GE Vernova (GEV) Panoramica del titolo
GE Vernova Inc. è un'azienda che opera nel settore dell'energia e fornisce vari prodotti e servizi per la generazione, il trasferimento, l'orchestrazione, la conversione e lo stoccaggio di energia elettrica negli Stati Uniti, in Europa, Asia, Medio Oriente e Africa. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
GEV Community Fair Values
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Analyst Price Targets
Top Community Narratives
Concorrenti di GE Vernova Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$940.66 |
| Massimo di 52 settimane | US$1,181.95 |
| Minimo di 52 settimane | US$479.04 |
| Beta | 1.05 |
| Variazione di 1 mese | -10.35% |
| Variazione a 3 mesi | 13.69% |
| Variazione di 1 anno | 96.61% |
| Variazione a 3 anni | n/a |
| Variazione a 5 anni | n/a |
| Variazione dall'IPO | 616.69% |
Notizie e aggiornamenti recenti
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Nuova narrazione • 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.Seeking Alpha • May 14
GE Vernova: Why I Believe This Power Infrastructure Winner Has 60% Upside
Summary I am rating GE Vernova a Strong Buy because I believe the AI infrastructure trade is shifting from chips to electricity and sits inside that bottleneck through its portfolio. The main growth drivers are Power and Electrification. My model assumes 2028 Power EBITDA of $8Bn and 2028 Electrification EBITDA of $6.1Bn, helped by backlog growth, pricing and data-center demand. My price target is $1,717 per share implying a 60% potential upside. The PT is based on $13.7Bn of 2028 adjusted EBITDA and a 34x EBITDA multiple. The biggest risk is valuation compression if Power and Electrification growth disappoints. Still, I believe that the the risk-reward remains attractive. Read the full article on Seeking AlphaAggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...
Nuova narrazione • 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 AlphaSeeking Alpha • Jan 24
GE Vernova: A Generational Energy Investment Opportunity
Summary I rate GE Vernova a buy, driven by surging power demand from data centers, AI adoption, and electrification, positioning GEV to benefit from energy infrastructure investments. GEV's 4Q24 earnings were strong, with total revenue of $10.56 billion, 85% adj EBITDA growth, and double-digit adj EBITDA margins, despite challenges in the Wind segment. GEV is uniquely positioned to meet large-scale energy demands with its power generation, grid modernization, and renewable energy solutions, supported by a robust backlog and customer confidence. Read the full article on Seeking AlphaRendimenti per gli azionisti
| GEV | US Electrical | US Mercato | |
|---|---|---|---|
| 7D | 0.8% | 0.3% | 0.9% |
| 1Y | 96.6% | 71.3% | 24.5% |
Ritorno vs Industria: GEV ha superato il US Electrical che ha restituito 71.3 % nell'ultimo anno.
Rendimento vs Mercato: GEV ha superato il mercato US che ha restituito 24.5 % nell'ultimo anno.
Volatilità dei prezzi
| GEV volatility | |
|---|---|
| GEV Average Weekly Movement | 7.2% |
| Electrical Industry Average Movement | 12.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: GEV non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di GEV è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2023 | 78,000 | Scott Strazik | www.gevernova.com |
GE Vernova Inc. è un'azienda che opera nel settore dell'energia e fornisce vari prodotti e servizi per la generazione, il trasferimento, l'orchestrazione, la conversione e lo stoccaggio di energia elettrica negli Stati Uniti, in Europa, Asia, Medio Oriente e Africa. L'azienda opera attraverso tre segmenti: Energia, Eolico ed Elettrificazione. Il segmento Power progetta, produce e fornisce servizi per le tecnologie a gas, nucleari, idroelettriche e a vapore.
GE Vernova Inc. Riepilogo dei fondamenti
| GEV statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$252.77b |
| Utili (TTM) | US$9.38b |
| Ricavi(TTM) | US$39.38b |
27.0x
Rapporto P/E6.4x
Rapporto P/SGEV è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| GEV Conto economico (TTM) | |
|---|---|
| Ricavi | US$39.38b |
| Costo del fatturato | US$31.39b |
| Profitto lordo | US$7.99b |
| Altre spese | -US$1.39b |
| Utili | US$9.38b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 34.89 |
| Margine lordo | 20.28% |
| Margine di profitto netto | 23.81% |
| Rapporto debito/patrimonio netto | 17.0% |
Come si è comportato GEV nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.2%
Rendimento attuale del dividendo4%
Rapporto di remunerazioneGEV paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di GEV| GE Vernova date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jun 16 2026 |
| Data di pagamento dei dividendi | Jul 14 2026 |
| Giorni fino al dividendo Ex | 1 day |
| Giorni prima della data di pagamento dei dividendi | 29 days |
GEV paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di GEVAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/14 20:27 |
| Prezzo dell'azione a fine giornata | 2026/06/12 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
GE Vernova Inc. è coperta da 45 analisti. 35 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Benjamin Kallo | Baird |
| Julian Mitchell | Barclays |
| Ameet Thakkar | BMO Capital Markets Equity Research |