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GEV

GE Vernova LLC

NYSE: GEV · INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY

$1,063.11
-2.37% today

Updated 2026-04-29

Market cap
$308.81B
P/E ratio
33.55
P/S ratio
7.84x
EPS (TTM)
$34.25
Dividend yield
0.13%
52W range
$357 – $1,182
Volume
2.5M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

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

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

Price target summary

Current
$1,063.11
Consensus
$1,063.00
-0.01%
2030 Target
$3,324.71
+212.73%
DCF
—
—
24 analysts:
10 Buy5 Hold1 Sell

Management guidance

GE Vernova raised FY2026 revenue guidance to $44.5B-$45.5B (midpoint $45.0B) in Q1 2026 earnings, up from prior $44.0B-$45.0B, driven by surging AI data center demand and accelerating electrification orders. CEO Scott Strazik emphasized massive backlog growth and capacity expansion to meet long-term power infrastructure demand. Management has not provided specific guidance beyond 2026, but indicated sustained multi-year growth driven by AI infrastructure buildout and grid modernization investments.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$5,571.13
$75.3B Rev × 20x P/S
Base case (2030)
$3,324.71
$75.3B Rev × 12x P/S
Bear case (2030)
$2,246.43
$75.3B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$33.2B$34.9B$38.1B$45.0B$51.5B$58.1B$66.2B$75.3B
Revenue growth—5.1%8.9%18.1%14.4%14.0%14.0%13.8%
EPS$1.70$5.93$16.95$14.72$22.21$28.50$35.80$43.90
P/S ratio———3.0x3.0x12.0x12.0x12.0x
Implied price———$459.68$574.60$2,605.85$2,965.28$3,324.71

Catalysts & risks

Growth catalysts
+ AI data center electrification demand acceleration (Microsoft, Meta, Google capex commitments)
+ Nuclear power plant deployment and SMR commercialization targeting 2030 operation
+ Grid modernization and transmission infrastructure buildout in US and international markets
+ Backlog conversion execution and capacity expansion (currently massive contracted pipeline)
+ Energy Storage Systems (ESS) and renewable integration products driving higher-margin sales
Key risks
- Execution risk on large-scale nuclear and grid projects with multi-year timelines
- Supply chain constraints and manufacturing capacity constraints limiting revenue realization
- Wind segment underperformance and offshore wind project delays/disputes (Vineyard Wind lawsuit)
- Macroeconomic uncertainty and potential slowdown in customer capex spending
- Regulatory and permitting delays for nuclear and grid infrastructure projects

Methodology

GE Vernova LLC's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 24 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: April 26, 2026.