Why Is GEV Stock Drawing Investor Attention Today?

• For Q4 2025, GE Vernova reported a better-than-expected revenue of $10.96 billion
• Net income came in at $3.7 billion, supported by a $2.9 billion tax benefit.
• China Renaissance initiated stock coverage with a ‘Buy’ rating and a price target of $966.

GE Vernova (GEV) on Wednesday raised its full-year 2026 and 2028 revenue guidance, following regulatory approval for the acquisition of Prolec GE, which is expected to close on Feb. 2, 2026.

For FY 2026, the company now forecasts revenue of $44 billion to $45 billion, up from $41 billion to $42 billion, with an adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) margin of 11% to 13%. 

Segment-wise, Power is expected to deliver 16% to 18% organic revenue growth with margins of 16% to 18%. Wind revenue is projected to decline at a low double-digit rate, with an EBITDA loss of around $400 million, while Electrification revenue is seen at $13.5 billion to $14 billion, including roughly $3 billion from Prolec GE.

Looking ahead to FY2028, the company now targets $56 billion in revenue, up from the $52 billion it had forecast earlier.

Q4 Results

For Q4 2025, GE Vernova reported revenue of $10.96 billion, up 4%, and above Wall Street estimates of $10.22 billion, according to Fiscal.ai data. Net income came in at $3.7 billion, supported by a $2.9 billion tax benefit.  The company also declared a quarterly dividend of $0.50 per share.

GEV stock was down nearly 3% in pre-market trading but climbed marginally higher after the opening bell.

“Given our strong free cash flow generation, we ended the quarter with a healthy cash balance of nearly $9 billion, which continues to give us confidence to invest in our core businesses and return cash to shareholders through our share repurchase actions and quarterly dividend payment, while maintaining a strong investment grade balance sheet,” said GE Vernova CFO Ken Parks. 

Separately, China Renaissance initiated coverage of GE Vernova with a ‘Buy’ rating and a price target of $966.

Retail Reaction

Retail sentiment on Stocktwits flipped to ‘extremely bullish’ from ‘neutral,’ amid ‘extremely high’ message volumes.

One user spoke about the stock’s steady upside move.

One user speculated on why the stock's movement didn’t align with the overall earnings.

The stock has gained over 97% in the past year.

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