Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$255.0B
266M shares
52-week range
$530.16 – $1,195.94
54% from low
Sector
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
Exchange
NYSE
CS
P/S (TTM)
5.8
EV / FCF (TTM)
18.5
GE Vernova is a global leader in the electric power industry, with products and services that generate, transfer, convert, and store electricity. The company has three business segments: power, wind, and electrification. Power includes gas, nuclear, hydroelectric, and steam technologies, providing dispatchable power. The wind segment includes wind generation technologies, including onshore and offshore wind turbines and blades. Electrification includes grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, and storage of electricity from the point of generation to the point of consumption.
www.gevernova.comNo one on the platform currently holds GEV.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2024-09-30 | 1,156,011 | $294.8M |
| Bridgewater Associatesas of 2026-03-31 | 434,897 | $379.6M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-16 | $0.5000 | 2026-07-14 |
| 2026-03-17 | $0.5000 | 2026-04-14 |
| 2026-01-05 | $0.5000 | 2026-02-02 |
| 2025-10-20 | $0.2500 | 2025-11-17 |
| 2025-07-21 | $0.2500 | 2025-08-18 |
| 2025-04-17 | $0.2500 | 2025-05-16 |
| 2024-12-20 | $0.2500 | 2025-01-28 |
No one on the platform has traded GEV yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 102.7% | — | — | — | ||
| Rev. Growth % | 8.9% | |||||
| Profit Margin % | 12.8% | 1.0% | ||||
| Free Cash Flow Margin % | 9.7% | 1.4% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +7.1% on the P/E track.
At today's price, your expected annual return is +13.8% on the P/E track.
At today's price, your expected annual return is +19.5% on the P/E track.
Also held through funds
2 more books hold GEV indirectly · AVUS 0.4% of fund, VTI 0.3% of fund
| 345,390 |
| $225.7M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $46.3B | +24.0% | $30.72 | $28.48–$31.63 | 28.9× | 15 |
| 2027 | $53.1B | +14.6% | $24.71 | $18.76–$27.55 | 35.9× | 20 |
| 2028 | $61.0B | +14.9% | $34.75 | $21.87–$47.21 | 25.5× | 21 |
| 2029 | $70.3B | +15.3% | $46.92 | $43.27–$49.90 | 18.9× | 9 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-22 | $3.17 | $2.47 | -22.1% |
| 2026-04-22 | $1.95 | $17.44 | +794.4% |
| 2026-01-28 | $2.93 | $13.39 | +357.0% |
| 2025-10-22 | $1.72 | $1.64 | -4.7% |
| 2025-07-23 | $1.48 | $1.86 | +25.7% |
| 2025-04-23 | $0.47 | $0.91 | +94.2% |
| 2025-01-22 | $2.28 | $1.73 | -24.1% |
| 2024-10-23 | $0.19 |
| $0.35 |
| +82.7% |
| $92.8B |
| — |
| ENLTEnlight Renewable Energy Ltd | $73.13 | -1.47% | $10.2B | — |
| NEENextEra Energy, Inc. | $81.63 | -0.83% | $170.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$GEV Get us back to $950 today and yesterday will be forgiven.
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$GEV go up today ! There’s no reason for you to continue to slide down. You are an amazing and strong company ! People are just being stupid and listening to the wrong information. Once they learn watching CNBC and Jim Cramer they’ll know the facts and realize how wrong they were to follow the downward trend. #realfacts #1000+
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GEV Stock Plunges After New Sell Rating, But Retail Investors Smell A Buying Opportunity $GEV https://stocktwits.com/news/equity/markets/gev-stock-plunges-after-new-sell-rating-but-retail-investors-smell-a-buying-opportunity/cZtVy4RRBTj
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$GEV waiting for $600 before I become interested & $FLEX below $90 😁😁 I am greedy as fk I know $ABB below 70CH
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$GEV thought this was $GEVO for a quick second 🦍🚀🌚
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$GEV Good to see the sentiment meter green for a change
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$GEV Sitting on the 200dma and ready to bounce after the stupid ai BS scare.. Even if they drop it more LT it's awesome just dca !!!
View on StockTwits ↗$GEV Grt opportunity here , LT we are Golden as all data centers along with our normal electrical demands will increase in a very big way for the in ext 5 yrs !!!!
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Jim Cramer said Wall Street avoided a deeper sell-off Monday as three major concerns eased: oil prices reversed from their highs, buyers emerged when the 10-year Treasury yield reached 5%, and fears that a slowdown in frontier AI development would derail data-center spending diminished. The S&P 500 fell 0.48%, the Nasdaq 0.56% and the Dow 152 points, after all three indexes had suffered steeper losses earlier in the session. AI-related stocks faced significant pressure following Anthropic CEO Dario Amodei’s call for a slower pace of frontier-model development, with Intel and Micron falling about 5%, GE Vernova nearly 9% and Eaton roughly 8%. However, Cramer said investors ultimately concluded that increased AI safeguards would not materially alter the data-center buildout. Oil also provided relief after WTI briefly hit $102 a barrel before giving back most of its gains, while the 10-year yield’s move to 5% attracted buyers and helped stabilize the bond market. $INTC $MU $GEV $ETN $SPX
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$GEV i’m super surprised at this price action. Out of all of the AI players, this is the one I would not have shorted at all. This could actually be a buying opportunity, but the way things are looking, I’m still staying out of it. All of these are SUPER volatile right now!!!!
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.