GE VERNOVA INC

GE VERNOVA INC

GE Vernova Inc (GEV) focuses on power, renewable energy and electrification solutions. It designs, manufactures and services gas and steam turbines, wind turbines, grid equipment and related software for utilities, industry and governments. The company’s scale and large installed base create recurring service revenue opportunities, while new equipment sales depend on project cycles and capital spending. Investors should know the business is capital‑intensive and exposed to supply‑chain dynamics, commodity prices and regulatory shifts tied to the energy transition. Financial performance can fluctuate with equipment delivery schedules and margin pressure during growth or restructuring phases. With a sizable market capitalisation, GEV is significant in its sector, but stock returns are not guaranteed and can be volatile. This summary is for educational purposes and not personal financial advice β€” investors should review up‑to‑date filings, consider their own risk tolerance and, if needed, seek professional advice.

Why It's Moving

GE VERNOVA INC

GEV Faces Analyst Warnings of 9% Downside Despite Recent Earnings Blowout and Dividend Boost

GE Vernova's shares dipped amid broader market jitters, even as analysts highlight a massive Q4 earnings beat with EPS of $13.39 crushing expectations of $2.99 and revenue topping forecasts at $10.96 billion. Investor focus sharpens on the company's surging backlog from data-center orders, signaling robust long-term demand for power equipment, though some see near-term risks pulling the stock lower.
Sentiment:
🐻Bearish
  • Q4 results smashed estimates with 12.8% net margins and 46.9% return on equity, underscoring operational strength in a high-demand energy sector.
  • Quarterly dividend hiked to $0.50, drawing income investors while highlighting cash flow confidence amid rising power infrastructure needs.
  • Public Sector Pension fund slashed its stake by 54.5% this week, amplifying downside concerns despite positive backlog growth from data centers.

When is the next earnings date for GE VERNOVA INC (GEV)?

GE Vernova (GEV) next earnings release is estimated for April 22, 2026, preceding the market open. This report will cover the first quarter of 2026 (Q1 2026) results. Note that estimates derive from historical patterns, as the date remains unconfirmed by company announcement post the prior Q3 2025 release on October 22, 2025.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying GE Vernova's stock, expecting it to rise closer to its target price.

Above Average

Financial Health

GE Vernova is producing solid revenue and cash flow, indicating a stable financial position.

Below Average

Dividend

GE VERNOVA INC's low dividend yield of 0.12% suggests limited returns for dividend-seeking investors. If you invested $1000 you would be paid $1.00 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring GEV

BRK B Stock (Berkshire Hathaway) for Nigerian Investors

BRK B Stock (Berkshire Hathaway) for Nigerian Investors

With growing interest in hedging against local economic volatility, Nigerian investors are increasingly looking to globally diversified US companies for stability. This basket offers exposure to Berkshire Hathaway alongside other leading US-listed conglomerates and market infrastructure firms that underpin global finance.

Published: September 26, 2025

Explore Basket
Trump's US$1 Trillion Gulf Deals

Trump's US$1 Trillion Gulf Deals

This carefully selected group of stocks and ETFs is positioned to benefit from President Trump's historic investment agreements with Gulf nations. Our analysts have identified companies that could see significant growth from these massive cross-border deals in technology, energy, and infrastructure.

Published: May 9, 2025

Explore Basket

Why You’ll Want to Watch This Stock

πŸ“ˆ

Energy transition play

Focus on power and renewables positions the company to participate in decarbonisation and grid upgrades, though project timing and policy shifts can affect outcomes.

⚑

Service backlog strength

A large installed base and long‑term service contracts can provide recurring revenue and cash flow, while margins may vary with equipment cycles and cost pressures.

🌍

Global industrial scale

Worldwide manufacturing and service footprint offers market diversification, balanced against exposure to supply‑chain, commodity and regulatory risks.

Why invest with Nemo?

Nemo Logo Fade
πŸ†“

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

πŸ”’

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

πŸ’°

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Frequently asked questions