GE Vernova stock weighs a USD 470.00 sell call against growth

Published on 09/28/2026 at 14:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

GE Vernova stock posted USD 11.10 billion in Q2 revenue on July 22, 2026, up 21.9 percent year over year. GLJ Research set a USD 470.00 target on September 14.

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GE Vernova (ISIN US36828A1016) stock was last at USD 957.63 on the NYSE on September 25, 2026 at 4:00 p.m. ET, up 0.27 percent from the prior close. The latest debate centers on valuation after TIKR reported that GLJ Research began coverage with a USD 470.00 sell target on September 14.

Q2 revenue rises to USD 11.10 billion

GE Vernova reported second-quarter 2026 revenue of USD 11.10 billion on July 22, 2026, up 21.9 percent from the year-earlier quarter, according to MarketBeat. Quarterly EPS was USD 2.47 versus a USD 3.17 consensus estimate, creating a clear contrast between strong top-line growth and near-term earnings execution.

The company also delivered net income of USD 649.0 million in Q2 2026, while operating profit reached USD 653.0 million. These figures give the stock a two-sided setup: demand remains visible in revenue, but profitability must keep converting that demand into earnings.

Backlog reaches USD 176 billion

GE Vernova ended Q2 2026 with a USD 176 billion backlog, up USD 13 billion from the prior quarter, as reported by Yahoo Finance on September 22, 2026. The company raised its 2026 revenue guidance to USD 45.5 billion-USD 46.5 billion and its free cash flow guidance to USD 11.5 billion-USD 12.5 billion, while keeping adjusted EBITDA margin guidance at 12 percent-14 percent.

That backlog supports the bullish case, but the analyst split highlights the risk priced into the shares. MarketBeat reported that Sanford C. Bernstein reaffirmed an Outperform rating and a USD 1,298.00 target on September 15, while GLJ Research's USD 470.00 target implies a materially different view of future turbine demand.

GE Vernova stock stays below its yearly high

At USD 957.63, GE Vernova stock stood 19.93 percent below its 52-week high of USD 1,195.94 and 80.63 percent above its 52-week low of USD 530.16 on September 25, 2026. Market capitalization was USD 255.0 billion and volume was 1,342,975 shares on the same date.

The next scheduled quarterly report is October 28, 2026, according to MarketWatch. That release will test whether the order backlog and raised cash outlook are translating into the earnings growth required to support the valuation.