NYSE:GEV GE Vernova Inc.

ISIN: US36828A1016
IndustrialsElectrical Equipment / PowerReported EPS inflated by non-operating gains
NYSE · Cambridge, MA · Power / Electrification / Wind · spun from GE 2024 · Finder-promoted (Industrials × US) Analysis Status: Starting
$1,113.11
-1.9% (1 Jul)
3 Jul 2026 · Signal v6
DISCLAIMER: This is a quantitative framework for educational purposes only. It is not financial advice. Always do your own research and consult a licensed financial advisor before making investment decisions.

GE Vernova Inc.

GE Vernova is the power-and-energy company spun out of General Electric in April 2024. It designs and manufactures the physical machinery that generates and moves electricity, across three segments: Power (heavy-duty gas turbines, plus nuclear, hydro and steam) — its profit engine and the direct beneficiary of AI-data-centre electricity demand; Electrification (grid transformers, switchgear, power-conversion and storage) — the fastest-growing, highest-margin-trajectory segment; and Wind (onshore and offshore turbines) — a structurally loss-making laggard being rationalised. Its edge is scale and installed base: roughly a quarter of the world's electricity runs through GE-designed turbines, giving it a decades-long, high-margin services annuity on ~7,000 gas turbines and a seat in the three-player heavy-duty-turbine oligopoly (with Siemens Energy and Mitsubishi Power). Despite the FMP "Renewable Utilities" label, GEV is an industrial equipment manufacturer, not a rate-regulated utility — it sells hardware and long-term service contracts, it does not earn a regulated return on a rate base.

HorizonSignalComposite ScoreConfidenceKey Driver
Short-term (1–3 mo)HOLD4755%parabolic into 52wk high; monthly RSI ~78; only ~+4% to consensus
Medium-term (6–12 mo)HOLD5055%Expensive vs warranted (ratio ~2.0) — Gate 3 caps at HOLD; wait for a pullback
Long-term (3–5 yr)HOLD5760%exceptional business & driver, but priced for perfection — no entry edge
Next update: 2026-07-23 — GEV Q2 2026 earnings (~23 Jul) — reset scores on order/backlog & margin print
Table of Contents
1Five-Pillar Scorecard2Hard Gates & Do-Not-Buy Status3Pillar Detail: Business Quality4Pillar Detail: Valuation Attractiveness5Pillar Detail: Underlying Drivers6Pillar Detail: Economic Alignment7Pillar Detail: Entry/Exit Timing8Economic Event Risk9Multi-Timeframe Technical Analysis10Price Chart (6-Month Daily)11Scenario Summary12Entry / Exit Rules13Position Sizing Context14Calibration Snapshot15Data Sources & Methodology
1

Five-Pillar Scorecard

Five independent scores — each 0–100 with its own confidence. The three fundamental pillars (Quality / Valuation / Timing) set the base BUY/HOLD/SELL via the Decision Matrix; the two context pillars (Underlying Drivers, Economic Alignment) then amplify a BUY to STRONG BUY or a SELL to STRONG SELL when both corroborate.

Business Quality

74
strong — oligopoly + services annuity
conf 75%

Valuation Attractiveness

32
EXPENSIVE — ~45x clean fwd vs 23x warranted
conf 70%

Entry/Exit Timing

45
stretched — poor risk-reward at highs
conf 60%

Underlying Drivers

86
Strong Tailwind — electrification/AI-power supercycle
conf 75%

Economic Alignment

72
Trend-Following
conf 70%
2

Hard Gates & Do-Not-Buy Status

Binary safety checks — any TRIGGERED gate is a hard cap regardless of the scores above; CAUTION gates are sizing notes.
Financial Distress
Net-cash balance sheet — debt/equity 0.21, debt/assets 3.8%, cash/share ~$38, interest cover not a constraint. No distress.
⚠️
Earnings Quality
Reported TTM EPS ~$34.85 is HEAVILY inflated: Q1'26 booked +$4.9B non-operating "other income" on ~$179M operating income (reported EPS $17.65), and Q4'25 carried a ~$2.6B tax benefit. Valuation is scored on CLEAN operating/forward earnings, not the ~32x reported P/E.
Valuation Ceiling (Gate 3)
TRIGGERED. Clean fwd P/E ~45x (2027 cons EPS $24.48) — NTM ~60x — vs a warranted 23x and the Industrials guardrail line of 23x. actual÷warranted ≈ 2.0 (≥1.40 = Expensive) AND actual ≥ guardrail. Caps the base signal at HOLD across all horizons; blocks any STRONG-BUY amplification.
⚠️
Cyclicality / demand concentration
The re-rating is levered to hyperscaler AI-capex staying elevated. A capex digestion phase, SRA slippage, or gas-turbine order cancellations would compress both estimates and the multiple. Size for a cyclical, not a utility.
Liquidity / market cap
~$299B mega-cap, ~2.7M avg daily volume — deeply liquid, no execution constraint.
Governance / dilution
Share count broadly flat-to-lower (~272M dil.), modest dividend, buyback in place. No dilution flag.
The one gate that decides this report is Gate 3. GEV is a genuinely strong business riding a real driver, but after doubling in ~5 months it trades at ~45x clean forward earnings against a ~23x warranted multiple. The Valuation Ceiling caps every horizon at HOLD — this is a “great company, wrong price” verdict, not a knock on the business.
3

Pillar Detail: Business Quality

A deep dive into the Quality score: business economics, moat, ROIC and the industry benchmark.
Business Quality — Pillar Score
Strong — turbine oligopoly, installed-base services annuity, net-cash sheet; drag is the loss-making Wind segment and a still-thin (but fast-inflecting) reported operating margin
74
conf 75%

Lifecycle: Growth (recently profitable). Two years public, revenue ~$39.4B TTM growing high-single-digit with orders up ~71% y/y in Q1'26 and backlog at $163B (from $116B at spin) — the $200B backlog target was just pulled forward a year to 2027. The business is inflecting from break-even to structural profitability as Power and Electrification margins expand and Wind losses narrow.

Sub-signalReadingScore
Revenue trajectoryTTM ~$39.4B; FY25 ~$38.1B (+9%); orders +71% y/y, equipment backlog +80% since spin80
Profitability (trajectory)Reported op. margin still thin (~4% TTM, depressed by Wind + separation costs) BUT inflecting hard — Power/Electrification adj. EBITDA margins expanding, guidance raised after Q162
Cash generationRecord FCF — TTM FCF ~$7.6B, FCF/share ~$28; capex-light (capex/rev ~4%)82
Balance-sheet healthNet cash: debt/equity 0.21, debt/assets 3.8%, cash/share ~$38. Fortress sheet88
Wind segmentStructurally loss-making, sub-scale vs Vestas/Siemens Gamesa — the quality drag; being rationalised35
Industry benchmark — ROIC vs WACC + Backlog growth (Industrials): Backlog growth is exceptional (+40%+ orders, $163B book ≈ 4× quarterly revenue, SRAs securing turbine slots toward 2031) — top-decile demand visibility. ROIC is rising off a low base as the services annuity scales and separation costs roll off; FMP health rating A- (ROE 5/5, ROA 5/5). Benchmark score ~80 — demand visibility is the standout, current-margin ROIC the lagging half.

Competitive Environment

GEV competes in three distinct arenas, and its share trajectory differs sharply across them — this read feeds the Switching-Cost, Cost-Advantage and Pricing-Power moat sub-scores below.
ArenaDirect rivalsGEV position & share trajectory
Heavy-duty gas turbines (the profit engine)Siemens Energy, Mitsubishi Power3-player global oligopoly; GEV ~#1 installed base (~7,000 units). Capacity sold out into 2028+; slot-reservation deposits = pricing power & share holding/gaining
Grid & electrificationEaton (ETN), Schneider, ABB, Hitachi Energy, Siemens Energy Grid; Vertiv (VRT) in DC power/thermal; Quanta (PWR) in build-out servicesCrowded but supply-tight (transformers/Prolec GE); GEV competitive, roughly holding share in a rising tide
WindVestas, Siemens Gamesa; Ørsted (developer demand)Sub-scale & losing money; retreating/rationalising — the clear competitive soft spot
Pricing power
82
Sold-out turbine capacity + upfront slot deposits = demonstrated pricing power
Switching costs
80
20-30yr turbine service contracts; re-fleeting is a capital event — deep lock-in on the installed base
Cost advantage
66
Scale & installed-base leverage; partly replicable by Siemens/Mitsubishi
Intangibles
78
Turbine IP, decades of fleet data, nuclear (BWRX-300 SMR w/ Hitachi) & regulatory qualification
Network effects
50
N/A for equipment (neutral)

Moat average ≈ 71. A wide, durable moat on the Power franchise (oligopoly + installed-base annuity), diluted by the value-destroying Wind segment. ROIC & capital allocation improving; net-cash sheet gives optionality. Business Quality 74.

4

Pillar Detail: Valuation Attractiveness

Sector-appropriate multiples, FCF yield, reverse-DCF implied growth, embedded optionality, and the analyst-consensus cross-check.
Valuation Attractiveness — Pillar Score
EXPENSIVE — the pillar that decides the report. Clean fwd P/E ~45x vs a warranted ~23x; Gate 3 fires
32
conf 70%
Read the reported P/E with extreme care. FMP shows a TTM P/E of ~32x on TTM EPS ~$34.85 — but that EPS is manufactured by one-offs: Q1'26 alone booked +$4.9B of non-operating “other income” on just ~$179M of operating income (reported Q1 EPS $17.65 vs a clean ~$0.55), and Q4'25 carried a ~$2.6B tax benefit. Score valuation on clean/forward operating earnings, never the reported number.

The Anchor — Warranted-Multiple Valuation

InputValueBasis
Risk-free (10Y UST)4.48%Macro report 2026-07-03
Equity risk premium4.5%fixed global constant
Risk add-on+0.0%Business Quality ≥ 65
Discount rate r9.0%4.48 + 4.5 + 0.0
g_near (yrs 1-5)12%Industrials bucket is 10%; lifted toward the 15% ceiling for the $163B backlog visibility (flagged). 0.75× consensus (~23%) is hard-capped away
g_term3%long-run nominal GDP
Warranted P/E23xtwo-stage DCF = 25.1x raw, capped at the Industrials 23x guardrail
Actual clean fwd P/E~45x$1,113 ÷ 2027 consensus EPS $24.48 (NTM ~60x)
actual ÷ warranted≈ 2.0Expensive band (≥1.40) — and actual ≥ guardrail line → double-confirmed

Implied-growth read: at $1,113 the market is pricing roughly a decade of ~20%+ compounding held at a premium multiple. Our disciplined estimate is ~12% durable — so the price embeds materially more growth than we're willing to underwrite. The business could grow into it; you're just not being paid to take that risk today.

Relative cross-checks (order within the Expensive band; they can't lift it): peers are all rich, GEV richest. Fwd P/E ~60 (GEV) vs ETN ~32, VRT ~44, PWR ~48. EV/EBITDA (TTM, distorted) ~86× GEV vs ETN ~28×. FCF yield ~2.6% (FCF/EV) — the honest anchor: “expensive, needs strong growth to justify.” Own-history: at/near the top of its short 2-yr range. Analyst consensus: 21 Buy / 7 Hold, target median $1,208 (+8.5%), consensus $1,155 (+3.8%), high $1,400, low $714 — i.e. the Street sees only single-digit upside to the midpoint, corroborating “fully priced.”

Every lens converges: the business is priced for perfection. Valuation 32 — Expensive → Gate 3 → HOLD.

5

Pillar Detail: Underlying Drivers

The dominant external force the stock is tethered to, scored 0–100. A context pillar: it does not change the base signal — it feeds amplification (tailwind ≥65 can lift BUY→STRONG BUY; headwind ≤35 can push SELL→STRONG SELL).
Primary Driver
Electrification & AI-data-centre power demand (grid + gas-turbine supercycle)
86
Strong Tailwind (but HOLD does not amplify)

GEV sits at the single tightest bottleneck of the AI build-out: power. Goldman pegs ~$765B of AI infrastructure spend this year; hyperscaler capex keeps ratcheting up (Oracle to $90-95B FY27, Alphabet's $80B AI raise), and electricity — not chips — is increasingly the gating constraint. GEV supplies the gas turbines, grid transformers and electrical balance-of-plant that new data-centre load requires, plus a nuclear/SMR option (BWRX-300 with Hitachi; a probable pick in the DoE's $17.5B AP1000 program for steam turbines/generators). Recent proof points: the Chevron–Microsoft Project Kilby 2.67GW Texas plant (GEV supplying most turbines + electrical infra), Crusoe, and slot-reservation agreements extending toward 2031.

HorizonDriver readContribution
Short (0-4w)News-flow red-hot (stock +21% in June on hyperscaler capex headlines) — but that's now the risk cuts both waysStrong +
Medium (1-6m)Backlog conversion + margin ramp are visible and guided; $200B backlog pulled into 2027Strong +
Long (6-18m+)Multi-year electrification + reshoring + nuclear-restart supercycle; structural, not a fadStrong +

Amplification note: at 86 this is a strong, durable tailwind that would normally lift a BUY to STRONG BUY. It does not apply here — the base signal is HOLD (Valuation Ceiling), and HOLD never amplifies. The driver is precisely why the stock is expensive; it does not make the price attractive.

6

Pillar Detail: Economic Alignment

How the current economic climate sits relative to this stock, read from the latest Macro-Economic report. Classifies the macro pressure (Tailwind / Neutral / Headwind) — the second amplification input — and frames a long entry as Trend-Following or Contrarian with a 0–100 conviction.
Stance · Pressure
Trend-Following · Tailwind
72
conviction

Regime Contested (Soft Landing / Stagflation co-lead 30/30, Reaccel 27), conf Low-Med. Industrials (XLI) reads Outperform / Outperform / STRONG-Outperform across Short/Medium/Long, strengthening into the Long horizon (SO) — a genuine macro tailwind. A long entry here is Trend-Following (buying strength the macro supports), conviction moderate-to-high. The macro helps the business, but cannot rescue the entry price.

Source: sector-map · Macro report 2026-07-03

7

Pillar Detail: Entry/Exit Timing

The risk-reward framework, relative strength vs SPY and the sector ETF, the macro overlay, news-derived sentiment, and the catalyst cluster.
Entry/Exit Timing — Pillar Score
Stretched — strong trend but overbought and near the top of a doubled range; risk-reward is poor for a new entry
45
conf 60%
Risk-reward at $1,113: upside to base fair value (~$1,210) is ~+9%; downside to the structural 200-DMA (~$795) is ~-29%. That is a negative asymmetry for a fresh entry — you are buying strength, not value.
Timing inputReadingScore
Trend / structureConfirmed uptrend on monthly/weekly/daily, well above 200-DMA ($795)78
Overbought riskMonthly RSI ~78; ~6% under ATH $1,182 after +21% June — extended30
Relative strength~doubled in 5 months; vastly outperforming SPY and XLI — but that IS the crowding risk55
Risk-reward for entry~+9% to base vs ~-29% to structural stop — poor32
Sentiment / catalystNews-flow euphoric (momentum-ETF darling); Q2 (~23 Jul) is a two-sided event at ~45x50

The trend is real and up, which keeps this from scoring low — but there is no low-risk entry edge at the top of a parabolic range into an earnings print. Timing 45: don't chase; wait for a pullback to support or a post-Q2 reset.

8

Economic Event Risk

High-impact macro releases in the next 14 days that could swing this stock, plus the last 7 days of surprises.

Upcoming events (next 30 days)

DateEventImpactForecastPreviousRelevant?Why
2026-07-15US CPI (Jun)HighIndirectRates path → discount-rate lever on long-duration growth multiples like GEV
2026-07-23GEV Q2 2026 earningsHighEPS ~ (clean) ~$1.7Q1 clean ~$0.55DIRECTOrder intake, backlog vs $200B/2027 track, Power/Electrification margin ramp — the next re-rating pivot
2026-07-29FOMC decisionHighIndirectAny hawkish surprise lifts r and compresses rich growth multiples

Recent surprises (last 7 days)

DateEventActualForecastSurpriseImpact
2026-06-24DoE nuclear loan program$17.5B / AP1000PositiveGEV a likely turbine/generator supplier
2026-06-22Chevron–MSFT Project Kilby2.67GW / $7BPositiveGEV supplies most turbines + electrical infra

The binary near-term event is Q2 earnings (~23 Jul). With the stock priced for perfection, the risk is asymmetric into the print — a strong beat is largely expected, while any order/margin wobble de-rates a ~45x multiple hard. Macro rate events matter as the discount-rate lever.

9

Multi-Timeframe Technical Analysis

Trend, RSI and breakout status across monthly / weekly / daily / hourly / 15-minute, with a confluence verdict.
TimeframeTrendDirectionRSIMACDKey S/RBreakoutVol
MonthlyUptrend77.9n/aR 1182 / S 530Resistance breakout0.1x
WeeklyUptrend65.1+ (flattening)R 1182 / S 895Resistance breakout0.9x
DailyStrong uptrend57.2+ (14.0 hist)R 1182 / S 1023, 200DMA 795Resistance breakout0.7x
HourlyWeakening47.3- R 1178 / S 10870.0x
15-minRecovering56.4+ R 1154 / S 10870.0x
Confluence: Strongly bullish trend, but stretched · MTF Score 68

Every higher timeframe is in a confirmed uptrend well above the 200-DMA ($795) — the trend is unambiguously up. But monthly RSI ~78 is overbought and price sits ~6% under the all-time high ($1,182) after a +21% June. Intraday momentum is rolling over. This is a strong trend you do not chase at the top of its range: the technicals confirm the direction, not the entry.

10

Price Chart (6-Month Daily)

A 6-month daily close line with SMA50 and key support/resistance — the visual companion to the MTF table.

6-month daily close (Jan-Jul 2026). GEV doubled off ~$620 in Jan to a $1,182 ATH, gapping up post-Q1 earnings (21 Apr) and again on June hyperscaler-capex news. SMA50 (orange) rising; price extended well above the 200-DMA ($795, blue) — the structural stop/thesis line.

11

Scenario Summary

Bull / Base / Bear 12-month price paths with triggers and probability weights.

Bull $1,500 (25%)

AI-capex supercycle runs uninterrupted; backlog hits $200B in 2027; Power/Electrification margins beat and Wind losses fade; the market keeps paying a premium multiple on a raised earnings base. Roughly +35%.

Base $1,210 (50%)

Backlog converts on plan, margins ramp as guided, EPS grows into the multiple while the P/E slowly normalises. Stock compounds mid-single-digit toward the analyst median ($1,208). A HOLD that grows into fair value rather than re-rating higher.

Bear $780 (25%)

Hyperscaler AI-capex digestion / SRA slippage / a gas-turbine order pause; the ~45x multiple de-rates toward ~25-30x and the stock reverts to its 200-DMA (~$795). Roughly -30%. This is the entry you actually want.

Probability-weighted 12-mo fair value ≈ $1,173 (0.25×1500 + 0.50×1210 + 0.25×780) — essentially the current price. The distribution is symmetric-to-negative from here: ~+35% up vs ~-30% down with equal 25% tails, and the base case only compounds single digits. That is the mathematical signature of a HOLD: you are paid roughly fairly for the risk, with no margin of safety.

12

Entry / Exit Rules

Three independent entry paths (Fundamental · Technical · Catalyst) and three exit triggers (Stop-Loss · Thesis · Profit-Target). Any one entry path is a valid entry — the more that agree, the larger the position the conviction ladder suggests. Exits are graded by severity, not count.

How to read this — the Conviction Ladder

The three entry groups are alternative paths to a buy, not a checklist. A group counts only when all its sub-conditions hold. How many groups are satisfied sets the suggested size — it does not gate whether you may enter: 1 group = Half-Size (a valid starter/scale-in), 2 = Full-Size, 3 = Over-Size (highest conviction); 0 = Wait (no path open yet). A strong overall signal can still read Wait here when the stock is well above its entry zones — that flags "good business, no entry edge right now," not a contradiction. Exits are graded by severity of what is live, not by a count: a hard stop is an Exit on its own.
Entry conviction: Wait0 of 3 groups met — no entry path open

Fundamental — not MET

Price is far above any defensible fair value — the opposite of a fundamental entry.
⛔ Price $1,113 ≤ warranted fair value — FAILS (Expensive, ratio ~2.0)
✅ No earnings within 7 days — Q2 print ~23 Jul is ~3 weeks out
⛔ Valuation not in Expensive band — FAILS (Gate 3 triggered)

Technical — not MET

Uptrend intact but overbought and near the top of range — no low-risk entry trigger live.
⛔ Pullback to a tested support ($1,023 / ideally the 200-DMA ~$795) with a higher low
⛔ Monthly RSI back < 70 (now ~78, overbought)
✅ Daily still > SMA50 ($1,042) and > 200DMA — trend confirmed

Catalyst — not MET

No confirmed positive catalyst in-window; the next event (Q2) is a two-sided risk at this multiple.
· Post-Q2 gap-up >+5% WITH raised backlog/margin guidance
⛔ Confirmed order win / DoE nuclear award already in the price

Forecast: No entry path is open. A Fundamental entry needs a ~30% pullback toward the 200-DMA (~$795) to reach fair value — not forecastable near-term. A Technical entry could open on a pullback to $1,023 support with monthly RSI cooling below 70. The cleanest realistic setup is a post-Q2 (~23 Jul) reset. Until then: Wait.

Exit action: Holdno exit trigger is live — hold the position

Stop-Loss — not LIVE

⛔ (If held) two daily closes below the 200-DMA / ~$920 swing structure

Thesis Invalidation — not LIVE

⛔ Gas-turbine order cancellations / SRA slippage or a hyperscaler AI-capex pause
⛔ Power/Electrification margin ramp stalls, or Siemens/Mitsubishi capacity floods the turbine market

Profit-Target — not LIVE

⛔ Price into $1,500 (bull) with monthly RSI > 80 — trim into strength

Forecast: Not applicable as a new position (verdict is HOLD/Wait, not owned). For an existing holder: no exit trigger is live — trend and thesis intact; the discipline is to trim into a $1,500 bull spike, not to chase adds here.

Imagine you act at the current price of $1,113.11 · as of 3 Jul 2026

What if you bought now?

Buying here risks ~30% (to the 200-DMA ~$795) to make ~35% (bull $1,500), with a base case that only compounds single digits. Roughly 1:1 reward-for-risk on a name priced for perfection — no margin of safety. This is why the signal is HOLD, not BUY.

What if you sold now?

Selling/avoiding gives up a genuine best-in-class AI-power franchise with a strong driver. The bet is that you get a materially better entry on a pullback or post-Q2 reset — a timing/price call, not a quality call.
13

Position Sizing Context

Illustrative portfolio math (not advice) translating conviction into an allocation given risk-per-share and volatility.

Position sizing not computed — no portfolio allocation or role was specified for this finder-promoted name. If sizing is needed, provide your intended allocation. Note: at HOLD/Wait the framework suggests no new position until an entry path opens.

14

Calibration Snapshot

Machine-readable snapshot of every score, level and signal, saved alongside the HTML so the next run can compute deltas.
{
  "ticker": "GEV",
  "exchange_ticker": "NYSE:GEV",
  "isin": "US36828A1016",
  "api_ticker": "GEV",
  "company": "GE Vernova Inc.",
  "analysis_status": "on-going",
  "status_badge": "Starting",
  "finder_ticker": "GEV",
  "finder_exchange": "\ud83c\uddfa\ud83c\uddf8 NYSE",
  "finder_section": "Industrials",
  "sector": "Industrials",
  "lifecycle": "Growth (recently profitable)",
  "user_horizon": null,
  "user_allocation_pct": null,
  "portfolio_role": null,
  "date": "2026-07-03",
  "version": "v6",
  "macro_report_date": "2026-07-03",
  "price_at_rating": 1113.11,
  "signals": {
    "short": "HOLD",
    "medium": "HOLD",
    "long": "HOLD"
  },
  "scores": {
    "quality": 74,
    "valuation": 32,
    "timing": 45,
    "drivers": 86,
    "econ_alignment": 72
  },
  "warranted_multiple": 23.0,
  "actual_multiple": 45.5,
  "val_multiple_basis": "clean forward P/E (2027 consensus EPS $24.48; NTM ~60x); guardrail = Industrials 23x",
  "discount_rate_r": 0.09,
  "risk_free_10y": 0.0448,
  "g_near": 0.12,
  "g_term": 0.03,
  "warranted_ratio": 1.98,
  "val_band": "expensive",
  "gate3_valuation_ceiling": "triggered",
  "earnings_quality_flag": "reported EPS inflated by non-operating gains; scored on clean/forward earnings",
  "competitive_rivals": [
    "Siemens Energy",
    "Mitsubishi Power",
    "Eaton (ETN)",
    "Vertiv (VRT)",
    "Quanta (PWR)",
    "Schneider",
    "ABB",
    "Hitachi Energy",
    "Vestas",
    "Siemens Gamesa"
  ],
  "competitive_share_trajectory": "gaining/holding in gas-turbine oligopoly (sold-out capacity); competitive in grid/electrification; losing & loss-making in Wind",
  "economic_alignment_source": "sector-map",
  "economic_alignment_pressure": "Tailwind",
  "economic_alignment_stance": "Trend-Following",
  "economic_alignment_conviction": 72,
  "entry_groups_met": 0,
  "entry_conviction": "Wait",
  "exit_groups_live": 0,
  "exit_action": "Hold",
  "scenario_base_target": 1210,
  "scenario_bull_target": 1500,
  "scenario_bear_target": 780,
  "fair_value": 1210,
  "stop": 795,
  "next_update_date": "2026-07-23",
  "next_update_basis": "GEV Q2 2026 earnings (~23 Jul)"
}

First report on GEV — finder-promoted to fill the Industrials × US grid cell. Verdict HOLD across all three horizons: the Valuation Ceiling (Gate 3) caps a strong business with a powerful driver because it trades at ~2× its warranted multiple. Watch for a post-Q2 (~23 Jul) reset.

15

Data Sources & Methodology

Audit trail of every data source: fully available (✓), fallback (⚠), or failed (✗), plus provenance-based confidence haircuts.
Data Source Status
get_company_profile / get_financial_ratios profile, margins, balance sheet, EV, FCF
get_income_statement (6q) revealed the non-operating-gain distortion (Q1'26 +$4.9B other income; Q4'25 tax benefit) — drove the Earnings-Quality gate
get_analyst_estimates forward EPS 2026-2030 — used clean 2027 EPS $24.48 for the actual multiple
get_price_target_consensus / get_grades_consensus / get_stock_grades 21 Buy/7 Hold; median $1,208, consensus $1,155
get_multi_timeframe_analysis / get_stock_prices MTF + real 6-mo daily series for the chart
get_ratings_snapshot FMP health A- (ROE 5/5, ROA 5/5)
get_polygon_news driver corroboration (Project Kilby, DoE nuclear, hyperscaler capex, backlog)
get_earnings_calendar returned empty — Q2 date (~23 Jul) inferred from the Q1 filing cadence (Q1 filed 22 Apr)
WebSearch backlog $163B/$200B-2027 confirmation; peer fwd P/E (ETN 32, VRT 44, PWR 48, GEV ~60)
Impact on scores: High data coverage. The one material adjustment: reported EPS/P.E is discarded in favour of clean forward earnings (Earnings-Quality gate). Q2 earnings date inferred, not confirmed. No confidence haircut beyond the ratings-scores already applied.
DISCLAIMER: This is a quantitative framework for educational purposes only. It is not financial advice. Always do your own research and consult a licensed financial advisor before making investment decisions.