GE Vernova Inc. (GEV) AI Stock Analysis

Company Guidance

GE Vernova expects Trench revenue to grow at double-digit levels over the coming years to approach $2 billion in '28, with mid-teens revenue growth annually from 2026 to 2028 and an adjusted EBITDA margin of approximately 36% in 2028; it expects approximately $50 million to $100 million of annualized cost synergies by 2030, with the transaction expected to close late '27. For 2026, Power organic revenue growth is expected at 19% to 21% and Power EBITDA margin at 19% to 21%; Electrification revenue is expected to be between $14.5 billion to $15 billion, with EBITDA margin trending towards the higher end of the 18% to 20% range; Wind organic revenue is expected to be down mid-single digits, with EBITDA losses between $400 million and $500 million. GE Vernova now expects 2026 revenue of $46.5 billion to $47.5 billion, adjusted EBITDA margin of 13.5% to 14.5%, and free cash flow of $16 billion to $17 billion, including a more than 30% year-over-year combined increase in R&D and CapEx; corporate costs are expected to be between $450 million and $500 million, and fourth-quarter revenue and adjusted EBITDA, adjusted EBITDA margin expansion and positive free cash flow are expected.