
Core Viewpoint - The market anticipates GE Vernova (GEV) to report a significant year-over-year increase in earnings and revenues for the quarter ended September 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - GE Vernova is expected to post earnings of $1.78 per share, reflecting a year-over-year increase of +408.6%, with revenues projected at $9.18 billion, up 3% from the previous year [3][19]. - The consensus EPS estimate has been revised down by 3.87% over the last 30 days, indicating a reassessment by analysts [4][19]. Earnings Surprise Prediction - The Most Accurate Estimate for GE Vernova is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +8.33%, suggesting a bullish outlook from analysts [12][19]. - Despite the positive Earnings ESP, the stock holds a Zacks Rank of 4 (Sell), complicating predictions of an earnings beat [12][20]. Historical Performance - In the last reported quarter, GE Vernova exceeded the expected earnings of $1.6 per share, achieving actual earnings of $1.86, which was a surprise of +16.25% [13]. - Over the past four quarters, the company has surpassed consensus EPS estimates three times [14]. Market Sentiment - The upcoming earnings report on October 22 could lead to stock price movements depending on whether the results meet or exceed expectations [2][20]. - While a positive earnings surprise can enhance stock performance, other factors may also influence market reactions [15][17].