$GEV

Poland's SGE, a developer of small modular reactors (SMRs), signed a memorandum with GE Vernova, Hitachi, and Samsung C&T to accelerate BWRX-300 SMR deployment in Europe. SGE plans to build 26 units in Poland and 14 in the UK, aiming to combine American technology, Japanese and Korean industrial strength, and European capabilities. SMRs offer scalable, low-carbon power solutions, gaining traction amid Europe's energy security concerns.

GE Vernova shares fell 1.3% to $939.62 on Thursday. CEO expects backlog to reach $200B by early 2027, up from $176B. Strong demand for turbines and grid equipment noted, but execution remains key for investors. GF Score is 23/100, with financial strength highlighted.

GE Vernova and Eneva's 295MW Azulão I gas plant in the Amazon is designed to stabilize Brazil's grid, supporting renewables. The plant features a custom filter to prevent grid oscillations on a 1,200-mile transmission line. GE Vernova highlights the role of flexible gas generation in complementing renewables. The plant is operated by Eneva, Brazil's largest thermoelectric generator, with GE Vernova providing long-term maintenance.

GE Vernova (GEV) and Duke Energy (DUK) are positioned to benefit from rising electricity demand. GEV supplies power infrastructure tech, reporting $24.2B in orders, while DUK operates utilities, investing heavily in grid and generation. GEV's EPS is expected to rise 72.36% YoY, with a 14% long-term growth rate. DUK's EPS is projected to increase 6.5% YoY, with a 6.38% long-term growth rate. GEV trades at a higher P/S ratio (4.97X) and ROE (42.42%) compared to DUK (2.53X, 9.78%).

Motilal Oswal Financial Services Ltd maintains a BUY rating on GE Vernova T&D India Ltd (GVTD) with a target price of INR5,100. The company's recent HVDC project wins boost order book to over INR300b, providing 4-5 years of revenue visibility. GVTD expects strong growth in transmission orders and plans INR10b capex. Revenue, EBITDA, and PAT are projected to grow at 26%, 24%, and 24% CAGR respectively over FY26-29E.

GE Vernova reported Q2 2026 revenue of $11.1B (+22% YoY), net income of $649M (+33% YoY), and raised full-year guidance. Analysts maintain 'Buy' ratings with targets up to $1,450. Stock trades at 57.46x forward earnings, 6.47x sales.

Nomura maintains a Buy rating on GE Vernova T&D India with a target price of Rs 6,000, suggesting a 36% upside from its last close of Rs 4,417. The brokerage highlights a strong HVDC order pipeline and expects significant growth in the company's addressable market, driven by grid modernization and renewables. Management is investing in capacity expansion and expects export opportunities to grow at 18% annually.

Morgan Stanley predicts a 33-gigawatt power shortfall in the U.S. by 2028 due to AI growth. They highlight Bloom Energy (BE) and GE Vernova (GEV) as potential solutions. Bloom offers onsite fuel-cell generation, while GE Vernova provides turbines and grid equipment. Bloom's Q2 revenue was $1 billion, with annual guidance of $3.9B-$4.2B. GE Vernova has multi-year backlogs in gas turbines and electrification.

GE Vernova (NYSE:GEV) stock fell about 1% on Wednesday, in line with broader market declines. The company signed a services agreement to extend the life of five gas turbines in Egypt, with a combined capacity of 1,250 megawatts. GEV has gained 48.42% over the past year but trades below its 50-day and 100-day moving averages. Analysts have a consensus Buy rating with an average price target of $1,187.83.

GE Vernova (GEV) shares are down 20.8% from their 52-week high of $1,195.94, closing at $946.22 on Sept. 21. The company reported strong Q2 2026 results with $24.2B in orders, $11.1B in revenue, and $5.3B in net income. Growth is driven by power demand from AI-fueled data centers and potential nuclear energy opportunities. GEV's forward P/E ratio is 38.1, and its wind division sales declined 16%.