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GE Vernova's Backlog Is Stronger,But Valuation Keeps Me at Hold

Writer: Felix Ouma
Felix Ouma
Sep 15
8 min read

RATING

HOLD

PRICE

$951.04

TARGET

$1,002


Summary

  • GE Vernova reported Q2 2026 revenue of $11.1Bn, up 22%, and adjusted EBITDA of $1.25Bn at an 11.3% margin.


  • The Power and Electrification thesis strengthened as backlog reached $176Bn, while Wind weakened and remains loss-making.


  • My probability-weighted present value is $1,002 per share, implying about 5% upside from the September 9 close of $951.04.

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Four massive GE turbine nacelles on transport trailers in an industrial lot under a clear blue sky.
Source: The New York Times

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