William Blair analyst Jed Dorsheimer has reiterated their bullish stance on GEV stock, giving a Buy rating on March 9.
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GEVX: an alternative to margin or options on GEVJed Dorsheimer has given his Buy rating due to a combination of factors that position GE Vernova as a rare, high‑quality “hard‑asset SaaS” analogue in power generation. He sees the company’s large and growing service backlog, recurring high‑margin revenue streams, and long‑cycle visibility as creating a defensible, AI‑resistant moat that supports premium valuation and multiple expansion over time.
He also highlights that GE Vernova’s power segment is effectively sold out for several years, with a backlog approaching 100 GW at rising price points and a clear ramp in shipments through 2028, which underpins durable earnings. While capital intensity is higher than software peers, he believes this is more than offset by strong secular electrification tailwinds, robust barriers to entry, and service contracts that act as predictable cash‑flow engines, enhancing the company’s capacity for shareholder returns.
Dorsheimer covers the Technology sector, focusing on stocks such as Aehr Test Systems, SolarEdge Technologies, and Applied Materials. According to TipRanks, Dorsheimer has an average return of 26.3% and a 51.01% success rate on recommended stocks.
In another report released on March 9, Rothschild & Co Redburn also upgraded the stock to a Buy with a $1,100.00 price target.