GE Vernova（GEV）株式概要
エネルギー会社であるGEバーノバ・インクは、米国、欧州、アジア、中東、アフリカにおいて、発電、送電、調整、変換、貯蔵を行う様々な製品やサービスの提供に従事している。 詳細
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GE Vernova Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$966.01 |
| 52週高値 | US$1,195.94 |
| 52週安値 | US$530.16 |
| ベータ | 1.03 |
| 1ヶ月の変化 | -10.46% |
| 3ヶ月変化 | -7.00% |
| 1年変化 | 59.41% |
| 3年間の変化 | n/a |
| 5年間の変化 | n/a |
| IPOからの変化 | 636.01% |
最新ニュース
Seeking Alpha • Aug 12
GE Vernova: Hard To See Much Upside With Expectations This High
Summary GEV is sitting right on two of AI's nastiest bottlenecks: power availability and grid equipment. The real question is how fast GEV can turn that backlog into capacity, revenue, and margins. The ~31% long-term EPS growth story looks doable through 2028, but the math gets much tougher once the easy margin expansion is behind it. The business still looks red hot, but at 28x 2028E earnings, the stock leaves very little room for anything less than near-perfect execution. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 09
GEV: AI Power Demand And Buybacks Will Support Fair Valuation
Analysts have trimmed their price expectations for GE Vernova, pointing to a slightly lower fair value estimate of about $933 compared with the prior figure near $957. This reflects updated views on revenue growth, profit margins and the future P/E multiple.Recent updates
Seeking Alpha • Aug 12
GE Vernova: Hard To See Much Upside With Expectations This High
Summary GEV is sitting right on two of AI's nastiest bottlenecks: power availability and grid equipment. The real question is how fast GEV can turn that backlog into capacity, revenue, and margins. The ~31% long-term EPS growth story looks doable through 2028, but the math gets much tougher once the easy margin expansion is behind it. The business still looks red hot, but at 28x 2028E earnings, the stock leaves very little room for anything less than near-perfect execution. Read the full article on Seeking Alphaナラティブ更新 • Aug 09
GEV: AI Power Demand And Buybacks Will Support Fair Valuation
Analysts have trimmed their price expectations for GE Vernova, pointing to a slightly lower fair value estimate of about $933 compared with the prior figure near $957. This reflects updated views on revenue growth, profit margins and the future P/E multiple.ナラティブ更新 • 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.
ナラティブ更新 • 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.分析記事 • 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...
ナラティブ更新 • 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.ナラティブ更新 • 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).
新しいナラティブ • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.株主還元
| GEV | US Electrical | US 市場 | |
|---|---|---|---|
| 7D | -7.9% | -8.1% | -2.1% |
| 1Y | 59.4% | 43.9% | 18.8% |
業界別リターン: GEV過去 1 年間で43.9 % の収益を上げたUS Electrical業界を上回りました。
リターン対市場: GEV過去 1 年間で18.8 % の収益を上げたUS市場を上回りました。
価格変動
| GEV volatility | |
|---|---|
| GEV Average Weekly Movement | 8.2% |
| Electrical Industry Average Movement | 13.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: GEV 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: GEVの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2023 | 78,000 | Scott Strazik | www.gevernova.com |
エネルギー会社であるGEバーノバ・インクは、米国、欧州、アジア、中東、アフリカにおいて、発電、送電、調整、変換、貯蔵を行う様々な製品やサービスの提供に従事している。同社は3つのセグメントを通じて事業を展開している：電力事業、風力事業、電化事業である。電力部門は、ガス、原子力、水力、蒸気技術の設計、製造、サービスを行っている。産業、政府、その他の顧客にサービスを提供している。風力部門は、陸上・洋上風力タービンやブレードなどの風力発電技術を提供している。電化部門では、グリッド・ソリューション、電力変換、電化ソフトウェア、太陽光・蓄電ソリューションなど、発電地から消費地までの送電、配電、変換、蓄電、オーケストレーションに必要な技術を提供している。同社は2023年に設立され、マサチューセッツ州ケンブリッジに本社を置いている。
GE Vernova Inc. 基礎のまとめ
| GEV 基礎統計学 | |
|---|---|
| 時価総額 | US$262.99b |
| 収益（TTM） | US$9.53b |
| 売上高(TTM) | US$41.37b |
27.0x
PER（株価収益率6.2x
P/SレシオGEV は割高か？
公正価値と評価分析を参照収益と収入
| GEV 損益計算書（TTM） | |
|---|---|
| 収益 | US$41.37b |
| 売上原価 | US$32.86b |
| 売上総利益 | US$8.51b |
| その他の費用 | -US$1.02b |
| 収益 | US$9.53b |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 35.78 |
| グロス・マージン | 20.57% |
| 純利益率 | 23.04% |
| 有利子負債／自己資本比率 | 19.5% |
GEV の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.2%
現在の配当利回り5%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/20 02:20 |
| 終値 | 2026/08/20 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
GE Vernova Inc. 36 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50
| アナリスト | 機関 |
|---|---|
| Benjamin Kallo | Baird |
| Christine Cho | Barclays |
| Julian Mitchell | Barclays |