GE Vernova Inc

GEV: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$447.00	Bfhy	Bkspvfhq

GE Vernova Earnings: Solid Financial Results, Order Trends to Start 2024

Brett Castelli

Apr 25, 2024

We maintain our $138 fair value estimate for no-moat GE Vernova following its first-quarter results. We continue to believe GE Vernova is well positioned to achieve its long-term margin targets but believe this is already priced into shares. Hence our view is that shares are fairly valued.

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