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Today’s Bonus Content

GE Vernova: Valuation Down & Fundamentals Up—A Recipe for Success

Written by Leo Miller. Published 10/26/2025. 

Key Points

• GE Vernova shares have declined over the past few months, but its fundamentals have done just the opposite.
• The company missed on earnings per share in Q3. However, it showed strength on several fronts and announced an important acquisition.
• Despite the earnings miss, Wall Street price targets generally rose. Analysts are now eyeing 15% upside potential.

GE Vernova (NYSE: GEV) has been electrifying the world and the stock market in 2025. Shares are up nearly 80% year-to-date. GEV’s accelerating growth and increased demand for power generation and transmission solutions have driven this surge as artificial intelligence (AI) proliferates. However, the industrial company’s shares have dropped in recent months, raising questions about whether the stock is hitting a wall.

Investors just received fresh data to evaluate the stock’s prospects. GE released its Q3 2025 earnings on Oct. 22 and saw a flurry of price target updates the following day. Below, we summarize the company’s latest results and offer an updated outlook for investors.

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Several indicators point to the potential for a renewed rally in GEV.

GEV Blasts Past Revenue Expectations, Announces Acquisition

In Q3, GE Vernova reported revenue just under $10 billion, beating analyst estimates by more than $800 million. That represented an 11.8% year-over-year increase — the company’s fastest growth in seven quarters and well above the expected 2.6%. However, earnings per share (EPS) came in at $1.64, roughly $0.08 below forecasts.

Orders surged 55% to $14.6 billion, leaving GE Vernova with a backlog of about $135 billion. With orders far outpacing revenue, demand for the company’s services remains robust, and the large backlog provides meaningful revenue visibility for the coming years.

Adjusted EBITDA margin improved sharply, rising 600 basis points year-over-year to 8.1%. GEV also announced the acquisition of the remaining 50% of its Prolec GE joint venture. That transaction gives GEV the ability to sell transformers directly in North America — a market where Prolec previously held exclusive rights.

This matters because GEV expects the North American electrification market to grow roughly 10% annually through 2030. With Prolec’s EBITDA margin near 25%, the acquisition should also help lift GEV’s margin profile.

Despite the EPS miss, the overall quarter was strong, and the Prolec deal signals confidence in GEV’s prospects in its most important geographic region.

Fundamental Support for GEV Shares Is Improving

The driver of GE Vernova’s recent share decline helps explain why the stock now appears better positioned for gains. Since peaking at just over $664 in early August, shares are down roughly 10%. That decline has been driven mainly by multiple compression rather than weakening fundamentals.

Over the same period, GEV’s forward price-to-earnings (P/E) ratio fell from about 66x to 54x — an 18% drop, larger than the share-price decline. At the same time, earnings forecasts rose, partially offsetting the impact of the lower multiple. In other words, analysts now expect more earnings growth than previously, even as the valuation contracted.

The fall in the trailing P/E is even more pronounced, sliding from roughly 160x to 97x — about a 40% reduction. Because the trailing P/E is based on reported results, that decline reflects a meaningful improvement in actual earnings.

Those sizeable drops in P/E ratios, compared with a modest share decline, suggest that GEV’s valuation is increasingly grounded in real and expected earnings growth rather than optimistic sentiment. With stronger fundamentals underpinning a lower share price, the stock looks better positioned for future upside.

Wall Street Signals 15% Upside Potential

Wall Street appears to be growing more constructive on GEV. Among analysts who updated their price targets after Oct. 22, the average target moved up about 1.4%, indicating a generally more positive stance despite the EPS miss.

The average price target from those updates was $688, implying roughly 15% upside from current levels. That contrasts with the MarketBeat consensus target of around $607, which implies only about 2% upside. The difference suggests analysts who incorporated the latest results and the Prolec acquisition are more optimistic.

Overall, GEV’s improving fundamentals and lower valuation present a compelling case that shares are reasonably set up to perform well over the long term.

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