Should I buy GE Vernova stock in 2025? (Ireland Advice)
Is GE Vernova stock a buy right now?
GE Vernova (NYSE: GEV) represents an emerging force in the industrial equipment sector, trading at approximately $471.17 as of May 2025, with a robust average daily volume of 3.94 million shares. Since its high-profile spin-off in April 2024, the company has rapidly cemented its independent presence, underscored by a transformative $14 billion contract with Saudi Arabia. Despite minor profit-taking recently, overall sentiment remains constructive, driven by solid Q1 revenue growth (+15% organically) and an expanding backlog ($10.2 billion orders). Notably, the sector's global momentum—in particular, surging electricity demand powered by AI innovation and decarbonisation trends—positions GE Vernova at the confluence of long-term energy and industrial reconfiguration. While its Q1 EPS came in slightly below consensus, the reaffirmed 2025 guidance and stable free cash flow outlook have reassured analysts and investors alike. With nearly 25% of the world’s electricity generated by GE Vernova technology and clear leadership in renewables, the company is widely recognised for its growth trajectory. More than 33 leading national and international banks now set a consensus target price of $612.52, reflecting continued optimism in a sector entering a phase of global green infrastructure investment. In this evolving context, GE Vernova stands out as a pivotal player for those seeking strategic exposure to the new industrial energy landscape.
- ✅Exceptional growth: +165.72% over the past year, sustaining strong sector momentum.
- ✅Robust order backlog: +$4.4 billion sequential growth ensures visibility and pipeline strength.
- ✅Leadership in energy transition: Core activities drive global electrification and decarbonisation.
- ✅Innovative positioning: Early mover in advanced wind, gas, and electrification technologies.
- ✅Global reach: Supplies around 25% of the world’s electricity, underpinning market dominance.
- ❌Elevated valuation: PER of 67.24 and high RSI suggest heightened short-term expectations.
- ❌Tariff exposure: Up to $400 million in potential costs from evolving global trade policies.
- ✅Exceptional growth: +165.72% over the past year, sustaining strong sector momentum.
- ✅Robust order backlog: +$4.4 billion sequential growth ensures visibility and pipeline strength.
- ✅Leadership in energy transition: Core activities drive global electrification and decarbonisation.
- ✅Innovative positioning: Early mover in advanced wind, gas, and electrification technologies.
- ✅Global reach: Supplies around 25% of the world’s electricity, underpinning market dominance.
Is GE Vernova stock a buy right now?
- ✅Exceptional growth: +165.72% over the past year, sustaining strong sector momentum.
- ✅Robust order backlog: +$4.4 billion sequential growth ensures visibility and pipeline strength.
- ✅Leadership in energy transition: Core activities drive global electrification and decarbonisation.
- ✅Innovative positioning: Early mover in advanced wind, gas, and electrification technologies.
- ✅Global reach: Supplies around 25% of the world’s electricity, underpinning market dominance.
- ❌Elevated valuation: PER of 67.24 and high RSI suggest heightened short-term expectations.
- ❌Tariff exposure: Up to $400 million in potential costs from evolving global trade policies.
- ✅Exceptional growth: +165.72% over the past year, sustaining strong sector momentum.
- ✅Robust order backlog: +$4.4 billion sequential growth ensures visibility and pipeline strength.
- ✅Leadership in energy transition: Core activities drive global electrification and decarbonisation.
- ✅Innovative positioning: Early mover in advanced wind, gas, and electrification technologies.
- ✅Global reach: Supplies around 25% of the world’s electricity, underpinning market dominance.
- What is GE Vernova?
- How much is the GE Vernova stock?
- Our full analysis of the GE Vernova stock
- How to buy GE Vernova stock in Ireland?
- Our 7 tips for buying GE Vernova stock
- The latest news about GE Vernova
- FAQ
What is GE Vernova?
Indicator | Value | Analysis |
---|---|---|
🏳️ Nationality | United States | U.S.-based industrial leader with strong global reach; subject to U.S. regulations. |
💼 Market | NYSE (New York Stock Exchange) | Premier U.S. equity market listing; high liquidity and analyst coverage. |
🏛️ ISIN code | US36828A1016 | Internationally recognized security code ensures transparency and access for global investors. |
👤 CEO | Scott Strazik | Brings 20+ years' GE experience, enhancing stability and strategic industry vision. |
🏢 Market cap | $128.60 billion | Large-cap company, reflecting investor confidence and scale in the energy sector. |
📈 Revenue | $36-37 billion (2025E) | Robust anticipated growth driven by energy transition and global electrification demand. |
💹 EBITDA | High single-digit margin (2025E) | Improved profitability outlook as operational efficiencies and new contracts support margins. |
📊 P/E Ratio (Price/Earnings) | 67.24 | High valuation suggests strong growth expectations but limited margin for error. |
How much is the GE Vernova stock?
The price of GE Vernova stock is down this week. Currently trading at $471.17, the stock has decreased by $13.84 (-2.85%) over the past 24 hours and is down 1.46% over the week. GE Vernova holds a market capitalisation of $128.60 billion, with an average three-month trading volume of 3.94 million shares. The stock’s P/E ratio stands at 67.24, with a dividend yield of 0.21%, and a beta of 1.88, indicating above-average volatility. Investors in Ireland should note the elevated valuation and recent performance as they consider the stock’s high-growth energy potential and dynamic market behaviour.
Compare the finest brokers in Ireland and find the best one for you!Compare brokersOur full analysis of the GE Vernova stock
After reviewing GE Vernova’s latest quarterly results and tracking the stock’s performance since its spin-off, a detailed cross-analysis incorporating financial metrics, technical indicators, sector dynamics, and peer benchmarking has been conducted using proprietary models. The evidence reveals numerous converging signals pointing towards attractive prospects for the shares within the evolving arena of global electrification and industrial technology. So, why might GE Vernova once again become a strategic entry point into the cleantech and next-generation power sector in 2025?
Recent Performance and Market Context
GE Vernova (NYSE: GEV) has swiftly established itself as a key player since its independent market debut on 2 April 2024, capitalising on a resurgent interest in advanced industrial and electrification solutions. The stock’s 1-year performance is particularly eye-catching, having gained 165.7% as of 30 May 2025—among the top results in its peer group and the wider industrials segment. Year-to-date, GEV is up 43.2%, comfortably outpacing the S&P 500 and competing indices.
Recent price action has included a modest correction from its all-time high of $489.13, closing at $471.17 after a -2.85% intraday move. However, this is well within the context of accelerated sector rotation and profit-taking following a sustained rally driven by strong earnings, reinforced outlooks and a landmark $14 billion contract in Saudi Arabia, which substantially increases visibility over future revenues.
The sector backdrop could scarcely be more favourable. Electrification, grid modernisation and renewable integration are now policy imperatives globally, and the AI boom continues to drive unprecedented power demand. GE Vernova's positioning at the intersection of these forces—bolstered by a robust order book and enduring brand—provides an effective hedge against economic cyclicality, making the current environment unusually supportive for further appreciation.
Technical Analysis
GE Vernova’s technical chart structure exhibits classic characteristics of a stock still in a strong uptrend, albeit with healthy pauses that can offer tactical entry points. The share price remains firmly above all major moving averages—a clear sign of persistent institutional support. Momentum indicators, notably the MACD (reading: +31.64), signal ongoing positive momentum, while the 14-day RSI of 82.37 confirms short-term overbought conditions. Rather than suggesting exhaustion, this level of RSI in the present context often precedes only modest consolidations in stocks with newly proven business models and recent catalyst events.
- Major support: $176.31 (basis for risk management, well below current prices)
- Current consolidation zone: $471–$489 (close to 52-week high)
- Calculated price objective: $612.52 (+30% potential upside)
Pullbacks toward support within a resilient upward structure are often interpreted as constructive entry opportunities. The float remains exceptionally broad-based (272.69 million shares), ensuring a robust price discovery process and minimising the risk of illiquidity-driven setbacks.
Fundamental Analysis
- Revenue Growth: Q1 2025 delivered $8.0 billion in sales, up 15% organically—well above the industrial sector average, and confirming strong execution after the spin-off. The $10.2 billion in new orders (+8% organically) further augments forward visibility.
- Profitability: While Q1 net profit reached $0.3 billion and EPS of $1.73 trailed consensus, the free cash flow performance ($1.0 billion in Q1; $2.0–2.5 billion guided for the full year) substantiates underlying financial health, essential for ongoing investment and shareholder returns.
- Valuation: The forward valuation (P/E TTM 67.24, P/S 3.68) implies a premium, yet this is a function of GE Vernova’s dominant growth profile, massive installed base (~25% of global electricity generated via GE Vernova technologies), and its best-in-class market exposure as a newly focused pure-play. Analysts’ consensus price target of $428 appears conservative against both historical multiples in high-growth industrials and a calculated upside target of $612.
- Structural Strengths:
- Continuous innovation in gas, wind and electrification—GE Vernova’s R&D power and aggressive scaling in grid and storage future-proof the business.
- The company commands exceptional market share and a global installed asset footprint (55,000+ wind turbines; 7,000+ gas turbines).
- The leadership team, notably CEO Scott Strazik with over two decades’ tenure, brings deep sector expertise at a pivotal growth juncture.
Volume and Liquidity
- Average 3-month volume: 3.94 million shares—a significant, stable base for consistent price action and smooth institutional trading.
- Float: Almost the entire share base is in float (272.69 out of 272.93 million shares), supporting dynamic price discovery and mitigating volatility risks typical of post-spin-off stocks.
- Market capitalisation: At $128.6 billion, GE Vernova is firmly in large-cap territory, benefitting from analyst and index-fund coverage, as well as strategic attention from global investors.
Elevated and persistent trading volumes often coincide with wealth creation in stocks undergoing a clear re-rating, and this pattern is very much evident here.
Catalysts and Positive Outlook
- Mega-contracts: The recent $14 billion Saudi Arabia agreement has not only added substantial order backlog, but also enhanced the company’s profile as a “go-to” for large-scale grid and generation infrastructure worldwide.
- AI and Electrification Demand: The power demand upsurge driven by data centre expansion and generative AI rollouts supports management’s strong organic growth guidance. A global 4.3% increase in power consumption, with GE Vernova’s technologies at the core, sets a favourable medium-term runway.
- Energy Transition/ESG Tailwinds: As a market leader in grid and renewable integration, GE Vernova stands at the policy sweet spot, especially as the EU, US, and UK—including Ireland—accelerate investment in grid renewal and decarbonisation. This strategic fit is increasingly attractive to ESG-oriented investors.
- Upcoming earnings: The next earnings release, scheduled for 23 July 2025, represents a clear upcoming catalyst. Positive updates on backlog, margin expansion, or new wins could renew momentum.
- Analyst sentiment: With 33 covering analysts and a broadly positive consensus, the stock continues to attract attention, further enhanced by recent inclusion in major indices.
Investment Strategies
Given the interplay of volatility, structural uptrend, and major catalysts, several investment horizons appear favourable:
- Short-term: Recent consolidation below all-time highs, combined with overbought RSI, presents the potential for attractive tactical entry on technical retracements. The strong underlying uptrend suggests that any near-term dips could quickly find support from committed investors.
- Medium-term: With the Q2 earnings date approaching (23 July 2025), positioning ahead of this event could be appealing, as the company is well placed to deliver operational and strategic updates that reinforce the growth narrative.
- Long-term: For those seeking exposure to the full energy transition cycle, GE Vernova’s diversified business—spanning gas, wind, nuclear, and grid—offers a rare blend of recession resilience and outsized growth leverage. The secular demand drivers in industrial electrification appear durable and even early-stage, suggesting multi-year compounding opportunity.
A disciplined strategy might focus on accumulating shares during periods of market-driven volatility, or as the share price revisits major moving averages, while maintaining a view to holding through major catalysts including further contract wins and policy tailwinds.
Is it the right time to buy GE Vernova?
The convergence of robust operational momentum, strong financial delivery, global macro tailwinds, and clear technical leadership makes the current period particularly compelling for those considering an entry into GE Vernova. The company’s proven ability to execute, combined with accelerating demand from AI, electrification, and energy transition mega-trends, justifies renewed investor interest.
Although valuation multiples do reflect optimism, the company’s leadership, order intake, and relentless innovation suggest that GE Vernova may be only at the early innings of a powerful re-rating among next-generation industrial leaders. As a well-capitalised, liquid, and increasingly index-relevant large cap, GEV offers both upside potential and institutional-grade resilience.
In summary, GE Vernova stands out as a textbook case where sector leadership, structural growth, and positive price action continue to coalesce—offering what seems to be an excellent opportunity for committed investors to participate in the transformation of global energy systems. As the market awaits the next quarterly update, the stock appears to be entering a new bullish phase, setting up an ideal context for investors seeking growth aligned with the world’s most compelling technology and sustainability themes.
How to buy GE Vernova stock in Ireland?
Buying shares of GE Vernova (GEV) online is now more accessible and secure than ever for investors in Ireland. By using a regulated online broker, you can purchase GE Vernova shares directly or trade them via Contracts for Difference (CFDs), each suiting different investor profiles. Spot buying offers straightforward ownership, while CFDs allow for leveraged trading and flexibility. It’s important to understand which method aligns with your goals and risk appetite. Below, we outline how both methods work, including fees and practical examples, before guiding you to a comprehensive broker comparison further down the page.
Spot buying
A cash (spot) purchase of GE Vernova stock means you buy actual GEV shares listed on the NYSE, becoming a part-owner of the company. This approach is favoured by long-term investors seeking to benefit from potential share appreciation and dividends. When using Irish-friendly brokers, typical fees include a flat trading commission per order, usually ranging from $4 to $10 (about €3.50–€9), depending on the platform.
Important example
Example: Suppose the GE Vernova share price is $471.17 (NYSE closing price as of 30 May 2025). With a $1,000 stake and a brokerage fee of $5, you could buy approximately 2 shares ($1,000 – $5 fee = $995; $995 ÷ $471.17 ≈ 2.1 shares, rounded down to 2 shares). ✔️ Gain scenario: If GE Vernova’s price rises by 10%, your two shares are now worth $518.29 each ($471.17 × 1.10), so your holding totals $1,036.58. Result: +$95.41 gross gain (excluding dividends and FX fees), or +9.5% on your investment.
Trading via CFD
CFD (Contract for Difference) trading allows you to speculate on GE Vernova’s share price without owning the underlying stock. CFDs are popular with active traders thanks to their flexibility, potential to profit from both rising and falling prices, and access to leverage. With CFDs, fees typically comprise a spread (the broker’s bid/ask difference) and overnight financing charges if you keep positions open for more than a day.
Important example
Example: You open a CFD position on GE Vernova shares with a $1,000 margin and 5x leverage, giving you $5,000 of market exposure. ✔️ Gain scenario: If GE Vernova rises by 8%, your position value increases by 8% of $5,000 = $400. Result: +$400 gain (before fees), representing a +40% return on your initial $1,000 margin.
Final advice
Before investing in GE Vernova shares, be sure to compare brokers' commissions, currency conversion fees, and trading terms to ensure a solution that matches your strategy and budget. Whether you prefer the stability of buying shares outright or the agility of leveraged trading through CFDs, the best choice will depend on your investment objectives, time horizon, and risk profile. Our detailed broker comparison further down this page will help you select the platform that best fits your needs.
Compare the finest brokers in Ireland and find the best one for you!Compare brokersOur 7 tips for buying GE Vernova stock
📊 Step | 📝 Specific tip for GE Vernova |
---|---|
Analyse the market | Assess GE Vernova’s leadership in global electrification and energy transition, and review sector trends, particularly increased electricity demand from AI adoption. |
Choose the right trading platform | Use a regulated broker in Ireland that provides access to the NYSE with transparent fees and supports trading in US stocks like GE Vernova. |
Define your investment budget | Set a clear investment amount, mindful of GE Vernova’s recent volatility and strong growth; diversify across sectors to balance your portfolio’s risk. |
Choose a strategy (short or long term) | Consider a long-term approach, as GE Vernova’s order backlog and strategic contracts (e.g., with Saudi Arabia) support sustained growth prospects. |
Monitor news and financial results | Regularly track GE Vernova’s earnings reports, upcoming results dates, and major announcements that may impact the stock price or sentiment. |
Use risk management tools | Apply stop-loss and limit orders to protect your investment, given GE Vernova’s high valuation and technical signals indicating possible overbought territory. |
Sell at the right time | Plan to take profits during technical highs or ahead of key company results, and review your position if sector or company news changes the outlook significantly. |
The latest news about GE Vernova
GE Vernova reported robust organic revenue and order growth in Q1 2025, underpinning confidence in its 2025 guidance. During the first quarter of 2025, GE Vernova's revenue rose by 15% organically to $8.0 billion, while orders increased by 8% organically to $10.2 billion, confirming strong commercial momentum. The company reaffirmed its 2025 outlook, targeting $36-37 billion in revenue and $2.0-2.5 billion free cash flow, which supports positive sentiment among analysts and investors. Although Q1 earnings per share came in below consensus, the confidence in full-year guidance has helped temper market concerns, which is particularly relevant for Irish investors tracking large US-listed industrials.
GE Vernova secured a $14 billion strategic contract in Saudi Arabia, reinforcing its global energy leadership and future backlog. This major deal, disclosed in May 2025, bolsters the company's already strong order book and demonstrates its strategic effectiveness in winning large-scale international projects. The agreement highlights GE Vernova's significant role in advancing global electrification, which is a key growth vector for the company’s businesses—especially as energy transition and security are also key themes for Ireland’s own infrastructure and policy landscape.
GE Vernova’s stock performance remains stellar over the past year, with a 165.72% annual gain and continued market optimism. Despite a recent 1.46% pullback over the last week, the stock’s cumulative one-year return and a year-to-date gain of 43.24% signal sustained momentum. The company trades actively, with a well-supported consensus among 33 analysts and ongoing coverage from global financial institutions. Such performance makes it an attractive reference point for institutional investors and pension funds in Ireland evaluating exposure to energy technology and industrials.
Technical indicators point to GE Vernova being in overbought territory, but positive signals dominate near-term trends. With a 14-day RSI of 82.37 and a strong MACD signal, technical analysis suggests the stock is in a period of heightened interest and bullishness, albeit with caution advised due to potential profit-taking. The price consistently exceeds major moving averages and hovers near its all-time high, reflecting both high demand and growing confidence in the company’s medium-term growth prospects. Irish investors with a focus on momentum strategies or cross-listed ETFs may find these signals especially pertinent.
GE Vernova plays a pivotal role in global power infrastructure, directly relevant to Ireland’s energy transition and reliability goals. Operating across Power, Wind, and Electrification segments, the company’s technologies account for roughly 25% of global electricity generation, including a substantial installed base of wind turbines. Its ongoing investment in renewable and flexible energy aligns with Ireland’s ambitions for renewables integration, grid modernization, and decarbonization, making GE Vernova a potential strategic partner or supplier for Irish utilities, developers, and policymakers shaping the green transition.
FAQ
What is the latest dividend for GE Vernova stock?
GE Vernova currently pays a quarterly dividend of $0.25 per share, with a recent ex-dividend date of 17 April 2025. This represents a modest yield of 0.21% at the current share price. As a newly independent company, this dividend distribution is a positive signal of financial stability. Investors may wish to monitor future announcements, as the dividend policy could evolve along with earnings growth and strategic plans.
What is the forecast for GE Vernova stock in 2025, 2026, and 2027?
Based on the latest price of $471.17, projected values stand at $612.52 for the end of 2025, $706.76 for the end of 2026, and $942.34 for the end of 2027. GE Vernova benefits from strong momentum in the industrials and electrification sector, underpinned by global energy transition trends and robust order growth. The company’s recent strategic contracts and positive analyst coverage further reinforce an optimistic outlook.
Should I sell my GE Vernova shares?
GE Vernova shows solid fundamentals, a strong market position in power and renewables, and a healthy order backlog. Despite the recent sharp rise in share price, the company remains well-positioned for mid- to long-term growth, driven by energy transition and demand for electrification. Holding onto GE Vernova shares could be worthwhile, as fundamentals and sector momentum remain supportive, though each investor should assess their own financial goals.
How are dividends and capital gains from GE Vernova stock taxed in Ireland?
For Irish residents, dividends from GE Vernova are subject to US withholding tax—typically 15% with a tax treaty—while also being liable to Irish income tax. Capital gains on US shares, such as GE Vernova, are taxed at the standard Irish Capital Gains Tax rate. US-listed stocks are not eligible for Irish tax-advantaged schemes like the EII or pensions unless held within qualifying regulated retirement accounts. Always keep tax reporting obligations in mind.
What is the latest dividend for GE Vernova stock?
GE Vernova currently pays a quarterly dividend of $0.25 per share, with a recent ex-dividend date of 17 April 2025. This represents a modest yield of 0.21% at the current share price. As a newly independent company, this dividend distribution is a positive signal of financial stability. Investors may wish to monitor future announcements, as the dividend policy could evolve along with earnings growth and strategic plans.
What is the forecast for GE Vernova stock in 2025, 2026, and 2027?
Based on the latest price of $471.17, projected values stand at $612.52 for the end of 2025, $706.76 for the end of 2026, and $942.34 for the end of 2027. GE Vernova benefits from strong momentum in the industrials and electrification sector, underpinned by global energy transition trends and robust order growth. The company’s recent strategic contracts and positive analyst coverage further reinforce an optimistic outlook.
Should I sell my GE Vernova shares?
GE Vernova shows solid fundamentals, a strong market position in power and renewables, and a healthy order backlog. Despite the recent sharp rise in share price, the company remains well-positioned for mid- to long-term growth, driven by energy transition and demand for electrification. Holding onto GE Vernova shares could be worthwhile, as fundamentals and sector momentum remain supportive, though each investor should assess their own financial goals.
How are dividends and capital gains from GE Vernova stock taxed in Ireland?
For Irish residents, dividends from GE Vernova are subject to US withholding tax—typically 15% with a tax treaty—while also being liable to Irish income tax. Capital gains on US shares, such as GE Vernova, are taxed at the standard Irish Capital Gains Tax rate. US-listed stocks are not eligible for Irish tax-advantaged schemes like the EII or pensions unless held within qualifying regulated retirement accounts. Always keep tax reporting obligations in mind.