Jordan Blashek says A.I. will face pressure from rising capex spending and, more importantly, energy consumption.
GE Vernova (NYSE:GEV) is expected to report strong third quarter results, supported by continued growth in gas turbine orders, according to analysts at Bank of America. The firm forecasts $12.4 billion in third-quarter orders, representing a 1.33x book-to-bill ratio and roughly 3% above the $12 billion consensus.
Evaluate the expected performance of GE Vernova (GEV) for the quarter ended September 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
GE Vernova gears up for Q3 earnings release with an expected 408.6% EPS growth, backed by new software launches and gas power gains.
GE Vernova faces supply-chain strains, lower ROE, and slipping earnings estimates, making its premium valuation harder to justify.
SMR's small modular reactors breakthroughs and key partnerships give it an edge over GEV amid a booming nuclear energy market.
In the most recent trading session, GE Vernova (GEV) closed at $634.27, indicating a +1.41% shift from the previous trading day.
GE Vernova (GEV) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
GE Vernova (GEV) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
GE Vernova is rated a BUY, driven by surging electricity demand, robust order backlog, and strong pricing power. GEV's turnaround is accelerating, with EBITDA and cash earnings expected to triple by 2028, fueled by high-margin service contracts. The stock is valued attractively at 1x PEG, with a 2026 price target of $794 and potential for $1,300 by 2028 if margin targets are met.
A recent Buy upgrade from Melius Research has sharpened investor focus on GE Vernova NYSE: GEV, accompanied by a new, optimistic $740 price target. This signal from Wall Street is underpinned by a powerful catalyst transforming the energy sector: the explosive growth of artificial intelligence (AI).
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.