GE Vernova (GEV) News & Sentiment

Investors looking at GEV stock might want to hold off for a more favorable buying opportunity due to its high valuation.

GE Vernova is set to experience significant growth in revenue and earnings thanks to a strong backlog, high demand in the market, and rising prices. Although the stock price has recently dropped due to worries about DeepSeek, I think that the adoption of AI and investments in power infrastructure will lead to long-term growth. The company's improved profit margins are backed by increased prices, cost-cutting measures, and moving away from low-profit offshore wind projects.

GE Vernova has greatly increased shareholder value, with its stock rising by 116.8% since it separated from General Electric. The company's Power, Wind, and Electrification divisions are experiencing strong growth due to higher electricity demand and efforts to reduce carbon emissions. Although there were doubts at first, GE Vernova's better financial results and positive outlook support a recommendation to consider the stock as a soft 'buy'.

Investors frequently depend on analyst recommendations when choosing to buy, sell, or hold a stock. Changes in ratings from these analysts, who work for brokerage firms, can impact a stock's price, but how significant are they really?

Baird analyst Ben Kallo has started monitoring the stock and set a price target of $448.

Even though it's only February, GE Vernova's (GEV 1.75%) stock has had a thrilling start to the year. In January, the share price increased by 13.4%, based on data from S&P Global Market Intelligence, but it dropped at the end of the month after new artificial intelligence (AI) models were introduced by the Chinese start-up DeepSeek.

Investors looking at Alternative Energy - Other stocks probably know about Clearway Energy (CWENA) and GE Vernova (GEV). However, which of these two stocks provides better value for money for investors at this moment?

I consider GE Vernova a good investment due to the increasing energy needs from data centers, the rise of AI, and the shift towards electrification, which will help GEV take advantage of energy infrastructure investments. In the fourth quarter of 2024, GEV reported impressive earnings with total revenue of $10.56 billion and an 85% growth in adjusted EBITDA, even with some difficulties in the Wind segment. GEV is well-equipped to handle large energy demands through its power generation, grid modernization, and renewable energy solutions, backed by a strong backlog and customer trust.

On Wednesday, GE Vernova (GEV) shares reached a new all-time high, despite the energy company announcing fourth-quarter results that were below expectations.