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GEV.N Overview

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Intellectia

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High
845.290
Open
832.990
VWAP
817.69
Vol
2.27M
Mkt Cap
216.98B
Low
802.760
Amount
1.86B
EV/EBITDA(TTM)
77.36
Total Shares
269.53M
EV
209.25B
EV/OCF(TTM)
41.96
P/S(TTM)
5.83
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.
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Events Timeline

(ET)
2026-03-09
16:20:00
Major Averages Volatile Amid Oil Price Spike
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2026-03-09
12:10:00
Dow Jones Drops Over 400 Points Amid Oil Price Surge
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2026-02-09 (ET)
2026-02-09
07:30:00
Maxim Power Enters Gas Turbine Reservation Agreement with GE Vernova
select
2026-02-04 (ET)
2026-02-04
16:30:00
AMD Shares Drop After Quarterly Report Disappoints
select
2026-02-04
12:00:00
AMD Shares Drop After Quarterly Report Disappoints
select

News

Fool
6.5
13:06 PMFool
Comparing Long-Term Investment Potential: GE Vernova vs First Solar
  • GE Vernova Growth Performance: In 2025, GE Vernova achieved $59.3 billion in orders and $38.1 billion in revenue, supported by a $31.2 billion backlog, showcasing strong demand in AI and industrial electrification, with projected revenue growth to $44-$45 billion in 2026 despite a $400 million EBITDA loss in its wind segment.
  • Dividend and Buyback Strategy: GE Vernova recently doubled its dividend to $0.50 and authorized additional share repurchases, reflecting the company's confidence in future growth while enhancing shareholder returns, thereby attracting long-term investors.
  • First Solar Sales Growth: First Solar experienced a 24% increase in third-party module volume in 2025, with net sales rising from $4.2 billion to $5.2 billion, and despite a recent stock decline, it remains up 50% over the past 12 months, demonstrating its competitiveness in the solar market.
  • Policy Risk Impact: First Solar faces concerns over flat growth guidance for 2026, compounded by increased governmental policy risks, particularly with the shortening of the federal clean energy tax credit window, which may adversely affect its future performance and investor sentiment.
NASDAQ.COM
8.5
13:04 PMNASDAQ.COM
Comparing Long-Term Investment Potential: GE Vernova vs. First Solar
  • GE Vernova Performance Surge: In 2025, GE Vernova reported $59.3 billion in orders and $38.1 billion in revenue, supported by a backlog growth of $31.2 billion, showcasing strong growth driven by AI and industrial electrification, with revenue guidance for 2026 set at $44 billion to $45 billion.
  • Wind Business Challenges: Despite GE Vernova's overall strong performance, its wind segment is projected to incur $400 million in EBITDA losses in 2026, which could impact the company's profitability and necessitate strategic adjustments in its business model.
  • First Solar Sales Growth: First Solar achieved a $1 billion increase in net sales from $4.2 billion in 2024 to $5.2 billion in 2025, driven by a 24% rise in third-party module volume, although it faces policy risks and flat growth expectations for 2026, indicating its competitive position in the solar market.
  • Investor Considerations: While GE Vernova is viewed as the stronger growth stock, First Solar's robust balance sheet and cash flow remain noteworthy, especially amid increasing government policy risks, prompting investors to carefully evaluate the long-term investment potential of both companies.
seekingalpha
8.5
03-13seekingalpha
Cameco Shares Drop 6.4% Amid Slow Negotiations
  • Stock Decline: Cameco (CCJ) closed down 6.4% on Friday, marking its lowest point in two months, reflecting market concerns about the company's future prospects amid efforts to revive the nuclear industry.
  • Slow Negotiations: The sluggish pace of negotiations with Westinghouse has prompted the Trump administration to explore alternatives, which could impact Cameco's market position and future earnings potential.
  • Financing Discussions: The U.S. Department of Energy has recently held talks with executives from GE Vernova Hitachi Nuclear Energy and Korea Electric Power (KEP) to discuss potential financing options, which could pose direct competitive pressure on Cameco if these companies decide to compete with Westinghouse in building new large reactors.
  • Shareholder Structure Impact: With Cameco owning a 49% stake in Westinghouse, any failure to reach an agreement could diminish Cameco's influence in the nuclear market, thereby affecting its long-term strategy and financial performance.
Fool
8.5
03-11Fool
Nuclear Energy Resurgence: Investment Opportunities Analysis
  • Cameco's Market Position: As one of North America's largest suppliers of uranium and nuclear fuel products, Cameco boasts a robust asset base, including high-grade mines in Canada and the world's largest uranium refinery, with long-term contracts securing future revenue and enabling it to capture greater upside as uranium prices rise.
  • GE Vernova's Nuclear Business: GE Vernova incorporates small modular reactors in its power equipment, with its nuclear segment growing 24% last year and achieving over $1 billion in revenue, while the R&D expenses currently pressure overall margins, the long-term service contracts provide stable revenue streams.
  • BWX Technologies' Government Partnerships: BWX Technologies focuses on manufacturing specialized equipment and fuel for nuclear reactors, serving as a trusted contractor for the U.S. government, ensuring a steady revenue stream from defense contracts, while its rapidly growing commercial segment enhances its revenue potential.
  • Future of the Nuclear Industry: With a global surge in demand for clean and reliable baseload power, nuclear capacity is expected to triple by 2050, driving long-term investment value for companies like Cameco, GE Vernova, and BWX Technologies.
seekingalpha
8.5
03-11seekingalpha
GE Vernova Expands Gas Turbine Production Capacity Amid Rising Demand
  • Order Backlog Growth: GE Vernova anticipates its order backlog will reach $200 billion by 2028, indicating strong global demand for gas turbines, as CEO Scott Strazik highlighted in a Bloomberg interview, suggesting a clear pathway for substantial production increases over the next three years.
  • Production Capacity Enhancement: The company plans to ramp up manufacturing capabilities in Q3, with expectations to significantly boost gas turbine output in the coming years to meet the rising market demand, thereby reinforcing its market position in the energy sector.
  • AI-Driven Order Surge: The artificial intelligence boom is identified as a catalyst for increasing orders for GE Vernova's machines, with AI and data center-related orders comprising approximately 10% of its total bookings last year, likely to grow even larger by 2026, reflecting the positive impact of technological advancements on the market.
  • Optimistic Market Outlook: According to J.P. Morgan analysts, GE Vernova's pending orders totaled $150 billion in its 2025 financial results, viewed as an encouraging sign of continued visibility into demand, underscoring the company's significant role in the energy transition.
CNBC
6.5
03-10CNBC
AI Stocks Surge in Popularity Among Investors, BofA Reports
  • Investor Interest: Bank of America's analysis reveals that AI-related stocks have seen significant ownership increases among active U.S. equity mutual funds over the past year, indicating strong investor interest in this sector.
  • Palantir Leads: Palantir Technologies saw its ownership among active large-cap mutual funds surge from 7% last year to 32%, making it the fastest-growing company, reflecting its appeal in the defense tech sector.
  • Other Companies' Performance: Broadcom and GE Vernova registered ownership increases of approximately 16 percentage points, while fiber optic connector maker Amphenol and software firm AppLovin each climbed by about 12 percentage points, showcasing strong demand for these stocks.
  • Large Tech Platforms: Ownership breadth for major tech platforms like Meta Platforms and Netflix also rose, indicating that fund managers increasingly view AI as a key driver of future growth in areas such as advertising, content recommendation, and productivity tools.
Wall Street analysts forecast GEV.N stock price to rise
24 Analyst Rating
Wall Street analysts forecast GEV.N stock price to rise
20 Buy
4 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
714.00
Averages
858.23
High
1087
Current: 0.000
sliders
Low
714.00
Averages
858.23
High
1087
Rothschild & Co Redburn
Sell
to
Buy
upgrade
$560
AI Analysis
2026-03-09
Reason
Rothschild & Co Redburn
Price Target
$560
AI Analysis
2026-03-09
upgrade
Sell
to
Buy
Reason
Rothschild & Co Redburn upgraded GE Vernova to Buy from Sell with a price target of $1,100, up from $560. The firm says power and utilities demand and margins in both new equipment and service are far stronger than it expected. The analyst now expects "sharp upgrades to guidance" for both Siemens Energy and GE Vernova at the end of 2026 and probably 2027.
Erste Group
initiated
2026-03-05
Reason
Erste Group
Price Target
2026-03-05
initiated
Reason
Erste Group initiated coverage of GE Vernova with a Buy rating.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for GEV.N
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Valuation Metrics

The current forward P/E ratio for GE Vernova Inc (GEV.N) is 61.97, compared to its 5-year average forward P/E of 50.66. For a more detailed relative valuation and DCF analysis to assess GE Vernova Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
50.66
Current PE
61.97
Overvalued PE
61.01
Undervalued PE
40.31

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
28.00
Current EV/EBITDA
38.14
Overvalued EV/EBITDA
35.26
Undervalued EV/EBITDA
20.74

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.72
Current PS
4.60
Overvalued PS
3.88
Undervalued PS
1.56

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Frequently Asked Questions

What is GE Vernova Inc (GEV.N) stock price today?

The current price of GEV.N is 805.02 USD — it has decreased -3.26

What is GE Vernova Inc (GEV.N)'s business?

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.

What is the price predicton of GEV.N Stock?

Wall Street analysts forecast GEV.N stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GEV.N is858.23 USD with a low forecast of 714.00 USD and a high forecast of 1087 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is GE Vernova Inc (GEV.N)'s revenue for the last quarter?

GE Vernova Inc revenue for the last quarter amounts to 10.96B USD, increased 3.76

What is GE Vernova Inc (GEV.N)'s earnings per share (EPS) for the last quarter?

GE Vernova Inc. EPS for the last quarter amounts to 13.42 USD, increased 680.23

How many employees does GE Vernova Inc (GEV.N). have?

GE Vernova Inc (GEV.N) has 75000 emplpoyees as of March 15 2026.

What is GE Vernova Inc (GEV.N) market cap?

Today GEV.N has the market capitalization of 216.98B USD.