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Investor Insights

This summary was created by AI, based on 13 opinions in the last 12 months.

Experts have mixed opinions on GE Vernova (GEV-N) stock. Some see it as a strong player in the energy and power plant industry, with potential for growth due to its connection to data centres and AI. Others are more cautious, citing concerns about valuation and uncertainties surrounding the company's performance. Overall, the stock appears to have potential but also carries some risks.

Consensus
Mixed
Valuation
Fair Value
BUY ON WEAKNESS
GE Vernova

 Is up 200% since spinning off from GE last April. Nuclear power is a small part of their business and it will take years to pay off. But they have a strong backlog of orders a record $13.2 billion worth; revenues are up a solid 5% YOY, but EPS fell far short. Free cash flow as a little light. Their business is 50/50 equipment and services; they sell equipment which they then service for years, which is a great setup. The equipment backlog is up 50% in the past two years, largely from price increases and customs have no choice but to pay off. So headline numbers in their recent earnings were disappointing, but their backlog numbers are phenomenal. If they can maintain their pricing power, then shares will continue to rise.

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BUY
GE Vernova

It reports Wednesday. Data centres are red hot and need energy and power plants, which they will need from GEV. GEV had a good 2024 and should have a good 2025.

0
HOLD
GE Vernova
Sell this to buy GEHC?

No. Stock's moving up on the electrical plays that are being talked about across the world. One of the major suppliers of equipment all along the chain. Massive demand. Likes this play, would continue to hold. If you want to take a bit of profit, that's OK.

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BUY
GE Vernova

Has nuclear exposure, but little. It's expensive, but GEV has natural gas turbines connected to data centres, so it's solid.

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BUY
GE Vernova

Wind and solar power aren't enough to power the energy-hungry data centres that gen AI needs. Rather, natural gas is the baseload--nat gas will power gen AI. GEV has huge cash flow. They just announced a $6 billion buyback and a 25-cent dividend. GEV is the best of the GE spin-offs of years ago.

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BUY
GE Vernova

It sells on good news, and they're about to report. It attracts data centres, because they will generate nuclear power in 2030.

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PARTIAL BUY
GE Vernova

Is up 96% since GE spun it out. A winner, though not cheap. It's part of a secular theme of an energy transformation from now to 2050, fuelled by AI.

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BUY
GE Vernova

Is up 96% since GE spun it out. A winner, though not cheap. It's part of a secular theme of an energy transformation from now to 2050, fuelled by AI.

0
WATCH
GE Vernova

Don't rush out and buy. Typically, spinoffs don't have the easiest time out of the gate, jury's out on Vernova. Just hold the original GE for now.

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DON'T BUY
GE Vernova

It has done well, but trades at a pricey 50x PE. 

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BUY
GE Vernova

She believes in electrification. Their free cash flow is positive and margins are expanding. There's room to run.

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BUY
GE Vernova

Great company for exposure on nuclear energy. Would recommend buying. 

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WATCH
GE Vernova

Recently started to take a look, but he's not ready to buy yet. Opportunity, even if topline business stays relatively flat, will come from margin improvement. Unique business. Beneficiary of power demand from data centres, hard to handicap the odds of upside right now.

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BUY ON WEAKNESS
GE Vernova

Produces electricity, his favourite spinoff from GE. Expectations of 30-40% annual growth for next couple of years. Will grow into valuation. Larry Culp did a fantastic job turning GE around. Priced aggressively.

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GE Vernova(GEV-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 10

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 12

Stockchase rating for GE Vernova is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

GE Vernova(GEV-N) Frequently Asked Questions

What is GE Vernova stock symbol?

GE Vernova is a American stock, trading under the symbol GEV-N on the New York Stock Exchange (GEV). It is usually referred to as NYSE:GEV or GEV-N

Is GE Vernova a buy or a sell?

In the last year, 12 stock analysts published opinions about GEV-N. 10 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for GE Vernova.

Is GE Vernova a good investment or a top pick?

GE Vernova was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for GE Vernova.

Why is GE Vernova stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is GE Vernova worth watching?

12 stock analysts on Stockchase covered GE Vernova In the last year. It is a trending stock that is worth watching.

What is GE Vernova stock price?

On 2025-01-23, GE Vernova (GEV-N) stock closed at a price of $437.71.