Added to YB: 2026-02-12
Pitch date: 2026-02-10
GEV [bullish]
GE Vernova Inc.
+1.42%
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 Middle East, and Africa.
Market Cap
$220.4B
Pitch Price
$822.93
Price Target
N/A
Dividend
0.24%
EV/EBITDA
60.74
P/E
46.22
EV/Sales
5.61
Sector
Electrical Equipment
Category
growth
The Energy Supercycle: Betting on GE Vernova’s $460 Floor
GEV: Sold Jan'27 $460 puts for $24 (~$2.4M premium) at 43% discount to $811 current price. $150B backlog (+25% YOY), 100GW gas turbine capacity targeted by end'26, new orders pricing 10-20% above backlog. EBITDA margin guidance raised to 11-13% (path to 20% by '28). $10B buyback + doubled dividend to $0.50/share. Breakeven $436, betting power infrastructure demand holds.
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