The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
The information provided on EL7.AI is for educational and informational purposes only and does not constitute financial advice.
| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 25 | 28.4x | 20.8x | Bottom tier | |
Growth | 71 | 13.0% | 6.1% | Top tier | |
Quality | 83 | 115.0% | 6.6% | Top tier | |
Safety | 78 | — | 0.7x | Top tier | |
Capital Return | 26 | 0.25% | 2.02% | Bottom tier | |
Momentum | 93 | 77.5% | 4.1% | Top tier | |
Sentiment | 46 | 21 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
GE Vernova Inc. is a global leader in the electric power sector, operating through three main segments including Power, Electrification, and Wind. The company generates its revenue by manufacturing critical infrastructure such as gas turbines, wind turbines, electrical transformers, and advanced software systems, in addition to highly profitable, long-term service contracts that support its massive installed base of equipment around the world.
In the first quarter of fiscal year 2026, the company reported strong financial results with revenue reaching $9.3 billion, an organic increase of 7%, while net income reached $4.7 billion, supported by acquisition gains. Adjusted EBITDA also jumped by 87% to reach $896 million, resulting in a margin expansion of 390 basis points. Segment performance was mixed, as Power segment revenue grew by 10% with a profit margin of 16.3%, and the Electrification segment saw a 61% revenue jump supported by the Prolec acquisition, whereas Wind segment revenue declined by 25%, recording losses of $382 million.
Furthermore, the company demonstrated exceptional cash generation capabilities, achieving free cash flow of $4.8 billion in the first quarter alone, driven by strong advance payments. The company ended the first quarter with a massive backlog of $163 billion, reflecting the growing demand for its solutions and supporting its future outlook to expand profit margins and meet the growing global electricity needs.
GE Vernova Inc. stock currently trades below the analyst consensus average price target of $1159.06, reflecting significant optimism about the company's growth trajectory. The stock holds a consensus rating of 'Buy', with the highest price target reaching $1400. This positive valuation is based on the massive $163 billion backlog and the accelerating revenue growth in the AI-linked Electrification segment.
Figures in the text are as of 2026-07-22; the live price is shown at the top of the page.
The rapid expansion of artificial intelligence technologies is leading to a massive increase in demand for the power and electrification infrastructure provided by the company. In the first quarter of 2026 alone, the Electrification segment secured $2.4 billion in orders directly allocated to data centers, a figure that exceeds the total recorded in all of 2025. Additionally, the company has begun integrating its Energy Management System (EMS) with substation equipment to provide integrated power solutions for major technology companies.
The Wind segment is facing strong headwinds, recording EBITDA losses of $382 million in the first quarter of 2026. This decline is primarily due to a 25% drop in revenue resulting from weak onshore equipment deliveries and the impact of tariffs. However, management expects significant improvement in the second half of the year, as approximately 70% of the 2025 equipment orders are scheduled to be shipped during that period.
GE Vernova Inc. completed the acquisition of the remaining 50% stake in Prolec for $5.3 billion, significantly enhancing its power transmission capabilities. This deal added three new factories in the United States in Shreveport, North Carolina, and Wisconsin, helping to meet the growing demand for transformers. This acquisition paid off quickly, as Prolec's backlog grew by 25% to reach $5 billion, and it contributed about $500 million to first-quarter revenue.
Automated analysis for informational purposes only — not investment advice.
The company continues its leadership in developing small modular reactors (SMR) and received significant support through a US and Japanese government announcement allocating up to $40 billion to build these reactors. Operationally, the company is preparing to begin installing the two-million-pound foundation for the first unit at OPG's Darlington site in Canada. The company also expects the Nuclear Regulatory Commission to issue the construction license for the Clinch River project in Tennessee by 2026.