GE Vernova (GEV) 주식 개요
는 에너지 회사로 미국, 유럽, 아시아, 중동 및 아프리카에서 전기를 생성, 전송, 조율, 변환 및 저장하는 다양한 제품과 서비스를 제공하고 있습니다. 자세히 보기
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GE Vernova Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$1,152.04 |
| 52주 최고가 | US$1,195.94 |
| 52주 최저가 | US$511.50 |
| 베타 | 0.94 |
| 1개월 변동 | 23.40% |
| 3개월 변동 | 26.49% |
| 1년 변동 | 117.25% |
| 3년 변동 | n/a |
| 5년 변동 | n/a |
| IPO 이후 변동 | 777.74% |
최근 뉴스 및 업데이트
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
내러티브 업데이트 • 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.분석 기사 • 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 Alpha내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
새로운 내러티브 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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 Alpha주주 수익률
| GEV | US Electrical | US 시장 | |
|---|---|---|---|
| 7D | 4.5% | 1.0% | 0.8% |
| 1Y | 117.3% | 67.2% | 20.2% |
수익률 대 산업: GEV은 지난 1년 동안 67.2%의 수익을 기록한 US Electrical 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: GEV은 지난 1년 동안 20.2%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| GEV volatility | |
|---|---|
| GEV Average Weekly Movement | 7.9% |
| Electrical Industry Average Movement | 12.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: GEV는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: GEV의 주간 변동성(8%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2023 | 78,000 | Scott Strazik | www.gevernova.com |
에너지 회사인 GE 버노바는 미국, 유럽, 아시아, 중동 및 아프리카에서 전기를 생산, 전송, 조정, 변환 및 저장하는 다양한 제품과 서비스를 제공하고 있습니다. 이 회사는 세 가지 부문을 통해 운영됩니다: 전력, 풍력, 전기화 부문입니다. 전력 부문은 가스, 원자력, 수력 및 증기 기술을 설계, 제조 및 서비스합니다.
GE Vernova Inc. 기초 지표 요약
| GEV 기초 통계 | |
|---|---|
| 시가총액 | US$299.11b |
| 순이익 (TTM) | US$9.38b |
| 매출 (TTM) | US$39.38b |
33.0x
주가수익비율(P/E)7.9x
주가매출비율(P/S)GEV는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| GEV 손익계산서 (TTM) | |
|---|---|
| 매출 | US$39.38b |
| 매출원가 | US$31.39b |
| 총이익 | US$7.99b |
| 기타 비용 | -US$1.39b |
| 순이익 | US$9.38b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Jul 22, 2026
| 주당순이익(EPS) | 34.89 |
| 총이익률 | 20.28% |
| 순이익률 | 23.81% |
| 부채/자본 비율 | 17.0% |
GEV의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| GE Vernova 배당 일정 | |
|---|---|
| 배당락일 | Jun 16 2026 |
| 배당 지급일 | Jul 14 2026 |
| 배당락일까지 남은 일수 | 22 days |
| 배당 지급일까지 남은 일수 | 6 days |
GEV는 안정적으로 배당을 지급합니까?
GEV 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/06 19:55 |
| 종가 | 2026/07/06 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
GE Vernova Inc.는 47명의 분석가가 다루고 있습니다. 이 중 36명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Benjamin Kallo | Baird |
| Christine Cho | Barclays |
| Julian Mitchell | Barclays |