A May 14, 2026, analyst report issued a Strong Buy rating for GE Vernova. The analysis sets a price target of $1,717 per share. This valuation represents a potential 60% upside.
The investment thesis posits that the AI infrastructure boom is shifting focus from chips to power infrastructure. Analysts identify the Power and Electrification segments as the company's primary growth drivers.
Strong pricing power and massive data center demand continue to expand the company's backlog. Financial models project adjusted EBITDA will reach $13.7 billion. The company expects to hit this target by 2028.
GE Vernova’s recent performance supports this optimistic outlook. Total orders increased 71% year-over-year. This growth occurred during the first quarter of 2026.