Update shared on 13 Dec 2025
Fair value Increased 22%Analysts have raised their price target for GE Vernova from approximately $760.00 to about $927.34 per share, reflecting increased confidence in the company’s accelerating revenue growth, improving profit margins, and slightly higher justified valuation multiples.
What's in the News
- Reaffirmed 2025 revenue guidance of $36 billion to $37 billion and introduced 2026 guidance of $41 billion to $42 billion, underscoring confidence in multi year growth visibility (Corporate guidance).
- Board doubled the quarterly dividend to $0.50 per share, payable February 2, 2026 to shareholders of record on January 5, 2026, signaling stronger cash generation and shareholder return focus (Dividend announcement).
- Increased share repurchase authorization by $4 billion to a total of $10 billion and has already bought back 6,279,000 shares, or about 2.29 percent of shares outstanding, under the existing program (Buyback updates).
- Pursuing additional inorganic growth, including the planned $5.3 billion Prolec GE acquisition funded with an equal mix of debt and cash, along with targeted vertical integration deals similar to the Woodward transaction (M&A and investment commentary).
- Secured its first onshore wind repower upgrade contract outside the United States with Taiwan Power Company for 25 turbine upgrades plus five year operations and maintenance, and expanded its MDS Orbit industrial wireless platform offering through Verizon's network to modernize utility grids (Client and strategic partnership announcements).
Valuation Changes
- Fair Value Estimate increased meaningfully from about $760 per share to approximately $927 per share, reflecting stronger growth and profitability assumptions.
- Discount Rate edged higher from roughly 8.6 percent to about 9.1 percent, indicating a modestly higher perceived risk profile or cost of capital.
- Revenue Growth rose from around 13.6 percent to roughly 15.7 percent, signaling stronger expectations for top line expansion.
- Net Profit Margin increased from about 14.4 percent to approximately 16.1 percent, pointing to improved operating leverage and efficiency in future years.
- Future P/E Multiple remained essentially stable, ticking up only slightly from about 32.9 times to roughly 33.0 times forward earnings.
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