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Provides energy infrastructure, turbines, and power generation solutions essential for powering AI data centers and high-performance computing facilities.
Snapshot
| Country |
USA
|
| Exchange | NYSE |
| AI Layer |
energy
|
| Category |
1.30 Gas Turbines & On-Site Generation
|
| Sentiment |
68.0% |
| USD Mkt Cap | 254.95B |
| USD Revenue | 41.37B |
| USD Net Income | 9.53B |
| P/E | 27.48 |
| fwd P/E | 37.82 |
| PEG | 1.85 |
| Price 3M | +2.7% |
| Price 6M | +18.4% |
| Price 1Y | +52.6% |
| Price 2Y | +344.3% |
| USD Share Price | 952.85 |
Price & Size
| Price |
957.27 USD |
| Market Cap |
254.95B USD |
| Shares Outstanding |
266.33M |
| Shares Float |
265.78M |
| 52w Low |
530.16 USD |
| 52w High |
1,195.94 USD |
| Avg Volume |
2.58M |
Valuation
| P/E (trailing) |
27.5x |
| P/E (forward) |
37.8x |
| P/B |
21.32x |
| Enterprise Value |
247.11B USD |
| Book Value / Share |
44.90 USD |
| PEG Ratio |
1.85x |
| P/S |
6.16x |
| EV / Revenue |
5.97x |
| EV / EBITDA |
62.93x |
Income
| Revenue |
41.37B USD |
| Revenue / Share |
153.78 USD |
| EBITDA |
3.93B USD |
| Net Income |
9.53B USD |
| EPS (trailing) |
34.84 USD |
| EPS (forward) |
25.31 USD |
Margins & Profitability
| Gross Margin |
20.6% |
| Operating Margin |
7.5% |
| Profit Margin |
23.0% |
| EBITDA Margin |
9.5% |
| Return on Equity |
82.6% |
| Return on Assets |
2.5% |
Growth
| Revenue Growth |
21.9% |
| Earnings Growth |
32.8% |
Cash & Debt
| Total Cash |
12.72B USD |
| Total Debt |
3.72B USD |
| Free Cash Flow |
15.72B USD |
| Operating Cash Flow |
14.14B USD |
| Debt / Equity |
0.28x |
| Current Ratio |
0.85x |
| Quick Ratio |
0.56x |
Dividend
| Rate |
2.00 USD |
| Yield |
0.2% |
| Payout Ratio |
5.7% |
| Ex-Date |
2026-06-16 |
Analyst Consensus
| Target (Mean) |
1,236.43 USD |
| Target (Median) |
1,250.00 USD |
| Target (High) |
1,450.00 USD |
| Target (Low) |
940.00 USD |
| Recommendation |
buy |
| # Analysts |
33 |
Sentiment 68.0%
as of Sep 11, 2026
Positive drivers
GE Vernova benefited from surging demand for energy infrastructure supporting AI data centers, leading to record turbine orders and a 12% stock gain. Positive analyst upgrades highlighted strong renewable project backlogs and margin expansion in the gas power segment. Strategic partnerships with hyperscalers boosted investor confidence in long-term growth.
Neutral / mixed
Broader energy sector volatility from fluctuating oil prices and interest rate expectations created mixed trading patterns. Regulatory approvals for new wind projects remained pending in key markets, introducing some uncertainty. Earnings beat estimates but guidance was in line with consensus, limiting upside surprises.
Negative drivers
Supply chain disruptions in specialty components delayed several high-value deliveries, pressuring short-term revenue recognition. Increased competition from Siemens Energy and Chinese manufacturers weighed on market share perceptions. Macroeconomic concerns over potential recession risks tempered enthusiasm for capital-intensive energy stocks.
Bottom line
Overall sentiment for GEV remains moderately positive, driven by AI-related energy tailwinds outweighing execution and competitive headwinds in the 30-day window.