• In recent news, GE Vernova was highlighted for its advances in the nuclear power industry, operational launch of the Jafurah Cogeneration ISPP in Saudi Arabia, and the acquisition of the remaining stake in Prolec GE to broaden its asset base.

• GE Vernova’s progress underscores its expanding role in global energy infrastructure and reflects strong demand for its high-value turbines and services.

• We will explore how GE Vernova’s new project milestones and supply-demand trends could impact its long-term growth outlook and investment narrative.

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To own GE Vernova, you need to believe in the global transition to cleaner energy, continued demand for grid modernization, and GE Vernova’s execution on large-scale infrastructure projects and high-value turbine services. The recent news on its nuclear business advancements and new project launches highlights growing momentum but does not materially change near-term risks, especially exposure to project delays or cancellations, nor the near-term catalyst, which remains order growth in its power segments.

Among the recent announcements, the launch of the Jafurah Cogeneration ISPP in Saudi Arabia stands out, strengthening GE Vernova’s global reach and service demand in high-growth energy markets. This aligns closely with the company’s key catalyst: expanding its backlog through robust grid and power generation orders, which are crucial for stabilizing revenue and supporting future earnings as backlog converts.

Yet, investors should also recognize that, by contrast, heavy reliance on large project execution introduces concentrated risk if orders are deferred or canceled…

Read the full narrative on GE Vernova (it’s free!)

GE Vernova’s outlook anticipates $48.0 billion in revenue and $5.8 billion in earnings by 2028. This implies a 9.5% annual revenue growth rate and a $4.6 billion increase in earnings from the current $1.2 billion.

Uncover how GE Vernova’s forecasts yield a $678.93 fair value, a 18% upside to its current price.

Fair value estimates from 18 Simply Wall St Community members range from US$359.90 to US$760 per share. Many see revenue momentum from expanding power and grid orders as a key driver, though wide valuation gaps highlight various opinions on the company’s earnings potential.