GE Vernova Inc. (GEV) Stock: Price, Forecast & Analyst Target
GE Vernova Inc. (GEV) — MoonshotScore 68/100 (Strong band), calculated Oct 4, 2026. Price $988.70 (+0.13%), as of the Oct 2, 2026 trading session; market cap $263B. Expected results Oct 28, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 20.05× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Oct 28, 2026
GE Vernova Inc. · GEV · NYSE · Industrials · Industrial - Machinery
Research dated 2026-09-12: GE Vernova sells power-generation equipment, wind components, grid infrastructure, conversion technology, storage systems and related services. Its case rests on whether a heavily committed production schedule can become durable operating profit and cash generation without execution slipping against a demanding valuation.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · GE Vernova (GEV)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
High quality and durable growth, though the balance sheet is only middling; the market is already moving on it. Business Quality: Solid; Financial Safety: Okay; Valuation: Rich; Growth Durability: Growing; Momentum: Rising.
- quarterly revenue $11.10B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 5 of 8
- expected results Oct 28, 2026
Helping: business quality, durable growth, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 67 | Strong | |
| 67 | Strong | |
| 67 | Strong | |
| 67 | Strong | |
| 67 | Strong | |
| 67 | Strong |
The score was 68 in the stored Oct 3, 2026 snapshot and remains 68 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Growth Durability -1 and Momentum -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $988.70 | |
| Change on the day | +0.13% | |
| 52-week range | $530.16 – $1195.94 | |
| Market capitalisation | $263B | |
| Price / earnings (trailing) | 28.05 | |
| Shares traded on the day | 2.13M | |
| Beta (volatility vs the S&P 500) | 0.97 | |
| Dividends per share (last 12 months) | $1.75 | |
| Dividend yield (last 12 months) | 0.18% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · below the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · below the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
As I mentioned earlier, we expect to end the year with at least 125 gigawatts under contract, making us mostly sold out through 2030, and to have sold more than half of the 30 gigawatts of 2031 production slots by the end of this year.
Scott Strazik · Statement from
That's very well on track, and we will deliver that in the second half of the year, both in 3Q and 4Q on the 20 gigawatts annualized that we've talked about.
Scott Strazik · Statement from
Chronological order, not a duration scale. Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for GE Vernova (GEV): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
5 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 29, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as overvalued against its own estimate of value.
Readings on this page are from Oct 4, 2026, except a card that shows its own read date.
Watch the GEV film — every key number, told as a short cinematic story
~2 min · open the film
What is GE Vernova (GEV), and what does it report?
Short answer · as of
Power, Wind and Electrification expose GE Vernova to the machinery that produces electricity and the infrastructure that moves and manages it.
Research dated 2026-09-12.
Power, Wind and Electrification expose GE Vernova to the machinery that produces electricity and the infrastructure that moves and manages it. Reported revenue therefore measures equipment and service activity across gas, hydro, nuclear, steam, wind, grid, conversion, solar and storage offerings, rather than merely the volume of electricity generated.
Product sales remain larger than service revenue, but services form a substantial part of the mix. That combination matters because equipment delivery and installed-base work can carry different timing and profitability, even though the available segment totals do not separate those economics.
What do the latest results show for GE Vernova (GEV)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $11.10B.
Research dated 2026-09-12.
The latest period brought higher revenue, gross profit and operating profit than the preceding period. Revenue exceeded the market estimate, yet diluted earnings fell short, showing that stronger sales did not translate cleanly into the earnings result investors expected.
Management says turbine capacity is largely committed far into the production schedule and that output is ramping toward a higher annualized pace. Those statements describe demand visibility and planned delivery capacity; the reported operating figures remain the test of whether that schedule is being converted into profitable execution.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $11.10B Jun 30, 2026
- Latest quarter · R&D
- $334.00M Jun 30, 2026
- Latest quarter · SG&A
- $1.37B Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $655.00M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $11.10B | $334.00M | $1.37B | $655.00M |
| Mar 31, 2026 | $9.34B | $304.00M | $1.30B | $179.00M |
| Dec 31, 2025 | $10.96B | $366.00M | $1.35B | $601.00M |
| Sep 30, 2025 | $9.97B | $310.00M | $1.22B | $366.00M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $11.10B Jul 22, 2026
- Latest report · revenue estimate
- $10.79B Jul 22, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 22, 2026
- Latest report · EPS vs estimate
- Below estimate Jul 22, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 22, 2026 | $11.10B | $10.79B | $2.4700 | $3.1700 |
| Apr 22, 2026 | $9.34B | $9.25B | $17.4400 | $1.9500 |
| Jan 28, 2026 | $10.96B | $10.21B | $13.3900 | $2.9300 |
| Oct 22, 2025 | $9.97B | $9.14B | $1.6400 | $1.7200 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $11.10B | $668M | $2.47 (diluted) |
| Q1 FY2026 | $9.34B | $4.75B | $17.44 (diluted) |
| Q4 FY2025 | $10.96B | $3.66B | $13.28 (diluted) |
| Q3 FY2025 | $9.97B | $452M | $1.64 (diluted) |
What are the financial strengths and risks for GE Vernova (GEV)?
Short answer
Cash and short-term investments were $13.12B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $5.49B for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Cash and short-term investments comfortably exceed total debt, and the cash balance has risen markedly alongside strong recent operating cash flow. Capital spending has remained well below operating cash generation in the latest reported periods, giving GE Vernova financial room to fund the production ramp.
The counterweight is a large liability base and liquidity ratios below full near-term coverage. Operating margin also remains modest relative to the net margin, while the latest earnings miss despite a revenue beat shows how uneven the conversion from sales to per-share profit can be. A delivery disruption, cost overrun or weak mix during the capacity ramp would therefore matter more than the headline demand signal alone suggests.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $5.49B Jun 30, 2026
- Previous quarter · operating cash flow
- $5.19B Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $5.49B | −$386.00M |
| Mar 31, 2026 | $5.19B | −$397.00M |
| Dec 31, 2025 | $2.48B | −$671.00M |
| Sep 30, 2025 | $980.00M | −$247.00M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at GE Vernova (GEV)?
Short answer · as of
The next earnings report is expected on Oct 28, 2026.
Research dated 2026-09-12.
Turbine shipments should be checked against management's stated production ramp and long-dated contracted capacity. Rising revenue will be more persuasive if gross profit and operating profit advance with it, rather than leaving the operating margin thin.
The next earnings release also needs to reconcile sales momentum with per-share earnings after the latest revenue beat coincided with an earnings miss. Operating cash flow, capital spending and the cash balance will show whether factory execution is funding itself as output expands.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
As I mentioned earlier, we expect to end the year with at least 125 gigawatts under contract, making us mostly sold out through 2030, and to have sold more than half of the 30 gigawatts of 2031 production slots by the end of this year.
Scott Strazik ·
That's very well on track, and we will deliver that in the second half of the year, both in 3Q and 4Q on the 20 gigawatts annualized that we've talked about.
Scott Strazik ·
We can look ahead the next year and a half and tell you with confidence, with the ramp up to 20 gigawatts annualized for the second half of this year, next year, i.e., that we're going to ship over the next six quarters at least 30 gigawatts of output.
Scott Strazik ·
Again, we're going to need some of this capacity, even the 30 gigawatts we'll be able to deliver in 2030 and 2031 for outages by the time you get to the middle of the next decade.
Scott Strazik ·
How does GE Vernova compare with its peers?
Short answer
GE Vernova's score ranks 8th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
GE Vernova is broader than a turbine manufacturer and more equipment-oriented than a conventional electricity producer. Power technology, wind components and grid infrastructure sit beside conversion, storage and service activities, linking generation capacity with the systems needed to deliver and manage electricity.
That breadth changes the comparison with a pure-play wind supplier or grid-equipment vendor: GE Vernova can participate across more of the electricity system, while also carrying exposure to several manufacturing and delivery cycles at once. Its meaningful service base adds another economic stream without making the company primarily a service business.
| Company | Price | Market value | Score |
|---|---|---|---|
| $262.92 Oct 2, 2026 | $75.6B | 83 5-pillar Oct 4, 2026 | |
| $251.93 Oct 2, 2026 | $57.7B | 80 5-pillar Oct 4, 2026 | |
| $231.27 Oct 2, 2026 | $92.5B | 79 5-pillar Oct 4, 2026 | |
| $454.35 Oct 2, 2026 | $50.6B | 79 5-pillar Oct 4, 2026 | |
| $972.55 Oct 2, 2026 | $123B | 78 5-pillar Oct 4, 2026 | |
| $161.61 Oct 2, 2026 | $90.5B | 70 5-pillar Oct 4, 2026 | |
| $354.32 Oct 2, 2026 | $35.8B | 70 5-pillar Oct 4, 2026 | |
| GE Vernova (GEV) — this page | $988.70 | $263B | 68 |
| $257.49 Oct 2, 2026 | $92.5B | 67 5-pillar Oct 4, 2026 | |
| $436.11 Oct 2, 2026 | $169B | 67 5-pillar Oct 4, 2026 | |
| $528.32 Oct 2, 2026 | $72.9B | 67 5-pillar Oct 4, 2026 | |
| $76.09 Oct 2, 2026 | $29.8B | 66 5-pillar Oct 4, 2026 | |
| $76.83 Oct 2, 2026 | $160B | 59 5-pillar Oct 4, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $949.00 – $1450.00
- Consensus target
- $1272.36
- Median target
- $1299.00
Consensus record · Captured .
Measured against a quoted price of $988.70 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Jun 1, 2026
- Transactions
- 34
- Identified insiders
- 11
- Purchases
- 0
- Sales
- 2
- Other transactions
- 32
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 79.7% Period end Jun 30, 2026
- Previous quarter · ownership
- 75.1% Prior to period end Jun 30, 2026
- Reporting holders
- 3,594 Period end Jun 30, 2026
- Previous quarter · holders
- 3,262 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 21,763,980 |
| Vanguard Capital Management LLC | 17,552,000 |
| Fmr LLC | 16,150,499 |
| State Street Corp | 11,765,340 |
| Geode Capital Management, LLC | 6,346,988 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about GE Vernova (GEV)?
GEV Industrials Stock FAQ
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
What does GE Vernova sell through Power, Wind and Electrification?
Power covers technologies tied to hydro, gas, nuclear and steam generation; Wind focuses on turbine blades; Electrification supplies grid infrastructure, conversion technology, solar and storage systems. Revenue includes products and services across that portfolio.
How far ahead is GE Vernova's turbine capacity committed?
Management describes the production schedule as largely sold out far into the future, with later capacity already being placed under contract. That visibility raises the importance of manufacturing ramp, shipment timing and profitable delivery.
Did GE Vernova's latest revenue beat come with an earnings beat?
Revenue finished above the market estimate, while diluted earnings finished below it. Gross and operating profit improved from the preceding period, but the earnings result shows that sales strength alone did not settle the profitability question.
Are GE Vernova insiders adding shares alongside institutional holders?
Institutional ownership and the holder count increased in the latest comparison, while recent insider activity showed net share reductions and no recorded purchases. Many insider entries were awards, in-kind transactions or exempt exercises, so the aggregate should not be treated as a simple directional trade.
What is the GEV stock price today?
The last price recorded on this page for GE Vernova Inc. (GEV) is $988.70, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the GEV price target?
The analyst consensus price target for GE Vernova Inc. (GEV) is $1272.36 (range $949.00 to $1450.00, median $1299.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
When are GEV's next earnings?
The next earnings date listed on this page for GE Vernova Inc. (GEV) is Oct 28, 2026. Companies sometimes move report dates, so the company's own announcement is the final word on timing.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (84 figures)
The 84 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Scott Strazik (Jul 22, 2026): As I mentioned earlier, we expect to end the year with at least 125 gigawatts under contract, making us mostly sold out through 2030, and to have sold more than half of the 30 gigawatts of 2031 production slots by the end of this year. Scott Strazik (Jul 22, 2026): That's very well on track, and we will deliver that in the second half of the year, both in 3Q and 4Q on the 20 gigawatts annualized that we've talked about. Scott Strazik (Jul 22, 2026): We can look ahead the next year and a half and tell you with confidence, with the ramp up to 20 gigawatts annualized for the second half of this year, next year, i.e., that we're going to ship over the next six quarters at least 30 gigawatts of output. Scott Strazik (Jul 22, 2026): Again, we're going to need some of this capacity, even the 30 gigawatts we'll be able to deliver in 2030 and 2031 for outages by the time you get to the middle of the next decade. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | Cambridge, MA | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "58 Charles Street, Cambridge, MA, 02141, US". |
FMP — 72 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $988.70 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T21:14:25.157Z. | |
px.change | Change on the day | +0.13% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $263B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:02.000Z. Captured from FMP at 2026-10-04T21:14:23.319Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$1.25 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $11.10B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 28.05 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 2.13M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.97 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Scott L. Strazik | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 78,000 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $33.01B, net result −$633.00M; FY2022 revenue $29.65B, net result −$2.74B; FY2023 revenue $33.24B, net result −$438.00M; FY2024 revenue $34.94B, net result $1.55B; FY2025 revenue $38.07B, net result $4.88B | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Product $20.93B · Service $17.13B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 20.2% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $11.10B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.rd_k | R&D — period end 2026-06-30 | $334.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $1.37B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $655.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $9.34B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.rd_k | R&D — period end 2026-03-31 | $304.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $1.30B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $179.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $10.96B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.rd_k | R&D — period end 2025-12-31 | $366.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $1.35B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $601.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $9.97B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.rd_k | R&D — period end 2025-09-30 | $310.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $1.22B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $366.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-22.revenue_actual | Revenue · reported — report date 2026-07-22 | $11.10B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.revenue_estimated | Revenue · estimate — report date 2026-07-22 | $10.79B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.eps_actual | EPS · reported — report date 2026-07-22 | $2.4700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-22.eps_estimated | EPS · estimate — report date 2026-07-22 | $3.1700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.revenue_actual | Revenue · reported — report date 2026-04-22 | $9.34B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.revenue_estimated | Revenue · estimate — report date 2026-04-22 | $9.25B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.eps_actual | EPS · reported — report date 2026-04-22 | $17.4400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-22.eps_estimated | EPS · estimate — report date 2026-04-22 | $1.9500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.revenue_actual | Revenue · reported — report date 2026-01-28 | $10.96B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.revenue_estimated | Revenue · estimate — report date 2026-01-28 | $10.21B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.eps_actual | EPS · reported — report date 2026-01-28 | $13.3900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-28.eps_estimated | EPS · estimate — report date 2026-01-28 | $2.9300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-22.revenue_actual | Revenue · reported — report date 2025-10-22 | $9.97B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-22.revenue_estimated | Revenue · estimate — report date 2025-10-22 | $9.14B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-22.eps_actual | EPS · reported — report date 2025-10-22 | $1.6400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-22.eps_estimated | EPS · estimate — report date 2025-10-22 | $1.7200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $13.12B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $5.49B | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $1.38B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $3.96B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 22.16× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $5.49B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $5.19B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$386.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$397.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $2.48B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$671.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $980.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$247.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $949.00 – $1450.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $1272.36 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $1299.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 34 transactions · 0 purchases, 2 sales, 32 other transactions · 11 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Jun 1, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 79.7% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 75.1% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 3,594 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 3,262 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 21,763,980 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Vanguard Capital Management LLC — shares in provider snapshot | 17,552,000 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Fmr LLC — shares in provider snapshot | 16,150,499 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | State Street Corp — shares in provider snapshot | 11,765,340 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Geode Capital Management, LLC — shares in provider snapshot | 6,346,988 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 3 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 28, 2026 | UNRECORDED | Stored earnings-calendar observation — Captured 2026-08-01 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 5 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-10-03 | |
px.range52 | 52-week range | $530.16 – $1195.94 | UNRECORDED | Stored company-profile observation — Captured 2026-10-03 |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 20.05× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $13.12B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $1.75 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-03, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 0.18% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-22.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($11.10B) with the recorded estimate ($10.79B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-22.eps_actual.comparison | Latest report · EPS vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($2.4700) with the recorded estimate ($3.1700) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 68 of 100 · Strong · pillars 76 / 48 / 35 / 77 / 72 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 68 (stored snapshot Oct 3, 2026) → 68 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.rd_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.rd_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.rd_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.rd_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-22. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-22.revenue_actual,earn.history.depth.2026-07-22.revenue_estimated,earn.history.depth.2026-07-22.revenue_actual.comparison,earn.history.depth.2026-07-22.eps_actual.comparison,earn.history.depth.2026-07-22.eps_actual,earn.history.depth.2026-07-22.eps_estimated,earn.history.depth.2026-04-22.revenue_actual,earn.history.depth.2026-04-22.revenue_estimated,earn.history.depth.2026-04-22.eps_actual,earn.history.depth.2026-04-22.eps_estimated,earn.history.depth.2026-01-28.revenue_actual,earn.history.depth.2026-01-28.revenue_estimated,earn.history.depth.2026-01-28.eps_actual,earn.history.depth.2026-01-28.eps_estimated,earn.history.depth.2025-10-22.revenue_actual,earn.history.depth.2025-10-22.revenue_estimated,earn.history.depth.2025-10-22.eps_actual,earn.history.depth.2025-10-22.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | GE Vernova Inc. is an energy enterprise primarily engaged in generating electricity. Its business activities are categorized into three main divisions: Power, Wind, and Electrification. The Power segment is responsible for producing and distributing electricity from various sources, including hydroelectric, natural gas, nuclear, and steam power. The Wind division concentrates on the fabrication and sale of wind turbine blades. Meanwhile, the Electrification segment offers an array of services such as grid infrastructure solutions, power conversion technologies, and both solar and energy storage systems. The company was established in 2023 and has its headquarters situated in Cambridge, Massachusetts. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Product: $20.93B; Service: $17.13B | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Management outlook — dated call excerpts | Captured record · 4 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-22 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Trailing twelve-month ratio set | Quick ratio: 0.64; Current ratio: 0.85; Debt to equity: 0.33; Net margin: 23%; Gross margin: 20.2%; Operating margin: 4.4%; Return on assets: 11.8%; Return on equity: 83.4% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Sector / industry (provider taxonomy) | Industrials / Industrial - Machinery The company's SEC filings classify it under SIC 3600 — Electronic & Other Electrical Equipment (No Computer Equip). | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-22 | FMP | Financial Modeling Prep (FMP) earnings |
| Most recent periodic reports | 2026-07-22 | OFFICIAL | SEC EDGAR filer submissions | |
| Cash, investments and debt | Total debt: $3.96B; Liquidity basis: cash and short-term investments; Total liabilities: $67.69B; Cash and short-term investments: $13.12B; Cash and investments: $14.50B; Long-term investments: $1.38B; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $14.50B; Cash and short-term investments: $13.12B; Long-term investments: $1.38B; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Next earnings report | Date: 2026-10-28; EPS estimate: $4.08 per share; Revenue estimate: $12.01B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Institutional ownership (13F) | Holders: 3,582; Quarter: 2026-06-30; Ownership: 79.9%; Holders previous quarter: 3,255; Ownership previous quarter: 76 13F filings are quarterly and lag the quarter end by up to 45 days. | 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings |
| Insider transactions, last 180 days | Net shares: -33,347; Window days: 180; Price low: $92.13; Clustered days: 2026-05-14; 2026-05-20; Price high: $1,115.6; Buy transactions: 0; Distinct insiders: 12; Sell transactions: 2; Other transactions: 35; Total transactions: 37; Other transaction types: A-Award: 9, F-InKind: 3, M-Exempt: 23; Unknown direction transactions: 0 Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market. | 2026-06-01 | FMP | Financial Modeling Prep (FMP) insider transactions, from Form 4 filings |
Data provided for informational purposes only.
ETFs that hold GEV
Funds in our ETF coverage that list GEV among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.