GE Vernova (GEV) Is Up 7.9% After Securing First International Wind Repowering Deal in Taiwan

• GE Vernova Inc. recently announced its first onshore wind repowering upgrade agreement outside the United States, partnering with Taiwan Power Company to supply 25 repower upgrade kits and provide five years of operations and maintenance services in Taiwan.
• This milestone marks a significant expansion of GE Vernova’s international presence and supports the modernization of Taiwan’s renewable energy infrastructure.
• We’ll explore how this first international wind repowering contract could influence GE Vernova’s investment narrative in the context of rising global energy demand.

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GE Vernova Investment Narrative Recap

To be a GE Vernova shareholder, one should believe in the long-term growth of global energy demand, especially in renewable infrastructure and power grid modernization. The Taiwan wind repowering contract is a milestone for GE Vernova’s international wind services, but it does not materially alter the short-term catalysts or the primary risk: lumpy infrastructure orders and uncertain offshore wind profitability still weigh most heavily on near-term performance.

Among recent announcements, GE Vernova’s selection by the Power Grid Corporation of India in May 2025 to supply high-voltage transformers also highlights the company’s efforts to expand its global footprint in energy infrastructure solutions. The expansion into international repowering projects, when considered alongside continued grid equipment contracts, reinforces how recurring long-term service agreements remain a core revenue and margin catalyst.

By contrast, investors should be aware that heavy dependence on large, lumpy projects may lead to revenue and profit volatility if order cycles or project timelines shift...

Read the full narrative on GE Vernova (it's free!)

GE Vernova's outlook anticipates $48.0 billion in revenue and $5.8 billion in earnings by 2028. This scenario requires a 9.5% annual revenue growth rate and a $4.6 billion increase in earnings from the current $1.2 billion.

Uncover how GE Vernova's forecasts yield a $678.93 fair value, a 13% upside to its current price.

Exploring Other Perspectives

The Simply Wall St Community shared 17 individual fair value opinions on GE Vernova, ranging widely from US$359.90 to US$760 per share. While project wins may boost confidence for some, uneven order flow and infrastructure reliance could keep company performance unpredictable, explore these varied perspectives to sharpen your view.

Explore 17 other fair value estimates on GE Vernova - why the stock might be worth as much as 27% more than the current price!

Build Your Own GE Vernova Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your GE Vernova research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free GE Vernova research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate GE Vernova's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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