling from the previous year, which supports the company's ability to sustain triple-digit earnings growth rates in the coming year.
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- Price Target Outlook: According to 34 analysts, Palantir has a median 12-month price target of $200, suggesting a potential 55% upside from current levels, while the highest target of $255 indicates the stock could nearly double, showcasing market optimism about its future.
- Earnings Growth Potential: Palantir's earnings per share are expected to jump by 97% to $1.48 in 2026, although the 42% growth projection for 2027 indicates a significant slowdown; nonetheless, the 154% year-over-year increase in Q1 highlights strong demand for its AI software solutions driving performance improvements.
- Customer Base Expansion: In Q1, Palantir's customer count rose by 31%, with total contract value reaching $2.41 billion, up 61% year-over-year, indicating robust performance in customer spending and market demand, which is expected to support future triple-digit earnings growth rates.
See More
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- GE Aerospace Growth: In FY 2025, GE Aerospace reported nearly $45.9 billion in revenue, an 18.5% year-over-year increase, with net income around $8.7 billion and a net margin improvement from 16.9% in FY 2024 to 19%, indicating strong profitability and market demand.
- Lockheed Martin Stability: For FY 2025, Lockheed Martin achieved nearly $75.1 billion in revenue, reflecting a modest 5.7% growth, with net income close to $5 billion and a net margin of 6.7%, showcasing its ongoing stability in the defense sector.
- Order and Backlog Comparison: GE Aerospace's orders surged by 32% in FY 2025, pushing its backlog to nearly $190 billion, while the first quarter of FY 2026 saw an 87% increase in orders, highlighting its robust momentum in the commercial aviation market.
- Lockheed Martin Contract Advantage: Lockheed Martin secured a massive $35 billion government contract in 2025, and despite a slight decrease in backlog to $186 billion in Q FY 2026, it maintains a 5% sales growth outlook, demonstrating its strong competitive position in the defense market.
See More
Investment Comparison Between GE Aerospace and Lockheed Martin
- GE Aerospace Growth: In FY 2025, GE Aerospace reported nearly $45.9 billion in revenue, an 18.5% increase year-over-year, with net income around $8.7 billion and a net margin improvement from 16.9% in FY 2024 to 19%, indicating strong profitability and market demand.
- Lockheed Martin's Defense Edge: Lockheed Martin achieved approximately $75.1 billion in revenue for FY 2025, reflecting a modest 5.7% growth, with the F-35 program accounting for 27% of total sales, underscoring its dominant position in the defense sector.
- Order and Backlog Comparison: GE Aerospace saw a 32% increase in orders for FY 2025, pushing its backlog to nearly $190 billion, while the first quarter of FY 2026 experienced an 87% surge in orders, exceeding $210 billion, highlighting robust demand in the commercial aviation market.
- Defense Contracts and Market Outlook: Lockheed Martin secured a massive $35 billion THAAD interceptor contract in 2025, and despite a 13% year-over-year drop in net income for Q1 FY 2026, it maintains a full-year sales growth forecast of 5%, demonstrating ongoing competitiveness in the defense market.
See More
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- Surge in Power Infrastructure Demand: GE Vernova and nVent Electric have raised their 2026 earnings guidance amid booming AI application growth, indicating strong market demand that is expected to significantly enhance company performance.
- GE Vernova Order Backlog: The company currently boasts a $76 billion backlog, a substantial increase from $38 billion in sales for 2025, highlighting its rapidly strengthening market position in the AI data center sector.
- nVent Electric Sales Outlook Raised: Management has increased its 2026 organic sales growth forecast from 10%-13% to 21%-23%, reflecting robust performance in the next-generation data center market, particularly in liquid cooling solutions developed in collaboration with Nvidia.
- Positive Market Reaction: Despite trading at 38 and 37 times 2026 earnings estimates, the market has reacted positively to the potential earnings upgrades due to accelerating AI investments, demonstrating strong investor confidence in power solutions.
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