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To invest in GE Vernova, you need to believe in the accelerating global shift toward electrification, grid modernization, and decarbonization, which are at the heart of its business. The company’s shift from value to growth indices in late June 2025 doesn’t materially change the most important short-term catalyst: sustained demand for grid and gas turbine solutions from manufacturing growth and rising data center energy use. Meanwhile, risks tied to onshore wind order slowdowns due to policy uncertainty remain firmly in place.
Among recent events, GE Vernova’s announcement of a $0.25 per share quarterly dividend just before the index reclassification stands out. The dividend signals management’s confidence in current cash generation and provides a tangible near-term shareholder return, even as the company focuses on capturing long-term growth across electrification and energy transition themes.
Yet, in contrast, the slowdown in onshore wind orders linked to U.S. policy delays remains a fundamental risk investors should watch for...
Read the full narrative on GE Vernova (it's free!)
GE Vernova's outlook projects $44.8 billion in revenue and $4.6 billion in earnings by 2028. This is based on a 7.9% annual revenue growth rate and a $2.7 billion increase in earnings from the current $1.9 billion.
Uncover how GE Vernova's forecasts yield a $396.99 fair value, a 26% downside to its current price.
Simply Wall St Community contributors put fair value estimates for GE Vernova between US$270 and US$501.76 across 11 viewpoints. With onshore wind order slowdowns highlighted as a key risk, readers can compare a wide range of community perspectives before forming their own view.
Explore 11 other fair value estimates on GE Vernova - why the stock might be worth 50% less than the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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