Why did GE Vernova (GEV) stock move recently?

On 7/23/2026, GE Vernova moved +4.7% — GE Vernova rose after reporting Q2 results on July 22 that included a revenue beat and raised full-year 2026 revenue guidance to $45.5-46.5B plus sharply higher FCF outlook, followed by multiple analyst price target increases including Guggenheim to $1,450. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is GE Vernova (GEV) overvalued or fairly valued?

MarketChacha shows GE Vernova's valuation in context — a trailing P/E of about 40.2, a forward P/E of about 37.3, a price-to-book of about 21.0 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does GE Vernova's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.46×) from reported figures — education, not a rating.

What is GE Vernova's revenue?

GE Vernova reported revenue of $38.1B for FY2025, with net profit of $4.9B, per official filings.

What is the share price of GE Vernova (GEV)?

GE Vernova last traded at $941.95 (+0.0% on the day), as of 9/4/2026 — a delayed quote shown for education, not investment advice.

GE Vernova

GEV · NYSE · Industrials · United States

Snapshot

TickerGEV

ExchangeNYSE

SectorIndustrials

IndustrySpecialty Industrial Machinery

CountryUnited States

CEOMr. Philippe Piron

Employees78,000

HeadquartersCambridge, United States

Websitewww.gevernova.com

Filings tracked11

About GE Vernova

GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa. The company operates through three segments: Power, Wind, and Electrification. The Power segment designs, manufactures, and services gas, nuclear, hydro, and steam technologies. It serves industrial, government, and other customers. The Wind segment offers wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment provides grid solutions; power conversion; electrification software; and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was incorporated in 2023 and is headquartered in Cambridge, Massachusetts.

Who owns it

Insiders0.1%
Institutions81.7%
Public & other18.1%

4,273 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.8.17%
Vanguard Capital Management LLC6.59%
FMR, LLC6.06%
State Street Corporation4.42%
Geode Capital Management, LLC2.38%
JPMORGAN CHASE & CO2.35%
Morgan Stanley2.15%
Capital World Investors1.88%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

No major accounting red flags in the fundamentals we have — profit is backed by cash and returns look healthy.

Cash conversion1.46×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend-1.3% → 12.8%

Margin has expanded by about 14.1 points — the business is getting more profitable.

Return on equity43.7%

Latest ROE of 43.7% — capital is generating a healthy return.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $13.9B · EPS 6.44

Est. earnings growth -48.7%

Next fiscal year

Rev $52.7B · EPS 24.80

Est. earnings growth +66.2%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$38.1B

Net margin

12.8%

ROE

43.7%

Revenue CAGR (2y)

+7.0%

EPS (FY2025)

17.69

Net profit (FY2025)

$4.9B

Ask MarketChacha about GEV

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Why it moved

Jul 23, 2026
GE Vernova rose after reporting Q2 results on July 22 that included a revenue beat and raised full-year 2026 revenue guidance to $45.5-46.5B plus sharply higher FCF outlook, followed by multiple analyst price target increases including Guggenheim to $1,450.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Jul 22, 2026
GE Vernova reported Q2 results with an EPS miss ($2.47 vs. $3.04 expected) despite a revenue beat, strong order growth, and raised full-year guidance; the stock fell amid profit-taking after a large YTD rally and broader concerns about AI data-center demand sustainability and valuation.
source 1 ↗source 2 ↗source 3 ↗source 4 ↗· confidence: high

Daily moves with the verified reason behind them. Education only — not investment advice.

On MarketChacha

Posts about GEV

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$38.1B	$4.9B	17.69	12.8%	43.7%
FY2024	$34.9B	$1.6B	5.58	4.4%	16.3%
FY2023	$33.2B	$-438.0M	-1.60	-1.3%	-5.9%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$11.1B	$668.0M	2.47	6.0%
2026Q1	$9.3B	$4.7B	17.44	50.8%
2025Q3	$10.0B	$452.0M	1.64	4.5%
2025Q2	$9.1B	$514.0M	1.86	5.6%
2025Q1	$8.0B	$254.0M	0.91	3.2%
2024Q3	$8.9B	$-96.0M	-0.35	-1.1%
2024Q2	$8.2B	$1.3B	4.65	15.8%
2024Q1	$7.3B	$-130.0M	-0.47	-1.8%
2023Q3	$8.3B	$-170.0M	-0.62	-2.1%
2023Q2	$8.1B	$-150.0M	-0.55	-1.8%
2023Q1	$6.8B	$-315.0M	—	-4.6%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Results of operations, Exhibits
SEC7/22/2026material
10-Q filing
SEC7/22/2026
8-K — Shareholder vote results
SEC5/22/2026material
8-K — Results of operations, Exhibits
SEC4/22/2026material
10-Q filing
SEC4/22/2026
8-K — Other events, Exhibits
SEC2/4/2026material
10-K filing
SEC1/29/2026
8-K — Results of operations, Exhibits
SEC1/28/2026material
8-K — Executive/director change
SEC1/21/2026material

2025

8-K — Results of operations, Exhibits
SEC10/22/2025material
10-Q filing
SEC10/22/2025

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.