Core Insights - The demand for clean electricity is accelerating globally, driven by structural trends and technological advancements, benefiting companies like GE Vernova (GEV) and Public Service Enterprise Group (PEG) from different perspectives [1][2][10] Group 1: Company Profiles - GE Vernova is positioned as a growth-oriented infrastructure provider focused on electrification and transmission modernization, with a recent acquisition enhancing its market leadership [4][5] - Public Service Enterprise has a balanced portfolio of regulated and non-regulated utility assets, providing stable earnings and growth opportunities, supported by favorable wholesale electricity prices [6][7][18] Group 2: Financial Performance - The Zacks Consensus Estimate for GE Vernova's 2026 earnings per share (EPS) is $13, indicating a year-over-year growth of 76.6%, with a long-term earnings growth rate of 18% [9] - The Zacks Consensus Estimate for Public Service Enterprise's 2026 EPS is $4.36, indicating a year-over-year growth of 8.09%, with a long-term earnings growth rate of 7.05% [11] Group 3: Investment and Valuation Metrics - GE Vernova has a total debt to capital ratio of nil, while Public Service Enterprise has a ratio of 57.88% [13] - GE Vernova shares trade at a forward Price/Earnings (P/E) ratio of 51.89X, compared to Public Service Enterprise's P/E of 18.57X [14] - GE Vernova's return on equity (ROE) is 46.91%, significantly higher than Public Service Enterprise's ROE of 12.62% [15] Group 4: Stock Performance - Over the past three months, GE Vernova's shares have increased by 23.7%, while Public Service Enterprise's shares have risen by 1.4% [16] Group 5: Investment Recommendation - Currently, GE Vernova is favored due to its superior earnings growth, price performance, ROE, and better debt position, although both companies hold a Zacks Rank of 3 (Hold) [18]

Financial Performance - GE Vernova reported fourth-quarter revenue of $10.956 billion, a 4% increase from $10.559 billion, exceeding analyst estimates of $10.213 billion [1] - Fourth-quarter EPS was $2.79, missing the estimate of $3.18, while diluted GAAP EPS rose significantly to $13.39 from $1.73 a year earlier [1] Future Outlook - The company increased its 2026 revenue outlook to between $44 billion and $45 billion and raised free cash flow guidance to between $5.0 billion and $5.5 billion [2] - GE Vernova expects revenue of $56 billion by 2028, indicating strong growth potential [2] Stock Performance and Analyst Ratings - GE Vernova shares rose 0.8% to $716.93 in pre-market trading following the earnings announcement [3] - Evercore ISI Group analyst James West maintained an Outperform rating and raised the price target from $860 to $905 [4] - Susquehanna analyst Charles Minervino maintained a Positive rating and increased the price target from $800 to $820 [4]

Core Insights - GE Vernova (GEV) shares have increased significantly, rising approximately 123% since being rated a Buy last April, with current trading just below its 52-week high [1] Orders, Backlog, and Margins - The analysis emphasizes a focus on orders, backlog, and margins as key indicators of company performance, rather than relying on narratives [1]

28 January 2026 | 4:56PM EST Equity Research GE Vernova (GEV) Robust orders, Power equipment backlog margins the story GEV 12m Price Target: $925.00 Price: $692.70 Upside: 33.5% Bottom line: Robust orders, Gas Power equipment backlog margins the story. While Offshore Wind remains challenged, orders across the portfolio were robust. Specifically, Power orders were +77% y/y organically and, backlog + SRAs ended the year at 83GW, +21GW q/q. Notably, this is expected to grow to 100GW in 2026, implying >30GW in ...

Core Insights - GE Vernova anticipates reaching approximately 100 GW under contract by 2026, with expectations of "high teens" GW of shipments and over 30 GW of new contracts [1] Group 1: Financial Performance - Fourth-quarter revenue increased by 2% year-over-year, with services growing across all segments, while equipment revenue remained flat [3] - For the full year, GE Vernova reported $59 billion in orders, a 34% increase year-over-year, and $38 billion in revenue, up 9% [4] - Adjusted EBITDA rose by 6% to $1.2 billion in the fourth quarter, with free cash flow reaching $1.8 billion [3] Group 2: Order Growth and Backlog - GE Vernova's total backlog increased by over 25% to $150 billion, with fourth-quarter orders totaling $22.2 billion, a 65% year-over-year increase [5][6] - Gas power equipment backlog rose from 62 GW to 83 GW, with new gas contracts totaling 24 GW in the fourth quarter [2] Group 3: Electrification Segment - Electrification segment saw over 25% revenue growth in 2025, with fourth-quarter orders increasing by 50% year-over-year to about $7.4 billion [9][11] - Segment EBITDA margins expanded by 560 basis points to 14.9% for the year, driven by volume, price, and productivity [10] Group 4: Wind Segment Challenges - GE Vernova faced approximately $600 million in wind losses for 2025 due to a U.S. government stop-work order affecting the Vineyard Wind project [13][15] - Fourth-quarter wind revenue declined by 25% year-over-year, with a $225 million EBITDA loss [16] Group 5: Future Guidance and Capital Allocation - Management raised 2026 guidance, expecting organic revenue growth of 16% to 18% in power and $13.5 billion to $14 billion in electrification revenue [18][19] - The company plans to return $3.6 billion to shareholders in 2025 and is doubling its dividend in 2026 [18]

Core Viewpoint - Bedford Metals Corp. has entered into an exploration agreement with the English River First Nation to collaborate on the Sheppard Lake Uranium Project in Saskatchewan, emphasizing responsible mineral exploration and mutual respect [1][2][6]. Group 1: Agreement Details - The agreement establishes a framework for collaboration between Bedford Metals and the English River First Nation regarding the Sheppard Lake Uranium Project, located in the Athabasca Basin [2]. - The agreement reflects a commitment to responsible mineral exploration, open communication, and mutual respect between the parties involved [2]. Group 2: English River First Nation Overview - The English River First Nation is situated approximately 500 kilometers north of Saskatoon within Treaty 10 territory and has residential reserves at Wapatuanak and La Plonge [3]. - ERFN comprises a diverse community of nearly 1,800 members, speaking languages such as Dene, Cree, Michif, English, and French, and is known for its collaboration and land stewardship [4]. - The First Nation has demonstrated leadership in building economic relationships and community development partnerships, fostering long-term support across northern Saskatchewan [5]. Group 3: Company Profile - Bedford Metals Corp. is focused on the acquisition and exploration of uranium and other strategic mineral assets in Canada [6].

Company Overview - Proactive is a provider of fast, accessible, informative, and actionable business and finance news content aimed at a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is committed to adopting technology to enhance workflows and improve content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Group 1 - GE Vernova raised its 2026 and 2028 earnings outlook following the release of its fourth-quarter earnings [1] - The company reported diluted earnings of $13.39 per share, a significant increase from $1.73 per share a year ago [1] - Despite a 4% rally in stock price prior to the earnings report, GE Vernova's stock fell before the market opened [1] Group 2 - The stock market is currently facing a Federal Reserve meeting, a federal funding deadline, and a heavy earnings slate [1] - GE Vernova's stock was previously considered a losing trade, but it is not viewed as a bad trade overall [1] - The company is part of a week filled with earnings reports from major companies, including Tesla and Boeing [1]

分组1 - GE Vernova reported quarterly earnings of $13.39 per share, significantly exceeding the Zacks Consensus Estimate of $3.05 per share, representing an earnings surprise of +339.33% compared to $1.73 per share a year ago [1] - The company posted revenues of $10.96 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 8.73% and showing an increase from $10.56 billion year-over-year [2] - GE Vernova has outperformed the S&P 500, gaining about 6% since the beginning of the year, while the S&P 500 has gained 1.9% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $1.87 on revenues of $8.81 billion, and for the current fiscal year, it is $13.00 on revenues of $42.08 billion [7] - The Zacks Industry Rank indicates that the Alternative Energy - Other sector is in the top 36% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this sector [8]

GE Vernova (NYSE:GEV) Q4 2025 Earnings call January 28, 2026 07:30 AM ET Company ParticipantsKenneth Parks - CFOMichael Lapides - VP of Investor RelationsScott Strazik - CEOConference Call ParticipantsNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystNone - AnalystOperatorGood day, ladies and gentlemen, and welcome to GE Vernova's fourth quarter and full year 2025 earnings conference call. At this time, all participants are in a listen-only mode. ...