GEV
GE Vernova (GEV) dropped 8% in pre-market trading after reporting Q2 results that beat revenue and EPS...
Article Summary
HOLD- GE Vernova (GEV) dropped 8% in pre-market trading after reporting Q2 results that beat revenue and EPS expectations but missed expectations, though GE Vernova raised full-year guidance and raised its long-term gas-equipment outlook.
- The company now expects 125 GW of gas equipment under contract by 2026, up from 110 GW previously, and data-center orders have already exceeded $5 billion year-to-date, more than double the total for all of 2025.
- The backlog has grown steadily from $150 billion at the end of 2025 to $163 billion after Q1, and now stands at $176 billion.
- Retail traders argued the sell-off was an overreaction, pointing to the stronger backlog and higher guidance.
- The stock has gained over 65% this year and over 85% in the last 12 months.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 10.2% | 25% | 50.0 ptsMeets Minimum (10.2%) - Passes screener |
| EPS Growth Next 5Y ? | 25.0% | 25% | 70.0 ptsGood (25.0%) - Solid outlook |
| Target Price Upside ? | 21.2% | 20% | 70.0 ptsGood Upside (21.2%) - Target: $1232.34 vs Current: $1016.89 |
| Gross Margin % ? | 20.2% | 15% | 40.0 ptsModerate (20.2%) - Adequate margins |
| Drawdown from 52-Wk High ? | -15.0% | 15% | 40.0 ptsMild Pullback (-15.0%) - Light entry opportunity |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About GEV
- 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.
- The company operates through three segments: Power, Wind, and Electrification.
- The Power segment designs, manufactures, and services gas, nuclear, hydro, and steam technologies.
- It serves industrial, government, and other customers.
- The Wind segment offers wind generation technologies, including onshore and offshore wind turbines and blades.
- The Electrification segment provides grid solutions; power conversion; electrification software; and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption.
- The company was incorporated in 2023 and is headquartered in Cambridge, Massachusetts.