GEV

GE Vernova LLC

NYSE: GEV · INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY

$1,073.08

-3.09% today

Updated 2026-06-05

Market cap

$243.67B

P/E ratio

26.52

P/S ratio

6.19x

EPS (TTM)

$34.19

Dividend yield

0.17%

52W range

$478 – $1,182

Volume

2.5M

Market cap

$243.67B

P/E ratio

26.52

P/S ratio

6.19x

EPS (TTM)

$34.19

Dividend yield

0.17%

52W range

$478 – $1,182

Volume

2.5M

GE Vernova LLC (GEV) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

GEV · GE Vernova LLC · Price target summary

Current

$1,073.08

Consensus

$1,091.00

+1.67%

2030 Target

$965.77

-10.00%

DCF

—

Current price

$1,073.08

Analyst consensus

$1,091.00

+1.67%

2030 Target

$965.77

-10.00%

Intrinsic (DCF)

—

29 analysts:

24 Buy5 Hold0 Sell

Management guidance

GE Vernova has not publicly disclosed explicit multi-year revenue targets through 2030. However, Q1 2026 earnings showed strong momentum with 16.27% quarterly revenue growth and management raised full-year 2026 guidance. The company is benefiting from accelerating AI data center power demand and global energy transition tailwinds, with backlog growing substantially.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

GEV · GE Vernova LLC · Revenue & price projection · 2023–2030E

Actual revenue Projected revenue Base case Bull to bear range

Bear case (2030)

$643.85

$86.9B Rev × 1.8x P/S

Base case (2030)

$965.77

$86.9B Rev × 3x P/S

Bull case (2030)

$1,609.62

$86.9B Rev × 4.8x P/S

WallStSmart.com

Financial forecast — research-backed

Metric	2025	2026 (E)	2027 (E)	2028 (E)	2029 (E)	2030 (E)
Revenue	$38.1B	$45.9B	$52.5B	$61.8B	$73.4B	$86.9B
Revenue growth	8.9%	20.6%	14.3%	17.8%	18.8%	18.4%
EPS	$17.65	$24.43	$24.59	$29.50	$35.20	$41.80
P/S ratio	—	3.0x	3.0x	3.0x	3.0x	3.0x
Implied price	—	$536.54	$643.85	$751.16	$858.46	$965.77

GEV · GE Vernova LLC · Catalysts & risks

Growth catalysts

+ AI data center power infrastructure acceleration driving sustained 20%+ revenue growth through 2028

+ Nuclear power renaissance and H-class gas turbine deployment (Turkey project, Blue Energy partnership announced May 2026)

+ Renewable energy expansion: wind turbine orders from BBWind and Greenvolt in Germany; pumped storage for India

+ Contracted backlog conversion to revenue as projects reach commercial operation

+ Global energy transition spending from governments and hyperscalers ($700B+ AI power demand identified)

Key risks

- Analyst consensus only extends to 2027; outer-year (2029-2030) projections subject to macro uncertainty

- Supply chain constraints if manufacturing capacity cannot scale with demand

- Regulatory delays in nuclear and grid modernization projects

- Potential data center capex deceleration post-2028 if AI spending cycle moderates (PwC report flagged possible shift to digital networking by late 2020s)

- Competitive intensity from GE Aerospace, Siemens Energy, Vestas in overlapping power segments

Methodology

GE Vernova LLC's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 29 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 14, 2026.