Update shared on15 Sep 2025
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.
- GE Vernova completed a share repurchase of 5,182,000 shares (1.88%) for $1.59 billion as part of its buyback plan.
- The company announced plans to invest up to $100 million and add 700 jobs in Pennsylvania over two years, including 250 new roles at its Charleroi facility and supplying 7HA.02 gas turbines to the 4.4 GW Homer City Energy Campus project.
- GE Vernova is reportedly exploring a sale of its industrial software unit, Proficy, with shares rising following the news.
- The company was added to several Russell Growth indices and dropped from Value counterparts, reflecting index reclassifications.
Valuation Changes
Summary of Valuation Changes for GE Vernova
- The Consensus Analyst Price Target has fallen slightly from $652.19 to $638.45.
- The Future P/E for GE Vernova remained effectively unchanged, moving only marginally from 37.79x to 37.16x.
- The Consensus Revenue Growth forecasts for GE Vernova remained effectively unchanged, moving only marginally from 9.5% per annum to 9.4% per annum.
Disclaimer
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