GE Vernova (GEV)
Builds and services power-generation, wind, and grid equipment for electricity systems worldwide.
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Sells generation equipment, wind turbines, grid hardware, storage systems, and software, then earns additional revenue by servicing installed fleets and executing long-cycle projects worldwide. Three segments span Power, Wind, and Electrification, with Prolec GE transformers now integrated into the grid portfolio.
Supplies equipment and services across Power, Wind, and Electrification, spanning gas, nuclear, and hydro generation; onshore and offshore wind turbines; and grid hardware, conversion, storage, and software. The portfolio serves utilities, independent generators, governments, and industrial customers worldwide.
Pairs equipment sales with long-term services across a large installed base and standardizes wind offerings around fewer workhorse turbines. Electrification now includes Prolec GE transformers alongside Power Transmission, Grid Systems Integration, Power Conversion & Storage, and Grid Automation & Software.
Execution depends on disciplined contract underwriting, manufacturing capacity, supply chains, and utility investment cycles. Wind remains tied to a concentrated U.S. onshore market and completion of the existing offshore backlog, while Power carries long-term service obligations and Electrification faces extended customer lead times.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Goldman Sachs | Upgrade | ||
| Sep 14, 2026 | GLJ Research | Initiate | Rating: — | |
| Sep 11, 2026 | Jefferies | Target | Target: $1,210 | Target: $1,185 |
| Aug 3, 2026 | Morgan Stanley | Downgrade | ||
| Jul 24, 2026 | Mizuho Securities | Target | Target: $714 | Target: $949 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $13.12B · Total debt $3.96B · Total assets $80.80B · Shareholders' equity $11.96B
- Revenue
- $11.10B
- Operating income
- $655.0M
- Net income
- $668.0M
HistoryDividendAnnual yield
| Institutions | 80.45% | 214.27M shares | |
|---|---|---|---|
| 3,590 holders · as of Jun 30, 2026 | |||
| Insiders | 0.10% | 256.3K shares | |
| 18 holders · as of Jun 3, 2026 | |||
| Other | 19.45% | 51.80M shares | |
| remainder | |||
266.33M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.17% | 21.76M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.59% | 17.55M | as of Jun 30, 2026 |
FMR LLCInstitution | 6.06% | 16.15M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.42% | 11.77M | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 2.38% | 6.35M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 1, 2026 | Victor Abate | officer: Chief Executive Officer, Wind | −4,819 | $948.08 |
| May 14, 2026 | Matthew Joseph Potvin | officer: Chief Accounting Officer | −2,333 | $1,059.09 |
| Mar 3, 2026 | Steven Baert | officer: Chief People Officer | −5,300 | $850.00 |
Not reported.