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GEV

GE Vernova Inc.

GEV

NYSE·Utilities·Renewable Utilities·Mkt cap $304.8B

$1,113.11

-1.87%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$506.02 - $1,181.95

P/E

32.53

Fwd P/E

45.51

Beta

1.04

Div Yield

0.15%

Avg Vol

2.7M

Shares Out

268.7M

Mkt Cap

$304.8B

Price action

Price chart

Up 124.6% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • GE heritage and engineering expertise with established customer relationships and operational scale
  • Integrated portfolio spanning generation, transmission, and storage across renewable and traditional sources
  • Advanced technology capabilities in wind blade manufacturing and grid modernization solutions
  • Strategic positioning across the entire energy value chain from generation to electrification

Bear Case

2 risks

  • Average volatility.
  • High premium - requires strong execution

Growth

Strong growth ahead

Global renewable energy expansion and increasing wind power adoption

Value

High premium - requires strong execution

Momentum

Hot

+26.2% over 3m

Quality

Thin

Excellent business quality

Dividend

Token

0.15% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 21, 2026

Q2 26 RECAP

APR 22, 2026

Reported EPS of $17.44 vs $1.95 consensus (+794.4% surprise). Revenue of $9.3B vs $9.3B expected (+0.9%). Beat on both top and bottom lines.

EPS beat +794.4%
Rev beat +0.9%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+794.4%

Next: Apr 21, 2026

Revenue trend · last 8Q

+5%

+11%

+11%

+12%

+4%

+16%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$8.2B

$8.9B

$10.6B

$8.0B

$9.1B

$10.0B

$11.0B

$9.3B

Margins · last 8Q

Gross

19.1%

Operating

1.9%

Profit

50.8%

Wall Street consensus

19 analysts · 89% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

17

89%

Hold

2

11%

Sell

0%

Median Price Target

$1,300.00

+16.8% vs $1,113.11

Low $1,080.00
Median $1,300.00
High $1,400.00

Latest: Bernstein · Jun 16, 2026

11 analysts covering

vs Industry

How GEV stacks vs Renewable Utilities

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.