GEV

GE Vernova Inc

Jan 28 • 04:00PM ET

711.59

+18.89 2.73 %

Industrials • Specialty Industrial Machinery • USA • NYSE

Jan 28, 11:35 AMGE Vernova tops Q4 estimates with $11B revenue and $3.7B net income, doubles its dividend to $0.50, expands share repurchase authorization to $10B, cites a record $150B backlog, and raises guidance—2026 revenue to $44–$45B tied to the Prolec GE acquisition and 2028 to $56B revenue with at least $24B cumulative free cash flow; it also warns the Trump administration’s push to halt all U.S. offshore wind projects could adversely affect its wind division’s operations.

Peers: CWEN BEP NEE AES DUK XEL FSLR ENPH BE NPWR

| Held by: VTI VOO IVV SPY VUG XLI IWF MTUM IVW SCHG

Scroll to Statements

Index	S&P 500	P/E	39.96	EPS (ttm)	17.81	Insider Own	0.08%	Shs Outstand	271.32M	Perf Week	6.54%
Market Cap	193.07B	Forward P/E	33.81	EPS next Y	21.05	Insider Trans	-1.50%	Shs Float	271.12M	Perf Month	7.25%
Enterprise Value	185.34B	PEG	1.82	EPS next Q	1.66	Inst Own	78.67%	Short Float	2.40%	Perf Quarter	21.77%
Income	4.88B	P/S	5.07	EPS this Y	-23.64%	Inst Trans	-0.08%	Short Ratio	2.03	Perf Half Y	12.47%
Sales	38.07B	P/B	17.16	EPS next Y	55.89%	ROA	8.53%	Short Interest	6.52M	Perf YTD	8.88%
Book/sh	41.47	P/C	21.82	EPS next 5Y	18.54%	ROE	47.13%	52W High	731.00 -2.66%	Perf Year	115.63%
Cash/sh	32.61	P/FCF	52.03	EPS past 3/5Y	- -	ROIC	56.49%	52W Low	252.25 182.10%	Perf 3Y	-
Dividend Est.	1.63 (0.23%)	EV/EBITDA	75.01	Sales past 3/5Y	8.68% 3.63%	Gross Margin	20.09%	Volatility	4.69% 4.00%	Perf 5Y	-
Dividend TTM	1.25 (0.18%)	EV/Sales	4.87	EPS Y/Y TTM	220.77%	Oper. Margin	4.25%	ATR (14)	30.29	Perf 10Y	-
Dividend Ex-Date	Jan 05, 2026	Quick Ratio	0.73	Sales Y/Y TTM	8.93%	Profit Margin	12.83%	RSI (14)	63.48	Recom	1.83
Dividend Gr. 3/5Y	- -	Current Ratio	0.98	EPS Q/Q	663.22%	SMA20	7.20%	Beta	1.30	Target Price	793.28
Payout	4.24%	Debt/Eq	0.00	Sales Q/Q	3.73%	SMA50	11.11%	Rel Volume	1.81	Prev Close	692.70
Employees	76800	LT Debt/Eq	0.00	Earnings	Jan 28 BMO	SMA200	25.83%	Avg Volume	3.21M	Price	711.59
IPO	Mar 27, 2024	Option/Short	Yes / Yes	EPS/Sales Surpr.	360.38% 7.35%	Trades		Volume	5,776,324	Change	2.73%

Date	Action	Analyst	Rating Change	Price Target Change
Today	Reiterated	TD Cowen	Buy	$680 → $780
Jan-28-26	Initiated	China Renaissance	Buy	$966
Jan-09-26	Downgrade	Robert W. Baird	Outperform → Neutral
Dec-18-25	Upgrade	Jefferies	Hold → Buy
Dec-15-25	Initiated	Evercore ISI	Outperform	$860
Dec-11-25	Downgrade	Seaport Research Partners	Buy → Neutral
Dec-10-25	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$761
Dec-10-25	Upgrade	Oppenheimer	Perform → Outperform	$855
Oct-23-25	Reiterated	TD Cowen	Buy	$685 → $680
Oct-15-25	Downgrade	Rothschild & Co Redburn	Neutral → Sell	$475
Oct-01-25	Downgrade	RBC Capital Mkts	Outperform → Sector Perform	$605
Sep-15-25	Upgrade	Melius	Hold → Buy	$740
Jul-28-25	Downgrade	Mizuho	Outperform → Neutral	$670
Jul-28-25	Downgrade	Guggenheim	Buy → Neutral
Jul-25-25	Reiterated	TD Cowen	Buy	$390 → $685
Jul-10-25	Initiated	Seaport Research Partners	Buy	$630
Jul-07-25	Initiated	UBS	Buy	$614
Jun-13-25	Downgrade	Wolfe Research	Outperform → Peer Perform
May-29-25	Downgrade	Jefferies	Buy → Hold	$517
Apr-24-25	Reiterated	TD Cowen	Buy	$405 → $390

Show Previous Ratings

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10:07AM	GE Vernova Warns Efforts to Halt Offshore Wind Projects Could Hurt Operations (The Wall Street Journal)
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10:05AM	GE Vernova Bobs After Earnings. Guidance Boost Isnt Enough to Lift the Stock. (Barrons.com)
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GE Vernova, Inc. is a electric power industry. Its products and services generate, transfer, orchestrate, convert, and store electricity. The firm operates through the following segments: Power, Wind and Electrification. The Power segment includes design, manufacture, and servicing of gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment includes wind generation technologies, inclusive of onshore and offshore wind turbines and blades. The Electrification segment includes 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 founded November 09, 2021 and is headquartered in Cambridge, Massachusetts.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Parks Kenneth Scott	Chief Financial Officer	Dec 01 '25	Option Exercise	0.00	17,730	0	25,320	Dec 02 06:16 PM
Parks Kenneth Scott	Chief Financial Officer	Aug 26 '25	Sale	620.00	3,300	2,046,000	7,590	Aug 27 04:58 PM
Kenneth Parks	Officer	Aug 26 '25	Proposed Sale	620.00	3,300	2,046,000		Aug 26 04:50 PM
Jessica Uhl	Former Officer	Jun 23 '25	Proposed Sale	493.93	2,310	1,140,988		Jun 23 09:34 PM
Potvin Matthew Joseph	Chief Accounting Officer	May 14 '25	Option Exercise	145.22	3,678	534,109	5,564	May 16 07:23 AM
DONALD ARNOLD W	Director	May 14 '25	Option Exercise	0.00	1,329	0	1,329	May 16 07:18 AM
HUNDMEJEAN MARTINA	Director	May 14 '25	Option Exercise	0.00	1,329	0	1,542	May 16 07:18 AM
Reynolds Paula Rosput	Director	May 14 '25	Option Exercise	0.00	1,329	0	2,719	May 16 07:17 AM
Akins Nicholas K	Director	May 14 '25	Option Exercise	0.00	1,329	0	1,336	May 16 07:17 AM
MALAVE JESUS JR	Director	May 14 '25	Option Exercise	0.00	1,329	0	1,347	May 16 07:17 AM
Rucker Kim K.W.	Director	May 14 '25	Option Exercise	0.00	1,329	0	1,329	May 16 07:17 AM
ANGEL STEPHEN F	Director	May 14 '25	Option Exercise	0.00	1,329	0	2,613	May 16 07:17 AM
Strazik Scott	Chief Executive Officer	May 09 '25	Option Exercise	126.21	17,798	2,246,286	99,894	May 13 04:44 PM
Zingoni Maria Victoria	Chief Executive Officer, Power	Apr 28 '25	Sale	368.16	18,803	6,922,512	0	Apr 29 04:08 PM
Mary Victoria Zingoni	Officer	Apr 28 '25	Proposed Sale	368.16	18,803	6,922,512		Apr 28 04:53 PM
Baert Steven	Chief People Officer	Apr 03 '25	Option Exercise	0.00	8,504	0	9,754	Apr 04 05:22 PM
Gonzalez Rachel A	General Counsel	Apr 03 '25	Option Exercise	0.00	11,906	0	13,659	Apr 04 05:19 PM
Potvin Matthew Joseph	Chief Accounting Officer	Mar 01 '25	Option Exercise	0.00	2,867	0	2,693	Mar 04 08:32 PM
Parks Kenneth Scott	Chief Financial Officer	Mar 01 '25	Option Exercise	0.00	2,489	0	11,646	Mar 04 08:32 PM
Gonzalez Rachel A	General Counsel	Mar 01 '25	Option Exercise	0.00	2,489	0	2,489	Mar 04 08:32 PM
Abate Victor	Chief Executive Officer, Wind	Mar 01 '25	Option Exercise	0.00	1,778	0	5,254	Mar 04 08:32 PM
Strazik Scott	Chief Executive Officer	Mar 01 '25	Option Exercise	0.00	23,596	0	84,920	Mar 04 08:32 PM
UHL JESSICA R.	President	Mar 01 '25	Option Exercise	0.00	2,667	0	2,667	Mar 04 08:32 PM
Zingoni Maria Victoria	Chief Executive Officer, Power	Mar 01 '25	Option Exercise	0.00	8,524	0	21,032	Mar 04 08:31 PM
Baert Steven	Chief People Officer	Mar 01 '25	Option Exercise	0.00	1,778	0	1,778	Mar 04 08:31 PM
Zingoni Maria Victoria	Chief Executive Officer, Power	Feb 09 '25	Option Exercise	0.00	26,955	0	26,955	Feb 11 05:02 PM

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GEV

GE Vernova Inc

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