NYSE · GEV
Utilities · Renewable Utilities
$957.63
Up+$2.59 (+0.27%)
Updated Sep 26, 2026, 7:18 AM
SID Score
6.3/10
Composite research score
Smart Money
52/100
Neutral
Price performance
1M range · 20 trading sessions · Daily adjusted prices
GEV closed at $957.63 after 20 trading sessions, up 5.01% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 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 |
| Sep 16, 2026 | $898.00 | $937.535 | $890.99 | $925.09 | 3.57M |
| Sep 15, 2026 | $889.50 | $894.79 | $875.24 | $882.81 | 2.05M |
| Sep 14, 2026 | $881.51 | $892.81 | $868.25 | $874.76 | 3.31M |
| Sep 11, 2026 | $941.63 | $962.21 | $938.00 | $957.27 | 1.18M |
| Sep 10, 2026 | $941.70 | $951.6059 | $918.60 | $923.91 | 1.46M |
| Sep 9, 2026 | $964.00 | $983.34 | $949.06 | $951.04 | 1.47M |
| Sep 8, 2026 | $950.56 | $974.20 | $945.02 | $971.31 | 1.7M |
| Sep 4, 2026 | $950.00 | $959.00 | $939.315 | $941.95 | 1.24M |
| Sep 3, 2026 | $924.56 | $948.35 | $908.06 | $941.84 | 1.76M |
| Sep 2, 2026 | $898.53 | $927.49 | $882.97 | $921.94 | 2.65M |
| Sep 1, 2026 | $888.52 | $899.42 | $874.00 | $898.53 | 2.34M |
| Aug 31, 2026 | $884.90 | $904.00 | $882.00 | $898.53 | 3.57M |
| Aug 28, 2026 | $948.59 | $948.59 | $911.33 | $911.93 | 1.89M |
The latest Smart Investors Daily articles mentioning GEV.
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 |
|---|---|---|---|
| Sep 15, 2026 | Bernstein | Outperform | — |
| Sep 14, 2026 | GLJ Research | Sell | — |
| Jul 27, 2026 | Mizuho | Neutral | — |
| Jul 23, 2026 | Oppenheimer | Outperform | — |
| Jul 23, 2026 | RBC Capital | Outperform | — |
Generated Sep 25, 2026, 9:19 PM
GE Vernova (GEV) edged up 0.27% today amid mixed sentiment from analysts and ongoing developments in the energy transition space. While the stock remains down 20% from recent highs, investors are grappling with conflicting narratives around the company's impressive $200 billion backlog versus concerns about valuation and execution risks.
Bottom line: GE Vernova presents a classic growth-at-a-premium story: exceptional demand and a record backlog offset by valuation concerns and execution uncertainty. Investors should monitor quarterly earnings reports to assess backlog conversion rates and margin sustainability, while the recent pullback may reward patient capital with higher conviction in the energy transition thesis.
Yahoo · Sep 25, 2026
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
SeekingAlpha · Sep 25, 2026
GE Vernova (GEV) stock analysis: strong Power/Electrification growth and $176B backlog, but valuation looks stretched. See here for more details.
Yahoo · Sep 24, 2026
AI power demand is filling the order book, but capacity, deposits and service margins determine its ultimate quality.
Yahoo · Sep 24, 2026
GEV and DUK are positioned to benefit from rising electricity demand, with growth driven by power generation, grid investment and data centers.
Interpretive context generated from the platform’s current data sources.
GE Vernova Inc. shares trade at $955.04, reflecting a 39.17% gain over the trailing twelve months, per SID market data. However, the stock has experienced a 12.02% decline over the past three months, signaling a notable pullback from recent highs. On a one-month basis, shares have recovered modestly, posting a 3.05% gain. The stock currently sits below its 50-day moving average of $974.48 but remains above its 200-day moving average of $932.80, according to Massive/Polygon technical data. The 14-day relative strength index reads 52.4, indicating neither overbought nor oversold conditions. GE Vernova carries a beta of 1.32, suggesting higher volatility relative to the broader market. Average daily trading volume stands at approximately 2.96 million shares. The company's market capitalization registers at approximately $191.1 billion, positioning it among the largest players in the utilities sector.
GE Vernova Inc. trades at a trailing price-to-earnings ratio of 112.42, a substantial premium relative to the broader utilities sector, per SID market data. The PEG ratio stands at 2.36, suggesting the stock's elevated earnings multiple is not fully justified by its projected growth rate. The price-to-book ratio registers at 22.16, reflecting significant market premium over the company's net asset value, according to SEC filings. GE Vernova currently offers a dividend yield of approximately 0.14%, providing minimal income relative to its share price. These valuation metrics collectively indicate that the market is pricing in substantial future earnings growth and margin expansion for the energy technology company. The premium valuation places GE Vernova well above traditional utility peers, consistent with its positioning as a growth-oriented energy transition company rather than a conventional regulated utility.
GE Vernova Inc. registers a composite smart money score of 51 out of 100, generating a neutral signal, per SID market data. Institutional ownership scores a perfect 25 out of 25, indicating robust accumulation by large fund managers and pension funds, according to 13F institutional filings. Insider activity scores 12.5 out of 25, suggesting moderate but not aggressive positioning by company executives and directors, per SEC Form 4 filings. Dark pool activity scores 12.0 out of 25, reflecting average levels of off-exchange trading interest from institutional participants. Congressional trading activity is minimal, registering just 1.6 out of 25. The divergence between the strong institutional score and the more subdued insider and dark pool readings creates the balanced overall neutral reading. The maximum institutional score suggests that hedge funds and asset managers maintain high conviction in GE Vernova's long-term positioning within the energy transition landscape, even as other smart money indicators remain tempered.
GE Vernova Inc. has delivered mixed quarterly earnings results over recent periods, according to company earnings reports. In the most recent reported quarter ending January 2026, the company posted earnings of $2.79 per share against analyst estimates of $3.09, representing a miss of $0.30. The April 2026 quarter showed improvement, with actual earnings of $2.06 per share exceeding the $1.93 consensus estimate by $0.13. However, the July 2026 quarter saw a significant shortfall, with actual earnings of $2.47 per share falling $0.75 below the $3.22 estimate, per analyst estimates. Looking ahead, the next earnings report is scheduled for October 21, 2026, with analysts projecting earnings of $4.16 per share. The pattern of alternating beats and misses introduces uncertainty into forward estimates, though the rising sequential earnings trajectory from $2.06 to $2.79 to $2.47 demonstrates general upward momentum in underlying profitability.
Wall Street analysts maintain a predominantly constructive outlook on GE Vernova Inc., per SID consensus data. In the most recent coverage action dated September 15, 2026, Bernstein reiterated its Outperform rating on the stock, according to Wall Street analyst reports. RBC Capital and Oppenheimer both maintained Outperform ratings following the July 2026 earnings report, despite the earnings miss of $0.75 per share. Mizuho maintained a Neutral stance on July 27, 2026, representing the more cautious view among covering analysts. Notably, GLJ Research initiated coverage on September 14, 2026, with a Sell rating, marking the sole bearish call among recent analyst actions. Of the five most recent ratings, three carry Outperform designations, one is Neutral, and one is Sell, reflecting a skew toward bullish sentiment. The divergence between GLJ Research's contrarian Sell initiation and the broader consensus highlights ongoing debate regarding GE Vernova's premium valuation relative to its earnings trajectory.
The latest Smart Investors Daily articles mentioning GEV.
