This summary was created by AI, based on 15 opinions in the last 12 months.
GE Vernova, which has seen significant price appreciation since its spin-off from GE, is attracting attention for its potential in the energy sector, particularly related to data centers and natural gas turbines. While revenues have experienced modest growth, there are concerns about falling EPS and lighter free cash flow. The company boasts a strong backlog of orders, indicating solid growth prospects, particularly as demand for energy-efficient power solutions continues to escalate. Experts remain optimistic about future earnings potential, yet caution remains due to its high valuation metrics. The general sentiment leans towards holding or taking profits amid expectations of further upward movement if the company maintains its pricing power and effectively navigates the energy transformation landscape driven by AI.
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.
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
In the last year, 13 stock analysts published opinions about GEV-N. 10 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for GE Vernova.
GE Vernova was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for GE Vernova.
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.
13 stock analysts on Stockchase covered GE Vernova In the last year. It is a trending stock that is worth watching.
On 2025-04-01, GE Vernova (GEV-N) stock closed at a price of $315.64.
She's up 160%, so she trimmed it. It's fairly rich. Are better opportunities in data centres like Eaton. Would buy back GEV at better levels.