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GE Vernova LLC (GEV)




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Upturn Advisory Summary
09/11/2025: GEV (5-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $652.19
1 Year Target Price $652.19
16 | Strong Buy |
8 | Buy |
7 | Hold |
0 | Sell |
1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 223.6% | Avg. Invested days 71 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 172.63B USD | Price to earnings Ratio 153.92 | 1Y Target Price 652.19 |
Price to earnings Ratio 153.92 | 1Y Target Price 652.19 | ||
Volume (30-day avg) 32 | Beta - | 52 Weeks Range 224.80 - 677.29 | Updated Date 09/12/2025 |
52 Weeks Range 224.80 - 677.29 | Updated Date 09/12/2025 | ||
Dividends yield (FY) 0.12% | Basic EPS (TTM) 4.12 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.16% | Operating Margin (TTM) 5.92% |
Management Effectiveness
Return on Assets (TTM) 1.79% | Return on Equity (TTM) 11.41% |
Valuation
Trailing PE 153.92 | Forward PE 52.36 | Enterprise Value 165468811551 | Price to Sales(TTM) 4.71 |
Enterprise Value 165468811551 | Price to Sales(TTM) 4.71 | ||
Enterprise Value to Revenue 4.52 | Enterprise Value to EBITDA 95.59 | Shares Outstanding 272224000 | Shares Floating 271793826 |
Shares Outstanding 272224000 | Shares Floating 271793826 | ||
Percent Insiders 0.06 | Percent Institutions 79.01 |
Upturn AI SWOT
GE Vernova LLC
Company Overview
History and Background
GE Vernova was formed as an independent company in April 2024, spinning off from General Electric. It focuses on energy transition technologies, building on GE's legacy in power, renewable energy, and digital solutions.
Core Business Areas
- Power: Designs, manufactures, and services gas turbines, steam turbines, generators, and related equipment for power generation.
- Wind: Manufactures and services onshore and offshore wind turbines, including blades and related components.
- Electrification: Provides grid solutions, software, and services to manage and optimize electricity networks.
Leadership and Structure
Scott Strazik serves as CEO. The company is structured around its core business segments: Power, Wind, and Electrification. GE Vernova operates as a publicly traded company.
Top Products and Market Share
Key Offerings
- HA Gas Turbines: High-efficiency gas turbines for power plants. GE claims to have a large installed base, but precise market share figures are not publicly available. Competitors: Siemens Energy, Mitsubishi Power.
- Onshore Wind Turbines: Various models of onshore wind turbines. Market share varies by region, but GE is a major player. Competitors: Vestas Wind Systems, Siemens Gamesa, Goldwind.
- Grid Automation Software: Software solutions for managing and optimizing electricity grids. Market share is fragmented. Competitors: Siemens, ABB, Schneider Electric.
Market Dynamics
Industry Overview
The energy industry is undergoing a significant transition towards renewable energy sources and grid modernization. This shift is driven by environmental concerns, technological advancements, and government policies.
Positioning
GE Vernova is positioned as a key player in the energy transition, with a broad portfolio of technologies and services across power generation, renewable energy, and grid infrastructure. Its competitive advantages include its scale, technological expertise, and global presence.
Total Addressable Market (TAM)
The TAM for energy transition technologies is estimated to be in the trillions of dollars. GE Vernova is positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Established brand name
- Large installed base
- Technological expertise
- Global presence
- Comprehensive product portfolio
Weaknesses
- Relatively new independent company
- Debt burden from GE separation
- Exposure to cyclical industries
- Integration challenges with acquired businesses
Opportunities
- Growing demand for renewable energy
- Grid modernization initiatives
- Expanding into emerging markets
- Developing new energy storage technologies
- Government incentives for clean energy
Threats
- Intense competition
- Technological disruptions
- Fluctuations in commodity prices
- Regulatory changes
- Economic downturns
Competitors and Market Share
Key Competitors
- Siemens Energy (ENR)
- Vestas Wind Systems (VWDRY)
- Mitsubishi Power (Not publicly traded US Stock Symbol, subsidiary of Mitsubishi Heavy Industries)
- ABB (ABB)
Competitive Landscape
GE Vernova faces intense competition from established players. It needs to leverage its strengths in technology and global presence to gain market share.
Growth Trajectory and Initiatives
Historical Growth: No historical data as GE Vernova LLC has only been active since April 2024.
Future Projections: Analysts project growth in revenue and profitability as the company benefits from the energy transition tailwinds.
Recent Initiatives: Focusing on innovation in renewable energy technologies and expanding its services business.
Summary
GE Vernova is a new, independent company focused on energy transition technologies. While it possesses a strong brand and a comprehensive product portfolio, it faces challenges related to its recent spin-off and intense competition. The company's success hinges on its ability to capitalize on the growing demand for renewable energy and grid modernization solutions while managing its debt burden effectively. The company needs to monitor global economic conditions and regulatory changes closely.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Press Releases
- Analyst Reports
- Industry Publications
- GE Vernova Investor Relations
Disclaimers:
This analysis is based on available information and is subject to change. It is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About GE Vernova LLC
Exchange NYSE | Headquaters Cambridge, MA, United States | ||
IPO Launch date 2024-03-27 | CEO, President & Director Mr. Scott L. Strazik | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 76800 | Website https://www.gevernova.com |
Full time employees 76800 | Website https://www.gevernova.com |
GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Americas, the Middle East, and Africa. The company operates through three segments: Power, Wind, and Electrification. The Power segment designs, manufactures, and services gas, nuclear, hydro, and steam technologies. The Wind segment offers wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment provides grid solutions, power conversion, solar, and storage solutions; and electrification software for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was incorporated in 2023 and is headquartered in Cambridge, Massachusetts.

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