Update shared on28 Aug 2025
Fair value Increased 1.01%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.
- GE Vernova is expanding its Pennsylvania manufacturing footprint with up to $100 million in new investments and 700 new jobs planned, within a broader $9 billion global capex and R&D program through 2028; the company also secured a major order for seven high-efficiency gas turbines for the Homer City Energy Campus.
- GE Vernova completed the repurchase of 5,182,000 shares (1.88% of shares outstanding) for $1.59 billion under its previously announced buyback program.
- The company is exploring the potential sale of its industrial software business, Proficy.
- GE Vernova was added to several Russell growth benchmarks (Russell 1000 Growth, Top 200 Growth, 3000 Growth, and 3000E Growth) and dropped from multiple value indexes (Russell 1000 Value, Top 200 Value, 3000 Value, and 3000E Value).
Valuation Changes
Summary of Valuation Changes for GE Vernova
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $644.26 to $650.75.
- The Future P/E for GE Vernova remained effectively unchanged, moving only marginally from 37.35x to 37.73x.
- The Discount Rate for GE Vernova remained effectively unchanged, at 8.60%.
Disclaimer
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