GE Vernova Inc. (GEV) research: valuation against peers, fundamentals over time, risk and news coverage
GEV
GE Vernova Inc.No data in this window.
Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.
- SPECIAL REPORTNEUTRALGE Vernova's $3.7 Billion Cash Flow Contrasts With Eos Energy's Cash Burn
GE Vernova generates $3.7 billion in annual free cash flow while Eos Energy is still burning cash to scale its battery technology, framing the two as opposite bets in the power and storage market.
- SPECIAL REPORTBULLISHGE Vernova's Order Backlog Hits $176 Billion on Data Center Demand
GE Vernova's backlog has grown to $176 billion, driven largely by soaring energy demand tied to data center expansion.
- SPECIAL REPORTBULLISHAI Capex Cycle Splits Winners From Margin Casualties As Earnings Season Grinds On
The latest earnings tranche sharpens a widening divide within the artificial-intelligence complex: electrical and power-infrastructure suppliers are compounding upward guidance revisions, while hardware assemblers continue to convert revenue growth into unreliable gross margin. GE Vernova drew a rating upgrade on rising guidance and a brighter 2028 outlook, Woodward was highlighted as a beneficiary of simultaneous aerospace and power booms, and Super Micro delivered a good quarter undermined by the same margin volatility that has dogged it for a year.
- SPECIAL REPORTNEUTRALAI Capex Arms Race Reframes Valuation Discipline From Meta's Open-Source Gambit to GE Vernova's Priced-In Perfection
A cluster of analyst work examines the strategic and valuation consequences of the AI buildout — Meta's open-source strategy as a control mechanism, GE Vernova's stretched expectations, and new coverage of AI infrastructure pure-plays such as QumulusAI.
Every figure on this page is fetched and computed in your browser from free public sources — end-of-day prices and reported financials from Yahoo Finance's open endpoints, and our own archive for the coverage panel. Fundamental history on the free tier runs about four fiscal years and five quarters. Data is best-effort and unaudited; this is market research, not investment advice.
Only 0 resolved quarters on record — below the 6-period threshold, so no verdict is published.
n = 0 resolved forecasts · 10 on record, none yet resolved
Insufficient sample — no verdict published. GEV has 0 resolved forecasts on record, below the 6 needed before we will characterise a management team’s forecasting. The record below is published in full; the company is excluded from every ranking on this site until it clears the threshold.
Next report expected 21 Oct 2026 (Q3 FY2026) — Estimated from the issuer's own filing history: FY2025Q3 results were released on 2025-10-22. source
| Period | Measure | Guided | Issued | Reported | Landed | Deviation | Verdict | Sources |
|---|---|---|---|---|---|---|---|---|
| FY 2028 | Revenue | $56.0bn | 2026-01-28 | — | — | — | PENDING | guidance |
| “For GE Vernova’s outlook by 2028, the company now expects revenue of $56 billion, up from $52 billion, with low-teens2 organic growth, adjusted EBITDA margin* of 20%, and cumulative free cash flow* of at least $24 billion, up from at least $22 billion.” | ||||||||
| FY 2026revised | Revenue | $45.50–$46.50bn | 2026-07-22 | — | — | — | PENDING | guidance |
| “GE Vernova is raising its 2026 financial guidance and now expects revenue of $45.5-$46.5 billion, up from $44.5-$45.5 billion” | ||||||||
| FY 2026revised | Revenue | $44.50–$45.50bn | 2026-04-22 | — | — | — | PENDING | guidance |
| “GE Vernova is raising its 2026 financial guidance and now expects revenue of $44.5-$45.5 billion, up from $44-45 billion” | ||||||||
| FY 2026 | Revenue | $44.00–$45.00bn | 2026-01-28 | — | — | — | PENDING | guidance |
| “For 2026, GE Vernova now expects revenue of $44-$45 billion, up from $41-$42 billion, adjusted EBITDA margin* of 11%-13%, and free cash flow* of $5.0-$5.5 billion, up from $4.5-$5.0 billion.” | ||||||||
| FY 2025revised | Revenue | $36.00–$37.00bn | 2025-10-22 | — | — | — | PENDING | guidance |
| “GE Vernova is reaffirming its 2025 financial guidance and expects revenue to trend towards the higher end of $36-$37 billion, adjusted EBITDA margin* of 8%-9%, and free cash flow* of $3.0-$3.5 billion.” | ||||||||
| FY 2025revised | Revenue | $36.00–$37.00bn | 2025-04-23 | — | — | — | PENDING | guidance |
| “We expect revenue of $36-$37 billion, high-single digits adjusted EBITDA margin*, free cash flow* of $2.0-$2.5 billion, and segment guidance of:” | ||||||||
| FY 2025 | Revenue | $36.00–$37.00bn | 2025-01-22 | — | — | — | PENDING | guidance |
| “GE Vernova is reaffirming its 2025 financial guidance of revenue of $36-$37 billion, high-single digits adjusted EBITDA margin*, free cash flow* of $2.0-$2.5 billion, and segment guidance of:” | ||||||||
| FY 2024revised | Revenue | $34.00–$35.00bn | 2024-10-23 | — | — | — | PENDING | guidance |
| “GE Vernova is reaffirming its 2024 financial guidance of revenue trending towards the higher end of $34-$35 billion, adjusted EBITDA margin* of 5%-7%, and free cash flow* of $1.3-$1.7 billion, now trending towards the higher end of the free cash flow* range.” | ||||||||
| FY 2024revised | Revenue | $34.00–$35.00bn | 2024-07-24 | — | — | — | PENDING | guidance |
| “GE Vernova is raising its 2024 financial guidance and now expects revenue to trend towards the higher end of $34-$35 billion and adjusted EBITDA margin* of 5%-7%, up from the higher end of mid-single digits.” | ||||||||
| FY 2024 | Revenue | $34.00–$35.00bn | 2024-04-25 | — | — | — | PENDING | guidance |
| “GE Vernova reaffirmed its 2024 financial guidance for revenue of $34-35 billion, adjusted EBITDA margin* at the high end of mid-single digits, cash from operating activities of $1.5-1.9 billion, and free cash flow* of $0.7-1.1 billion.” | ||||||||
Every figure above is read from the company’s own filings. “Guidance” links to the 8-K exhibit that issued the forecast; “result” links to the exhibit in which the company reported the outcome. Nothing here is an analyst estimate. How this is measured.