GE Vernova (GEV) Stock: Buy, Sell, or Hold?
Key Points
GE Vernova’s stock has soared nearly ninefold since its market debut in 2024.
It still looks reasonably valued relative to its growth potential.
- 10 stocks we like better than GE Vernova ›
GE Vernova (NYSE: GEV), the former energy division of General Electric (NYSE: GE) that was spun off as a separate company in 2024, has impressed many investors since its market debut. Its stock opened at $115 per share on its first day, and it now trades at over $900. Let's see why the bulls rushed to GE Vernova -- and if it's smarter to buy, sell, or hold its stock right now.
Image source: Getty Images.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Why is GE Vernova impressing the market?
In 2025, GE Vernova generated over half of its orders from its Power segment, which produces gas turbines for combined-cycle plants, steam turbines for coal, gas, and nuclear plants, and services for nuclear power plants. It generated nearly a third of its orders from its Electrification segment, which sells transformers, breakers, substations, high-voltage direct current systems, and automation, optimization, and protection services for electrical grids. The rest of its revenue comes from its smaller Wind business, which sells onshore and offshore wind turbines.
Over the past two years, the robust growth of its Power and Electrification segments offset the slower growth of its wind segment -- which struggled with delays at its onshore wind projects, execution issues at its offshore wind projects, and supply chain constraints.
|
Metric |
2024 |
2025 |
|---|---|---|
|
Power Orders Growth |
28% |
51% |
|
Electrification Orders Growth |
19% |
23% |
|
Wind Orders Growth |
(38%) |
8% |
|
Total Orders Growth |
7% |
34% |
|
Total Revenue Growth |
5% |
9% |
Data source: GE Vernova. Orders growth reported on an organic basis.
The Power and Electrification segments are growing rapidly as the expansion of the power-hungry cloud, data center, and artificial intelligence (AI) markets drives more utility companies to upgrade their power plants and electrical grids. As for its Wind business, it's gradually stabilizing as its onshore business recovers.
Is it the right time to buy, sell, or hold its stock?
From 2025 to 2028, analysts expect GE Vernova's revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at CAGRs of 15% and 55%, respectively. With an enterprise value of $226 billion, it isn't cheap at 39 times this year's adjusted EBITDA -- but its robust growth rates could justify that higher valuation.
If GE Vernova matches analysts' estimates through 2028 and trades at a more sustainable 30 times its current-year adjusted EBITDA by the beginning of the final year, its stock could still rise nearly 60% over the next two years. Therefore, it makes more sense to buy or hold GE Vernova's stock in this choppy market rather than hastily sell it.
Should you buy stock in GE Vernova right now?
Before you buy stock in GE Vernova, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and GE Vernova wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $518,530!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,069,165!*
Now, it’s worth noting Stock Advisor’s total average return is 915% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of April 1, 2026.
Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GE Aerospace and GE Vernova. The Motley Fool has a disclosure policy.
Recommended Articles
