New York, Jan 27, 2026, 18:11 EST — After-hours
- Shares of GE Vernova climbed roughly 4% in late trading, with investors gearing up for the company’s upcoming earnings report.
- Before the U.S. market opens Wednesday, the power-equipment maker will release its fourth-quarter and full-year results.
- Attention centers on orders, margins, and potential updates to 2026 guidance following the stock’s recent surge.
GE Vernova shares climbed roughly 4.4% in after-hours trading Tuesday, building on a late-day push as investors positioned themselves ahead of the quarterly earnings release. The stock last traded up 4.4% at $692.70, having fluctuated between $670.23 and $702.99 during the session.
Wednesday’s earnings face intense scrutiny after this run-up, with expectations already soaring for a firm at the heart of the power capacity expansion. Gas turbines, grid upgrades, and the equipment linking them have turned into a hotly contested space.
This is crucial now because the stock tends to react sharply to even minor tweaks in guidance. A clear beat might fall short if investors aren’t impressed by the order book or the outlook for 2026.
GE Vernova plans to report its fourth-quarter and full-year 2025 results ahead of Wednesday’s market open. CEO Scott Strazik and CFO Ken Parks will go over the figures during a 7:30 a.m. ET webcast, the company announced. (GE Vernova)
Analysts monitored by Zacks are forecasting earnings of $3.03 per share on revenues hitting $10.04 billion, marking a roughly 4.9% drop from the same period last year, according to a Nasdaq.com report. The forecast factors in slower sales growth in Wind alongside quicker gains in Electrification, the report added. (Nasdaq)
Investors will also push for clarity on turbine deliveries, pricing, and if services are taking on a bigger role. Attention is zeroing in on free cash flow, especially following the stock’s jump.
In December, GE Vernova raised its long-term goals, projecting $52 billion in revenue and a 20% adjusted EBITDA margin by 2028. (Adjusted EBITDA excludes interest, taxes, and depreciation to focus on operating profit.) The company also forecast total backlog—orders yet to be fulfilled—rising from $135 billion to roughly $200 billion by the end of 2028. CEO Scott Strazik stated, “Electric power will be critical to unlocking economic growth in the decades ahead.” (GE Vernova)
Those targets sparked a swift re-rating. At a December investor day, William Blair analyst Jed Dorsheimer described the event as “firing on all cylinders,” highlighting turbine production slots booked through 2028. Competitors Siemens Energy and Mitsubishi Heavy Industries have also raised their targets. (Reuters)
But the picture isn’t all positive. Earlier this month, Baird downgraded GE Vernova to “Neutral” and cut its price target. The firm flagged investor concerns that a surge of new entrants in the power market might push capacity beyond demand. (Investing)
GE Vernova grabbed a smaller headline Tuesday, outside the usual earnings buzz. Future Technologies Venture announced it’s broadening its utility-grade private cellular network lineup, leveraging GE Vernova’s grid automation tools. The goal: helping utilities upgrade their communication systems. CEO Peter Capiello stressed, “Utilities don’t need another product conversation. They need confidence that connectivity decisions will hold up under regulatory scrutiny.” (GlobeNewswire)
Wednesday’s report and call loom as the next major event, with traders focused on potential changes to the 2026 guidance and order flow in gas power and electrification. Updates on the Prolec GE deal, set to close by mid-2026 subject to approvals, could also draw attention due to its relevance to grid equipment. (Reuters)
