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U.S.-listed market research with live data and structured thesis notes.

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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
GEV Power, Cooling & Grid

GE Vernova

Grid and power equipment

Detail page

AI data centers increase demand for grid equipment, gas turbines, electrification, and power services.

Price $774.11
1D change +0.47%
Market cap $204.89B
Sector Industrials

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric GEV
Price $774.11
1D Change +0.47%
Market Cap $204.89B
Enterprise Value $193.43B
Trailing P/E 20.3
Forward P/E 29.9
PEG Ratio 1.43x
Price / Sales 4.7
EV / Revenue 4.4
Revenue Growth 26.8%
Earnings Growth 193.3%
Gross Margin 21.8%
Operating Margin 12.8%
Net Margin 23.5%
ROE 93.0%
Free Cash Flow $22.10B
FCF Margin 50.2%
Debt / Equity 0.30x
Current Ratio 0.83x
Dividend Yield 0.26%
Next Earnings Jan 27, 2027
Quarterly Revenue $12.64B
Revenue QoQ +13.9%
Quarterly Net Income $1.29B
Net Income QoQ +93.3%

GEV thesis lens

Grid and power equipment

Why it could benefit

  • AI data centers increase demand for grid equipment, gas turbines, electrification, and power services.
  • GE Vernova gives the dashboard exposure to utility-scale power infrastructure rather than only rack equipment.
  • Grid bottlenecks can become as important as GPU availability for new data centers.

Moat / edge

  • Large installed base in power generation and grid equipment.
  • Service revenue tied to critical infrastructure.
  • Exposure to electrification and generation upgrades.

What to watch

  • Gas power and grid backlog.
  • Margin expansion after separation.
  • Data-center-related power demand.

Key risks

  • Project execution and warranty issues can hurt margins.
  • Policy and utility spending cycles can create volatility.