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GEV

GE Vernova Inc

BUY Analysis generated 2026-10-04 Market data as of 2026-11-12 Market data 3 days old USD 818.49 Utilities - Renewable UtilitiesIN BUY ZONE
ACTIONABLEMethodology gates passed
66

Position levels

Currenttoday
USD 818.49
Buy <=wait / entry
USD 880.00
Trim >=take some off
USD 1080.00
Thesis breakVisible permitting- or supply-chain-driven backlog conversion slippage in two co...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • Xcel Energy Strategic Alliance Agreement with reservation for five F-class gas turbines and multiple GW wind capacity
  • Completion of Prolec GE acquisition accelerating Electrification segment
  • Raised FY2026 revenue guidance to $44-45B after Q2 results with strong orders growth
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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