MOS · Deep Dive

GEV

GE Vernova Inc.
2026-04-01 15:34 ET · Analysis took 28.3s
$894.78 +2.0% Bullish
GE Vernova Inc. (GEV) is trading at $894.78, up 2.0%, with a composite score of 79/100, indicating a bullish but waning trend, as evident from its 1M +3.7% and 3M +32.3% returns. The stock's expensive valuation (Fwd P/E: 38.8) and extremely high IV/RV ratio of 3.65x make options unattractive, with only a 5% forward probability of a 15% move, despite a bullish probability of 57% and a price target of $888. The key risk is whether GEV can sustain its impressive 1Y +185.9% returns, currently underpinned by a high insider activity score of 81.0 and bullish news sentiment.
Composite
79
/ 100
1M
+3.7%
3M
+32.3%
6M
+42.0%
1Y
+185.9%
Trend
DOWN
Sharpe
2.90

Fundamentals
Sector
Industrials
Industry
Specialty Industrial Machinery
Market Cap
$243B
Fwd P/E
38.8
Trail P/E
50.5
Beta
1.15
Dividend
17.0%
Short Interest
2.2%
Analyst Target
$888
Margin
13%
Rev Growth
4%
EPS Growth
672%
ROE
43%
D/E
10%
From 52w High
-5.7%
From 52w Low
+254.7%
Consensus
Strong Buy

Research Digest
GE Vernova (GEV) has caught the attention of billionaire Ray Dalio's Bridgewater Associates, which opened a new position in the stock in Q2 2024. GEV's recent performance shows 1M +3.7%, 3M +32.3%, and 1Y +185.9% returns, with a forward P/E of 38.8 and a market capitalization of $243B. The market is pricing in high growth expectations, but a rich valuation and 2.2% short interest could unwind if execution falters.
Headlines
Yahoo Morning Brief: Stocks roar back, plus our giant, action-packed Q1 roundup
Exec E Terrestrial Energy Shifts to Execution Mode – Downloadable Quarterly Update Report
Motley GE Vernova (GEV) Stock: Buy, Sell, or Hold?
Inside GE Vernova Inc. (GEV): Billionaire Ray Dalio Admires This Energy Stock
StockS 3 S&P 500 Stocks We Approach with Caution

Signals
Bullish Probability
57%
Expected Move (45d)
14.8%
Insider Activity
Score 81.0

Options Intelligence
Options are NOT attractive. IV/RV 3.7x — options severely overpriced; Only 5% forward probability of a 15% move.
IV / RV Ratio
3.65x
VERY EXPENSIVE (IV >> RV)
Implied Vol
54.9%
Fwd Prob (±15%)
5%
Option Score
79
/ 100
Open Interest
164
Volume
13
Bid-Ask Spread
3.2%
Liquidity
Moderate

Cash Secured Puts
StrikeDTEPremiumAnn. ReturnOTM %Delta
$800.0 16d $8.80 25.1% 10.6% 0.16
$800.0 44d $29.50 30.6% 10.6% 0.26
$780.0 44d $24.10 25.6% 12.8% 0.22
$780.0 30d $16.30 25.4% 12.8% 0.19
$760.0 44d $20.20 22.0% 15.1% 0.19

Covered Calls
StrikeDTEPremiumAnn. ReturnOTM %Delta
$955.0 23d $27.85 49.4% 6.7% 0.11
$960.0 23d $25.20 44.7% 7.3% 0.09
$980.0 44d $34.95 32.4% 9.5% 0.12
$1000.0 44d $28.95 26.8% 11.7% 0.07
$950.0 23d $29.00 51.4% 6.2% 0.14

Call Leverage
StrikeDTECostPrem %BE Move+15% ROIDeltaIVScore
$880.0 43d $78.15 8.7% 7.1% 91% 0.57 55% 79
$810.0 36d $116.90 13.1% 3.6% 87% 0.74 58% 44
$815.0 36d $113.65 12.7% 3.8% 88% 0.73 58% 44
$820.0 36d $110.00 12.3% 3.9% 90% 0.72 58% 44
$825.0 36d $106.60 11.9% 4.1% 91% 0.71 59% 44
MOS · Deep Dive · 2026-04-01 15:34 ET
Generated in 28.3s · mosbrief.com