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Shopify leads TSX to 25,000, Wall St. fadesThis summary was created by AI, based on 14 opinions in the last 12 months.
GE Vernova (GEV-N) has shown impressive growth, up 200% since its spinoff from GE last April. The company has a diverse business model, with revenues increasing by 5% year-over-year and a substantial backlog of orders, valued at $13.2 billion, highlighting strong demand for its equipment and services. While the recent earnings report showed a dip in EPS and a light free cash flow, experts believe there are positive indicators for the future, particularly in sectors such as data centers requiring energy solutions. Despite having exposure to nuclear power, GEV's strong cash flow and significant buyback announcement point to a solid financial footing, especially as the energy transformation accelerates towards 2050 fueled by AI. However, concerns around its high valuation at a PE of 50x remain a topic of discussion among analysts, with differing opinions on whether to buy or hold for the time being.
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.
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.
Has nuclear exposure, but little. It's expensive, but GEV has natural gas turbines connected to data centres, so it's solid.
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.
It sells on good news, and they're about to report. It attracts data centres, because they will generate nuclear power in 2030.
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.
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.
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.
She believes in electrification. Their free cash flow is positive and margins are expanding. There's room to run.
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.
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.
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, 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.
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.
12 stock analysts on Stockchase covered GE Vernova In the last year. It is a trending stock that is worth watching.
On 2025-02-11, GE Vernova (GEV-N) stock closed at a price of $371.33.
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.