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Can GE Vernova's R&D Pipeline Boost Its Clean-Energy Position?

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Key Takeaways

  • GE Vernova is advancing more than 150 R&D initiatives to support cleaner, reliable global energy solutions.
  • GEV invested about $1.24B in R&D in 2024 and plans $9B in capex and R&D by 2028.
  • GE Vernova's shares rose 0.6% in three months and earnings per share likely to improve yoy in 2025-2026.

GE Vernova Inc. (GEV - Free Report) continues to benefit from its substantial investment in Research and Development (R&D). GE Vernova’s R&D efforts focus on driving the energy transition. The company is engineering the technologies, forging new partnerships and delivering innovations to electrify and decarbonize the world.

The company engages in R&D to continuously improve its current offerings, create new offerings to satisfy the evolving needs and demands of its customers, and take advantage of emerging market opportunities.

GE Vernova is currently pursuing more than 150 R&D initiatives across its global operations. Each business unit conducts its own R&D, supported by dedicated research hubs in locations such as Niskayuna, NY, and Bangalore, India. The Advanced Research team collaborates closely with these businesses to develop breakthrough technologies that will shape future product pipelines, driven by customer needs for cleaner, affordable, reliable and secure energy solutions. The group also works with established companies, start-ups and academic institutions to cultivate and commercialize new innovations, helping launch technologies and ventures that support the energy transition beyond GE Vernova’s traditional portfolio.

GE Vernova’s steady commitment to innovation reinforces its leadership in the global energy transition. In 2024, the company allocated roughly $1.24 billion to R&D, and to support surging electricity demand from data centers and other sectors worldwide, it plans to invest a total of $9 billion in global capital expenditures and R&D by 2028.

R&D Leaders Supporting the Global Energy Transition

Along with GE Vernova, several other major players are ramping up their R&D efforts to support the global energy transition, which have been discussed below:

Siemens (SIEGY - Free Report) is focused on digitalization and Artificial Intelligence. It is advancing technologies such as its Gridscale X software platform for autonomous grid management and using digital twins for asset simulation. 

Schneider Electric (SBGSY - Free Report) is pursuing a software-driven R&D strategy focused on its EcoStruxure platform and the creation of an “agentic AI” ecosystem designed to autonomously optimize energy use.

GEV Stock’s Earnings Estimates

The Zacks Consensus Estimate for 2025 and 2026 EPS indicates an increase of 33.87% and 69.73%, respectively, year over year.

 

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GEV Stock Trading at a Premium

GEV is trading at a premium relative to the industry, with a forward 12-month price-to-earnings of 48.66X compared with the industry average of 21.17X.

 

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GEV Stock’s Price Performance

In the past three months, the company’s shares have risen 0.6% compared with the industry’s 8.7% growth.

 

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GEV’s Zacks Rank

The company currently has 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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