Added to YB: 2026-01-19
Pitch date: 2026-01-15
GEV [neutral]
GE Vernova Inc.
+2.48%
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
$184.9B
Pitch Price
$665.06
Price Target
N/A
Dividend
0.29%
EV/EBITDA
52.87
P/E
111.04
EV/Sales
4.77
Sector
Electrical Equipment
Category
growth
JRo's Notes: GE Vernova December 2025 Investor Day
GEV (update): Power/electrification demand accelerating faster than expected - raising 2028 revenue guidance to $52B (vs $45B), EBITDA margins to 20% (vs 14%), FCF to $22B (vs $14B). Gas turbine backlog nearly doubled since 2022, sold out through 2030. Services annuity from 200GW to 400GW installed base.