GE Vernova Inc. (GEV)
GE Vernova: Valuation Down & Fundamentals Up—A Recipe for Success
GE Vernova NYSE: GEV has been electrifying the world and the stock market in 2025. Shares are up nearly 80% year-to-date.
GE Vernova: Don't Pay Tech Prices For Industrial Margins (Rating Downgrade)
GE Vernova Inc. stock is rated Sell due to extreme overvaluation despite strong market positioning and product mix. GEV's Q3 earnings were mixed, with strong revenue growth but a significant EPS miss and underperformance in the Wind segment. Valuation metrics are stretched, with a P/E of 141.2 and EV/EBITDA of 63.65, far exceeding peers and not justified by current growth.
GE Vernova's revenue beats by widest-ever margin, as electrification orders double
GE Vernova's stock rallies toward its first gain in seven sessions after quarterly orders and revenue blow past expectations.
GE Vernova (GEV) Misses Q3 Earnings Estimates
GE Vernova (GEV) came out with quarterly earnings of $1.64 per share, missing the Zacks Consensus Estimate of $1.78 per share. This compares to earnings of $0.35 per share a year ago.
GE Vernova Earnings Are Coming. The Company Must Clear a High Bar.
The company's products are essential for meeting AI computing's growing electricity demands.
2 Lesser-Known Stocks Powering the A.I. Revolution
The AI revolution seems to be picking up steam, even as some market strategists, economists, and stock analysts ring the alarm bell over extended valuations and the risks of things ending with a crash.
GE Vernova: I'm Loading The Truck Heading Into Q3 2025 Earnings
I initiate coverage of GE Vernova Inc. with a Strong Buy rating ahead of Q3 2025 earnings, due to robust power and electrification demand led by U.S. data centers and grid buildouts. Power margin hit 16.4% and electrification 14.6% in Q2, with electrification revenue projected to increase by 20% YOY in Q3. I believe this trend could persist well into 2026. From a visibility perspective, the power backlog reached 55 GW in Q2 and management guided upwards of 60 GW by year-end. Furthermore, electrification booked $3.3B of equipment orders (1.5× revenue).
Blashek: Energy "Bottleneck" to A.I.; GEV & MP Top Picks
Jordan Blashek says A.I. will face pressure from rising capex spending and, more importantly, energy consumption.
GE Vernova Power segment strength set to boost Q3 earnings: Bank of America
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.
Countdown to GE Vernova (GEV) Q3 Earnings: Wall Street Forecasts for Key Metrics
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.
How Should You Play GEV Stock Ahead of Q3 Earnings Release?
GE Vernova gears up for Q3 earnings release with an expected 408.6% EPS growth, backed by new software launches and gas power gains.
