Added to YB: 2025-11-27
Pitch date: 2025-11-25
GEV [neutral]
GE Vernova Inc.
+15.47%
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 Americas, the Middle East, and Africa.
Market Cap
$169.7B
Pitch Price
$581.70
Price Target
N/A
Dividend
0.16%
EV/EBITDA
48.37
P/E
101.87
EV/Sales
4.36
Sector
Electrical Equipment
Category
growth
JRo's Notes: GE Vernova Q3:2025 Earnings
GEV (earnings): Q3 rev +12%, EBITDA margins +600bps YoY to drive toward 14% by 2028 vs 5.8% in 2024. $135B backlog (60% higher-margin services), 62GW gas turbine commitments growing to ~70GW by year-end. Acquiring remaining 50% of Prolec transformer JV at 14x EBITDA, 25% margins. Management raising 2028 guidance 3rd time since March '24 due to electrification orders +102% YoY. CEO Strazik sees 'generational opportunity' in global grid investment needs of $15.8T by 2050.