Price
$988.70-8.05%Social Signal Score
Analyst Ratings
29 analysts52-week range
- Last close
- $988.70
- Off 52w high
- -15.8%
- 200-day average
- $917.50
- vs 200-day
- +7.8%
Revenue
$11.10B+62.77%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Scott L. Strazik
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Employees
- 78,000
- Beta
- 0.97
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 3.24
Financials
Revenue
$11.10B+62.8%Net Income
$668.00MEBITDA
$925.00MFree Cash Flow
$5.11BEPS (diluted)
$2.47Shares Outstanding (diluted)
270.00M-1.5%Operating Expenses
$1.71BCash & Debt
$13.12BReturn of Capital
$2.53BRevenue by Segment (annual)
$38.07BDividend per Share
$0.50Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $38.07B | $4.88B | $17.92 |
| 2024 | $34.94B | $1.55B | $5.64 |
| 2023 | $33.24B | $-438.00M | $-1.61 |
| 2022 | $29.65B | $-2.74B | $-10.06 |
| 2021 | $33.01B | $-633.00M | $-2.33 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $26.38
- Implied price
- $949.79
- Return from $988.70
- -0.8% a year
To earn 15.0% a year on these assumptions you'd need to buy at $472.21 — -52.2% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 26 | 31 | 36 | 41 | 46 |
|---|---|---|---|---|---|
| -2.0% | -15.7% | -12.6% | -10.0% | -7.6% | -5.5% |
| 3.0% | -11.4% | -8.2% | -5.4% | -2.9% | -0.6% |
| 8.0% | -7.1% | -3.7% | -0.8% | 1.8% | 4.2% |
| 13.0% | -2.7% | 0.7% | 3.8% | 6.5% | 9.0% |
| 18.0% | 1.6% | 5.2% | 8.4% | 11.2% | 13.8% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
75-1.25%Social Signal Score
Mentions (100)
- 4chan /biz/biz·1d ago·Positive
…ubble blowing, so as long as the fed does not raise the rate too high too fast the AI funding circle jerk continues, and that helps fund AI associated companies like GEV, BE, MU, NVDA, COHR, LITE. Still money to be made off stocks but take some profits on big rips and be ready to sell a lot to lock in gains if Kevin keeps raising.
View source ↗ - News (RSS)zerohedge·1d ago·Positive
…urrent aggregate national targets put global capacity at 1,457 GWe by 2050, which is almost a quadrupling.) The notable change is that, as one Westinghouse/EDF/Orano/GE Vernova panel put it (per BofA), "A few years ago the question was whether there was sufficient investment money to do this. Now there is." CIBC reports that discussions are "now focused less on whether institutions will invest and more on when." The WNA also launched a World Nuclear Investment Guide to help turn a "specialized e…
View source ↗ - News (RSS)fool·2d ago·Positive
NuScale vs. Oklo vs. GE Vernova: Ranking 3 Nuclear Stocks By Backlog, Not Hype. Shares of small nuclear reactor providers are down big this year despite long-term growth potential.
View source ↗ - News247wallst.com·3d ago·Neutral
GE Vernova's Consolidation Looks Promising For One Simple Reason GE Vernova's cash outlook just surged while the stock sat still, and that gap between price and reality has analysts lining up on one side of the trade.
View source ↗ - Newsfool.com·4d ago·Positive
Why GE Vernova Stock Crushed it Today He continues to believe the stock is an unambiguous buy. He thinks its price could vault nearly 40% higher.
View source ↗ - Newsbenzinga.com·4d ago·Neutral
GE Vernova Stock Climbs Thursday: What's Going On? GE Vernova Inc. (NYSE:GEV) shares are trading higher Thursday afternoon as investors assess several major commercial and regulatory developments announced during September.
View source ↗ - News (RSS)zerohedge·4d ago·Negative
…ove before 2027, when significant new U.S. manufacturing capacity is expected to come online, Fluxco said. The story is much the same for power generation equipment. GE Vernova, the top U.S.-based gas turbine manufacturer, is quoting delivery dates in the early 2030s for a backlog exceeding 100 GW. The backlogs at Mitsubishi Heavy Industries and Siemens Energy, the other two major gas turbine manufacturers, are slightly shorter but still measured in years rather than months. Customers are respon…
View source ↗ - Newsfool.com·5d ago·Negative
GE Vernova's CEO Just Delivered Great News to Shareholders GE Vernova's backlog and orders are growing faster than expected. Management is optimistic about future margin expansion, including the problematic wind power segment.
View source ↗ - Newszacks.com·6d ago·Neutral
Here is What to Know Beyond Why GE Vernova Inc. (GEV) is a Trending Stock Zacks.com users have recently been watching GE Vernova (GEV) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
View source ↗ - Newsbusinesswire.com·6d ago·Negative
GE Vernova Declares Fourth Quarter 2026 Dividend CAMBRIDGE, Mass.--(BUSINESS WIRE)--GE Vernova (NYSE: GEV) today announced that its Board of Directors has declared a $0.50 per share quarterly dividend. The quarterly dividend will be payable on November 24, 2026, to shareholders of record as of October 27, 2026. Future dividend declarations will be made at the discretion of the Board of Directors and will be based on GE Vernova's earnings, financial condition, cash requirements, prospects, and ot…
View source ↗ - News (RSS)fool·6d ago·Positive
My Top AI Power Stock to Buy Right Now (and It's Not Even Close) GE Vernova remains one of the simplest ways to profit from the AI power boom.
View source ↗ - Newszacks.com·6d ago·Neutral
GE Vernova (GEV) Gains As Market Dips: What You Should Know In the closing of the recent trading day, GE Vernova (GEV) stood at $962.49, denoting a +1.34% move from the preceding trading day.
View source ↗ - News (RSS)fool·8d ago·Positive
X-Energy vs. GE Vernova: Is the New IPO the Better Buy? Both companies develop next-generation nuclear reactors, but one stock may offer greater upside.
View source ↗ - Newsfool.com·8d ago·Positive
X-Energy vs. GE Vernova: Is the New IPO the Better Buy? X-Energy and GE Vernova both develop small modular nuclear reactors. GE Vernova is an established industrial giant with a massive $176 billion backlog.
View source ↗ - News (RSS)fool·8d ago·Neutral
GE Vernova vs. Bloom Energy: Which AI Power Stock Has the Edge? AI's power bottleneck is creating two very different opportunities. See how GE Vernova and Bloom Energy compare in terms of growth, valuation, risk, and ability to power the data center boom.
View source ↗ - Newsfool.com·9d ago·Neutral
Anthropic and OpenAI Are Both Racing to IPO. GE Vernova Wins Either Way. Anthropic and OpenAI are consuming tremendous amounts of electricity. That's great news for GE Vernova, which makes turbines and other equipment used in producing electricity.
View source ↗ - News (RSS)fool·9d ago·Positive
Is It Too Late to Buy GE Vernova After Its 45% Gain in 2026? The long-term outlook for GE Vernova appears positive, and with an investing plan in place, investors can take full advantage of the potential upside.
View source ↗ - Newsfool.com·9d ago·Positive
Is It Too Late to Buy GE Vernova After Its 45% Gain in 2026? GE Vernova shares have climbed 45% in 2026, easily outperforming the broad S&P 500 index. Demand for GE Vernova's infrastructure solutions can continue to climb as the AI market expands.
View source ↗ - Newsseekingalpha.com·11d ago·Negative
GE Vernova Will Continue To Underperform Even As Growth Impresses GE Vernova demonstrates impressive growth across Power and Electrification segments, but shares remain significantly overvalued relative to fundamentals. Despite strong backlog expansion to $176.28 billion and raised 2026 guidance, current valuation multiples are difficult to justify even with robust future growth. Management expects 2026 revenue of $45.5–$46.5 billion and EBITDA around $5.98 billion, with projections for further …
View source ↗ - News (RSS)seekingalpha·11d ago·Neutral
GE Vernova: AI Public Backlash Grows, But Data Center Growth Is On Track
View source ↗ - News (RSS)zerohedge·12d ago·Neutral
…" Goldman now expects on-site gas generation to meet about 28% of US data center power demand by 2030. Its preferred beneficiaries of conventional gas generation are GE Vernova, Siemens Energy, Mitsubishi Heavy and INNIO. Not a Korean name among them, which leaves an awkward question for Seoul: how much of the equipment spending on a Korean-funded plant will actually end up with Korean suppliers. The competition for that equipment is not only American. The same Goldman research flags that Alibab…
View source ↗ - News (RSS)livemint·13d ago·Neutral
GE Vernova’s order book faces a revenue conversion test The Barmer HVDC project has lifted GE Vernova T&D India’s backlog to nearly five times FY26 revenue, but slow execution and a softer order pipeline put the focus on revenue conversion and margins.
View source ↗ - News247wallst.com·13d ago·Negative
GE Vernova is The AI Energy Bottleneck Player I Won't Stop Buying GE Vernova's backlog keeps exploding and its CEO says the company will be mostly sold out through 2030, yet most AI power investors are looking at entirely the wrong part of the supply chain.
View source ↗ - News (RSS)thestreet·14d ago·Neutral
After $176 billion backlog, GE Vernova sends investors wakeup call GE Vernova’s momentum is building day after day.
View source ↗ - News (RSS)fool·14d ago·Neutral
Wall Street Can't Agree on GE Vernova. Price Targets Range From $470 to $1,450. Here's Why the Gap Is So Wide. These analysts have very different opinions on GE Vernova stock.
View source ↗ - News (RSS)yahoo·15d ago·Positive
Eos Energy Enterprises vs. GE Vernova: Which Stock Is a Better Buy in 2026?
View source ↗ - News (RSS)yahoo·15d ago·Neutral
GE Vernova’s (GEV) $200 Billion Backlog is Coming Sooner than Expected
View source ↗ - Newsdefenseworld.net·16d ago·Neutral
Best Energy Stocks To Watch Now – September 19th Bloom Energy, Tesla, Chevron, ExxonMobil, Marathon Petroleum, GE Vernova, and Valero Energy are the seven Energy stocks to watch today, according to MarketBeat's stock screener tool. Energy stocks are shares of companies involved in producing, refining, transporting, or selling energy resources such as oil, natural gas, coal, and renewable power. For investors, they represent ownership
View source ↗ - News (RSS)yahoo·17d ago·Neutral
Jim Cramer Revealed GE Vernova Inc. (NYSE:GEV)’s Saying There’s An Order Acceleration
View source ↗ - Newszacks.com·17d ago·Neutral
GE Vernova (GEV) Surpasses Market Returns: Some Facts Worth Knowing GE Vernova (GEV) closed at $940.33 in the latest trading session, marking a +1.66% move from the prior day.
View source ↗ - News (RSS)fool·17d ago·Positive
GE Vernova vs. NextEra Energy: Which Industrials Stock Is a Better Buy in 2026? GE Vernova is posting record orders and dramatically raising its free cash flow outlook. NextEra is executing steadily but navigating a major merger that won't close for another year.
View source ↗ - Newsmarketbeat.com·18d ago·Neutral
GE Vernova Eyes $200B Backlog Early in 2027 as Power Demand Surges GE Vernova NYSE: GEV expects to reach its previously stated $200 billion backlog target early in 2027, supported by continued demand for power-generation and electrification equipment, Chief Executive Officer and President Scott Strazik said at Morgan Stanley's Laguna Conference.
View source ↗ - Newsproactiveinvestors.com·18d ago·Negative
GE Vernova rebounds 6% after earlier sell-off GE Vernova Inc (NYSE:GEV) rebounded with Bernstein's backing after an earlier sell-off that followed broader concerns about technology infrastructure spending. Shares were up 6% at $933.94 during afternoon trading on Wednesday, outpacing the utilities sector's reported 1.24% advance.
View source ↗ - News (RSS)economictimes·18d ago·Positive
…PC Green Energy, ACME Solar, Clean Max Enviro Energy, Power Grid, Adani Energy Solutions, KEC International, ABB India, Cummins India, Siemens, Hitachi Energy India, GE Vernova T&D India, APAR Industries, Kirloskar Oil Engines, Schneider Electric Infrastructure, TD Power Systems, MTAR Technologies, Diamond Power Infrastructure, Waaree Renewable Technologies, Gujarat Fluorochemicals, Navin Fluorine, Himadri Speciality Chemical, Netweb Technologies, CG Power, Waaree Energies, Sansera Engineering, …
View source ↗ - News (RSS)yahoo·19d ago·Neutral
GE Vernova and Vineyard Wind Settle $300M-Plus Offshore Wind Dispute
View source ↗ - Newsfool.com·19d ago·Neutral
Why GE Vernova Stock Crushed it on Wednesday It's a gas-and-nuclear hybrid operation that will supply power to AI data centers. This buttresses GE Vernova's position as a trusted supplier for both technologies.
View source ↗ - News (Finnhub)CNBC·19d ago·Neutral
Fed delivers its first hike in 3 years. Plus, what's moving Starbucks and GE Vernova Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
View source ↗ - Newsseekingalpha.com·19d ago·Positive
GE Vernova Inc. (GEV) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript GE Vernova Inc. (GEV) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript
View source ↗ - News247wallst.com·19d ago·Neutral
GE Vernova Gave Back Its Gains Since July: One Wall Street Pro Says 65% Gains Will Materialize Soon GE Vernova's blowout earnings sent shares soaring, then September erased every gain in days. Now one Wall Street analyst sees a path to 65% upside, and the order book behind that call is harder to dismiss than the selloff suggests.
View source ↗ - Newszacks.com·20d ago·Positive
Is Trending Stock GE Vernova Inc. (GEV) a Buy Now? Zacks.com users have recently been watching GE Vernova (GEV) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
View source ↗ - News (RSS)fool·20d ago·Positive
GE Vernova Just Signed a Major Deal in Venezuela. Is the Stock a Buy on This News Alone? GE Vernova's Venezuela deal looks significant, but the 5-gigawatt headline tells investors only part of the story.
View source ↗ - News (RSS)economictimes·20d ago·Neutral
GE Vernova, CG Power, other power capex stocks tumble up to 16% in 2 days amid global AI caution. What's ahead? Power capex stocks such as GE Vernova T&D India, CG Power, Hitachi Energy and TD Power Systems fell up to 16% over two sessions amid growing caution around AI development. The stocks had rallied sharply in 2026 on expectations of rising power demand from India’s data centre boom, making them vulnerable to sentiment shifts.
View source ↗ - Newsfool.com·20d ago·Positive
GE Vernova Just Signed a Major Deal in Venezuela. Is the Stock a Buy on This News Alone? GE Vernova's agreement in Venezuela could open opportunities across power generation and grid infrastructure. The project is large for Venezuela, but its financial impact on GE Vernova remains unclear.
View source ↗ - News (RSS)fool·20d ago·Positive
Bloom Energy vs. GE Vernova: Which Stock Is a Better Buy in 2026? Bloom Energy is doubling its revenue and crossing major milestones. GE Vernova has a record backlog, surging orders, and the scale to power entire national grids. Both are vital to the AI energy build-out, but only one is already indispensable.
View source ↗ - News (RSS)economictimes·21d ago·Neutral
…indtree and Tata Consultancy Services (TCS) advanced 4%.The move was exactly the opposite in the power play segment. TD Power slid 6% while Sterlite Technologies and GE Vernova T&D India lost 4%. HFCL, Hitachi Energy, CG Power and Siemens declined 2-3%.The divergence reflects a rapid shift in investor positioning. Technology leaders, including representatives from Anthropic and OpenAI, have advocated industry-wide guardrails to address AI safety risks, prompting investors to rotate away from sem…
View source ↗ - News (RSS)yahoo·21d ago·Negative
GEV Stock Sinks on New 'Sell' Rating. What to Know.
View source ↗ - News (RSS)fool·21d ago·Positive
Why Did GE Vernova Stock Fall Today? GE Vernova shares sank Monday morning along with the AI market.
View source ↗ - News (RSS)seekingalpha·21d ago·Negative
GE Vernova sinks 9% as GLJ Research starts with Sell rating, Street-low $470 PT
View source ↗ - News (RSS)investing·21d ago·Neutral
GE Vernova and Corning among market cap stock movers on Monday
View source ↗ - Newsfool.com·21d ago·Neutral
Why Did GE Vernova Stock Fall Today? GE Vernova shares fell 8.6% on Sept. 14, 2026, after Anthropic CEO Dario Amodei and other AI leaders called for a global slowdown in AI development.
View source ↗ - News (RSS)yahoo·21d ago·Negative
GE Vernova Shares Fall 4.8% After GLJ Research Starts Coverage With Sell Rating
View source ↗ - Newszacks.com·21d ago·Neutral
Can GE Vernova's Rising Free Cash Flow Strengthen Its Growth Story? GEV's free cash flow surged in the first half of 2026, prompting higher guidance as the company balances growth investments and capital returns.
View source ↗ - News (RSS)yahoo·24d ago·Neutral
GE Vernova Stock Isn’t All About Orders
View source ↗ - News (RSS)yahoo·25d ago·Neutral
Gas Turbine And Grid Backlog Powers GE Vernova (GEV)
View source ↗ - 4chan /biz/biz·26d ago·Negative
…tting, faster delivery, and even if data centers scale back there is still a need for behind the meter power for business/industry and the power grid is strained and GEV has a yuuuge backlog for their turbines.
View source ↗ - Newszacks.com·26d ago·Neutral
GE Vernova (GEV) Suffers a Larger Drop Than the General Market: Key Insights GE Vernova (GEV) concluded the recent trading session at $951.04, signifying a -2.09% move from its prior day's close.
View source ↗ - News (RSS)yahoo·27d ago·Neutral
Jim Cramer Weighs In on GE Vernova (GEV) and NuScale Power (SMR)
View source ↗ - News (RSS)livemint·28d ago·Neutral
GE Vernova T&D India share price jumps 8% | Rises 49% YTD. What's behind the rally? GE Vernova T&D India shares opened at ₹4,636.10 on NSE today, as compared to previous close of ₹4,367.20. The stock touched an intraday high of ₹4,704.40 on 8 September.
View source ↗ - News (RSS)economictimes·28d ago·Neutral
GE Vernova shares surge 8% as firm declared lowest bidder for Power Grid project; Nomura raises target price GE Vernova T&D India shares rose after the company emerged as the lowest bidder for a 6,000 MW HVDC project from Power Grid. Nomura raised its target price to Rs 6,000, while Emkay retained its Buy rating with a Rs 5,300 target price. Both brokerages highlighted strong prospects in the transmission sector, capacity expansion, robust cash flows, and healthy earnings growth.
View source ↗ - News (RSS)oilprice·28d ago·Neutral
…re haven't been any announcements for the technology of choice, but the most likely candidates are the large Westinghouse AP1000 and the smaller 300 MW BWRX-300 from GE Vernova Hitachi.…
View source ↗ - News (RSS)zerohedge·28d ago·Neutral
…re haven't been any announcements for the technology of choice, but the most likely candidates are the large Westinghouse AP1000 and the smaller 300 MW BWRX-300 from GE Vernova Hitachi. As Canary Media reports, the reversal follows this spring’s weakening of New York’s climate law. The state’s difficulties with delivering large renewable projects also hasn’t helped keep them on the pure-play renewables path, which was made worse with the Trump administration’s assault on offshore wind. The const…
View source ↗ - News (RSS)yahoo·29d ago·Neutral
Rivian (RIVN) Loses its CFO to GE Vernova (GEV) Right in the Middle of its Biggest Bet Yet
View source ↗ - 4chan /biz/biz·29d ago·Neutral
…r Valar Atomics " https://inl.gov/news-release/nric-selects-new-nuclear-energy-launch-pad-participants-to-boost-nuclear-energy/ Are all these project going to need GEV turbines to produce electricity? Is this why Elon said SPCX is going to start mass producing turbine blades? Should I ape into SPCX?
View source ↗ - News (RSS)zerohedge·31d ago·Neutral
GE Vernova Finds Its Footing In Sweden With Studsvik After Loss To Rolls Royce GE Vernova Finds Its Footing In Sweden With Studsvik After Loss To Rolls Royce Swedish nuclear life-cycle services company, Studsvik AB, announced an agreement with GE Vernova Hitachi (GVH) and Samsung C&T for 1.2 GW of new nuclear energy in Sweden. Project developer Studsvik selected the GVH boiling water reactor design, the BWRX-300, to be constructed by Samsung C&T. The consortium is targeting first-unit operation …
View source ↗ - Newszacks.com·32d ago·Negative
GE Vernova (GEV) Laps the Stock Market: Here's Why In the closing of the recent trading day, GE Vernova (GEV) stood at $941.84, denoting a +2.16% move from the preceding trading day.
View source ↗ - News (RSS)seekingalpha·33d ago·Neutral
GE Vernova jumps on deal to help repair Venezuela's dilapidated grid
View source ↗ - Newszacks.com·34d ago·Positive
GEV Stock Rises 37.5% YTD: Time to Lock in Gains or Ride the Wave? GE Vernova's shares are surging as grid and electricity demand drives backlog growth, but tariffs, supply risks and premium valuation pose challenges.
View source ↗ - News (RSS)fool·34d ago·Negative
Forget the Chip Shortage -- Anthropic's Real Constraint Is Electricity. Here's the Energy Stock That Wins. GE Vernova is seeing unprecedented demand for its power equipment.
View source ↗ - Newsfool.com·34d ago·Negative
Forget the Chip Shortage -- Anthropic's Real Constraint Is Electricity. Here's the Energy Stock That Wins. AI data centers are facing power shortages as hyperscalers continue their rapid build-out. GE Vernova is well-positioned to capitalize on the rising demand for power solutions.
View source ↗ - Newsyoutube.com·34d ago·Positive
The Big 3: GEV, BLK, WDC Jessica Inskip (@jessicainskip) turns to three stocks she sees becoming more tied to the AI trade. She notes GE Vernova (GEV) seeing the benefits of an expanding data center buildout, BlackRock (BLK) as a compelling stock with several arms for growth in the debt markets, and points to strong EPS upwards revisions in Western Digital (WDC).
View source ↗ - News (RSS)fortune·34d ago·Neutral
GE Vernova lands Rivian’s CFO, leaving EV maker to find successor GE Vernova is betting on the executive who helped take Rivian public.
View source ↗ - News (RSS)yahoo·35d ago·Neutral
Firms including Chevron, ONGC, GE Vernova on track to sign final pacts in Venezuela, sources say
View source ↗ - News (RSS)yahoo·35d ago·Neutral
Venezuela’s Energy Reopening Could Benefit Chevron (CVX) and GE Vernova (GEV), But Risks Remain
View source ↗ - News (RSS)oilprice·35d ago·Neutral
Chevron, ONGC and GE Vernova Near Final Venezuela Energy Deals Chevron, India’s ONGC, GE Vernova, Eni and GeoPark are preparing to sign final energy agreements in Venezuela, bringing new foreign investment into the country’s oilfields and power infrastructure, Reuters reported Monday, citing five sources close to the preparations. Venezuela has spent the past six months rewriting existing oil contracts under its amended hydrocarbons law, giving foreign companies more operational flexibility over…
View source ↗ - News (Finnhub)CNBC·35d ago·Neutral
Lilly taps obesity windfall for more M&A. Plus, Elon Musk remarks pull GE Vernova lower Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
View source ↗ - News (RSS)investing·35d ago·Neutral
Howmet, GE Vernova and Siemens shares fall on Musk solar plan
View source ↗ - News (RSS)fool·36d ago·Positive
GE Vernova vs. Vistra: The AI Power Stock to Buy Now for 2026 and Beyond GE Vernova boasts a fortress balance sheet and surging margins, while Vistra trades at half the valuation multiple, but carries higher debt.
View source ↗ - News (RSS)fool·38d ago·Negative
A Wall Street Journal Report on $3 Trillion in Off-Balance-Sheet AI Commitments Recently Tanked Vertiv and GE Vernova. Here's What Actually Changed. The headline's jaw-dropping number is terrifying. It just may not matter.
View source ↗ - Newsfool.com·38d ago·Negative
GE Vernova's Electrification Revenue Jumped 68% on Data Center Deals in a Single Quarter. So Why Did the Stock Sell Off? GE Vernova's power and electrification businesses continue to explode while its wind segment widens its losses. The energy generation company's stock has risen more than 45% in 2026, but pulled back after the latest earnings report.
View source ↗ - News (RSS)fool·38d ago·Neutral
GE Vernova vs. Bloom Energy: Which AI-Power Bet Has More Upside Ahead? Both companies are benefiting from AI, but between the two stocks, one jumps out as the better investment.
View source ↗ - News (RSS)seekingalpha·39d ago·Neutral
GE Vernova: Sold Out Through 2030
View source ↗ - News (RSS)economictimes·39d ago·Positive
… 19 stocks that rallied more than 1,000% in 5 years In a remarkable display of growth, 19 Indian stocks surged beyond 1000 percent in just 5 years. Leading the pack, GE Vernova T&D skyrocketed over three thousand percent. Investors also benefited from significant gains in BSE and Apar Industries, while demand from the defense sector propelled Zen Technologies and Mazagon Dock Shipbuilders to unprecedented heights. These impressive performances highlight the positive industrial and infrastructure…
View source ↗ - News (RSS)economictimes·40d ago·Positive
Hitachi Energy India, GE Vernova, other power capex stocks rise up to 5%. Two reasons behind the surge Power capex stocks such as Hitachi Energy India, GE Vernova, TD Power and CG Power witnessed an uptick on Thursday, tracking Nvidia’s strong data-centre growth and bullish revenue outlook. Expectations of sustained AI infrastructure spending boosted sentiment, while US restrictions on Chinese power equipment added to optimism over demand for Indian suppliers.
View source ↗ - News (RSS)economictimes·40d ago·Neutral
…rs: Peter Lynch’s rules to find the next Over the last five years, various Indian stocks have reached extraordinary tenbagger returns, including remarkable surges in GE Vernova T&D and BSE shares, which soared by over two thousand percent. Other notable firms like Apar Industries and Zen Technologies also reported impressive growth. Noted investor Peter Lynch suggests that understanding your investments and maintaining them for the long haul can yield fruitful results.
View source ↗ - News (RSS)yahoo·40d ago·Neutral
Jim Cramer Says GE Vernova (GEV) Order Book Might Have Gotten Soft
View source ↗ - Newszacks.com·40d ago·Positive
Is GE Vernova Emerging as a Key Beneficiary of the AI Power Boom? GEV's soaring orders and backlog highlight its growing role in meeting power demand from AI data centers, grid upgrades and electrification.
View source ↗ - News (RSS)seekingalpha·42d ago·Neutral
GE Vernova: The Grid-And-Gas Bottleneck Is Becoming A Margin Flywheel
View source ↗ - Newsseekingalpha.com·42d ago·Neutral
…Margin Flywheel GE Vernova Inc. earns a Buy rating due to its dual exposure to Power and Electrification, capitalizing on surging electricity and data center demand. GEV's integrated model, robust backlog, and customer-funded capacity expansion drive margin improvement and position it for strong earnings growth. Electrification segment, bolstered by full Prolec GE ownership, is poised for mid-teens growth and premium margins, with data center orders already doubling last year's total.
View source ↗ - News (RSS)seekingalpha·42d ago·Neutral
Boeing, GE Vernova stand out as industrials’ top growth stocks
View source ↗ - News (RSS)fool·44d ago·Negative
GE Vernova's Backlog Is Bigger Than Some Countries' GDP. Here's What's Actually Inside the $176 Billion. GE Vernova is experiencing incredible growth, driven by soaring energy demands and the rapid expansion of data centers.
View source ↗ - News (RSS)oilprice·44d ago·Neutral
The Gas Turbine Shortage Just Became AI’s Biggest Constraint Order a heavy-duty gas turbine from GE Vernova today and it won’t arrive until 2031. That’s the company’s actual production schedule, confirmed on its July 22 earnings call, and it’s the fact sitting underneath every AI data center power plan announced in the last two years. It comes up far less often than the announcements do. Goldman Sachs put hard numbers on the demand side in May. U.S. data center power demand climbs from 31 gigawa…
View source ↗ - Newsfool.com·44d ago·Neutral
GE Vernova's Backlog Is Bigger Than Some Countries' GDP. Here's What's Actually Inside the $176 Billion. GE Vernova's backlog has reached $176 billion, driven by strong demand for its power generation equipment. The rapid build-out of AI infrastructure is driving unprecedented demand for GE Vernova's gas turbines, which provide cleaner energy compared to coal and support renewable energy sources.
View source ↗ - Newsdefenseworld.net·45d ago·Negative
Baxter Bros Inc. Invests $12.20 Million in GE Vernova Inc. $GEV Baxter Bros Inc. purchased a new stake in GE Vernova Inc. (NYSE: GEV) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 10,385 shares of the company's stock, valued at approximately $12,201,000. GE Vernova accounts for 1.4% of
View source ↗ - Newsfool.com·46d ago·Positive
GE Vernova's AI Data Center Orders Just Doubled All of 2025 in 1 Half-Year. Is the Stock Still a Buy? Power-production solutions provider GE Vernova is experiencing tremendous growth due to the ongoing proliferation of AI data centers. The company's shares already reflect most -- if not all -- of the immediate opportunity.
View source ↗ - Newsseekingalpha.com·46d ago·Positive
GE Vernova: Strike Before It Leaves Without You (Rating Upgrade) Time to upgrade GE Vernova to Buy, as the thesis is supported by robust backlog growth and strong demand from AI-driven data center expansion. GEV's $176B backlog provides multi-year revenue visibility, with execution risks primarily still the main bugbear. Forward earnings multiple at 46x remains a premium, justified if GEV successfully converts backlog and sustains margin expansion toward 25% by decade's end.
View source ↗ - News (RSS)fool·47d ago·Neutral
Big Tech Is on Pace to Spend $735 Billion on AI Data Centers in 2026. These 3 Industrial Stocks Collect the Checks. Big Tech's AI data center spree still needs power and hardware. Three industrial stocks positioned to benefit: Caterpillar, Eaton, GE Vernova.
View source ↗ - Newsprnewswire.com·49d ago·Neutral
SHINE Joins GE Vernova-Led ARPA-E Project to Modernize Nuclear Material Accountability in Fuel Recycling JANESVILLE, Wis., Aug. 18, 2026 /PRNewswire/ -- As U.S. nuclear fuel recycling moves toward commercial reality, SHINE, a fusion energy company with a platform serving the nuclear fuel recycling market, is working with GE Vernova on a project to develop a modernized and more efficient system to track spent fuel throughout the recycling process.
View source ↗ - Newszacks.com·49d ago·Positive
Can GE Vernova's $176B Backlog Sustain Its Growth Momentum? GEV's $176 billion backlog and surging orders highlight rising demand for power and grid technologies, supporting stronger growth visibility.
View source ↗ - News (RSS)fool·51d ago·Positive
Everyone's Watching Oklo and NuScale for Nuclear Exposure. This Overlooked Stock Is Building One Too. GE Vernova is quietly building embedded value with its long-term SMR investments.
View source ↗ - News (RSS)fool·52d ago·Neutral
Should Investors Take Profits in GE Vernova After Its Big Run? The stock has surged in the past couple of years, and management recently raised its full-year revenue guidance amid booming demand for its power equipment.
View source ↗
Earnings
Wed, Oct 28(in 3 weeks)
Consensus estimate $4.04 per share
Typical surprise +25.7% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 22$2.47 vs $3.17miss
- Wed, Apr 22$17.44 vs $1.95beat
- Wed, Jan 28$13.39 vs $2.93beat
- Wed, Oct 22$1.64 vs $1.72miss
- Wed, Jul 23$1.86 vs $1.48beat
- Wed, Apr 23$0.91 vs $0.47beat
Estimates and results for GEV via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by GEV officers and directors.
- Bought
- —
- Sold
- $11.5m
0 trades
3 trades
- Abate Victorsold
- Potvin Matthew Josephsold
- Baert Stevensold
97 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Michael A. Rullihouse · disclosed Aug 10, 2026 (308d later)Sell$1,001 - $15,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Sell$15,001 - $50,000
- Matt Van Eppshouse · disclosed Jun 17, 2026 (1d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed May 11, 2026 (12d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 10, 2026 (14d later)Sell$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Mar 17, 2026 (40d later)Buy$1,001 - $15,000
- Austin Scotthouse · GA08 · disclosed Mar 13, 2026 (24d later)Sell$1,001 - $15,000
- Jonathan Jacksonhouse · IL01 · disclosed Feb 24, 2026 (25d later)Buy$15,001 - $50,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Feb 13, 2026 (35d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jan 12, 2026 (24d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Dec 15, 2025 (27d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Nov 11, 2025 (26d later)Buy$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Nov 11, 2025 (19d later)Buy$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Oct 10, 2025 (17d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (9d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (28d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Sep 12, 2025 (42d later)Buy$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Sep 12, 2025 (318d later)Buy$1,001 - $15,000
- Austin Scotthouse · GA08 · disclosed Aug 13, 2025 (82d later)Sell$1,001 - $15,000
- Austin Scotthouse · GA08 · disclosed Aug 13, 2025 (91d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
