GEV logo

GE Vernova Inc. Stock Price

NYSE:GEV Community·US$277.0b Market Cap
  • 5 Narratives written by author
  • 2 Comments on narratives written by author
  • 471 Fair Values set on narratives written by author

GEV Share Price Performance

US$1,049.42
424.15 (67.83%)
US$1,269.77
Fair Value
US$1,049.42
424.15 (67.83%)
17.4% undervalued intrinsic discount
US$1,269.77
Fair Value
Price US$1,049.42
prajeesh US$1,269.77
AnalystConsensusTarget US$1,211.72
lexdrew1 US$1,174.89

GEV Community Narratives

Fair Value
·
Fair Value US$1.27k 17.4% undervalued intrinsic discount

GE Vernova will shine with a projected profit margin boost of 23.8%

3users have liked this narrative
0users have commented on this narrative
42users have followed this narrative
·
Fair Value US$1.21k 13.4% undervalued intrinsic discount

GEV: Rising Demand For Grid And Nuclear Solutions Will Drive Expansion

1users have liked this narrative
1users have commented on this narrative
170users have followed this narrative
Fair Value
·
Fair Value US$1.17k 10.7% undervalued intrinsic discount

GE Vernova revenue will grow by 13% with a future PE of 64.7x

0users have liked this narrative
0users have commented on this narrative
28users have followed this narrative
US$1.17k
10.7% undervalued intrinsic discount
Fair Value
Revenue
25.22% p.a.
Profit Margin
5.42%
Future PE
64.68x
Price in 2031
US$1.71k
US$1.27k
17.4% undervalued intrinsic discount
Fair Value
Revenue
12.61% p.a.
Profit Margin
23.81%
Future PE
29.92x
Price in 2031
US$2.02k
US$1.21k
13.4% undervalued intrinsic discount
Revenue
15.67% p.a.
Profit Margin
16%
Future PE
42.07x
Price in 2029
US$1.59k
US$1.42k
26.3% undervalued intrinsic discount
Revenue
19.96% p.a.
Profit Margin
18.59%
Future PE
38.15x
Price in 2029
US$1.86k

Trending Discussion

No trending discussion available.

Updated Narratives

GEV logo

GE Vernova will shine with a projected profit margin boost of 23.8%

Fair Value: US$1.27k 17.4% undervalued intrinsic discount
42 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
GEV logo

GE Vernova's earnings will soar to $4.2 billion by 2030

Fair Value: US$1.17k 10.7% undervalued intrinsic discount
28 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative
GEV logo

GEV: AI Power Demand And Buybacks Will Support Fair Valuation

Fair Value: US$933.29 12.4% overvalued intrinsic discount
20 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Solid track record with adequate balance sheet.

2 Risks
4 Rewards

GE Vernova Inc. Key Details

US$41.4b

Revenue

US$32.9b

Cost of Revenue

US$8.5b

Gross Profit

-US$1.0b

Other Expenses

US$9.5b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
35.78
20.57%
23.04%
19.5%
View Full Analysis

About GEV

Founded
2023
Employees
78000
CEO
Scott Strazik
WebsiteView website
www.gevernova.com

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.

Recent GEV News & 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
Narrative Update 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

No updates