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 | 3/6 |
| 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$1,057.84 |
| Massimo di 52 settimane | US$1,195.94 |
| Minimo di 52 settimane | US$530.16 |
| Beta | 0.94 |
| Variazione di 1 mese | -4.68% |
| Variazione a 3 mesi | 6.71% |
| Variazione di 1 anno | 86.93% |
| Variazione a 3 anni | n/a |
| Variazione a 5 anni | n/a |
| Variazione dall'IPO | 705.97% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jul 11
GE Vernova Nuclear: Small Revenue Now But A Big Future
Summary GE Vernova is positioned as a leader in the nuclear renaissance, leveraging 65 years of experience and a robust global presence. GEV's BWRX-300 Small Modular Reactor is commercially contracted, with construction underway in Canada and strong prospects in Poland, the UK, and the US. Nuclear currently comprises 2.6% of GEV revenue, but SMR contracts could drive steady-state nuclear revenue to $2B/year, accelerating from 2026 onward. I rate GEV a buy, citing proven technology, early SMR commercialization, and significant growth potential in global nuclear demand. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 08
GEV: AI Power Supercycle And Index Flows Will Sustain Overvaluation Risk
Analysts have lifted their price target for GE Vernova to $956.55 from $917.15, citing updated assumptions for slightly lower discount rates, modestly higher revenue growth, and a marginal adjustment to future P/E and profit margin expectations. What's in the News Chevron and Microsoft agreed a 20 year natural gas power deal for Project Kilby in Texas, with GE Vernova and Caterpillar supplying gas turbines for a 2.67 gigawatt dedicated power plant that is designed to support AI focused data centers.Recent updates
Seeking Alpha • Jul 11
GE Vernova Nuclear: Small Revenue Now But A Big Future
Summary GE Vernova is positioned as a leader in the nuclear renaissance, leveraging 65 years of experience and a robust global presence. GEV's BWRX-300 Small Modular Reactor is commercially contracted, with construction underway in Canada and strong prospects in Poland, the UK, and the US. Nuclear currently comprises 2.6% of GEV revenue, but SMR contracts could drive steady-state nuclear revenue to $2B/year, accelerating from 2026 onward. I rate GEV a buy, citing proven technology, early SMR commercialization, and significant growth potential in global nuclear demand. Read the full article on Seeking AlphaAggiornamento narrativa • Jul 08
GEV: AI Power Supercycle And Index Flows Will Sustain Overvaluation Risk
Analysts have lifted their price target for GE Vernova to $956.55 from $917.15, citing updated assumptions for slightly lower discount rates, modestly higher revenue growth, and a marginal adjustment to future P/E and profit margin expectations. What's in the News Chevron and Microsoft agreed a 20 year natural gas power deal for Project Kilby in Texas, with GE Vernova and Caterpillar supplying gas turbines for a 2.67 gigawatt dedicated power plant that is designed to support AI focused data centers.
Aggiornamento narrativa • 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.Articolo di analisi • 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...
Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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.Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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.
Nuova narrativa • 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.Rendimenti per gli azionisti
| GEV | US Electrical | US Mercato | |
|---|---|---|---|
| 7D | 1.5% | -1.0% | -1.4% |
| 1Y | 86.9% | 49.3% | 17.4% |
Ritorno vs Industria: GEV ha superato il US Electrical che ha restituito 49.3 % nell'ultimo anno.
Rendimento vs Mercato: GEV ha superato il mercato US che ha restituito 17.4 % nell'ultimo anno.
Volatilità dei prezzi
| GEV volatility | |
|---|---|
| GEV Average Weekly Movement | 8.3% |
| Electrical Industry Average Movement | 12.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.2% |
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 ( 8% ) 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$284.26b |
| Utili (TTM) | US$9.38b |
| Ricavi(TTM) | US$39.38b |
30.3x
Rapporto P/E7.2x
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
Jul 22, 2026
| 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 remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/20 07:12 |
| Prezzo dell'azione a fine giornata | 2026/07/17 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 delle guide su come utilizzare i nostri report e dei 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 48 analisti. 36 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 |
| Christine Cho | Barclays |
| Julian Mitchell | Barclays |