GEV investor day confirmed a high demand and earnings growth for the company through 2028 of over 30%. Electric turbines (gas, water, or nuclear) and grid expansion are strategic for AI and the data center buildout. The updated estimates and valuation lead to an increase in my YE26 price target to $907 with a longer-term $1,400 priced at 1.25x PEG.
GE Vernova (GEV) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
GE Vernova (GEV) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
| Independent Power and Renewable Electricity Producers Industry | Utilities Sector | Scott L. Strazik CEO | NYSE Exchange | 36828A101 CUSIP |
| US Country | 76,800 Employees | 5 Jan 2026 Last Dividend | - Last Split | - IPO Date |
GE Vernova LLC is a forward-thinking energy business company focused on the generation of electricity. Established in 2023, this company has quickly positioned itself as a key player in the energy industry, operating from its base in Cambridge, Massachusetts. GE Vernova operates across three main segments: Power, Wind, and Electrification, each serving a unique aspect of energy generation and distribution. This diversification allows GE Vernova to leverage various sources of energy and technological solutions to meet the growing demand for cleaner and more efficient energy solutions globally.
Power Segment: The power segment of GE Vernova LLC specializes in generating and selling electricity through a variety of means, including hydro, gas, nuclear, and steam power. By utilizing these diverse energy sources, GE Vernova can ensure a steady and reliable supply of electricity to meet the needs of its customers.
Wind Segment: This segment focuses on the manufacturing and sale of wind turbine blades, a core component in the generation of wind energy. Through innovation and quality manufacturing, GE Vernova aims to contribute significantly to the wind energy sector, supplying products that enhance the efficiency and reliability of wind turbines.
Electrification Segment: GE Vernova’s electrification segment is dedicated to providing a range of solutions aimed at the modernization and improvement of energy grids. This includes grid solutions, power conversion, solar, and storage solutions. With a focus on innovation and sustainability, this segment plays a crucial role in the transition towards more sustainable and efficient energy systems.