GEV Share Price Performance
US$1,149.19
776.77 (208.57%)
33.4% overvalued intrinsic discount
US$861.62
Fair Value
Price US$1,149.19
AnalystConsensusTarget US$861.62
AnalystHighTarget US$1,100.00
lexdrew1 US$824.57
Fair ValueUS$861.62
Share Pricen/a
GE Vernova Inc. Stock Price
- 5 Narratives written by author
- 3 Comments on narratives written by author
- 350 Fair Values set on narratives written by author
GEV Community Narratives
AN
Fair Value
·Fair Value US$861.62 33.4% overvalued intrinsic discount
GEV: Rising Demand For Grid And Nuclear Solutions Will Drive Expansion
1users have liked this narrative
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145users have followed this narrative
AN
Fair Value
·Fair Value US$1.1k 4.5% overvalued intrinsic discount
Advanced Turbines And AI Will Power Enduring Renewable Infrastructure
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19users have followed this narrative
LE
Fair Value
·Fair Value US$1.17k 2.2% undervalued intrinsic discount
GE Vernova revenue will grow by 13% with a future PE of 64.7x
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19users have followed this narrative
GE Vernova revenue will grow by 13% with a future PE of 64.7x
Revenue Growth : GE Vernova is expected to grow its revenue by 13% , contributing to a total revenue of US$77 billion. Earnings Forecast : Estimated earnings for 2030 are US$4.2 billion , translating into a market capitalization of US$270.06 billion , based on a 64.68x price-to-earnings ratio.Read more
LE
US$1.17k
2.2% undervalued intrinsic discount
Fair Value
Revenue
25.22% p.a.
Profit Margin
5.42%
Future PE
64.68x
Price in 2031
US$1.71k
Trade Protectionism And Policy Uncertainty Will Hinder Market Access
Key Takeaways Rising geopolitical and policy risks threaten international market access, subsidy certainty, and demand stability, posing challenges to revenue growth and margin forecasts. Operational integration hurdles, rising competition, and input price volatility threaten profitability and the effectiveness of strategic investments in productivity enhancements.Read more
AN
US$678.97
69.3% overvalued intrinsic discount
Fair Value
Revenue
14.33% p.a.
Profit Margin
10.28%
Future PE
39.06x
Price in 2029
US$879.94
Advanced Turbines And AI Will Power Enduring Renewable Infrastructure
Key Takeaways Structural earnings and cash flow growth are set to exceed expectations due to robust backlog margins, recurring service revenue, and digital-driven margin expansion. Leadership in next-gen energy tech, combined with rising global energy demand, positions the company for substantial, durable revenue and order growth amid industry transformation.Read more
AN
US$1.1k
4.5% overvalued intrinsic discount
Fair Value
Revenue
21.2% p.a.
Profit Margin
19.42%
Future PE
28.02x
Price in 2029
US$1.42k
GEV: Rising Demand For Grid And Nuclear Solutions Will Drive Expansion
Key Takeaways Growing electrification and decarbonization demand is driving higher-margin orders and recurring service revenue, supporting sustained growth and greater earnings stability. Strategic investments in technology and capacity, plus robust grid and software solutions demand, strengthen operating leverage and enable future margin expansion.Read more
AN
US$861.62
33.4% overvalued intrinsic discount
Fair Value
Revenue
15.02% p.a.
Profit Margin
14.91%
Future PE
33.72x
Price in 2029
US$1.12k
Trending Discussion
Recently Updated Narratives
LE
GE Vernova's earnings will soar to $4.2 billion by 2030
Fair Value: US$1.17k 2.2% undervalued intrinsic discount
19 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
GEV: Index Inclusion And Rich P/E Will Sustain Overvaluation Risk
Fair Value: US$678.97 69.3% overvalued intrinsic discount
11 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
GEV: Long Term Contracts And Index Inclusion Will Support Stronger Future Returns
Fair Value: US$1.1k 4.5% overvalued intrinsic discount
19 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
GE Vernova Inc. Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
- 34.89
- 20.10%
- 23.81%
- 18.6%
About GEV
- Founded
- 2023
- Employees
- 78000
- CEO
- WebsiteView website
GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa. The company operates through three segments: Power, Wind, and Electrification. The Power segment designs, manufactures, and services gas, nuclear, hydro, and steam technologies. It serves industrial, government, and other customers. The Wind segment offers wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment provides grid solutions; power conversion; electrification software; and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was incorporated in 2023 and is headquartered in Cambridge, Massachusetts.
