GEV logo

GE Vernova Inc. Stock Price

NYSE:GEV Community·US$254.8b Market Cap
  • 5 Narratives written by author
  • 2 Comments on narratives written by author
  • 501 Fair Values set on narratives written by author

GEV Share Price Performance

US$942.10
339.79 (56.41%)
US$1,269.77
Fair Value
US$942.10
339.79 (56.41%)
25.8% undervalued intrinsic discount
US$1,269.77
Fair Value
Price US$942.10
prajeesh US$1,269.77
AnalystConsensusTarget US$1,211.72
AnalystLowTarget US$970.32

GEV Community Narratives

Fair Value
·
Fair Value US$1.27k 25.8% 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
53users have followed this narrative
·
Fair Value US$1.21k 22.3% 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
182users have followed this narrative
·
Fair Value US$970.32 2.9% undervalued intrinsic discount

Trade Protectionism And Policy Uncertainty Will Hinder Market Access

1users have liked this narrative
0users have commented on this narrative
21users have followed this narrative
US$1.17k
19.8% 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
25.8% 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
22.3% undervalued intrinsic discount
Revenue
15.67% p.a.
Profit Margin
16%
Future PE
42.07x
Price in 2029
US$1.59k
US$1.42k
33.8% 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 25.8% undervalued intrinsic discount
53 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 19.8% 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 Nuclear Projects Will Support Fair Pricing

Fair Value: US$970.32 2.9% undervalued intrinsic discount
21 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative

Snowflake Analysis

Solid track record and good value.

2 Risks
5 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 6h

GE Vernova: The Grid-And-Gas Bottleneck Is Becoming A Margin Flywheel

Summary GE Vernova Inc. earns a Buy rating due to its dual exposure to Power and Electrification, capitalizing on surging electricity and data center demand. GEV’s integrated model, robust backlog, and customer-funded capacity expansion drive margin improvement and position it for strong earnings growth. Electrification segment, bolstered by full Prolec GE ownership, is poised for mid-teens growth and premium margins, with data center orders already doubling last year’s total. GEV stock valuation is rich but justified by visibility, service economics, and scarcity premium; upside depends on exceeding margin targets and sustaining backlog conversion. Read the full article on Seeking Alpha
Narrative Update Aug 23

GEV: AI Power Demand And Nuclear Projects Will Support Fair Pricing

Analysts have nudged their price target for GE Vernova higher, citing a fair value estimate shift from about $933.29 to $970.32, along with modest adjustments to discount rate, revenue growth, profit margin and future P/E assumptions. What’s in the News for GE Vernova GE Vernova reported second quarter revenue of US$11.1b, with the Power segment orders up 134% organically and Electrification up 66%.

Recent updates

No updates