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GEV Stock Rises 3.5% in a Month: What's the Best Move for Investors?
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Key Takeaways
GEV shares rose 3.5% while the industry declined, supported by strength across wind, gas and power services.
GEV secured new wind repower and gas turbine orders, expanding its global footprint.
GEV faces supply-chain disruptions and rising input costs, affecting production timelines and profitability.
GE Vernova Inc.’s (GEV - Free Report) shares have risen 3.5% over the past month, outperforming its Zacks Alternate Energy – Other industry’s decline of 2.5%. The company’s gas turbines provide the large, dependable power that data centers require, positioning it as a key supplier in this growing market and creating opportunities for long-term contracts and recurring revenue
Image Source: Zacks Investment Research
Other alternative energy stocks, such as Constellation Energy Corporation (CEG - Free Report) and Bloom Energy (BE - Free Report) , have underperformed the industry in the past month. Shares of CEG and BE have lost 3.7% and 26.2%, respectively, over the said period.
Considering GE Vernova’s outperformance, investors might be left wondering if this is a good time to add GEV stock to their portfolio. Let's examine the factors that contributed to the share price gain and assess the stock's investment prospects to make an informed decision.
Factors Acting in Favor of GEV
GE Vernova is gaining momentum by sharpening profitability in its wind division through cost controls, better execution and a more disciplined project pipeline. Its gas and power services businesses continue to perform well, supported by a large installed base and steady maintenance demand. At the same time, the rapid build-out of data centers and artificial intelligence-driven power needs are fueling broader demand for energy infrastructure, creating additional growth opportunities across the company’s portfolio.
In November 2025, GE Vernova secured first wind repower upgrade contract outside the United States, following over 6,000 turbines repowered in the United States. The deal strengthens its position in the growing lifecycle-extension market by leveraging its large installed base and proven repowering expertise, while also generating higher-margin, recurring revenue through upgrade kits and a multi-year operations and maintenance agreement. Partnering with Taiwan Power Company enhances GE Vernova’s global credibility and creates a reference project that could help unlock additional opportunities as more countries look to upgrade aging wind assets cost-effectively.
GE Vernova announced that Enea Group has ordered two of its 9HA.01 gas turbine combined-cycle blocks to support Poland’s energy transition and to help replace coal-fired power generation at the Kozienice station. With this fourth-quarter 2025 order, GE Vernova’s H-Class fleet has surpassed 200 units. The new natural gas–fired Kozienice plant, powered by GE Vernova’s H-Class equipment, is expected to significantly reduce emissions up to 60% compared with existing plants of similar size that run on diesel, coal, or other fossil fuels.
The company also benefits from its diversified business across Power, Wind, and Electrification, which allows it to provide customers with a full suite of solutions, from gas and nuclear to wind energy and grid technology. Because of its flexibility, the business appeals to a broad range of customers and remains resilient to market changes.
GEV Stock’s Earnings Estimates
The Zacks Consensus Estimate for 2025 earnings per share (EPS) indicates a decrease of 3.36% and that for 2026 EPS implies an increase of 0.55% in the past 60 days.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Constellation Energy’s 2025 and 2026 EPS indicates a decrease of 0.11% and 2.89%, respectively, in the past 60 days. The bottom-line estimate for Bloom Energy’s 2025 EPS indicates a decline of 5.45% and that for 2026 EPS implies an increase of 24% in the past 60 days.
Challenges Faced by GEV
GE Vernova is currently facing some difficulties, which are adversely impacting its performance. Manufacturers across a variety of industries have recently faced global supply-chain challenges, and GE Vernova is no exception.
The company relies on complex global supply networks for components used in its gas turbines, wind turbines and grid infrastructure. Specifically, it purchases nearly $20 billion in materials and components sourced from more than 100 countries. Therefore, disruptions in the availability of raw materials, along with logistical delays, have affected and may adversely impact GE Vernova’s production timelines and raise its input costs, thereby hurting its bottom line.
The company expects global tariffs imposed in 2025 to increase costs. However, after accounting for contractual protections and mitigation efforts, the total impact is projected to be at the lower end of the estimated $300-$400 million range for the year.
GEV’s Earnings Surprise History
The company beat on earnings in two of the trailing four quarters and missed in two, delivering an average surprise of 21.29%.
Image Source: Zacks Investment Research
GEV’s Return on Equity Higher Than Industry
The company’s trailing 12-month return on equity of 17.07% is higher than the industry average of 6.23%. Return on equity, a profitability measure, reflects how effectively a company utilizes its shareholders’ funds to generate income.
Image Source: Zacks Investment Research
GEV Stock Trades at a Premium
GE Vernova is currently trading at 48.66X a premium compared to its industry’s 20.85X on a forward 12-month P/E basis.
Image Source: Zacks Investment Research
Constellation Energy is also trading at 32.29X a premium, while Bloom Energy is trading at 116.59X, also a premium compared with the industry’s P/E F 12M.
What Should Investors Do?
GE Vernova is strengthening its overall growth profile through improving wind-division profitability, steady performance in gas and power services, and rising demand for energy infrastructure driven by data centers and AI.
However, given its declining near-term earnings estimates and premium valuation, it is advisable for current shareholders to stay invested, while new investors may prefer to wait for a better entry point. GEV currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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GEV Stock Rises 3.5% in a Month: What's the Best Move for Investors?
Key Takeaways
GE Vernova Inc.’s (GEV - Free Report) shares have risen 3.5% over the past month, outperforming its Zacks Alternate Energy – Other industry’s decline of 2.5%. The company’s gas turbines provide the large, dependable power that data centers require, positioning it as a key supplier in this growing market and creating opportunities for long-term contracts and recurring revenue
Image Source: Zacks Investment Research
Other alternative energy stocks, such as Constellation Energy Corporation (CEG - Free Report) and Bloom Energy (BE - Free Report) , have underperformed the industry in the past month. Shares of CEG and BE have lost 3.7% and 26.2%, respectively, over the said period.
Considering GE Vernova’s outperformance, investors might be left wondering if this is a good time to add GEV stock to their portfolio. Let's examine the factors that contributed to the share price gain and assess the stock's investment prospects to make an informed decision.
Factors Acting in Favor of GEV
GE Vernova is gaining momentum by sharpening profitability in its wind division through cost controls, better execution and a more disciplined project pipeline. Its gas and power services businesses continue to perform well, supported by a large installed base and steady maintenance demand. At the same time, the rapid build-out of data centers and artificial intelligence-driven power needs are fueling broader demand for energy infrastructure, creating additional growth opportunities across the company’s portfolio.
In November 2025, GE Vernova secured first wind repower upgrade contract outside the United States, following over 6,000 turbines repowered in the United States. The deal strengthens its position in the growing lifecycle-extension market by leveraging its large installed base and proven repowering expertise, while also generating higher-margin, recurring revenue through upgrade kits and a multi-year operations and maintenance agreement. Partnering with Taiwan Power Company enhances GE Vernova’s global credibility and creates a reference project that could help unlock additional opportunities as more countries look to upgrade aging wind assets cost-effectively.
GE Vernova announced that Enea Group has ordered two of its 9HA.01 gas turbine combined-cycle blocks to support Poland’s energy transition and to help replace coal-fired power generation at the Kozienice station. With this fourth-quarter 2025 order, GE Vernova’s H-Class fleet has surpassed 200 units. The new natural gas–fired Kozienice plant, powered by GE Vernova’s H-Class equipment, is expected to significantly reduce emissions up to 60% compared with existing plants of similar size that run on diesel, coal, or other fossil fuels.
The company also benefits from its diversified business across Power, Wind, and Electrification, which allows it to provide customers with a full suite of solutions, from gas and nuclear to wind energy and grid technology. Because of its flexibility, the business appeals to a broad range of customers and remains resilient to market changes.
GEV Stock’s Earnings Estimates
The Zacks Consensus Estimate for 2025 earnings per share (EPS) indicates a decrease of 3.36% and that for 2026 EPS implies an increase of 0.55% in the past 60 days.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Constellation Energy’s 2025 and 2026 EPS indicates a decrease of 0.11% and 2.89%, respectively, in the past 60 days. The bottom-line estimate for Bloom Energy’s 2025 EPS indicates a decline of 5.45% and that for 2026 EPS implies an increase of 24% in the past 60 days.
Challenges Faced by GEV
GE Vernova is currently facing some difficulties, which are adversely impacting its performance. Manufacturers across a variety of industries have recently faced global supply-chain challenges, and GE Vernova is no exception.
The company relies on complex global supply networks for components used in its gas turbines, wind turbines and grid infrastructure. Specifically, it purchases nearly $20 billion in materials and components sourced from more than 100 countries. Therefore, disruptions in the availability of raw materials, along with logistical delays, have affected and may adversely impact GE Vernova’s production timelines and raise its input costs, thereby hurting its bottom line.
The company expects global tariffs imposed in 2025 to increase costs. However, after accounting for contractual protections and mitigation efforts, the total impact is projected to be at the lower end of the estimated $300-$400 million range for the year.
GEV’s Earnings Surprise History
The company beat on earnings in two of the trailing four quarters and missed in two, delivering an average surprise of 21.29%.
Image Source: Zacks Investment Research
GEV’s Return on Equity Higher Than Industry
The company’s trailing 12-month return on equity of 17.07% is higher than the industry average of 6.23%. Return on equity, a profitability measure, reflects how effectively a company utilizes its shareholders’ funds to generate income.
Image Source: Zacks Investment Research
GEV Stock Trades at a Premium
GE Vernova is currently trading at 48.66X a premium compared to its industry’s 20.85X on a forward 12-month P/E basis.
Image Source: Zacks Investment Research
Constellation Energy is also trading at 32.29X a premium, while Bloom Energy is trading at 116.59X, also a premium compared with the industry’s P/E F 12M.
What Should Investors Do?
GE Vernova is strengthening its overall growth profile through improving wind-division profitability, steady performance in gas and power services, and rising demand for energy infrastructure driven by data centers and AI.
However, given its declining near-term earnings estimates and premium valuation, it is advisable for current shareholders to stay invested, while new investors may prefer to wait for a better entry point. GEV currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.