GE Vernova (GEV) Stock: Buy, Sell, or Hold?
Key Points
GE Vernova’s stock has soared nearly ninefold since its market debut in 2024.
It still looks reasonably valued relative to its growth potential.
GE Vernova (NYSE: GEV), the former energy division of General Electric (NYSE: GE) that was spun off as a separate company in 2024, has impressed many investors since its market debut. Its stock opened at $115 per share on its first day, and it now trades at over $900. Let's see why the bulls rushed to GE Vernova -- and if it's smarter to buy, sell, or hold its stock right now.
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Why is GE Vernova impressing the market?
In 2025, GE Vernova generated over half of its orders from its Power segment, which produces gas turbines for combined-cycle plants, steam turbines for coal, gas, and nuclear plants, and services for nuclear power plants. It generated nearly a third of its orders from its Electrification segment, which sells transformers, breakers, substations, high-voltage direct current systems, and automation, optimization, and protection services for electrical grids. The rest of its revenue comes from its smaller Wind business, which sells onshore and offshore wind turbines.
Over the past two years, the robust growth of its Power and Electrification segments offset the slower growth of its wind segment -- which struggled with delays at its onshore wind projects, execution issues at its offshore wind projects, and supply chain constraints.
|
Metric |
2024 |
2025 |
|---|---|---|
|
Power Orders Growth |
28% |
51% |
|
Electrification Orders Growth |
19% |
23% |
|
Wind Orders Growth |
(38%) |
8% |
|
Total Orders Growth |
7% |
34% |
|
Total Revenue Growth |
5% |
9% |
Data source: GE Vernova. Orders growth reported on an organic basis.
The Power and Electrification segments are growing rapidly as the expansion of the power-hungry cloud, data center, and artificial intelligence (AI) markets drives more utility companies to upgrade their power plants and electrical grids. As for its Wind business, it's gradually stabilizing as its onshore business recovers.
Is it the right time to buy, sell, or hold its stock?
From 2025 to 2028, analysts expect GE Vernova's revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at CAGRs of 15% and 55%, respectively. With an enterprise value of $226 billion, it isn't cheap at 39 times this year's adjusted EBITDA -- but its robust growth rates could justify that higher valuation.
If GE Vernova matches analysts' estimates through 2028 and trades at a more sustainable 30 times its current-year adjusted EBITDA by the beginning of the final year, its stock could still rise nearly 60% over the next two years. Therefore, it makes more sense to buy or hold GE Vernova's stock in this choppy market rather than hastily sell it.
Should you buy stock in GE Vernova right now?
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Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GE Aerospace and GE Vernova. The Motley Fool has a disclosure policy.
