FY2027 EPS Estimates for GE Vernova Decreased by Analyst

Key Points

• Erste Group Bank lowered its FY2027 EPS estimate for GE Vernova to $24.55 from $24.64, while the broader consensus full-year estimate is $15.36 per share.
• GE Vernova’s latest quarter showed mixed results: EPS of $2.47 missed expectations of $3.17, but revenue reached $11.10 billion, beating estimates and rising 21.9% year over year.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $1,145.83, though the stock’s elevated valuation remains a concern.

GE Vernova Inc. (NYSE:GEV - Free Report) - Research analysts at Erste Group Bank reduced their FY2027 earnings estimates for GE Vernova in a report issued on Friday, September 18th. Erste Group Bank analyst H. Engel now expects that the company will post earnings of $24.55 per share for the year, down from their previous forecast of $24.64. The consensus estimate for GE Vernova's current full-year earnings is $15.36 per share.

GE Vernova (NYSE:GEV - Get Free Report) last released its earnings results on Wednesday, July 22nd. The company reported $2.47 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.17 by ($0.70). The firm had revenue of $11.10 billion during the quarter, compared to the consensus estimate of $10.79 billion. GE Vernova had a return on equity of 42.42% and a net margin of 23.03%.GE Vernova's revenue was up 21.9% compared to the same quarter last year. During the same quarter last year, the business posted $1.86 EPS.

A number of other research firms have also recently commented on GEV. The Goldman Sachs Group raised GE Vernova from a "buy" rating to a "market outperform" rating in a research note on Monday, September 14th. Sanford C. Bernstein restated an "outperform" rating and set a $1,298.00 price objective on shares of GE Vernova in a report on Tuesday, September 15th. Morgan Stanley lowered GE Vernova from an "overweight" rating to an "underweight" rating in a research note on Monday, August 3rd. Royal Bank Of Canada lifted their target price on GE Vernova from $1,195.00 to $1,225.00 and gave the stock an "outperform" rating in a research report on Thursday, July 23rd. Finally, BMO Capital Markets restated an "outperform" rating on shares of GE Vernova in a research note on Friday, August 7th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, GE Vernova currently has an average rating of "Moderate Buy" and a consensus target price of $1,145.83.

GE Vernova Stock Performance

GE Vernova stock opened at $939.27 on Monday. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.85 and a quick ratio of 0.62. The firm has a market capitalization of $250.16 billion, a P/E ratio of 26.88, a price-to-earnings-growth ratio of 4.37 and a beta of 1.15. GE Vernova has a 1-year low of $530.16 and a 1-year high of $1,195.94. The company's 50-day moving average is $980.62 and its 200 day moving average is $985.06.

Hedge Funds Weigh In On GE Vernova

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Cornerstone Financial Management LLC purchased a new stake in shares of GE Vernova during the 4th quarter valued at $25,000. Manning & Napier Advisors LLC grew its stake in GE Vernova by 68.4% during the 1st quarter. Manning & Napier Advisors LLC now owns 32 shares of the company's stock worth $26,000 after buying an additional 13 shares during the last quarter. Commonwealth Retirement Investments LLC acquired a new position in GE Vernova during the 4th quarter valued at about $30,000. Entelevest LLC acquired a new position in GE Vernova during the 4th quarter valued at about $30,000. Finally, Parvin Asset Management LLC purchased a new stake in GE Vernova in the second quarter valued at about $32,000.

Key Stories Impacting GE Vernova

Here are the key news stories impacting GE Vernova this week:

• Positive Sentiment: GE Vernova is reporting record orders and has significantly increased its free-cash-flow outlook. Its backlog, which stood at $176 billion at the end of the second quarter, is expected to exceed $200 billion very early in 2027, signaling strong demand visibility. GE Vernova vs. NextEra Energy: Which Industrials Stock Is a Better Buy in 2026?
• Positive Sentiment: Bernstein defended GE Vernova as “wired to win,” emphasizing that data centers represent only 38% of its electrification order book. The broader mix suggests the company can benefit from utility and grid investment even if artificial-intelligence infrastructure spending slows. Bernstein’s Defense of GE Vernova Doesn’t Answer the Valuation Question
• Positive Sentiment: GE Vernova and Vineyard Wind settled their dispute over the Massachusetts offshore wind project. The agreement ends legal claims involving turbine problems and payments and allows Vineyard Wind 1 to continue full-scale operations, removing a notable overhang. Financial terms were not disclosed, although reports characterized the dispute as worth more than $300 million. Vineyard Wind, GE Vernova End Legal Conflict Over Massachusetts Wind Farm
• Positive Sentiment: Investors also responded favorably to progress on a Texas power-plant project that GE Vernova will supply, reinforcing expectations for growth in gas-power and grid equipment. Why GE Vernova Stock Crushed It on Wednesday
• Neutral Sentiment: The bullish analyst commentary supports the recovery, but Bernstein’s defense does not fully resolve concerns that GE Vernova trades at a demanding valuation. Future gains may depend on converting its large backlog into sustained earnings and cash flow. Why GE Vernova Stock Bumped Higher Today

GE Vernova Company Profile

GE Vernova Inc NYSE: GEV is an energy technology company that provides equipment, software and services for electricity generation, transmission and distribution. Its portfolio is designed to support power systems across a range of energy sources, including natural gas, nuclear, hydroelectric, wind and solar power, as well as battery storage.

The company operates through three primary businesses: Power, Wind and Electrification. Power supplies gas and steam turbines, generators, nuclear power technologies, hydroelectric equipment and related maintenance services.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.