This summary was created by AI, based on 15 opinions in the last 12 months.
GE Vernova (GEV-N) has seen significant appreciation since its spin-off from General Electric last April, with some experts noting gains of around 160% to 200%. The company has a substantial order backlog of $13.2 billion, which provides a solid foundation for future growth despite recent earnings that fell short of expectations. Experts highlight the company's dual business model, with a balance of equipment and services strongly benefiting from the rising demand for energy solutions in data centers. While there are concerns about valuation, given its high P/E ratio of 50x, the overall sentiment leans towards optimism regarding continued growth driven by trends in electrification and power demand, especially from artificial intelligence applications. Given its cash flow and ongoing share buyback initiatives, GEV is frequently touted as the best of GE's recent spin-offs.
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, 14 stock analysts published opinions about GEV-N. 11 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.
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14 stock analysts on Stockchase covered GE Vernova In the last year. It is a trending stock that is worth watching.
On 2025-04-23, GE Vernova (GEV-N) stock closed at a price of $336.09.
Today they reported a strong quarter and positive full-year forecast despite the tariff turmoil and inflation. The stock is a good entry point now. They beat Q1 revenues.