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Why GE Vernova (GEV) Is Up 5.3% After Analyst Upgrades And New Turbine Orders In Europe

Simply Wall St · 2d ago
  • GE Vernova has recently expanded its wind and gas footprint with new turbine orders in Romania and Poland, while also engaging investors through conference presentations and preparing for an Investor Day on December 9, 2025.
  • Analysts have significantly raised their 2028 Ebitda projections since the spinoff, reflecting growing confidence in GE Vernova’s ability to improve margins, especially in its wind division.
  • Next, we’ll examine how rising analyst optimism ahead of Investor Day and wind profitability progress may influence GE Vernova’s investment narrative.

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GE Vernova Investment Narrative Recap

To own GE Vernova, you need to believe in its ability to turn a capital intensive power and renewables portfolio into sustainably profitable growth, with wind margins improving meaningfully. The latest wind and gas turbine wins and rising analyst EBITDA estimates support that thesis, but the key near term catalyst remains Investor Day 2025, where management’s guidance could reset expectations. The biggest current risk is still project and pricing pressure in Europe, which this news does not materially reduce.

Among recent updates, the first wind repower contract outside the United States stands out, as it highlights GE Vernova’s push into higher margin lifecycle services just as investors focus on wind profitability. Paired with new wind and gas turbine orders in Romania and Poland, it reinforces the story that margin progress may increasingly be driven by disciplined execution on both new build and repowering projects ahead of December’s Investor Day.

Yet investors should be aware that heavy exposure to large, lumpy grid and wind projects can still lead to unpredictable earnings and...

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

GE Vernova's narrative projects $48.0 billion revenue and $5.8 billion earnings by 2028.

Uncover how GE Vernova's forecasts yield a $681.43 fair value, a 8% upside to its current price.

Exploring Other Perspectives

GEV Community Fair Values as at Dec 2025
GEV Community Fair Values as at Dec 2025

Sixteen members of the Simply Wall St Community put GE Vernova’s fair value anywhere between US$359.90 and US$760.00, underscoring how far apart personal models can be. As you weigh those views against the wind division’s ongoing profitability headwinds, it is worth exploring how different assumptions about project risk could reshape your expectations for the business.

Explore 16 other fair value estimates on GE Vernova - why the stock might be worth 43% less than the current price!

Build Your Own GE Vernova Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your GE Vernova research is our analysis highlighting 2 key rewards that could impact your investment decision.
  • Our free GE Vernova research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate GE Vernova's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.