Today
-1.17%
5 Days
-14.23%
1 Month
-23.04%
6 Months
-30.39%
Year to Date
+16.80%
1 Year
+36.39%
• GE Vernova faced selling pressure due to AI infrastructure regulatory and policy uncertainties. • Institutional portfolio adjustments and analyst price target reductions weighed on market sentiment. • Renewable portfolio operational friction and margin headwinds exacerbated the stock's decline.
• GE Vernova raised full-year guidance following strong third-quarter financial results. • The company benefits from surging electricity demand and an expanding equipment backlog. • Analysts maintain positive ratings with an average price target of $1121.93.
• GE Vernova reported strong third-quarter financial results with expanding profit margins. • Management raised the full-year outlook and expanded the share repurchase program. • The company achieved record-high equipment backlog driven by surging global electricity demand.
• GE Vernova faced selling pressure despite exceeding third-quarter earnings consensus estimates. • The nine-billion-dollar Trench Group acquisition raises debt leverage and integration concerns. • Wind energy segment cost drags offset strong performance in power units.
• GE Vernova reported strong third-quarter results and raised full-year guidance. • Order intake doubled, lifting the company backlog to near twenty billion. • Management doubled its share buyback authorization to twenty billion dollars.
• GE Vernova faces market volatility linked to AI data center expansion. • Near-term profitability is impacted by legacy contracts and wind segment headwinds. • The company reports an annual revenue of $38.07B and net profit of $4.88B.
GE Vernova (GEV) Q3 2026 Earnings Call: $197 Billion Backlog and Higher Guidance


| Shareholders | Proportion |
|---|---|
| Fidelity Management & Research Company LLC | 7.02% |
| Vanguard Capital Management, LLC | 6.52% |
| BlackRock Institutional Trust Company, N.A. | 5.11% |
| State Street Investment Management (US) | 4.27% |
| Shareholder Types | Proportion |
|---|---|
| Investment Advisor | 46.22% |
| Investment Advisor/Hedge Fund | 19.83% |
| Research Firm | 3.63% |
| Hedge Fund | 3.50% |
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