GE Vernova Shares Drop 2.9% After Downgrade by BNP Paribas
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 27 2026
0mins
Source: seekingalpha
- Downgrade Impact: BNP Paribas Exane downgraded GE Vernova's rating from Buy to Neutral with a price target of $1,190, resulting in a 2.9% drop in share price during Monday's trading, reflecting market concerns over the company's future growth momentum.
- Growth Momentum Challenges: The analyst noted that with 90% of GE Vernova's gas turbine capacity contracted through the decade, the company will need customers to book projects not yet approved to sustain growth, indicating pressure on future order traction.
- Backlog Analysis: While GE Vernova's backlog appears solid and consists mainly of identifiable projects, the clarity of its international backlog is less certain, particularly as the ongoing conflict in the Middle East could delay Saudi contracts worth approximately $4 billion to $5 billion, impacting revenue expectations for 2025.
- Analyst Perspective: Analyst Moses Sutton emphasized that the downgrade should not be interpreted as bearish, describing it as a
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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: 906.790
Low
714.00
Averages
858.23
High
1087
Current: 906.790
Low
714.00
Averages
858.23
High
1087
About GEV
GE Vernova Inc. is engaged in the electric power industry, with products and services that generate, transfer, orchestrate, convert, and store electricity. 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. The 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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