GE Vernova Inc. (GEV), headquartered in Cambridge, Massachusetts, is an energy company that provides products and services for generating, transmitting, orchestrating, converting, and storing electricity. Valued at $180 billion by market cap, the company manufactures and services key infrastructure, including wind turbines, gas turbines, hydroelectric systems, and grid and electrification solutions. The energy equipment manufacturing and services company is expected to announce its fiscal fourth-quarter ea ...

Core Insights - GE Vernova Inc. (NYSE:GEV) is recognized as one of the best large-cap stocks to invest in currently, with Wells Fargo raising its price target from $717 to $831, maintaining an Overweight rating due to improved sales and profit outlooks in its Power and Electrification segments [1] Financial Performance - Wells Fargo has increased its 2026 EBITDA forecast for GE Vernova from $5,460 million to $5,839 million, driven by anticipated increases in gas turbine prices and deliveries, along with a reduction in variable costs [2] - For 2028, Wells Fargo raised its EBITDA forecast from $8,879 million to $11,566 million, based on expectations of 24 gigawatts of annual gas turbine deliveries and increased revenue from grid equipment [3] Earnings Estimates - EPS estimates for GE Vernova have been increased by Wells Fargo from $13.03 to $14.05 for 2026 and from $23.29 to $31.39 for 2028, reflecting the company's strong growth potential [3] Analyst Ratings - UBS also raised its price target for GE Vernova from $760 to $835, maintaining a Buy rating, suggesting that the company's long-term guidance may be overly cautious, particularly regarding the Power business [4] - UBS believes that higher margins could contribute an additional $1 billion to earnings and sees potential for further growth post-2028, including approximately $10 billion in high-margin service revenue by the mid-2030s [5] Company Overview - GE Vernova Inc. operates in the energy equipment manufacturing and services sector, with segments including Power, Wind, and Electrification [5]