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+47.9%
- Target range$940.00 to $1,450.00
- EPS expected$4.02 +145%
- A year ago$1.64
- Revenue expected$12.00B +20%
- Estimate range$3.12 to $4.89
GEV closed at $827.42 on Oct 22, down 13.1% since Sep 23. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is above the 200-day (uptrend structure); trading at 45% 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 | Red flag |
| Matthew Joseph Potvin · Chief Accounting Officer | Sell | $2.5M | May 14, 2026 | Worth a look |
| Steven Baert · Chief People Officer | Sell | $4.5M | March 3, 2026 | Worth a look |
| Kenneth Scott Parks · Chief Financial Officer | Sell | $2.0M | August 26, 2025 | Worth a look |
How Congress has done in GEV
Every purchase of GEV disclosed by a member of Congress in the last 5 years, scored over the 12 months after the trade date against SPY over the same window.
| Measure | GEV | SPY |
|---|---|---|
| Median 12-month return after purchase | +95.0% | +24.3% |
| Median difference vs SPY | +69.0% | — |
| Purchases that beat SPY | 11 of 11 (100%) | — |
| Members who bought | 1 | — |
Most frequent buyers: Michael McCaul (11).
These are not returns anyone actually earned. Disclosures report a dollar bracket and no share count, so every purchase is counted once and weighted equally, and sales are not matched back to the buys that opened them. 11 of the 11 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet.
Congress trades in GEV
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-06-16 | Matt Van Epps TN | Sale | $1,001 - $15,000 | |
| 2025-10-06 | Michael Rulli OH | 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 22 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.
India's AI data center capacity goes from 275 MW to 6,546 MW by 2030. The best plays trade in Mumbai.
India's data centers are headed for about 3% of national electricity by 2030, and the long contracts they sign are what make battery-backed solar projects financeable. The US-listed ways to play it are thin, and the most obvious one is being taken private.
Japan's $550 billion US pledge names no AI or chipmaking project. Power is next, its trade minister says.
Japan's trade minister says the next round of projects under the $550 billion US investment pledge will center on the power industry. The $109 billion announced so far covers oil, gas, minerals, nuclear reactors and gas plants, with no AI-compute or chipmaking project named.
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.
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 $4.02 per share on revenue of $12.00B for the quarter ended 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 $1,223.98, 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.
Has Congress made money trading GEV?
1 members of Congress have disclosed buying GEV in the last 5 years, 11 purchases in total. Measured over the 12 months after each trade date, the median purchase returned +95.0% against +24.3% for SPY over the same windows, and 11 of the 11 (100%) beat the index. These are not returns anyone actually earned: congressional disclosures report a dollar bracket and no share count, so each purchase is counted once and weighted equally, and later sales are not matched back to the buys that opened them.
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.