GE Vernova (GEV) Aktienübersicht
GE Vernova Inc. ist ein Energieunternehmen, das in den Vereinigten Staaten, Europa, Asien, dem Nahen Osten und Afrika verschiedene Produkte und Dienstleistungen zur Erzeugung, Übertragung, Steuerung, Umwandlung und Speicherung von Strom anbietet. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 3/6 |
| Künftiges Wachstum | 2/6 |
| Vergangene Leistung | 5/6 |
| Finanzielle Gesundheit | 4/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
GEV Community Fair Values
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Analyst Price Targets
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GE Vernova Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$1,048.86 |
| 52-Wochen-Hoch | US$1,181.95 |
| 52-Wochen-Tief | US$479.04 |
| Beta | 1.05 |
| 1 Monat Veränderung | 3.62% |
| 3 Monate Veränderung | 19.54% |
| 1 Jahr Veränderung | 113.97% |
| 3 Jahre Veränderung | n/a |
| 5 Jahre Veränderung | n/a |
| Veränderung seit IPO | 699.13% |
Aktuelle Nachrichten und Updates
Seeking Alpha • 6h
GE Vernova: Never Chase A Stock, Even In An AI Power Boom
Summary GE Vernova is central to the energy market boom, benefiting from AI/data-center demand, grid upgrades, and turbine scarcity. GEV's backlog approaches $200B for 2028, with over 55% in services, supporting a 20% EBITDA margin and $24B+ free cash flow through 2028. Valuation is stretched at 215% above sector median P/E; GEV must continually beat consensus to justify its premium and avoid a reset. My rating is Hold: GEV's scarcity value is compelling, but current valuation offers no margin of safety for new capital deployment. Read the full article on Seeking Alpha
Narrativ-Update • Jun 06
GEV: Record Backlog And AI Data Center Demand Will Drive Stronger Future Returns
Narrative Update on GE Vernova The analyst price target for GE Vernova has been revised from $1,100.00 to $1,424.00. Analysts cited updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple as key drivers of the change.Recent updates
Seeking Alpha • 6h
GE Vernova: Never Chase A Stock, Even In An AI Power Boom
Summary GE Vernova is central to the energy market boom, benefiting from AI/data-center demand, grid upgrades, and turbine scarcity. GEV's backlog approaches $200B for 2028, with over 55% in services, supporting a 20% EBITDA margin and $24B+ free cash flow through 2028. Valuation is stretched at 215% above sector median P/E; GEV must continually beat consensus to justify its premium and avoid a reset. My rating is Hold: GEV's scarcity value is compelling, but current valuation offers no margin of safety for new capital deployment. Read the full article on Seeking AlphaNarrativ-Update • Jun 06
GEV: Record Backlog And AI Data Center Demand Will Drive Stronger Future Returns
Narrative Update on GE Vernova The analyst price target for GE Vernova has been revised from $1,100.00 to $1,424.00. Analysts cited updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple as key drivers of the change.
Narrativ-Update • May 23
GEV: Index Inclusion And Elevated P/E Will Sustain Overvaluation Risk
Analysts now see fair value for GE Vernova at $917.15, up from $881.32, reflecting updated assumptions for revenue growth of 11.78%, a profit margin of 10.90%, a discount rate of 9.75%, and a future P/E of 52.16x. What's in the News Blue Energy and GE Vernova announced a paired 2.5 GW nuclear and natural gas project that targets the world's first gas plus nuclear power plant, combining GE Vernova Hitachi Nuclear Energy's BWRX-300 small modular reactor with GE Vernova 7HA.02 gas turbines, with a final investment decision planned for 2027 and initial turbine delivery reserved for 2029 (Client Announcements).
Neues Narrativ • May 22
GE Vernova will shine with a projected profit margin boost of 23.8%
GE Vernova sits at the center of one of the most important industrial shifts of this decade: the explosive growth in electricity demand driven by AI data centers, electrification, and grid modernization. While many investors focus on semiconductor companies benefiting from AI, GE Vernova is effectively the “power infrastructure backbone” enabling the entire ecosystem.Narrativ-Update • May 04
GEV: Index Inclusion And Rich P/E Will Sustain Overvaluation Risk
Analysts have lifted their price target for GE Vernova by about $202 per share, citing updated assumptions for fair value, a slightly higher discount rate, and adjustments to revenue growth, profit margin, and future P/E expectations. What's in the News GE Vernova completed a share repurchase of 9,978,000 shares, representing 3.65% of the company, for a total of US$4,613.18m under the buyback announced on December 10, 2024.Analyseartikel • Apr 29
GE Vernova (NYSE:GEV) Is Posting Healthy Earnings, But It Is Not All Good News
After announcing healthy earnings, GE Vernova Inc.'s ( NYSE:GEV ) stock rose over the last week. However, we think that...Narrativ-Update • Apr 25
GE Vernova's earnings will soar to $4.2 billion by 2030
With their updated backlog and orders building daily. I believe GEV has a big run ahead.Narrativ-Update • Apr 20
GEV: Index Inclusion And Rich P/E Will Sustain Overvaluation Risk
Analysts have lifted their price target on GE Vernova from about $539 to roughly $679, citing updated assumptions around revenue growth, margins, and a higher future P/E multiple. What's in the News GE Vernova is being added to the S&P 100 index, which can affect how index funds and ETFs allocate to the stock (Key Developments).Narrativ-Update • Apr 06
GEV: Long Term Contracts And Index Inclusion Will Support Stronger Future Returns
Analysts have adjusted their price target on GE Vernova to $1,100 from $1,019, citing updated assumptions for revenue growth, profit margins, a lower discount rate, and a revised future P/E of 28.02x versus 31.71x previously. What's in the News GE Vernova is being added to the S&P 100 index, which can influence how index funds and large benchmarks gain exposure to the stock (Index Constituent Adds).
Narrativ-Update • Mar 23
GEV: Index Inclusion And Energy Contracts Will Support Balanced Long Term Returns
Analysts have raised their price target for GE Vernova to $861.62 from $819.92, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E, which together indicate a higher estimated fair value for the business. What's in the News GE Vernova is being added to the S&P 100 index, bringing the stock into a major benchmark followed by large institutional investors (Index Constituent Adds).Narrativ-Update • Mar 09
GEV: Long Term Equipment Contracts Will Support Stronger Future Returns
Analysts have lifted their price target on GE Vernova to $1,019, reflecting slightly updated assumptions on discount rate, revenue growth, profit margin, and future P/E that support a steady valuation framework. What's in the News OPC Energy agreed to purchase main equipment from GE Vernova for the Hadera 2 natural gas power project in Israel, covering gas and steam turbines, auxiliary systems, and a maintenance agreement.Narrativ-Update • Feb 23
GEV: Buybacks And Dividend Increase Will Support Stronger Future Returns
Analysts have raised their price target for GE Vernova to $1,019, reflecting updated assumptions for revenue growth, profit margins, a slightly higher discount rate, and a modestly lower future P/E multiple. What's in the News Maxim Power Corp.Narrativ-Update • Feb 09
GEV: Buybacks And Grid Projects Will Support Balanced Long Term Returns
Analysts have raised their price targets on GE Vernova, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E, which together support a higher implied valuation for the stock. What's in the News Onshore Wind business received 2025 orders to repower 1.1 GW of U.S. onshore wind turbines, using U.S. manufactured nacelles and drive trains from the Pensacola, Florida facility, with projects expected to reach commercial operation between 2026 and 2027 (Key Developments).Analyseartikel • Feb 08
After Leaping 25% GE Vernova Inc. (NYSE:GEV) Shares Are Not Flying Under The Radar
GE Vernova Inc. ( NYSE:GEV ) shares have continued their recent momentum with a 25% gain in the last month alone. The...Narrativ-Update • Jan 25
GEV: Expanded Buybacks And Dividend Growth Will Support Future Returns
Analysts have trimmed their price target on GE Vernova to reflect slightly lower fair value estimates and modestly softer assumptions for revenue growth, profit margins, and future P/E multiples, while also incorporating a somewhat higher discount rate. What's in the News GE Vernova and Seatrium won a consortium contract from TenneT to deliver major parts of BalWin5, a 2.2-gigawatt offshore HVDC grid connection linking German North Sea wind farms to the onshore grid.Narrativ-Update • Jan 11
GEV: Future Buybacks And Dividend Moves Will Mask Overvaluation Risk
Analysts have raised their price target on GE Vernova from US$448.08 to US$538.80, citing updated assumptions for revenue growth, profit margin, discount rate and future P/E. They view these updates as better reflecting the company’s potential risk and return profile.Narrativ-Update • Dec 27
GEV: Expanded Buybacks Will Drive Future Shareholder Returns
Analysts have raised their price target on GE Vernova to approximately 755 dollars from around 681 dollars. This reflects greater confidence in slightly lower discount rates along with stronger expected revenue growth, profit margins, and future valuation multiples.Narrativ-Update • Dec 13
GEV: Dividend Hike And Buybacks Will Drive Stronger Shareholder Returns
Analysts have raised their price target for GE Vernova from approximately $760.00 to about $927.34 per share, reflecting increased confidence in the company’s accelerating revenue growth, improving profit margins, and slightly higher justified valuation multiples. What's in the News Reaffirmed 2025 revenue guidance of $36 billion to $37 billion and introduced 2026 guidance of $41 billion to $42 billion, underscoring confidence in multi year growth visibility (Corporate guidance).Narrativ-Update • Dec 10
Investing in GE Vernova will see a 64.68x PE by 2030
$200 bln Backlog. Using AI to fuel growth with flat headcounts.Narrativ-Update • Nov 29
GEV: Share Repurchases And Taiwan Deal Will Drive Future Upside
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).Narrativ-Update • Nov 15
GEV: Share Buyback Momentum And Global Partnerships Will Drive Upside
Analysts have modestly reaffirmed their price target for GE Vernova at approximately $679 per share. They cite slight adjustments to the company’s discount rate and growth assumptions, but largely maintain their outlook based on stable profit margin forecasts and a consistent valuation multiple.Narrativ-Update • Oct 31
GEV: Rising Demand For Grid And Nuclear Solutions Will Drive Expansion
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.Narrativ-Update • Oct 17
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.Narrativ-Update • Oct 03
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.Narrativ-Update • Sep 15
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.Narrativ-Update • Aug 28
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.Analyseartikel • Jun 19
A Look At The Intrinsic Value Of GE Vernova Inc. (NYSE:GEV)
Key Insights GE Vernova's estimated fair value is US$470 based on 2 Stage Free Cash Flow to Equity GE Vernova's US$490...
Neues Narrativ • Mar 30
Modern Power Infrastructure And Decarbonization Will Open New Horizons
Investment in power and electrification driven by demand for reliable power, grid modernization, and decarbonization initiatives supports growth.Seeking Alpha • Mar 08
GE Vernova: Too Richly Valued At This Point
Summary GE Vernova, a spinoff from General Electric, focuses on electrification and decarbonization through Power, Wind, and Electrification segments, producing ~25% of global electricity. Despite a strong product portfolio, GEV's valuation is high with a P/E of 56.77 and EV/EBITDA of 35.12, making investment questionable. Power and Electrification segments show growth, but Wind faces profitability challenges, impacting overall financial stability and future growth prospects. Given the uncertain growth trajectory and financials, I rate GE Vernova a hold, despite its compelling energy solutions and potential in SMR technology by 2030. Read the full article on Seeking AlphaAktionärsrenditen
| GEV | US Electrical | US Markt | |
|---|---|---|---|
| 7D | 21.0% | 12.8% | 2.0% |
| 1Y | 114.0% | 76.2% | 23.3% |
Rendite im Vergleich zur Industrie: GEV übertraf die Branche US Electrical , die im vergangenen Jahr eine Rendite von 76.2 erzielte.
Rendite vs. Markt: GEV übertraf den Markt US, der im vergangenen Jahr eine Rendite von 23.3 erzielte.
Preisvolatilität
| GEV volatility | |
|---|---|
| GEV Average Weekly Movement | 7.4% |
| Electrical Industry Average Movement | 12.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: GEV hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: GEVDie wöchentliche Volatilität (7%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2023 | 78,000 | Scott Strazik | www.gevernova.com |
GE Vernova Inc. ist ein Energieunternehmen, das in den Vereinigten Staaten, Europa, Asien, dem Nahen Osten und Afrika verschiedene Produkte und Dienstleistungen zur Erzeugung, Übertragung, Steuerung, Umwandlung und Speicherung von Strom anbietet. Das Unternehmen ist in drei Segmenten tätig: Power, Wind und Electrification. Das Segment Power entwickelt, fertigt und wartet Gas-, Kern-, Wasser- und Dampftechnologien.
GE Vernova Inc.'s Grundlagenzusammenfassung
| GEV grundlegende Statistiken | |
|---|---|
| Marktanteil | US$263.98b |
| Gewinn(TTM) | US$9.38b |
| Umsatz(TTM) | US$39.38b |
30.1x
Kurs-Gewinn-Verhältnis 7.2x
Kurs-Umsatz-VerhältnisIst GEV zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| GEV Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$39.38b |
| Kosten der Einnahmen | US$31.39b |
| Bruttogewinn | US$7.99b |
| Sonstige Ausgaben | -US$1.39b |
| Gewinn | US$9.38b |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 34.89 |
| Bruttomarge | 20.28% |
| Nettogewinnspanne | 23.81% |
| Schulden/Eigenkapital-Verhältnis | 17.0% |
Wie hat sich GEV auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
0.2%
Aktuelle Dividendenrendite4%
AusschüttungsquoteZahlt GEV eine zuverlässige Dividende?
Siehe GEV Dividendenhistorie und Benchmarks| GE Vernova Dividendentermine | |
|---|---|
| Ex-Dividenden Datum | Jun 16 2026 |
| Datum der Dividendenzahlung | Jul 14 2026 |
| Tage bis Ex-Dividende | 3 days |
| Tage bis zum Datum der Dividendenzahlung | 25 days |
Zahlt GEV eine zuverlässige Dividende?
Siehe GEV Dividendenhistorie und BenchmarksUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/17 13:16 |
| Aktienkurs zum Tagesende | 2026/06/17 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
GE Vernova Inc. wird von 46 Analysten beobachtet. 36 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Benjamin Kallo | Baird |
| Julian Mitchell | Barclays |
| Sunaina Ocalan | Bernstein |