my.stock.research
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Independent equity researcher publishing near-daily deep dives on leading U.S. stocks with valuation work and macro context.
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Social•Feb 9, 2026
GE Vernova: High‑Conviction Buy with 32% Upside
GEV - GE Vernova Current Price: $794.20 Intrinsic Value Range: $720–$950 Rating: BUY (High Conviction, but tactically vulnerable near-term) 12-Month Price Targets: Bull Case: $1,050 (+32%) — accelerated gas turbine orders, Electrification margin beats, data center capex surge Base Case: $900 (+13%) — normalized execution, mid-teens earnings growth, 30–35x exit multiple Bear Case: $650 (−18%) — macro recession, power capex slowdown, margin compression in Services
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