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Electrification And Decarbonization Will Expand Infrastructure Backlog

Published
30 Mar 25
Updated
15 Sep 25
AnalystConsensusTarget's Fair Value
US$638.45
3.2% undervalued intrinsic discount
15 Sep
US$617.91
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1Y
160.6%
7D
2.0%

Author's Valuation

US$638.5

3.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on15 Sep 25
Fair value Decreased 2.11%

GE Vernova’s consensus price target has been modestly reduced despite virtually unchanged future P/E and revenue growth forecasts, signaling only a slight decline in perceived fair value to $638.45. What's in the News Vattenfall shortlisted GE Vernova and Rolls-Royce SMR to supply modular nuclear reactors for the Varo Peninsula project in Sweden, potentially deploying five BWRX-300 (GE Vernova) reactors totaling ~1,500 MW.

Shared on28 Aug 25
Fair value Increased 1.23%

GE Vernova’s fair value estimate is essentially unchanged, as reflected by only marginal increases in both the consensus analyst price target and future P/E, with the discount rate steady at 8.60%. What's in the News Vattenfall has shortlisted GE Vernova and Rolls-Royce SMR as potential suppliers for new modular nuclear reactors at the Varo Peninsula, with a planned project output of around 1,500 MW and potential further expansion.

Shared on15 Jul 25
Fair value Increased 62%

Shared on07 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on30 Apr 25
Fair value Decreased 4.90%

AnalystConsensusTarget has decreased future PE multiple from 32.3x to 29.1x.

Shared on23 Apr 25
Fair value Increased 3.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 1.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 7.37%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.