GE Vernova Inc.(GEV)

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BofA Sees Tariff Impact As Minimal On GE Vernova Ahead Of Earnings
Benzinga· 2025-04-21 18:59
GE Vernova Inc. GEV is scheduled to release its first quarter 2025 financial results on April 23, 2025.As per data from Benzinga Pro, analysts expect adjusted earnings per share of 42 cents with sales of $7.54 billion.BofA Securities analyst Andrew Obin writes, “We expect GE Vernova to be one of the few companies in our coverage to reiterate 2025 guidance ($36-$37bn revenue, high-single-digit adj. EBITDA margin).”He adds peer Siemens Energy AG’s SMEGF SMNEY March quarter results and FY25 guidance raise add ...
How Should You Play GE Vernova Stock Pre-Q1 Earnings Release?
ZACKS· 2025-04-21 18:35
GE Vernova Inc. (GEV) is slated to report first-quarter 2025 results on April 23, before market open. The Zacks Consensus Estimate for GEV’s revenues is pegged at $7.53 billion, implying an improvement of 3.8% from the prior-year quarter’s reported figure. The consensus mark for earnings is pegged at 45 cents per share, suggesting a solid improvement from the year-ago quarter’s reported loss of 41 cents. The bottom-line estimate has increased 12.5% in the past 60 days. (Find the latest EPS estimates and ...
GE Vernova (GEV) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-04-16 15:07
The market expects GE Vernova (GEV) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...
Is Wall Street Missing The Real Growth Story Inside GE Vernova (Rating Upgrade)
Seeking Alpha· 2025-04-16 05:33
Core Viewpoint - The analysis indicates a bearish stance on GE Vernova (NYSE: GEV) due to significant wind losses and management's inability to maintain stability during the spin-off process, with the stock previously trading near $376 [1]. Group 1: Company Performance - GE Vernova's stock was trading around $376, highlighting a peak valuation before the downturn [1]. - The company has been experiencing mounting wind losses, which raises concerns about its operational efficiency and financial health [1]. Group 2: Analyst Perspective - The analyst emphasizes a disciplined approach to evaluating companies, focusing on numerical data and underlying business performance rather than market narratives [1]. - The goal is to provide individual investors with a clear and honest assessment of what is functioning well, what is not, and where potential risks and opportunities lie [1].
GE Vernova to Boost Germany's Wind Power: Should You Buy the Stock Now?
ZACKS· 2025-04-09 14:01
GE Vernova Inc.'s (GEV) Wind segment recently signed its 20th supply agreement with BBWind, a regional wind farm developer in Germany, thereby strengthening its foothold in the nation. The deal includes three 6 megawatt (MW)-164 meter (m) wind turbines for community wind projects in Heiden and Dorsten, totaling 18 MW. With a 70,000 sq. m manufacturing facility in Salzbergen, GEV is well-positioned to meet rising turbine needs as Germany accelerates toward 80% renewable energy by 2030. Given the country's st ...
GE Vernova (GEV) Ascends While Market Falls: Some Facts to Note
ZACKS· 2025-03-13 22:55
GE Vernova (GEV) closed the most recent trading day at $300.24, moving +0.52% from the previous trading session. The stock exceeded the S&P 500, which registered a loss of 0.91% for the day. Elsewhere, the Dow saw a downswing of 1.5%, while the tech-heavy Nasdaq depreciated by 1.96%.The the energy business spun off from General Electric's stock has dropped by 19.2% in the past month, falling short of the Oils-Energy sector's loss of 4.23% and the S&P 500's loss of 7.38%.The investment community will be clos ...
GE Vernova Signs a New Partnership Deal: Buy, Hold or Sell the Stock?
ZACKS· 2025-03-11 17:20
GE Vernova Inc. (GEV) recently revealed that it has signed a new strategic partnership deal with Amazon Web Services (“AWS”) to support the latter’s data center expansion while addressing global energy demand, grid security and decarbonization. Under this agreement, GE Vernova will provide electrification solutions, including substation connectivity for AWS data centers, renewable energy collaboration and power generation equipment.This partnership strengthens GE Vernova’s market position by expanding its r ...
GE Vernova: A Good Buy Post The Recent Correction
Seeking Alpha· 2025-03-11 11:02
I have over 15 years of experience investing and have provided research services to mid-sized hedge funds with assets under management between $100 and $500 million. I also have had a brief stint as a sell-side analyst. I am now focusing primarily on managing my own money and my purpose here is to share my views and benefit from the insights of the Seeking Alpha user community. Feel free to provide your feedback on my thesis in the comment section and I would love to have a discussion even if you have a var ...
GE Vernova: The Future Looks Electric And This Data Center Play Stands To Benefit
Seeking Alpha· 2025-03-09 11:25
Group 1 - The article discusses the commonality of investment mistakes, highlighting a previously bullish stance on General Electric despite widespread negativity in the market [1] - It emphasizes the importance of cost-cutting efforts and strategic decisions such as selling off and spinning off parts of the business as key factors for potential recovery [1] Group 2 - The content mentions a service called Crude Value Insights, which focuses on oil and natural gas investments, emphasizing cash flow and the companies that generate it [1] - Subscribers to this service gain access to a stock model account, detailed cash flow analyses of exploration and production firms, and live discussions about the sector [2] - A promotional offer is available for a two-week free trial to attract new subscribers to the oil and gas investment community [3]
Is It Worth Investing in GE Vernova (GEV) Based on Wall Street's Bullish Views?
ZACKS· 2025-03-04 15:30
Core Viewpoint - The article discusses the reliability of brokerage recommendations, particularly focusing on GE Vernova (GEV), and suggests that while the average brokerage recommendation indicates a favorable outlook, investors should be cautious and validate these recommendations with other tools like the Zacks Rank [1][4][12]. Summary by Sections Brokerage Recommendations - GE Vernova has an average brokerage recommendation (ABR) of 1.48, indicating a position between Strong Buy and Buy, based on recommendations from 28 brokerage firms [2]. - Out of the 28 recommendations, 20 are Strong Buy and 2 are Buy, which account for 71.4% and 7.1% of the total recommendations respectively [2]. Limitations of Brokerage Recommendations - Solely relying on brokerage recommendations for investment decisions may not be advisable, as studies indicate they often fail to guide investors effectively towards stocks with high price appreciation potential [4]. - Brokerage firms tend to exhibit a positive bias in their ratings due to vested interests, leading to a disproportionate number of favorable ratings compared to negative ones [5][9]. Zacks Rank as an Alternative - The Zacks Rank is presented as a more reliable tool for stock evaluation, categorizing stocks from Zacks Rank 1 (Strong Buy) to Zacks Rank 5 (Strong Sell), based on earnings estimate revisions [7][10]. - Unlike the ABR, which is based solely on brokerage recommendations, the Zacks Rank incorporates earnings estimate revisions, which have shown a strong correlation with near-term stock price movements [10][11]. Current Performance of GE Vernova - The Zacks Consensus Estimate for GE Vernova remains unchanged at $6.59, suggesting analysts have steady views on the company's earnings prospects [12]. - Due to the lack of change in the consensus estimate and other factors, GE Vernova currently holds a Zacks Rank 3 (Hold), indicating a cautious approach despite the favorable ABR [13].