GE Vernova Aktie News

A Wall Street upgrade after solid earnings is helping the stock rebound.

I remain bullish on GE Vernova Inc. after the company reported strong Q3 2025 earnings in the two segments that are driving growth. Electrification orders doubled year-over-year, with a $26B backlog. GEV management is seeing strong hyperscaler demand fueling upgraded full-year organic growth guidance to 25%. Power segment commitments for gas turbines surged to 33 GW, with GEV management project...

GE Vernova Inc. stock is rated Sell due to extreme overvaluation despite strong market positioning and product mix. GEV's Q3 earnings were mixed, with strong revenue growth but a significant EPS miss and underperformance in the Wind segment. Valuation metrics are stretched, with a P/E of 141.2 and EV/EBITDA of 63.65, far exceeding peers and not justified by current growth.

GE Vernova third-quarter earnings beat estimates, but the company reaffirmed its 2025 guidance, sending shares 6% lower. CEO Scott Strazik told CNBC he's spoken to OpenAI CEO Sam Altman multiple times over the past few weeks.

GE Vernova Inc. (NYSE:GEV ) Q3 2025 Earnings Call October 22, 2025 7:30 AM EDT Company Participants Michael Lapides - Vice President of Investor Relations Scott Strazik - CEO, President & Director Kenneth Parks - Chief Financial Officer Conference Call Participants Mark W. Strouse - JPMorgan Chase & Co, Research Division Nigel Coe - Wolfe Research, LLC Moses Sutton - BNP Paribas Exane, Research...

GE Vernova, General Electric Co (NYSE:GE)'s energy-focused business, reported solid revenue growth and order momentum in Q3, but its shares moved lower as earnings per share (EPS) fell short of Wall Street expectations. Revenue for the quarter rose 12% year-over-year to $10 billion, surpassing Wall Street estimates of roughly $9.15 billion to $9.18 billion.

GE Vernova's stock rallies toward its first gain in seven sessions after quarterly orders and revenue blow past expectations.

GE Vernova swung to a profit in the third quarter as orders surged for its power and electrification businesses.