NASDAQ · GEV
Utilities · Renewable Utilities
$926.44
Down-$5.24 (-0.57%)
Updated Oct 16, 2026, 10:53 PM
SID Score
5.8/10
Composite research score
Smart Money
45/100
Neutral
Price performance · GEV
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 15, 2026
GEV closed at $926.44 after 21 trading sessions, up 0.16% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 15, 2026 | $905.00 | $931.00 | $871.155 | $926.44 | 3.77M |
| Oct 14, 2026 | $982.85 | $997.665 | $922.24 | $941.78 | 3.5M |
| Oct 13, 2026 | $974.60 | $1,006.00 | $963.2942 | $1,004.04 | 1.9M |
| Oct 12, 2026 | $999.99 | $1,004.28 | $991.00 | $996.80 | 948.36K |
| Oct 9, 2026 | $1,000.30 | $1,010.00 | $978.04 | $1,004.73 | 1.11M |
| Oct 8, 2026 | $985.91 | $1,027.00 | $973.365 | $999.35 | 2.35M |
| Oct 7, 2026 | $1,008.90 | $1,014.95 | $980.47 | $997.09 | 2.02M |
| Oct 6, 2026 | $1,001.35 | $1,052.78 | $995.05 | $1,029.21 | 2.53M |
| Oct 5, 2026 | $988.06 | $996.43 | $973.70 | $990.00 | 1.67M |
| Oct 2, 2026 | $1,004.00 | $1,006.00 | $960.5297 | $988.70 | 2.16M |
| Oct 1, 2026 | $947.42 | $1,003.78 | $942.00 | $987.45 | 2.95M |
| Sep 30, 2026 | $969.45 | $971.99 | $947.42 | $950.49 | 1.78M |
| Sep 29, 2026 | $962.67 | $973.41 | $954.45 | $962.49 | 1.47M |
| Sep 28, 2026 | $953.22 | $967.00 | $944.855 | $949.77 | 1.66M |
| Sep 25, 2026 | $961.33 | $965.3453 | $943.392 | $957.63 | 1.38M |
| Sep 24, 2026 | $933.10 | $959.75 | $921.53 | $955.04 | 1.68M |
| Sep 23, 2026 | $950.00 | $954.77 | $934.47 | $951.82 | 1.68M |
| Sep 22, 2026 | $935.00 | $958.99 | $932.19 | $950.28 | 2.13M |
| Sep 21, 2026 | $955.00 | $962.85 | $945.42 | $946.22 | 2.6M |
| Sep 18, 2026 | $934.97 | $949.51 | $926.20 | $940.33 | 4.11M |
| Sep 17, 2026 | $962.045 | $971.34 | $924.0901 | $924.93 | 3.24M |
The latest Smart Investors Daily articles mentioning GEV.
Company
Market Activity
Research & News
GEV research
Company profile and research snapshot.
GE Vernova is a global leader in the electric power industry, with products and services that generate, transfer, convert, and store electricity. The company has three business segments: power, wind, and electrification. Power includes gas, nuclear, hydroelectric, and steam technologies, providing dispatchable power. The wind segment includes wind generation technologies, inclusive of onshore and offshore wind turbines and blades. Electrification includes grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, and storage of electricity from the point of generation to point of consumption.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 14, 2026 | Susquehanna | Positive | — |
| Oct 13, 2026 | Guggenheim | Buy | — |
| Oct 9, 2026 | JP Morgan | Overweight | — |
| Sep 15, 2026 | Bernstein | Outperform | — |
| Sep 14, 2026 | GLJ Research | Sell | — |
Generated Oct 16, 2026, 9:19 PM
GE Vernova slipped 0.57% today despite announcing a landmark $17.2 billion power supply agreement with Venture Global, highlighting investor concerns about valuation and deal structure rather than business fundamentals. The stock's decline suggests the market may have already priced in expectations for such mega-deals, or investors are focusing on execution risks and profitability questions.
Bottom line: GE Vernova's stock decline despite a landmark $17.2 billion deal suggests investors are becoming more selective about deal quality and profitability rather than headline contract sizes. While the company's positioning in the AI power infrastructure boom remains compelling, the market reaction warrants scrutiny of deal margins, capital requirements, and execution capabilities—key metrics to monitor in upcoming earnings.
Yahoo · Oct 16, 2026
Whether you see them or not, industrials businesses play a crucial part in our daily activities. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the market seems convinced that demand will slow. Due to this bearish outlook, the industry has tumbled by 7% over the past six months. This drawdown is a far cry from the S&P 500’s 9.7% ascent.
Benzinga · Oct 16, 2026
https://thehill.com/homenews/senate/6152383-senators-block-saudi-nuclear-deal/
Yahoo · Oct 16, 2026
Venture Global signs agreements with GE Vernova and Baker Hughes to expand off-grid natural gas power generation for AI data centers.
SeekingAlpha · Oct 16, 2026
GE Vernova (GEV) can benefit from AI-driven power demand and data centers, but valuation is richâsee more on key catalysts, risks, and upside drivers.
Interpretive context generated from the platform’s current data sources.
GE Vernova Inc. shares closed at $926.44, reflecting a modest 0.15% gain over the past month but a steeper 12.42% decline over the trailing three-month period, per SID market data. Despite this near-term pullback, the stock has delivered a robust 39.64% return over the past twelve months, underscoring significant longer-term momentum in the energy transition space. Technically, GEV trades below both its 50-day moving average of $965.42 and its 200-day moving average of $951.25, signaling a bearish crossover pattern that may indicate continued near-term pressure. The 14-day relative strength index sits at 43.6, approaching oversold territory but not yet triggering a contrarian buy signal. Average daily trading volume stands at approximately 2.96 million shares, according to Massive/Polygon data. The stock carries a beta of 1.32, indicating meaningfully higher volatility relative to the broader market.
GE Vernova Inc. commands a market capitalization of approximately $191.1 billion, positioning it among the largest companies in the Utilities sector, per SID market data. The stock trades at a trailing price-to-earnings ratio of 112.42, a significant premium that reflects the market's expectation of accelerating earnings growth tied to global electrification and renewable energy demand. The PEG ratio stands at 2.36, suggesting the current P/E exceeds the company's projected earnings growth rate, according to SEC filings. GEV's price-to-book ratio of 22.16 further highlights the premium valuation investors are assigning to the company's asset base and future cash flow potential. The dividend yield remains minimal at approximately 0.14%, indicating that capital allocation priorities favor reinvestment over shareholder distributions. These elevated multiples place GEV at a substantial valuation premium relative to traditional utilities peers, consistent with its classification as a growth-oriented energy technology platform.
GE Vernova Inc. registers an overall smart money score of 45 out of 100 with a neutral signal, per SID market data. The institutional component scores a perfect 25 out of 25, indicating strong and sustained accumulation by large asset managers and pension funds reflected in 13F institutional filings. In contrast, insider activity scores 12.5 out of 25, suggesting a mixed pattern among corporate officers and directors in their SEC Form 4 filings — neither aggressive buying nor heavy selling is evident. The dark pool activity score is notably low at 5.0 out of 25, indicating limited off-exchange institutional block trading in recent periods, which may reflect reduced conviction among short-term institutional participants. Congressional trading activity registers at just 2.4 out of 25, showing minimal disclosed transactions by members of Congress. The divergence between maximum institutional conviction and subdued insider and dark pool signals creates a mixed composite picture, warranting close monitoring of subsequent filing disclosures for directional shifts in smart money positioning.
GE Vernova Inc. reported mixed recent quarterly results, according to company earnings reports. In the April 2026 quarter, the company posted earnings of $2.06 per share, exceeding the consensus estimate of $1.93 by $0.13, representing a positive surprise. However, the July 2026 quarter saw a miss, with actual earnings of $2.47 per share falling short of the $3.22 estimate by $0.75, indicating execution challenges or one-time headwinds during the period. Looking ahead, analyst estimates project earnings of $4.02 per share for the upcoming October quarter and $4.16 for the following period, reflecting expectations of a meaningful sequential acceleration in profitability. This anticipated ramp implies confidence in GE Vernova's ability to convert its robust order backlog into revenue and margin expansion. The trajectory from $2.06 to projected $4.16 represents a potential doubling of quarterly earnings power within roughly a year, underscoring the growth narrative embedded in the stock's premium valuation.
Wall Street consensus on GE Vernova Inc. remains predominantly bullish, per SID consensus data. In October 2026, Susquehanna reiterated its Positive rating, while Guggenheim maintained a Buy recommendation and JP Morgan reaffirmed its Overweight stance, according to Wall Street analyst reports. Bernstein also sustained an Outperform rating in September 2026, reflecting broad institutional confidence in the company's long-term positioning within electrification and grid modernization markets. The lone dissenting voice came from GLJ Research, which initiated coverage with a Sell rating in September 2026, representing a contrarian view amid otherwise uniform bullishness. Notably, no analyst downgraded their existing rating during the recent review period, with four of five tracked actions constituting reiterations of prior positive calls. This four-to-one ratio of bullish-to-bearish ratings suggests the sell-side community largely views the recent 12.42% three-month price decline as a potential opportunity rather than a fundamental deterioration, maintaining conviction in GE Vernova's revenue and earnings growth trajectory.
The latest Smart Investors Daily articles mentioning GEV.
