GE Vernova Inc. (GEV)
NYSE · Price as of · Nasdaq Real Time Price
- 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+35.6%
- 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 $911.93 on Aug 28, down 7.1% since Jul 30. 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 58% 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 18 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.
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.
Pennsylvania will not permit a data center until the town says yes. The state has fully permitted five of more than 100 proposed projects.
Governor Josh Shapiro signed an executive order on Aug. 18 barring Pennsylvania's DEP from issuing a data center permit before the project secures local approval. The state's own count puts more than 100 projects in public databases, 15 with permit applications filed, and five holding every permit needed for a first phase.
Constellation Energy (CEG) reports Thursday with the stock 35% below its 52-week high
Constellation Energy reports second quarter results Thursday morning, with full-year guidance of $11.00 to $12.00 a share affirmed in May. The stock trades about 35% below its October high, and the wider AI power group fell again Tuesday.
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.