GE Vernova Inc.

NYSE:GEV 주식 리포트

시가총액: US$280.2b

GE Vernova 향후 성장

Future 기준 점검 2/6

GE Vernova (는) 각각 연간 7.2% 및 12.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 36.7% 로 예상됩니다.

핵심 정보

7.2%

이익 성장률

5.51%

EPS 성장률

Electrical 이익 성장17.9%
매출 성장률12.6%
향후 자기자본이익률36.67%
애널리스트 커버리지

Good

마지막 업데이트13 Jul 2026

최근 향후 성장 업데이트

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 Alpha
내러티브 업데이트 • 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.
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...
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.
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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 Alpha

이익 및 매출 성장 예측

NYSE:GEV - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202859,2129,0359,24010,24429
12/31/202751,9136,6416,9518,35136
12/31/202645,4988,4487,2498,72034
3/31/202639,3759,3757,5269,014N/A
12/31/202538,0684,8843,7104,987N/A
9/30/202537,6701,7042,4733,429N/A
6/30/202536,6151,1562,7083,576N/A
3/31/202535,7071,9363,3364,188N/A
12/31/202434,9351,5521,7002,583N/A
9/30/202434,4221,2652,7803,593N/A
6/30/202433,7611,1911,8642,699N/A
3/31/202433,677-2535951,432N/A
12/31/202333,239-4384421,186N/A
12/31/202229,654-2,736-627-114N/A
12/31/202133,006-633-2,237-1,660N/A

애널리스트 향후 성장 전망

수입 대 저축률: GEV 의 연간 예상 수익 증가율(7.2%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: GEV 의 연간 수익(7.2%)이 US 시장(18%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: GEV 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: GEV 의 수익(연간 12.6%)이 US 시장(연간 12.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: GEV 의 수익(연간 12.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: GEV의 자본 수익률은 3년 후 36.7%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/14 21:57
종가2026/07/14 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

GE Vernova Inc.는 48명의 분석가가 다루고 있습니다. 이 중 36명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Benjamin KalloBaird
Christine ChoBarclays
Julian MitchellBarclays