GE Vernova (GEV) Aperçu de l'action
GE Vernova Inc. est une entreprise du secteur de l'énergie qui fournit divers produits et services destinés à produire, transférer, orchestrer, convertir et stocker de l'électricité aux États-Unis, en Europe, en Asie, au Moyen-Orient et en Afrique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 2/6 |
| Performances passées | 5/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
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GE Vernova Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$1,070.99 |
| Plus haut sur 52 semaines | US$1,195.94 |
| Plus bas sur 52 semaines | US$520.00 |
| Bêta | 0.94 |
| Variation sur 1 mois | 14.69% |
| Variation sur 3 mois | 10.64% |
| Variation sur 1 an | 99.90% |
| Variation sur 3 ans | n/a |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | 715.99% |
Nouvelles et mises à jour récentes
Seeking Alpha • Jun 29
GE Vernova: A Significant Upside, No Room For Mistake
Summary GE Vernova Inc. is positioned at the tightest bottleneck in the AI-driven power infrastructure cycle, with unmatched exposure to gas turbines and transformers. GEV's Q1 2026 results highlight surging demand: 71% YoY order growth, a record $163 billion backlog, and strong pricing power with hardware capacity reserved through 2030. Recent Prolec GE acquisition and electrification orders ($7.1B in Q1 2026) reinforce GEV's strategic grid position and long-term growth visibility. I reiterate a Buy rating with a $1,338 price target (~28% upside), but caution that GEV is priced for perfection, leaving little room for execution missteps. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 22
GEV: AI Data Center Demand And Backlog Strength Will Support Balanced Returns
Analysts have raised their price target on GE Vernova to $1,211.72 from $861.62, citing updated assumptions that include adjusted discount rates, revenue growth, profit margin expectations, and a revised future P/E multiple. What’s in the News for GE Vernova GE Vernova reported Q1 2026 revenue of US$9.34b and earnings per share of US$1.98, with a 71% year over year rise in orders, a US$13b increase in backlog to US$163b, and raised 2026 revenue guidance to about US$44.5b to US$45.5b, supported by AI driven data center demand and stronger power and electrification segments.Article d’analyse • Jun 19
GE Vernova (GEV) Stock Could Be 5.5% Undervalued After Bernstein Starts Coverage
GE Vernova (GEV) is back in focus after Bernstein SocGen kicked off coverage with an Outperform rating, citing record backlogs, strong guidance, and heavy demand related to decarbonization and AI-driven data centers. See our latest analysis for GE Vernova. The recent analyst coverage has arrived on top of strong momentum, with GE Vernova’s share price returning 63.3% year to date and 30.4% over 90 days, while its 1 year total shareholder return of 127.0% reflects how investors have been...Recent updates
Seeking Alpha • Jun 29
GE Vernova: A Significant Upside, No Room For Mistake
Summary GE Vernova Inc. is positioned at the tightest bottleneck in the AI-driven power infrastructure cycle, with unmatched exposure to gas turbines and transformers. GEV's Q1 2026 results highlight surging demand: 71% YoY order growth, a record $163 billion backlog, and strong pricing power with hardware capacity reserved through 2030. Recent Prolec GE acquisition and electrification orders ($7.1B in Q1 2026) reinforce GEV's strategic grid position and long-term growth visibility. I reiterate a Buy rating with a $1,338 price target (~28% upside), but caution that GEV is priced for perfection, leaving little room for execution missteps. Read the full article on Seeking AlphaMise à jour du récit • Jun 22
GEV: AI Data Center Demand And Backlog Strength Will Support Balanced Returns
Analysts have raised their price target on GE Vernova to $1,211.72 from $861.62, citing updated assumptions that include adjusted discount rates, revenue growth, profit margin expectations, and a revised future P/E multiple. What’s in the News for GE Vernova GE Vernova reported Q1 2026 revenue of US$9.34b and earnings per share of US$1.98, with a 71% year over year rise in orders, a US$13b increase in backlog to US$163b, and raised 2026 revenue guidance to about US$44.5b to US$45.5b, supported by AI driven data center demand and stronger power and electrification segments.Article d’analyse • Jun 19
GE Vernova (GEV) Stock Could Be 5.5% Undervalued After Bernstein Starts Coverage
GE Vernova (GEV) is back in focus after Bernstein SocGen kicked off coverage with an Outperform rating, citing record backlogs, strong guidance, and heavy demand related to decarbonization and AI-driven data centers. See our latest analysis for GE Vernova. The recent analyst coverage has arrived on top of strong momentum, with GE Vernova’s share price returning 63.3% year to date and 30.4% over 90 days, while its 1 year total shareholder return of 127.0% reflects how investors have been...
Mise à jour du récit • 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.
Mise à jour du récit • 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).
Nouveau récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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 AlphaRendement pour les actionnaires
| GEV | US Electrical | US Marché | |
|---|---|---|---|
| 7D | -5.6% | -5.2% | -0.4% |
| 1Y | 99.9% | 58.2% | 18.4% |
Rendement vs Industrie: GEV a dépassé le secteur US Electrical qui a rapporté 58.2 % au cours de l'année écoulée.
Rendement vs marché: GEV a dépassé le marché US qui a rapporté 18.4 % au cours de l'année écoulée.
Volatilité des prix
| GEV volatility | |
|---|---|
| GEV Average Weekly Movement | 8.1% |
| Electrical Industry Average Movement | 12.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: GEV n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de GEV ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2023 | 78,000 | Scott Strazik | www.gevernova.com |
GE Vernova Inc. est une société d'énergie qui fournit divers produits et services qui génèrent, transfèrent, orchestrent, convertissent et stockent l'électricité aux États-Unis, en Europe, en Asie, au Moyen-Orient et en Afrique. La société opère à travers trois segments : Énergie, Énergie éolienne et Électrification. Le segment Énergie conçoit, fabrique et entretient des technologies gazières, nucléaires, hydroélectriques et à vapeur.
GE Vernova Inc. Résumé des fondamentaux
| GEV statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$289.43b |
| Bénéfices(TTM) | US$9.38b |
| Recettes(TTM) | US$39.38b |
30.7x
Ratio P/E7.3x
Ratio P/SLe site GEV est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| GEV compte de résultat (TTM) | |
|---|---|
| Recettes | US$39.38b |
| Coût des recettes | US$31.39b |
| Marge brute | US$7.99b |
| Autres dépenses | -US$1.39b |
| Les revenus | US$9.38b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Jul 22, 2026
| Résultat par action (EPS) | 34.89 |
| Marge brute | 20.28% |
| Marge bénéficiaire nette | 23.81% |
| Ratio dettes/capitaux propres | 17.0% |
Quelles ont été les performances à long terme de GEV?
Voir les performances historiques et les comparaisonsDividendes
0.2%
Rendement actuel des dividendes4%
Ratio de distributionLe site GEV verse-t-il des dividendes fiables ?
Voir GEV l'historique des dividendes et les indices de référence| GE Vernova dates des dividendes | |
|---|---|
| Date ex-dividende | Jun 16 2026 |
| Date de paiement du dividende | Jul 14 2026 |
| Jours jusqu'au dividende Ex | 24 days |
| Jours jusqu'à la date de paiement du dividende | 4 days |
Le site GEV verse-t-il des dividendes fiables ?
Voir GEV l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/08 20:20 |
| Cours de l'action en fin de journée | 2026/07/08 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
GE Vernova Inc. est couverte par 47 analystes. 36 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Benjamin Kallo | Baird |
| Christine Cho | Barclays |
| Julian Mitchell | Barclays |