This article first appeared on GuruFocus. GE Vernova Inc. (NYSE:GEV) was initiated by GLJ Research with a Sell rating and a $470 price target, the lowest target on Wall Street. GE Vernova shares were down 7.03% intraday. Warning! GuruFocus has detected 7 Warning Signs with KDP. Is GEV fairly valued? Test your thesis with our free DCF calculator. The argument is about when the orders were taken. Gordon Johnson III notes that turbines scheduled for 2027 delivery were ordered in 2024, before recent price increases went through. GLJ expects roughly three percentage points of backlog margin on that 2027 vintage against 10 to 11 points on the 2025 vintage shipping in 2028. That feeds a Power segment margin estimate of 18.
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