GE Vernova Inc. (GEV)
NYSE · Price as of · Delayed Quote
- Profitability20/20
Profitable and growing: $9.53B net income over the last four reported quarters, up from $1.74B the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 2 sells worth $7.0M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 1 new 5%+ stake disclosure (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings11/15
Share count down 2.2% in a year with 3 offering-related filings. Mild dilution.
- Analysts33
- Implied upside+31.3%
- Target range$940.00 to $1,450.00
- EPS expected$4.17 +154%
- A year ago$1.64
- Revenue expected$12.00B +20%
- Estimate range$3.08 to $5.28
GEV closed at $941.95 on Sep 4, down 5.8% since Aug 6. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 63% of the 52-week range ($547.96 to $1174.86).
Insider buying and selling at GE Vernova Inc. (GEV)
The most recent Form 4 on record for GE Vernova Inc. (GEV) is June 1, 2026, when Victor Abate, Chief Executive Officer, Wind, sold $4.6M of stock. Nothing in the filing ties this one to a pre-arranged plan, so it was the filer's own call.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Victor Abate · Chief Executive Officer, Wind | Sell | $4.6M | June 1, 2026 | Own call |
| Matthew Joseph Potvin · Chief Accounting Officer | Sell | $2.5M | May 14, 2026 | Own call |
| Steven Baert · Chief People Officer | Sell | $4.5M | March 3, 2026 | Own call |
| Kenneth Scott Parks · Chief Financial Officer | Sell | $2.0M | August 26, 2025 | Own call |
Congress trades
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-06-16 | Matt Van Epps TN | Sale | $1,001 - $15,000 | |
| 2025-10-06 | Michael Rulli | Sale | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 8-K | August 27, 2026 | 8-K |
| 10-Q | July 22, 2026 | 10-Q |
| 8-K | July 22, 2026 | 8-K |
| 11-K | June 25, 2026 | 11-K |
| 4 | June 3, 2026 | FORM 4 |
| SD | June 1, 2026 | SD |
| 144 | June 1, 2026 | View on EDGAR |
| 4 | May 22, 2026 | FORM 4 |
GE Vernova news
All 20 articles
GE Vernova (GEV) is booking turbines years out. Data centers are buying Bloom Energy (BE) fuel cells instead.
Heavy-duty gas turbines are booked years out, so AI data centers are paying for onsite power instead. What GE Vernova, Bloom Energy, Power Solutions International, NRG and EQT each sell into that gap.
AI GPU arrives in weeks. The power gear behind it takes years: GE Vernova (GEV), Vertiv (VRT), Eaton (ETN), Quanta (PWR) and Powell (POWL)
The chip is the easy part. Data centers are stuck waiting on turbines, transformers and switchgear that take years to build. Here's what GE Vernova, Vertiv, Eaton, Quanta and Powell each sell into that shortage, and how big their order books have gotten.
GE Vernova (GEV) raised its cash forecast by $5 billion and fell 8% (July 22, 2026)
GE Vernova raised its 2026 revenue and free cash flow forecasts and reported an 88% jump in orders, but earnings missed and the wind unit's losses widened. The stock fell about 8%.
Articles that mention GE Vernova without it being the main subject.
China's solar passed coal by one gigawatt. Musk cited the build at the G20. It's down 66%
China's installed solar capacity passed coal for the first time at the end of July, by one gigawatt out of more than 1,280. The more useful number sits underneath it. Installations fell 66% in the first half of 2026, and the industry association has the full year heading for the first annual contraction since 2019.
Elon Musk says SpaceX will cast its own turbine blades. Howmet (HWM) has over 50% of that market.
Elon Musk says casting blades and vanes is the limiting factor for gas turbine production, and that SpaceX doing it in-house could speed new turbines by up to 18 months. Howmet (HWM), the one public pure play, says gas turbine demand is already extraordinary.
Four states now publish how much announced data center demand they actually expect. All four throw out most of it.
Between December 2025 and August 2026, utilities and grid operators in four states each published their own count of how much announced data center demand they expect to serve. Seven filings, no shared method, and every one of them removes most of what it was asked for. None of the figures are new; the pattern across them is.
Frequently asked questions
When does GEV report earnings?
GE Vernova Inc. (GEV) is scheduled to report quarterly results on October 28, 2026, before the open. The 14-analyst consensus is $4.17 per share on revenue of $12.00B for the quarter ending September 30, 2026, against $1.64 and $9.97B a year earlier.
What do analysts expect for GEV?
33 analysts cover GE Vernova Inc. (GEV). The consensus rating is Buy. The average price target is $1,236.43, in a range of $940.00 to $1,450.00.
Are insiders buying or selling GEV?
We track Form 4 filings for GE Vernova Inc. (GEV). The activity listed on this page shows 4 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see GEV SEC filings?
Recent filings are listed on this page, newest first. The latest is an 8-K filed August 27, 2026.