
GE Vernova's Q4 Was Strong—But the Backlog Number Matters More
However, with shares trading at a significant premium to the overall market and the industrials sector, the company's results warrant close examination to assess its outlook.
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However, with shares trading at a significant premium to the overall market and the industrials sector, the company's results warrant close examination to assess its outlook.

GE Vernova is well-positioned for energy transition growth, but current valuation fully reflects bullish expectations. GEV trades at a premium to peers, with a 33x 2026 EV/EBITDA and 16.2x 2028 EV/EBITDA, warranting caution. My fair value for GEV is $600 per share, almost 20% below current levels, due to execution and timing risks.

GE Vernova (GEV) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

GE Vernova: The Impressive Quarter Deserves A Rating Upgrade

GE Vernova and Public Service Enterprise offer contrasting ways to play grid modernization as electrification, renewables and reliability needs reshape global power demand.

GE Vernova Inc. (NYSE: GEV) reported mixed fourth-quarter results on Wednesday.

GE Vernova has doubled since April, driven by strong orders, backlog, and margin improvements, but the current valuation fully reflects these gains. Power and Electrification segments are delivering profitable growth, while Wind continues to generate significant losses and regulatory risks remain elevated. 2025 results were robust with $38B revenue, $3.2B EBITDA, and $3.7B free cash flow; management raised 2026 guidance and doubled the dividend.
Orders: $59 billion, up 34% year-over-year.Revenue: $38 billion, a 9% increase year-over-year.Adjusted EBITDA Margin: Expanded by 210 basis points year-over-ye

GE Vernova Inc. (GEV) Q4 2025 Earnings Call Transcript

GE Vernova (NYSE:GEV) shares were little changed in early trade on Wednesday as the energy firm's fourth quarter earnings topped Wall Street expectations. Adjusted earnings per share were $13.39, far above the consensus of $3.05 due to a tax benefit.

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GE Vernova (GEV) came out with quarterly earnings of $13.39 per share, beating the Zacks Consensus Estimate of $3.05 per share. This compares to earnings of $1.73 per share a year ago.

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GE Vernova's stock rallies after an earnings beat and raised outlook amid continued strong demand for electric-grid equipment.

GE Vernova raised its outlook for the coming year as it posted higher profit and revenue in the fourth quarter, boosted by continued momentum across its power and electrification businesses.

GE Vernova on Wednesday forecast annual revenue above Wall Street expectations, backed by strong sales of its gas turbines and storage equipment to power generation firms that are rushing to meet rising demand from data centers.

GE Vernova Inc. (NYSE: GEV) will release earnings for the fourth quarter before the opening bell on Wednesday, Jan. 28.

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GE Vernova is set to report Q4 2025 numbers with strong EBITDA, margin gains and cash flow, even as revenues dip on gas turbine timing and weak onshore wind.

Besides Wall Street's top-and-bottom-line estimates for GE Vernova (GEV), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.