GE Vernova Inc vs Seagate Technology Holdings PLC — how do they compare? GE Vernova Inc trades at $1,044.68 (market cap $283.57B), while Seagate Technology Holdings PLC trades at $789.41 (market cap $187.40B). The key difference: GE Vernova Inc is the larger of the two by market cap, and Seagate Technology Holdings PLC pays the higher dividend (0.36%). Which is the better fit depends on your goals.
| GEV | STX | |
|---|---|---|
Market Cap | $283.57B | $187.40B |
Sector | Technology | Technology |
52-Week High | $1.17K | $1.09K |
52-Week Low | $547.96 | $146.59 |
Enterprise Value | $276.21B | $190.44B |
Dividend Yield | 0.19% | 0.36% |
Signals from Pluang's Aura AI — not financial advice
GE Vernova (GEV) trades at $1,038, down 2.63% today, with mixed technical signals showing bearish overall momentum but bullish moving averages. The company demonstrates strong profitability with 23.81% net income margin and 83.23% ROE, though valuation metrics appear elevated with P/E of 30.84 and EV/EBITDA of 109.82. Recent earnings showed volatility with Q1 2026 beating expectations by a wide margin, while the company prepares for Q2 2026 results amid significant AI-driven power demand growth.
The outlook remains positive with analyst consensus strongly bullish (21 buy ratings, 0 sell) and $1,260 price target representing 21% upside. Key opportunities include AI data center power demand and $11 billion investment push, while risks include wind segment pressures and elevated valuation multiples that may limit near-term upside potential despite strong fundamentals.
Seagate Technology (STX) trades at $878.31, up 2.05% with strong recent earnings beats and bullish analyst sentiment. The stock shows robust fundamentals with 21.6% net margins and 96.27% ROE, though valuation metrics appear elevated with P/E at 78.59. Technical indicators are neutral overall with support at $866 and resistance at $893, while the company benefits from AI-driven storage demand and positive industry outlook.
Outlook remains positive with 54.9% analyst buy ratings and $987.86 consensus target, representing 12.5% upside. Key risks include high debt levels (73.31% debt-to-asset ratio) and competitive pressures in the memory sector. The upcoming Q2 earnings report on July 28, 2026, with expected EPS of $5.10, will be critical for near-term direction.
Trailing returns across standard periods
Latest headlines on both assets
GE Vernova is a global leader in the electric power industry. It provides sustainable energy solutions across gas, wind, and hydro sectors, focusing on modernizing the world's power grids.
Read more on GEV →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →