Analyst Adjustments for GE Vernova After Earnings Report

Author: Addison Perry Updated: 10-23-2025 09:12 AM

GE Vernova's Earnings Reveal Mixed Results

GE Vernova Inc. (NYSE: GEV) has recently reported its financial results for the third quarter of the fiscal year, encapsulating a blend of both triumphs and challenges. The company posted GAAP earnings per share of $1.64, which unfortunately fell short of the consensus estimate of $1.92, showcasing the ups and downs of their financial journey. However, total revenue told a different story, reaching an impressive $9.969 billion, a figure that surpassed the forecast of $9.158 billion.

CEO’s Insights on Company Growth

In light of these results, GE Vernova's CEO, Scott Strazik, expressed optimism regarding the company's performance, stating, "GE Vernova delivered another productive quarter with strong financial results. Our growth trajectory is accelerating and the demand environment for our equipment and services remains strong, with $16 billion in backlog growth year-to-date. Our Gas Power equipment backlog and slot reservation agreements increased from 55 to 62 gigawatts sequentially, and our Electrification equipment backlog increased by $6.5 billion year-to-date, reaching approximately $26 billion." This statement reflects a positive outlook and indicates the company’s commitment to capitalizing on existing and future opportunities.

Future Expectations and Guidance

GE Vernova has reaffirmed its guidance for the entire fiscal year 2025, predicting revenue figures to land towards the higher end of the $36.0–$37.0 billion bracket. However, this expectation slightly lags behind the consensus estimate of $37.186 billion. Investors are keen to see how the company will navigate the remaining quarters while sustaining growth momentum and fulfilling its projected targets.

Market Response and Analysts' Reactions

Following the earnings announcement, analysts have taken a fresh look at their price targets for GEV stock. Citigroup's Andrew Kaplowitz rated GE Vernova as Neutral while lowering his price target from $670 to $658. Barclays’ Julian Mitchell maintained an Overweight rating but nudged the price target up from $706 to $710. Meanwhile, BMO Capital analyst Ameet Thakkar upheld an Outperform rating while increasing the target from $690 to $710. These adjustments reflect the analysts’ diverse perspectives on the company’s direction in light of recent data.

Final Thoughts on GE Vernova

Considering an investment in GEV stock? The varied perspectives presented by analysts provide a comprehensive overview of market sentiment towards GE Vernova. It appears that while there are concerns reflected in price adjustments, the overall outlook remains cautiously optimistic. With the company's solid performance in revenue generation and significant backlog growth, it seems poised for further developments.

Frequently Asked Questions

What were GE Vernova's earnings per share for Q3?

GE Vernova reported GAAP earnings per share of $1.64.

How did GE Vernova's revenue for Q3 compare to expectations?

The revenue reached $9.969 billion, surpassing the forecast of $9.158 billion.

What did the CEO say about the company's backlog growth?

CEO Scott Strazik noted $16 billion in backlog growth year-to-date, indicating strong demand.

What is GE Vernova’s full-year revenue guidance?

GE Vernova expects revenue to reach $36.0–$37.0 billion for the fiscal year 2025.

What are analysts saying about GE Vernova's stock?

Analysts have adjusted their price targets, with some lowering targets and others maintaining or raising theirs.

About The Author

Hello, I'm 30-year-old financial writer and expert Addison Perry, and I love to simplify the intricacies of the financial industry. I've committed myself over the years to deciphering the subtleties of investing techniques and economic trends and converting them into doable guidance that anybody can use. My goal with writings and books is to make money interesting and approachable so that readers may take charge of their financial futures.

My enthusiasm to empowerment and education has propelled me through my career in finance. I write because I think that everyone should be able to make educated financial decisions, and I try to provide that. Regardless of experience level with investing, my work is intended to provide insightful analysis and practical advice to enable you to thrive in the always changing financial environment. I appreciate you traveling with me toward success and financial literacy.

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