GE Vernova: Road To $1,000 As Estimate Revisions Keep Climbing [Seeking Alpha]
GE Vernova Inc. (GEV)
Company Research
Source: Seeking Alpha
Notable examples include Redburn, which went from a Sell to Buy and lifted its target to $1,100 once the demand story became too obvious to ignore. Demand remains strong, with gas-turbine capacity largely sold out through 2028 and reports that even 2029-2030 slots are nearly gone. Wind segment remains a drag, expected to lose $400M EBITDA in 2026, while valuation is rich at 60x forward earnings. That said, as long as hyperscaler capex remains strong and grid bottlenecks persist, I am not overly concerned by GEV's rich multiple. A_Columbo/iStock Editorial via Getty Images Earlier this year, I released an article on GE Vernova ( GEV ) titled: "GE Vernova: The AI Power Bottleneck Trade Is Far From Over." Well, as proven by the January guidance, which validated the continuation of the upward estimate revision cycle of the This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no pl
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GEV
News
- GE Vernova Expands Nuclear And Wind Footprint In Evolving Power Mix [Yahoo! Finance]Yahoo! Finance
- Battle Royale: GE Vernova vs. First Solar. Only One Can Make You Rich. [Yahoo! Finance]Yahoo! Finance
- Construction finishes on a major offshore wind farm, the first during Trump's tenure [Los Angeles Times (CA)]Los Angeles Times
- GE Vernova (GEV) Selected to Supply 17 Wind Turbines for Fortore Wind Farm in Italy [Yahoo! Finance]Yahoo! Finance
- GE Vernova, Hitachi Exploring SMR Deployment in Southeast Asia [Yahoo! Finance]Yahoo! Finance
GEV
Earnings
- 1/29/26 - Beat
GEV
Sec Filings
- 3/3/26 - Form 4
- 3/3/26 - Form 4
- 3/3/26 - Form 4
- GEV's page on the SEC website