Added to YB: 2026-01-08
Pitch date: 2026-01-06
GEV [neutral]
GE Vernova Inc.
-3.45%
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
$184.7B
Pitch Price
$686.00
Price Target
N/A
Dividend
0.29%
EV/EBITDA
52.81
P/E
110.93
EV/Sales
4.76
Sector
Electrical Equipment
Category
growth
GE Vernova Notes
GEV (overview): Spun from GE Apr'24, powers 50% US electrons via 920GW gas turbine base. Sold out thru 2028, 80GW orderbook (50% backlog/reservations), 18GW Q4 orders vs 29GW prior 3Qs. US power demand returning after flat 2000s due to AI/reshoring. Gas provides 9x power density vs renewables at 10x lower investment.
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