Update shared on 29 Nov 2025
Fair value Increased 0.37%Analysts have raised their price target for GE Vernova from $678.93 to $681.43, citing improved forecasts in both revenue growth and profit margins.
What's in the News
- GE Vernova signed its first onshore wind repower upgrade agreement outside the United States, partnering with Taiwan Power Company to deliver 25 repower upgrade kits and a five-year operations and maintenance package in Taiwan (Key Developments).
- The repower project is set to begin with component delivery in Q4 2025, with installation continuing through 2026 and 2027. This project aims to help extend the life and performance of existing turbines (Key Developments).
- Since July 2025, GE Vernova repurchased 1,097,000 shares, bringing the total to 6,279,000 shares for $2,243.5 million under its share buyback program announced in December 2024 (Key Developments).
- GE Vernova and Verizon Business announced the availability of the GE Vernova MDS Orbit industrial wireless platform on Verizon’s network. This platform aims to enhance security and modernization for utility customers (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from $678.93 to $681.43.
- Discount Rate increased marginally from 9.03% to 9.04%.
- Revenue Growth forecast rose from 9.98% to 11.15%.
- Net Profit Margin improved modestly from 13.57% to 13.67%.
- Future P/E ratio decreased from 33.38x to 32.25x.
Disclaimer
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