Update shared on 31 Oct 2025
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.
What's in the News
- Completed a share repurchase of 1,097,000 shares for $657.77 million between July 1, 2025 and September 30, 2025. This brings total buybacks to 6,279,000 shares for $2,243.5 million under the buyback announced December 10, 2024 (Company filing).
- Verizon Business and GE Vernova launched the MDS Orbit industrial wireless platform on Verizon's network, providing utilities with enhanced security and flexibility for managing electrical grid operations (Company announcement).
- Vattenfall shortlisted GE Vernova and Rolls-Royce SMR as suppliers for new modular nuclear reactors at the Varo Peninsula, with plans for up to five BWRX-300 reactors and a total output of around 1,500 MW (Client announcement).
Valuation Changes
- Fair Value has increased modestly from $672.71 to $678.93 per share.
- Discount Rate rose slightly from 8.97% to 9.01%.
- Revenue Growth projection has improved, climbing from 9.59% to 10.17%.
- Net Profit Margin is higher, moving up from 12.42% to 13.39%.
- Future P/E ratio has decreased from 38.09x to 33.65x, reflecting a lower valuation multiple.
Disclaimer
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