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GEV: Rising Demand For Grid And Nuclear Solutions Will Drive Expansion

Published
30 Mar 25
Updated
31 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
96.7%
7D
-0.5%

Author's Valuation

US$678.9314.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 31 Oct 25

Fair value Increased 0.92%

Narrative Update: Analyst Price Target for GE Vernova Increases Analysts have raised their price target for GE Vernova, increasing it from $672.71 to $678.93. They cite improving revenue growth and profit margins as key drivers for the upward revision.

Shared on 17 Oct 25

Fair value Increased 1.86%

Electrification And Decarbonization Will Expand Infrastructure Backlog

Analysts have raised their price target for GE Vernova from $660.45 to $672.71, citing modest improvements in projected revenue growth and profit margin, which support a higher valuation. What's in the News Verizon Business and GE Vernova announced that the MDS Orbit industrial wireless platform is now available on Verizon's network.

Shared on 03 Oct 25

Fair value Increased 3.45%

Electrification And Decarbonization Will Expand Infrastructure Backlog

Analysts have raised their price target for GE Vernova from $638.45 to $660.45, reflecting improved revenue growth and profit margin projections. These changes support a more optimistic outlook for the company.

Shared on 15 Sep 25

Fair value Decreased 2.11%

Electrification And Decarbonization Will Expand Infrastructure Backlog

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 on 28 Aug 25

Fair value Increased 1.23%

Electrification And Decarbonization Will Expand Infrastructure Backlog

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 on 15 Jul 25

Fair value Increased 62%

Electrification And Decarbonization Will Expand Infrastructure Backlog

Shared on 07 May 25

Electrification And Decarbonization Will Fuel Future Market Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 30 Apr 25

Fair value Decreased 4.90%

Electrification And Decarbonization Will Fuel Future Market Success

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

Shared on 23 Apr 25

Fair value Increased 3.34%

Electrification And Decarbonization Will Fuel Future Market Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 1.75%

Electrification And Decarbonization Will Fuel Future Market Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.51%

Electrification And Decarbonization Will Fuel Future Market Success

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 7.37%

Electrification And Decarbonization Will Fuel Future Market Success

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