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Key Stats for GEV Stock
- YTD Price Change for GEV stock: +91%
- Current Share Price: $647
- 52-Week High: $651
- GE Vernova Stock Price Target: $590
What Happened?
GE Vernova (GEV) shares soared over 14% to a record high today after the power equipment giant delivered a stellar second-quarter earnings report that exceeded Wall Street expectations.
It posted GAAP earnings per share of $1.86 on revenue of $9.11 billion, an 11% increase year-over-year that topped analyst estimates.
The strength came from robust demand across GE Vernova’s key business segments, particularly in gas power and electrification equipment.
It grew its total backlog by more than $5 billion sequentially, with gas power equipment backlog and slot reservation agreements expanding from 50 to 55 gigawatts.
This massive order book offers strong visibility into future revenue and reflects the accelerating demand for reliable power infrastructure, driven by data centers, AI applications, and the need for grid modernization.
GE Vernova raised its full-year guidance across multiple metrics. It now expects revenue to trend toward the higher end of its $36-37 billion range, increased its adjusted EBITDA margin guidance to 8-9%, and dramatically boosted free cash flow expectations to $3.0-3.5 billion from the previous $2.0-2.5 billion range.
See analysts’ growth forecasts and price targets for GE Vernova (It’s free!) >>>
What the Market Is Telling Us About GEV Stock
The surge in GEV stock to record highs reinforces GE Vernova’s position as one of the market’s hottest growth stories, with the stock now up approximately 90% year-to-date, making it the second-best performer in the S&P 500 behind only Palantir.
Investors are clearly buying into the company’s positioning at the center of what CEO Scott Strazik calls “an investment supercycle into more reliable baseload power, grid infrastructure and decarbonization solutions.”
The market is encouraged by management’s ability to navigate inflationary pressures and tariff headwinds, with GEV now expecting these challenges to impact earnings at the lower end of the $300-400 million range.
With a healthy $7.9 billion cash balance and strong free cash flow generation, GEV stock appears well-positioned to capitalize on the unprecedented demand for power infrastructure while returning significant capital to shareholders through buybacks and dividends.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
