GE Vernova Inc. (GEV) earnings on July 22, 2026
Prior outlook: No statistical edge
GE Vernova shares initially rose after earnings but then fell sharply, closing down nearly 8% despite strong demand news.
GEV price around the earnings
985.03
Change: -8.5%
2026-07-22, 20:00 UTC
Start of the measured window
End of the measured window
969.47
1029.64
1089.82
1149.99
1076.98
July 22, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- Starting price
Prior thesis
Prior outlook: No statistical edge
- Thesis published
- Results released
Strong analyst support and exceptional past earnings, but recent price weakness suggests expectations reset.
Context analyzed before publication
- Trend
- Trajectory collapsed from +65.3 to -5.6 over 6 days; expectations fully priced at current levels.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.58
- Analysts covering the stock
- 34
- Average price target
- 1,221.48
- Lowest price target
- 836
- Highest price target
- 1,424
- Upside to price target
- 13.2%
- Quarterly earnings growth
- 1,768.1%
- Revenue growth
- 16.3%
- Forward EPS
- 24.61
- Trailing EPS
- 34.2
- Analyst moves in the last 60 days
- 2
- Strong buy: 6
- Buy: 24
- Hold: 8
- Sell: 0
- Strong sell: 0
- Strong buy
- 6
- Buy
- 24
- Hold
- 8
- Sell
- 0
- Strong sell
- 0
- June 17, 2026 · Bernstein: Initiates coverage (Outperform)
- June 11, 2026 · Jefferies: Maintains rating (Buy → Buy)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (5)
- Tesla, AT&T And 3 Stocks To Watch Heading Into Wednesday (opens in a new tab) — Benzinga
- GE Vernova Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts (opens in a new tab) — Benzinga
- GE Vernova Earnings Prediction Market Preview: Kalshi Traders Bet On Iran And Vietnam, Not Wind Blades (opens in a new tab) — Benzinga
- GE Vernova Secures Hawaiian Electric Order For Six LM6000VELOX Aeroderivative Packages To Repower Waiau Power Plant (opens in a new tab) — Benzinga
- Top S&P 500 Stocks to Watch Next Week: Tesla, Google, Intel, GE Vernova (opens in a new tab) — Benzinga
Technicals
Evidence
- Average true range (ATR)
- 5.6%
- Distance to 52-week high
- -8.2%
- 14-day change (14d)
- +0.0%
- 30-day change (33d)
- -2.9%
- 30-day relative strength
- -3.1%
- SPY change (33d)
- +0.2%
- Nearest support
- 1,070.09
- Nearest resistance
- 1,084.93
- Volume accumulation ratio (14d / 46d)
- 1.16
Trends
Evidence
- Average earnings surprise
- +83.3%
- April 22, 2026: actual EPS 2.01 vs estimate 1.67 (surprise +20.4%)
- January 28, 2026: actual EPS 12.91 vs estimate 3.14 (surprise +310.9%)
- October 22, 2025: actual EPS 1.64 vs estimate 1.86 (surprise -11.7%)
- July 23, 2025: actual EPS 1.86 vs estimate 1.64 (surprise +13.4%)
Expected move
There is no implied-move data available for this event.
Reactions over its last 9 earnings
- Median move
- 2.6%
- 75th percentile move
- 4.5%
- 90th percentile move
- 13.9%
- Up / down moves
- 7 / 2
- Average up move
- +5.5%
- Average down move
- -3.0%
Monitoring and close
What GE Vernova Inc. reported
- Status
- Finished
| Actual EPS | 2.47 |
|---|---|
| EPS estimate | 3.13 |
| EPS surprise | -21.1% |
| Revenue | $11,104 million |
| Revenue estimate | $10,734 million |
| Revenue surprise | +3.4% |
GE Vernova reports mixed earnings: profit miss but revenue beat, raised guidance. Stock falls on wind losses. Optimistic outlook on record orders and AI demand.
Sources (42)
- GE Vernova Stock Tumbles as Earnings Miss Sparks Wall Street Concern (opens in a new tab) — GuruFocus.com
- AI Energy Winner GE Vernova Sinks Below Key Level On Earnings Miss (opens in a new tab) — Investor's Business Daily
- Why GE Vernova (GEV) Shares Are Plunging Today (opens in a new tab) — StockStory
- GE Vernova Inc (GEV) Q2 2026 Earnings Call Highlights: Record Growth in Orders and Cash Flow (opens in a new tab) — GuruFocus.com
- GE Vernova Beats on Revenue but Misses on Earnings (opens in a new tab) — GuruFocus.com
- GE Vernova Says It's 'Mostly Sold Out' Through 2030 (opens in a new tab) — Benzinga
- Is GE Vernova (GEV) Fairly Valued Following Mixed Q2 Results And A Raised Outlook? (opens in a new tab) — Simply Wall St.
- Energy & Utilities Roundup: Market Talk (opens in a new tab) — The Wall Street Journal
- Crude Oil Gains 2%; GE Vernova Shares Fall After Q2 Earnings (opens in a new tab) — Benzinga
- Why Did GE Vernova Stock Drop Today? (opens in a new tab) — Motley Fool
- AI Energy Winner GE Vernova Is Sinking On A Mixed Earnings Report (opens in a new tab) — Investor's Business Daily
- GE Vernova shares fall as wind losses overshadow record backlog and data center demand (opens in a new tab) — Proactive
- 🔎 Under the Radar: GE Vernova Stock Slides on Earnings Miss (opens in a new tab) — The Wall Street Journal
- GE Vernova Stock Falls After Profit Miss, Wind Unit Remains a Drag (opens in a new tab) — Benzinga
- Stock Market Today: Nasdaq Weak As Oil Rises; GE Vernova Slides, SMCI Spikes (Live Coverage) (opens in a new tab) — Investor's Business Daily
- Zacks Investment Ideas feature highlights: GE Vernova, NextEra Energy, Meta and Google (opens in a new tab) — Zacks
- GE Vernova Beat Earnings and Raised Guidance. Why the Stock Is Falling Anyway. (opens in a new tab) — Barrons.com
- GE Vernova Inc. (GEV) Q2 2026 Earnings Call Transcript (opens in a new tab) — SeekingAlpha
- GE Vernova stock drops despite surging AI-driven orders as wind segment drags (opens in a new tab) — Yahoo Finance
- Committee stocks on the move: GE Vernova and Crowdstrike (opens in a new tab) — CNBC
- GE Vernova Q2 Earnings Call Highlights (opens in a new tab) — MarketBeat
- Full Transcript: GE Vernova Q2 2026 Earnings Call (opens in a new tab) — Benzinga
- GE Vernova Earnings Were a Big Test for the AI Trade. The Stock Is Falling. (opens in a new tab) — Barrons.com
- GEV Stock Drops On Q2 Earnings Miss – CEO Raises Guidance, Says Data Center Orders Have Already Doubled 2025 Total (opens in a new tab) — Stocktwits
- Dow Jones Futures Fall As Oil Prices Jump; Two AI Earnings Movers With Google, Tesla Due (opens in a new tab) — Investor's Business Daily
- GE Vernova raises 2026 revenue guidance after Q2 earnings beat (opens in a new tab) — Quartz
- GE Vernova (GEV) Q2 Earnings Lag Estimates (opens in a new tab) — Zacks
- Dow Jones Futures Fall As Oil Prices Jump; Two Big AI Earnings Movers With Google, Tesla Earnings Due (opens in a new tab) — Investor's Business Daily
- GE Vernova slides after earnings (opens in a new tab) — CNBC
- GE Vernova shares slip despite higher revenue and raised full-year outlook (NYSE:GEV) (opens in a new tab) — InvestorsHub
- GE Vernova Earnings Miss. The AI Energy Stock Is Plunging. (opens in a new tab) — Investor's Business Daily
- GE Vernova shares fall as second quarter earnings misses expectations (opens in a new tab) — Investing.com
- GE Vernova Inc. 2026 Q2 - Results - Earnings Call Presentation (opens in a new tab) — SeekingAlpha
- Dow Jones Futures Dip, Techs Fall As Oil Prices Jump; AI Server Play Soars With Google, Tesla Earnings Due (opens in a new tab) — Investor's Business Daily
- GE Vernova Boosts 2026 Revenue Target (opens in a new tab) — The Wall Street Journal
- GE Vernova Stock Rises on Strong Order Growth in Earnings Report (opens in a new tab) — Barrons.com
- GE Vernova’s (NYSE:GEV) Q2 CY2026 Sales Top Estimates, Full-Year Outlook Slightly Exceeds Expectations (opens in a new tab) — StockStory
- GE Vernova CEO Scott Strazik Said, “We now expect to have at least 125 GW of gas equipment under contract by year-end 2026. To meet this demand, we remain on track to deliver 20 GW of annual gas turbine output in the third quarter of 2026, with 24 GW in 2028, and we are implementing actions to produce 30 GW in 2030." (opens in a new tab) — Benzinga
- GE Vernova Raises FY2026 Sales Guidance from $44.500B-$45.500B to $45.500B-$46.500B vs $45.453B Est (opens in a new tab) — Benzinga
- I'm Officially Sounding the Alarm on GE Vernova: Here's What Investors Should Buy Instead (opens in a new tab) — Motley Fool
- Alphabet, IBM, Tesla Earnings: What to Watch the Rest of the Week (opens in a new tab) — The Wall Street Journal
- GE Vernov reported earnings per share of $2.47, missing the $3.13 estimate, while revenue of $11.104B beat the $10.734B forecast. — Benzinga
Pre-market second reading after the results
- Verdict
- Missed expectations
Heading into the open, the figures don't clearly confirm the prior scenario.
How the stock reacted
- Consolidated
- -7.9%
- Max move
- -10.5%
No verdict: the outlook took no direction, so there is nothing to score as a hit or a miss.