Added to YB: 2026-02-03
Pitch date: 2026-01-31
GEV [neutral]
GE Vernova Inc.
+12.83%
current return
Author Info
No bio for this author
Company Info
GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa.
Market Cap
$220.4B
Pitch Price
$739.68
Price Target
N/A
Dividend
0.24%
EV/EBITDA
60.74
P/E
46.22
EV/Sales
5.61
Sector
Electrical Equipment
Category
growth
JRo's Notes: GE Vernova Q4:2025 Earnings
GEV (earnings): Strong Q4 with 9% organic growth, FCF doubled to $3.7B (10% margin). Prolec acquisition closing Feb 2 raises 2026 guidance: $44-45B revenue, $5-5.5B FCF. 2028 outlook up to $56B revenue, 20% EBITDA margins, $24B cumulative FCF. $150B backlog (up 50% from $100B in '22), 57% services. Gas power pricing up 10-20 pts vs backlog.