Insider buying last 90 days
No open-market insider purchases were filed for GEV in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every GEV insider filing, plotted on the chart in Gekko.Open GEV in Gekko
NYSE: GEV
GE Vernova (GEV) Stock Analysis & Forecast
$940.33+15.40 (+1.7%)
Close on Sep 18, 2026. Page updated Sep 19, 9:18 pm ET.
Gekko Brief
AI summaryGE Vernova closes at $940.33, up 1.7%, sitting between its 50-day average of $983.52 and its 200-day average of $901.96. The GekkoIndex reads 59.7, placing the stock in the Neutral zone, while the price stands 4.9% above Gekko Fair Value of $896.46. Over the past month the stock is down 4.8%, though it remains up 7.2% over six months and 53% over the past year, with a 52-week range of $530.16 to $1195.94.
This week's activity centers on backlog and demand commentary from management. At Morgan Stanley's Laguna Conference, CEO Scott Strazik said GE Vernova expects to reach its previously stated $200 billion backlog target early in 2027, citing continued demand for power-generation and electrification equipment; shares rose 5% on that commentary on 16 September and rebounded 6% to $933.94 the following day with Bernstein's backing after an earlier sell-off tied to broader technology infrastructure spending concerns. Coverage also noted the company's positioning as a gas-and-nuclear supplier to AI data centers, and comparisons were drawn between GE Vernova and NextEra Energy on financial health and growth prospects.
The next earnings report is scheduled for 28 October, 38 days out and beyond a typical 20-trading-day window; the prior report on 22 July showed EPS of $2.47 against a $3.17 estimate, with a -4.4% reaction, against a history of 5 beats in the last 8 quarters and an average absolute reaction of 7.8%. Analyst coverage stands at 22 firms, 18 rating it buy, with a consensus target of $1237.34. No insider, Congress, or unusual options activity appears in the current windows, while three billionaire holders and five trailblazer holders are noted.
Written by AI and checked automatically against the figures on this page. Generated Sep 20, 2026 from the data above.
Price vs fair value
Close $940.33200-day averageGekko Fair Value $896.46
Key stats
- Market cap
- $250.4B
- P/E ratio
- 26.5
- Forward P/E
- 37.6
- EPS, TTM
- $34.87
- Revenue, TTM
- $41.37B
- Profit margin
- 23%
- Dividend yield
- 0.19%
- Beta
- 0.97
- Volume
- 3.93M avg 2.22M
- 1-year return
- +53.0%
- Typical daily move
- ±4.1%
- Typical 20-day move
- ±9.8%
- 50-day average
- $983.52
- 200-day average
- $901.96
- Next earnings
- Oct 28 before open
- Shares outstanding
- 266.3M
GE Vernova swing-trade checklist
GE Vernova scores 1 supportive, 3 mixed and 0 headwinds across the 4 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
1 supportive3 mixed0 headwinds
- Trendmixed
Averages disagree
Close $940.33 sits between the 50-day ($983.52) and 200-day ($901.96) averages, or the averages disagree.
See the chart - GekkoIndexmixed
59.7, Neutral
Reading 59.7 is in the Neutral zone.
See the GekkoIndex - Fair valuemixed
4.9% above
Price is within 5% of Gekko Fair Value (4.9% above).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 38 days
Next report Oct 28, 2026, 38 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalityno data
No data
Not enough years of history for a seasonal read.
A description of current data, not a recommendation. How this page works
GE Vernova stock chart and price history
GE Vernova closed at $940.33 on Sep 18, 2026, +53.0% over the past year, inside a 52-week range of $530.16 to $1,195.94.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −4.8%
- 3 months
- −15.3%
- 6 months
- +7.2%
- 1 year
- +53.0%
The full GEV chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open GEV in Gekko
Follow GE Vernova through every session
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About GE Vernova
GE Vernova provides electricity generation and related energy equipment, drawing on power sourced from hydroelectric, natural gas, nuclear, and steam methods. It is also known for building wind turbine blades and for supplying equipment tied to grid infrastructure, power conversion, solar power, and energy storage.
The company organizes its work into three divisions. The Power division handles the production and distribution of electricity across multiple energy sources. The Wind division focuses on manufacturing and selling wind turbine blades. The Electrification division supplies grid infrastructure solutions, power conversion technologies, and solar and storage systems.
GE Vernova was founded in 2023 and is headquartered in Cambridge, Massachusetts. Its shares are listed on the NYSE under the ticker GEV.
- Listed
- NYSE
- Sector
- Producer manufacturing
- Industry
- Electrical products
- Website
- gevernova.com
GE Vernova GekkoIndex: the smart money zone
GE Vernova’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 59.7, in the Neutral zone, up 0.5 points over five sessions.
59.7Neutral
Up 0.5 points over five sessions.
Reading for Sep 18, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 4 | Too few readings yet | |||
| Accumulation | 100 | +1.3% | +9.0% | ||
| Neutral (current zone) | 434 | +2.1% | +7.9% | ||
| Distribution | 69 | +0.7% | +3.9% | ||
| Selling | 5 | Too few readings yet | |||
Average GEV share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.2% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. About the five zones →
See every daily GekkoIndex reading plotted over the GEV price, zone by zone.Track GEV in Gekko
Is GE Vernova stock overvalued? Gekko Fair Value
GE Vernova trades 4.9% above Gekko Fair Value of $896.46, so the shares are about fair value on Gekko’s estimate.
Gekko’s own estimate of what GE Vernova shares are worth, recalculated every trading day.
$896.46
Gekko Fair Value, Sep 19, 2026
4.9% above fair value · About fair value
Gekko Fair Value on every chart, with the gap to price updating daily.Open GEV in Gekko
GE Vernova insider and Congress trading
No open-market insider purchases were filed for GE Vernova, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in GEV were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for GEV, plotted on the chart in Gekko.Open GEV in Gekko
Buybacks
GE Vernova has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $2.39B
- As a share of market cap
- 0.96%
- Trailing four quarters
- $5.41B
From company filings.
Hedge funds and billionaires quarter ended Jun 30
8of the funds Gekko tracks hold GEV.
0added3opened5trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko
GE Vernova earnings: next date and track record
GE Vernova reports on Oct 28, 2026, before the open (38 days away), and beat the EPS estimate in 5 of its last 8 reports.
Next earnings report
Oct 28, 2026
Expected before the open, 38 days away
- EPS estimate
- $4.08
- Revenue estimate
- $12.00B
5 of 8reports beat the EPS estimate
±7.8%average move across the report
7 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Jul 22, 2026 AI summary
- What they said
- GE Vernova reported a strong second quarter 2026 with substantial growth in orders, backlog, revenues, margins and free cash flow. Management highlighted an 88% year-over-year increase in bookings ($24.2B), a backlog of $176B (up $13B sequentially), adjusted EBITDA up 61% to $1.2B, margin expansion of ~340 bps, and $5.1B of free cash flow driven by working capital benefits. Gas Power saw particularly robust demand (116 GW under contract, expected to be at least 125 GW by year-end) with heavy investment in capacity and factory throughput (ramping from ~3 GW/quarter to 5 GW/quarter starting 3Q26 and plans targeting 20 GW annualized in H2 and up to 30 GW by 2030). Management emphasized diversified global demand (U.S., Brazil, Qatar, Taiwan, Saudi, Mexico, Southeast Asia), services growth (roughly 50% of backlog), and strategic investments in Lean, automation (Robotech acquisition), R&D (solid-state transformers, solid oxide fuel cells), and selective inorganic growth in electrification (Prolec GE integration). They expect many SRAs to convert to firm orders in H2 2026 and see continued backlog and gigawatt growth into 2027. Management reiterated commitment to returning capital to shareholders (buybacks and dividends) and improvement in sourcing and productivity.
- Guidance
- Forward-looking statements and targets mentioned: - Expect at least 125 gigawatts under contract by year-end 2026 (up from 116 GW). - Backlog targeted to reach $200 billion in 2027. - Production ramp: move from ~3 GW/quarter to ~5 GW/quarter starting 3Q26 (targeting 20 GW annualized in H2 2026). - Long-term capacity targets include reaching ~30 GW annualized by 2030 (with much of that capacity expected to be contracted this year). - Anticipate many SRAs converting into orders in H2 2026 and continued gigawatt/backlog growth in 2027. - New product commercialization timelines: SSTs and MV-UPS orders expected 2027 and beyond (first 5 MW SST delivered later in 2026 for testing); solid oxide fuel cells expected to be a 2027 customer discussion after additional testing.
- Risks flagged
- Risks and challenges called out or implied: - Long-cycle nature of projects and dependency on EPC readiness and customer contracting timelines; conversion of SRAs to orders depends on EPC and project schedules. - Supply chain and component timing (castings/forgings) impacting ability to scale output; need to monitor readiness for 2028+ ramps. - Execution risk around factory ramp, labor onboarding, and achieving productivity/cost savings. - Technology risk for new products (SST adoption hinge on industry shifting to 800V DC; fuel cell life/durability validation ongoing). - Competitive/industry capacity dynamics, particularly smaller applications competing for Heavy-Duty output. - Macro and market uncertainties (not enumerated in detail but referenced via standard forward-looking disclaimers).
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Jul 22, 2026 | $2.47 est $3.17 | $11.10B est $10.79B | −4.4% |
| Apr 22, 2026 | $17.44 est $2.02 | $9.34B est $9.25B | +16.0% |
| Jan 28, 2026 | $13.39 est $3.22 | $10.96B est $10.21B | +3.6% |
| Oct 22, 2025 | $1.64 est $1.72 | $9.97B est $9.14B | +1.7% |
| Jul 23, 2025 | $1.86 est $1.48 | $9.11B est $8.81B | +13.7% |
| Apr 23, 2025 | $0.91 est $0.47 | $8.04B est $7.55B | +10.6% |
| Jan 22, 2025 | $1.73 est $2.28 | $10.56B est $10.70B | +5.2% |
| Oct 23, 2024 | $0.35 est $0.19 | $8.91B est $8.75B | +7.4% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
GE Vernova stock forecast and analyst price targets
Analysts’ average 12-month price target for GE Vernova is $1,237.34, +31.6% from the last close, from 22 firms rating the stock in the last 90 days.
$1,237.34consensus 12-month target, +31.6% from the last close
Now $940.33Avg $1,237.34
Low $470High $1,450
Each firm’s latest rating in the last 90 days: 22 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 17 | Morgan Stanley | $1,350 | +43.6% |
| Sep 16 | Bank of America Securities | $1,310 | +39.3% |
| Sep 15 | Bernstein | $1,298 | +38.0% |
| Sep 15 | Bernstein | $1,298 | +38.0% |
| Sep 14 | GLJ Research | $470 | −50.0% |
+7.9%average 20-day move after past Neutral readings
±4.1%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
GE Vernova market cap and key statistics
GE Vernova’s market cap is $250.4B, with a P/E ratio of 26.5 and revenue of $41.37B over the last twelve months.
Valuation
- Market cap
- $250.4B
- P/E ratio
- 26.5
- Forward P/E
- 37.6
- EPS, TTM
- $34.87
- Gekko Fair Value
- $896.46
Trading
- Volume
- 3.93M
- Avg volume, 20 days
- 2.22M
- 52-week high
- $1,195.94
- 52-week low
- $530.16
- Shares outstanding
- 266.3M
Financials
- Revenue, TTM
- $41.37B
- Profit margin
- 23%
- Return on equity
- 82.6%
- Quarterly earnings growth, YoY
- +32.8%
Risk and income
- Beta
- 0.97
- Typical daily move
- ±4.1%
- Typical 20-day move
- ±9.8%
- Dividend yield
- 0.19%
GE Vernova stock news this week
Coverage of GE Vernova this week reads neutral: 2 positive, 1 neutral and 2 negative headlines.
- GE Vernova (GEV) Surpasses Market Returns: Some Facts Worth KnowingZacks Investment Research, Sep 18
- GE Vernova vs. NextEra Energy: Which Industrials Stock Is a Better Buy in 2026?Yahoo Finance, Sep 18
- What's Happening With GE Vernova Stock Friday?Benzinga, Sep 18
- GE Vernova Eyes $200B Backlog Early in 2027 as Power Demand SurgesDefense World, Sep 18
- GE Vernova rebounds 6% after earlier sell-offProactive Investors, Sep 17
- Why GE Vernova Stock Crushed it on WednesdayThe Motley Fool, Sep 16
GE Vernova peers
GE Vernova’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| ETNEaton | Neutral | 17.6% above |
| LITELumentum | Neutral | 3.5% below |
| AMEAMETEK | Accumulation | 6.6% above |
| ROKRockwell Automation | Accumulation | 8.9% above |
| HUBBHubbell | Accumulation | 13.1% below |
| GNRCGenerac | Neutral | 2.6% above |
A peer links to its own page where one exists.
GE Vernova stock FAQ
What is GE Vernova’s market cap?
GE Vernova’s market cap is $250.4B at the Sep 18, 2026 close of $940.33, with 266.3M shares outstanding. The shares trade on a P/E ratio of 26.5.
What is the GE Vernova stock forecast?
The consensus analyst 12-month price target for GE Vernova is $1,237.34, +31.6% from the last close. Of the 22 firms that rated the stock in the last 90 days, 18 rate it a buy, 3 a hold and 1 a sell. Gekko doesn’t publish price predictions of its own.
Is GE Vernova stock overvalued or undervalued?
On Gekko’s estimate GE Vernova is about fair value: the Sep 18, 2026 close of $940.33 is 4.9% above Gekko Fair Value of $896.46. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does GE Vernova report earnings next?
GE Vernova is expected to report on Oct 28, 2026, before the market opens (38 days away). Analysts expect earnings of $4.08 per share on revenue of $12.00B. GE Vernova beat the earnings estimate in 5 of its last 8 reports, moving 7.8% on average across the report.
What is GE Vernova’s 52-week high and low?
GE Vernova’s 52-week high is $1,195.94 and its 52-week low is $530.16; it closed at $940.33 on Sep 18, 2026, +53.0% over the past year.
Is GE Vernova stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 1 of the 4 items with data read as supportive (earnings risk), 3 as mixed (trend, gekkoindex and fair value). The checklist is a description of current data, not a recommendation.
How this page works
Prices and signals update after every US market close; the GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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