Price (90d)
$1063.25Signal Score (90d)
85Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $38.07B | $4.88B | $17.92 |
| 2024 | $34.94B | $1.55B | $5.64 |
| 2023 | $33.24B | $-438.00M | $-1.61 |
| 2022 | $29.65B | $-2.74B | $-10.06 |
| 2021 | $33.01B | $-633.00M | $-2.33 |
Social Signal Score
Earnings
Wed, Oct 28(in 2 months)
Consensus estimate $4.15 per share
Typical surprise +25.7% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 22$2.47 vs $3.17miss
- Wed, Apr 22$17.44 vs $1.95beat
- Wed, Jan 28$13.39 vs $2.93beat
- Wed, Oct 22$1.64 vs $1.72miss
- Wed, Jul 23$1.86 vs $1.48beat
- Wed, Apr 23$0.91 vs $0.47beat
Estimates and results for GEV via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $26.38
- Implied price
- $949.79
- Return from $1,063
- -2.2% a year
To earn 15.0% a year on these assumptions you'd need to buy at $472.21 — -55.6% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 26 | 31 | 36 | 41 | 46 |
|---|---|---|---|---|---|
| -2.0% | -16.9% | -13.9% | -11.3% | -8.9% | -6.8% |
| 3.0% | -12.6% | -9.5% | -6.8% | -4.3% | -2.1% |
| 8.0% | -8.4% | -5.1% | -2.2% | 0.3% | 2.7% |
| 13.0% | -4.2% | -0.7% | 2.3% | 5.0% | 7.4% |
| 18.0% | 0.1% | 3.7% | 6.8% | 9.6% | 12.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (13)
- News (RSS)fool·1d ago·Neutral
Should Investors Take Profits in GE Vernova After Its Big Run? The stock has surged in the past couple of years, and management recently raised its full-year revenue guidance amid booming demand for its power equipment.
View source ↗ - News (RSS)yahoo·1d ago·Positive
Why GE Vernova (GEV) Is Emerging as an AI Power Winner
View source ↗ - 4chan /biz/biz·1d ago·Neutral
>>62592066 GEV ETN
View source ↗ - Newszacks.com·2d ago·Positive
Can GE Vernova's Strong Q2 Results Fuel Further Earnings Growth? GEV's Q2 results show accelerating growth, stronger margins and cash flow, with robust orders and a raised 2026 outlook.
View source ↗ - News (RSS)seekingalpha·2d ago·Positive
GE Vernova: I Can't Stop Buying This AI Power Stock
View source ↗ - Newsseekingalpha.com·2d ago·Positive
GE Vernova: I Can't Stop Buying This AI Power Stock GE Vernova is positioned as a core AI power play, benefiting from surging data center power demand and grid modernization needs. GEV's Power and Electrification segments drive robust growth, with management projecting $46B in revenue, up 21%, and 13% EBITDA margins by CY26. Backlog, a metric often ignored, has ballooned to $176B, with over $45B to be recognized in the next twelve months, reflecting strong demand from hyperscalers.
View source ↗ - Newsmarketbeat.com·3d ago·Neutral
GE Vernova's AI Power Boom Faces a Profit Test It doesn't make chips or software. The giant industrial company makes the turbines, grid equipment, and nuclear technology that help keep AI data centers running.
View source ↗ - News (RSS)seekingalpha·3d ago·Positive
GE Vernova: Why I'm Bullish On The Business But Patient On The Stock
View source ↗ - Newsseekingalpha.com·3d ago·Positive
GE Vernova: Rising Guidance Every Quarter, 2028 Looks Bright (Rating Upgrade) GE Vernova (GEV) is upgraded to buy as it consistently raises guidance and outperforms prior expectations. GEV's strong backlog, recurring high-margin services, and robust balance sheet underpin a conservative fair value estimate of $1,130 per share. The Power segment dominates revenue, while Electrification accelerates growth and Wind is positioned for a turnaround and margin expansion.
View source ↗ - Newsseekingalpha.com·3d ago·Positive
GE Vernova: Hard To See Much Upside With Expectations This High 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.
View source ↗ - 4chan /biz/biz·4d ago·Positive
>my overweight position on GEV saving my port Love this stock, simple as
View source ↗ - News (RSS)yahoo·4d ago·Neutral
GE Vernova (GEV) Wind Orders Rise Even As India Trims Doubts
View source ↗ - Newszacks.com·5d ago·Positive
Is GE Vernova Stock a Buy After Its 25.2% Six-Month Rally? GEV's strong orders, rising gas turbine demand and expanding manufacturing capacity are driving growth, but its premium valuation may warrant caution.
View source ↗