{
  "id": 16372551,
  "title": "GE Vernova Stock Fell 11% in a Day. Here's What I Think It Could Be Worth by 2030.",
  "url": "https://urgent.news/2026/10/24/ge-vernova-stock-fell-11-in-a-day-heres-what-i-think-it-could-be",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-24T20:42:01.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/10/24/ge-vernova-stock-fell-11-in-a-day-here-s-what-i-think-it-could-be-worth-by-2030/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "GE Vernova (GEV) stock experienced a 11% decline on October 22, 2025, bringing its price to around $825, down from $1,174.86 in June. The company's backlog has increased from $150 billion at the end of 2025 to $176 billion by the end of the second quarter. Management expects backlog to reach $200 billion by the end of 2028. Gas equipment orders in the first half of 2026 were priced over 20% higher than those booked in the last three months of 2025. CEO Scott Strazik said the company was on track to reach $200 billion backlog by 2027, a year earlier than expected. Management is targeting $56 billion in revenue and a 20% adjusted EBITDA margin by 2028. If the company achieves this target, its adjusted EBITDA would be around $13.6 billion in 2030, resulting in a potential stock value of $263 billion at current multiples. The stock trades at a premium, with a price-to-adjusted EBITDA ratio of about 19 times. However, buybacks and dividend payouts could push the stock price to around $1,100 by late 2030, representing a modest annual return of approximately 7%.",
  "summary": "What would management's 2028 goals make the stock worth by 2030?",
  "key_points": [
    "GE Vernova stock dropped 11% to $825 on October 22, 2025.",
    "Backlog increased to $176 billion by Q2 2025, target $200 billion by end of 2028.",
    "CEO expects $200 billion backlog by 2027, $56 billion revenue and 20% EBITDA margin by 2028."
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Nasdaq Markets",
        "title": "GE Vernova Stock Fell 11% in a Day. Here's What I Think It Could Be Worth by 2030.",
        "url": "https://urgent.news/2026/10/24/ge-vernova-stock-fell-11-in-a-day-heres-what-i-think-it-could-be-16373047",
        "published": "2026-10-24T21:02:01.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}