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GE Vernova Reports Surging Gas Turbine Backlog

seekingalpha.com

|March 4, 2026

6.1

Relevance Score

GE Vernova Reports Surging Gas Turbine Backlog

GE Vernova Inc. reports its gas turbine backlog rose to 83 GW in Q4 2025 from 62 GW, and it is targeting 100 GW by end-2026 amid surging AI-driven data center demand. The company posted 8.97% year-over-year revenue growth but trades at a stretched GAAP TTM P/E of 49.81 and P/S of 6.30, leading the analyst to maintain a hold rating.

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Mar 4

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Strong, company-level backlog and revenue data increase usefulness, limited by single-source analysis and valuation-focused perspective.

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GE Vernova: Cooling AI Energy Demand Could Bust This Stock (NYSE:GEV)
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