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GEVGE Vernova Inc.
$1079.00$287.4B
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GE Vernova Inc. (GEV) Research Brief

Wall Street consensus, price target range, and equity research thesis

Buy29 Analyst Coverage
Consensus Target
$1256+16.4% Upside
Current: $1079.00
Analyst Range
Low $949High $1450
12-Month High/Low Spread
Ratings Mix
22 Buy·7 Hold·0 Sell
Earnings & Valuation
EPS Miss 22.1%
Forward P/E: 35.1x

Executive Summary & Research Take

Wall Street currently rates GEV buy with a 12-month price target of $1256 (+16.4% upside). The sections below cover the bull case, key risks, and latest earnings context for GE Vernova Inc..

Recent Analyst Actions

GEV Analyst Upgrades & Price Target Changes

1 of 1 analysts cut targets. Recent price target changes and ratings for GEV.

Updated Jun 2026
FirmActionRatingPrice Target
JefferiesCutBuy$1350$1210

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Analyst Research Summary

Investment Thesis: Bull Case & Risk Factors

A structured look at the bull case, the risks, and the most recent earnings execution for GEV.

Current setup

GEV missed estimates last quarter. Below are the key reasons analysts remain constructive and the risks that could change that view.

Bull Case

What keeps the long thesis intact

  • Surging Electrification DemandGEV's backlog has reached $163 billion, with orders growing 71% year-over-year, driven by AI data centers and grid modernization.
  • Strong Q1 Financial PerformanceIn Q1 2026, GEV exceeded earnings expectations and raised FY2026 revenue guidance to $44.5-45.5 billion, with free cash flow projected at $6.5-7.5 billion.
  • Significant Margin ExpansionThe Electrification segment is emerging as a primary growth engine, with Q1 2026 data center-related orders already surpassing the entirety of 2025.
  • Positive Analyst RatingsA majority of analysts maintain a 'Buy' or 'Strong Buy' rating, with Baird targeting $1,400 and Jefferies at $1,350, suggesting a median upside of over 17%.
  • Long-Term Growth OpportunitiesGEV is well-positioned to benefit from trends like energy transition, grid upgrades, and small modular reactors (SMRs).

Wall Street rates GEV buy, giving the bull case institutional backing from 29 analysts.

Watch Out For

What can break the setup quickly

  • High Valuation ConcernsGEV trades at a forward P/E ratio of approximately 37x, considered high for an industrial equipment maker, with a free cash flow yield of only 2.2%.
  • Wind Segment LossesThe Wind segment reported an EBITDA loss of $382 million in Q1 2026, with further pressure expected in the near term.
  • Execution Risks AheadChallenges include execution on long-cycle projects, tariff exposure estimated at $250-350 million in 2026, and potential pricing pressures.
  • External Dependency RisksRevenue growth in the power segment may be influenced by external factors like oil and gas regulations and price fluctuations.
  • Cautious Market SentimentSome analysts express caution, with BNP Paribas downgrading the stock to a 'hold' after its recent price surge.

Watch whether new negative commentary on GEV points to these structural risks or is simply reacting to short-term price moves.

GEV Earnings Reaction — What the Last Quarter Showed

Last Quarter

EPS
$2.47 vs $3.17 est.Miss 22.1%
Revenue
$11.1B vs $10.8B est.Beat 2.9%
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GEV — Frequently Asked Questions

Quick answers to the most common questions about buying GEV stock.

What is the analyst consensus on GEV?
Verdict

GEV has modest upside — analysts rate it "Buy" with a $1256 target, implying +16.4% from today's $1079.00. This is informational only — verify the data and consider your own risk tolerance before deciding.

What are recent analyst rating changes for GEV?
Timing

Timing depends on your horizon, but the data signals are: consensus rating "Buy" with +16.4% upside to the $1256 target. In the past 30 days, 1 of 1 covering analysts cut their price targets — a bearish signal.

What is the price target for GEV stock?
Price Target

GEV's consensus 12-month price target is $1256, set by 29 Wall Street analysts. The bull case high is $1450 and the bear case low is $949. From the current price of $1079.00, this implies +16.4% upside.

Is GEV overvalued or undervalued?
Valuation

GEV appears undervalued — the $1256 consensus target is +16.4% above today's $1079.00. It trades at a forward P/E of 35.1x. Targets range from $949 (bear) to $1450 (bull), reflecting different assumptions about growth and margins.

What were GEV's latest earnings results?
Earnings

GEV reports next quarter. Earnings-week moves are volatile — historically, analyst targets revise upward after a beat and downward after a miss. The current consensus is "Buy" with a $1256 target. Consider position sizing rather than going all-in pre-print.

What is the bull case for GEV?
Coverage

Of 29 analysts covering GE Vernova Inc. (GEV): 0 Strong Buy, 22 Buy, 7 Hold, 0 Sell, 0 Strong Sell — a "Buy" consensus. The 12-month price target is $1256 (range $949–$1450). Bullish analysts outnumber bearish by more than 2-to-1.

What are the risks of investing in GEV?
Risks

No analyst currently rates GEV a Sell, but the 7 Hold ratings reflect concerns about valuation, execution risk, or near-term catalysts. See the Bull vs. Risk cards above for the specific theses on GE Vernova Inc..

Financial Data & Software Notice: VCP Scanner is an educational financial research database and stock screening software platform. VCP Scanner does not generate, recommend, or package trade decisions, buy/sell signals, or personalized investment advice. Consensus ratings and price targets reflect aggregated third-party Wall Street analyst research from public SEC filings. See our Terms of Service and Privacy Policy.