GE Vernova (GEV)
Coverage summary
Aardvark Labs Capital Research has covered GE Vernova (GEV) since July 24, 2025. The company is in the Industrials sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 31, 2026. That report moved the rating from Hold to Outperform. The rating has changed 3 times since coverage began.
Translations: 5 in Chinese.
Rating history
All GEV reports
Recap: Q3 2026
Both Triggers Fire: GE Vernova Ships Its First 5 GW Quarter at a 21% Power Margin While the Stock Sits in Our Entry Zone
Recap: Q2 2026
The De-Rating Has Begun: A $24B Order Quarter, a Doubled Cash Guide, and an 8.7% Sell-Off That Pulls GE Vernova Toward Our Entry Zone
Recap: Q1 2026
The Thesis Won and the Stock Tripled: Banking the Outperform Gain and Downgrading GE Vernova to Hold
Recap: Q4 2025
The Margin Conversion Is Proven: $8B of Backlog Margin, 83 GW of Gas, and a Raised 2028 Framework — Upgrading GE Vernova to Outperform
Recap: Q3 2025
Orders Explode 55%, the Stock Round-Trips to Red: A Great Quarter Hits a Full Valuation — Maintaining GE Vernova at Hold
Recap: Q2 2025
Beat, Raise, and a 14.6% Pop: The Electric-Power Supercycle Is Real, but Fully Priced — Initiating GE Vernova at Hold