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GEV · NYSE · STOCK

GE Vernova (GEV) Stock Analysis

Utilities Updated August 24, 2026
$956.44
52W $530.16 – $1195.94
59/100
$254.84B
27.1
0.94
AI Committee Verdict
Buy
59/100
Conviction: Moderate · 67% agreement · 6 analysts
+23.5%
-10.5%
2.24:1
Moderate

Is GEV Bullish or Bearish?

Bullish. Innellis AI committee rates GE Vernova (GEV) Buy with a composite score of 59/100 , based on 6 analysts with 67% agreement. Last updated August 24, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +15.82 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -4.18 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Positive signals support the current rating — eps growing 744.4% yoy. The committee sees sufficient evidence to maintain the constructive view.

Bull & Bear Case

Bull Case
  • ROE of 83.4% shows genuine earnings power backing the valuation — Value
  • EPS growing 744.4% YoY — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Low leverage (debt-to-equity 0.03) -- balance sheet can absorb a shock — Risk
Bear Case
  • P/E of 29.3 is moderate-to-rich — Value
  • Price-to-book of 15.9x prices in significant intangible value — Value
  • MACD histogram negative -- bearish momentum — Technical
  • Current ratio of 0.98 is tight -- limited short-term liquidity cushion — Risk
  • Bollinger bandwidth of 16.4% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 24, 2026
Overall Committee Score
59/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 3%
of 56 Utilities peers
Value Analyst neutral
54 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 83.4% shows genuine earnings power backing the valuation
− P/E of 29.3 is moderate-to-rich
Growth Analyst bullish
78 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 744.4% YoY
Technical Analyst neutral
48 / 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst neutral
50 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.03) -- balance sheet can absorb a shock
− Current ratio of 0.98 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score moved marginally from 59.2 to 59.2.

Comparing 2026-08-23 to 2026-08-24 (1 day apart).

Technical Analysis

RSI (14)
33.2
Neutral
MACD Histogram
-4.215
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$856.10
Resistance
$1181.05
Bollinger %B
0.24
Inside Bands
Price vs Moving Averages
EMA 9
$999.71 Below
EMA 21
$1,010.77 Below
EMA 50
$1,016.99 Below
EMA 200
$887.80 Above

Fundamental Analysis

Valuation
50
Growth
68
Profitability
70
Financial Health
52
Cash Flow
70
Valuation
P/E Ratio 27.1×
P/B Ratio 21.45×
PEG Ratio 0.04
Dividend Yield 0.18%
52W High $1195.94
52W Low $530.16
Quality & Growth
ROE 4369.3%
ROA 775.0%
Gross Margin 2021.1%
Operating Margin 435.4%
Revenue Growth YoY
Debt / Equity 0.33
AI Fundamental Assessment
P/E ratio of 27.1 (moderate relative to a 15-40x range); Price-to-book of 21.4x; PEG ratio of 0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 43.7%; Return on assets of 7.8%; Net margin of 23.0%; Gross margin of 20.2%; Current ratio of 0.85 (tight short-term liquidity); Debt-to-equity of 0.33; Free cash flow per share is positive (46.41); Most recent quarter missed estimates by 18.9%; EPS growth accelerating (-25.2% -> +18.8% QoQ); Average YoY EPS growth of 39.5%; Analyst estimates flat over recent quarters
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