Added to YB: 2026-04-28
Pitch date: 2026-04-24
GEV [neutral]
GE Vernova Inc.
-1.32%
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
$308.8B
Pitch Price
$1.1K
Price Target
N/A
Dividend
0.17%
EV/EBITDA
76.62
P/E
33.63
EV/Sales
7.72
Sector
Electrical Equipment
Category
growth
GE Vernova Q1 2026: The Window and the Annuity
GEV (earnings): Q1 orders $18.3B (+71% organic), rev $9.3B (+16%), FCF $4.8B (>all of 2025), backlog $163B. Gas Power hit 100GW backlog (2026 target in 90d), pricing +10-20% vs Q4. Electrification emerged as platform play: $2.4B data center orders (>all 2025), integrated stack (turbines+transformers+HVDC+grid software) vs fragmented competitors. Wind still losing $382M EBITDA. Scarcity window temporary (through 2030-31) but creates permanent installed base: each HA turbine = $1-2M/yr services revenue for 25-30yrs. $87B services backlog growing. Stock at $1,150 now prices base case; upside requires Electrification scaling + services flywheel visibility. Risk shifted from demand to execution/conversion.
Read full article (7 min)