These Analysts Revise Their Forecasts On GE Vernova After Q3 Earnings

Core Viewpoint - GE Vernova Inc. reported mixed financial results for Q3 2025, with earnings per share falling short of estimates but total revenue exceeding forecasts [1][3]. Financial Performance - GAAP earnings per share were $1.64, missing the consensus estimate of $1.92 [1]. - Total revenue reached $9.969 billion, surpassing the forecast of $9.158 billion [1]. Growth and Demand - The company experienced strong growth, with a backlog increase of $16 billion year-to-date [2]. - Gas Power equipment backlog grew from 55 to 62 gigawatts sequentially, while Electrification equipment backlog increased by $6.5 billion to approximately $26 billion [2]. Guidance and Analyst Ratings - GE Vernova reaffirmed its full-year 2025 revenue guidance, expecting to reach the higher end of the $36.0–$37.0 billion range, slightly below the consensus estimate of $37.186 billion [3]. - The stock closed at $576.00 on the reporting day [3]. Analyst Price Targets - Citigroup analyst Andrew Kaplowitz maintained a Neutral rating and lowered the price target from $670 to $658 [5]. - Barclays analyst Julian Mitchell maintained an Overweight rating and raised the price target from $706 to $710 [5]. - BMO Capital analyst Ameet Thakkar maintained an Outperform rating and raised the price target from $690 to $710 [5].