GEV GE Vernova Inc.
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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.
Specialty Industrial Machinery · Cambridge, MA · 78,000 employees · gevernova.com
GE Vernova provides equipment and services used to generate, transmit, and manage electricity across global markets. The company earns revenue by designing, producing, and servicing power systems spanning gas, nuclear, hydro, and wind installations, alongside grid hardware, electrification software, and energy storage systems.
Why it is on our list: Makes the gas turbines, grid equipment and wind turbines that new power capacity needs.
Bull case
Contracted backlog is expanding faster than revenue, providing sustained demand visibility. The business also stands to gain if power constraints continue to limit data-centre expansion, alongside tailwinds from power demand and infrastructure spending for artificial intelligence.
- Annual revenue growth rose from +8% to +13%.
- Contracted backlog grew +37% over the year, against +13% for revenue.
- The share price trend is rising.
- One of its sector cycles (Power Demand) is in expansion.
Bear case
The supplied measurements do not currently make a case against the business, though a minor portion of activity depends on artificial intelligence infrastructure spending continuing.
- One of its sector cycles (AI Infrastructure CapEx) is in saturation.
Features
- V-ACCELERATING Growth accelerating Annual revenue growth rose from +8% to +13%. Shared by most companies we track
- F-BACKLOG-VELOCITY Backlog outpacing revenue Contracted backlog grew +37% over the year, against +13% for revenue.
- F-UPSIDE Analyst upside Analysts' average target is 22% above the price.
AI impact
Supplies what AI runs on Tailwind
The company manufactures equipment for electricity generation and grid infrastructure, benefiting from demand for power systems used in artificial intelligence infrastructure. However, its business performance is exposed to fluctuations in artificial intelligence investment trends.
Where AI helps it
- Sells what AI workloads consume (minor)
Where AI could hurt it
- Depends on the AI build-out continuing (minor)
In the company's words
conversion, storage, and orchestration of electricity from point of generation to point of consumption.
Because we manufacture and sell products used in AI infrastructure, our
Assessed by AI from the company's own annual report filed 29 Jan 2026 and quarterly report filed 22 Jul 2026. A reading of the business, not a forecast or a recommendation.
Measurement status
No usable valuation history
Quality versus peers
Each dimension is shown on its own; they are not combined into a score.
Current analyst snapshot
Shown for reference only; not used in any measurement.
What would have to break
- Not triggered — Revenue decline
- Not triggered — Margin break
- Not available — Cash burn with rising debt
- Not triggered — Heavy dilution
- Not triggered — Warning language in filings
News
No recent brief on this company.