GE Vernova Shares See a Slight Uptick Ahead of Quarterly Results
GE Vernova shares ended the day up 1.3% at $665.99, holding steady in after-hours trading. This slight increase comes as investors make moves ahead of the company’s quarterly results, which are due on Wednesday.
Market Performance
The company’s shares outperformed the broader market, ending a brief slide. After-hours trading saw little movement, with the stock price remaining at $665.99. This stability is notable, given the anticipation surrounding the upcoming quarterly results.
Upcoming Quarterly Results
GE Vernova is set to release its fourth-quarter and full-year 2025 results ahead of the U.S. market open on Wednesday. The company will host a webcast at 7:30 a.m. ET to discuss the results. This announcement comes at a busy time, with the Federal Reserve holding its policy meeting on January 27-28, and the rate decision set for Wednesday afternoon, followed by a press conference.
Analyst Expectations
Morgan Stanley’s David Arcaro lowered his price target to $817 from $822 but held onto an “overweight” rating. He noted that the company will likely deliver “limited financial surprises or updates this quarter” following its December investor day. Consensus estimates have shifted slightly, with Wall Street now expecting quarterly earnings around $3.03 per share, on revenue near $10.04 billion.
Key Areas of Focus
Investors are expected to zero in on order momentum and any news about gas turbine deliveries and grid equipment demand, rather than the headline numbers. The company’s performance in these sectors is crucial, given the rising power demand. Back in December, GE Vernova raised its 2026 revenue forecast and expanded its share buyback plan, which pushed the stock to record highs.
Industry Context
The power equipment sector, which includes peers such as Siemens Energy and Mitsubishi Heavy Industries, has seen strong demand in certain market segments. These companies have recently raised their targets, highlighting the growth potential in the industry. However, the setup isn’t one-sided, and even a slight sign of order delays, pricing challenges, or softer cash flow could disrupt the trade that’s been riding the “more power buildout” story.
Conclusion
GE Vernova will report its quarterly results ahead of Wednesday’s open, and investors will be watching closely for management’s outlook. The Fed’s policy decision later that same day will also provide clues on the market’s next move. With high expectations set, the company’s performance will be under scrutiny, and any signs of weakness could impact the stock price. As the market awaits the results, one thing is clear: the next few days will be crucial for GE Vernova and its investors.
