Headquartered in Cambridge, MA Fiscal year ends December NYSE: GEV gevernova.com
GE Vernova Inc. (NYSE: GEV) is a global energy equipment and services company spun off from General Electric. It reports three segments:
- **Power:** gas turbines, including heavy-duty HA and aeroderivative units, plus gas and nuclear power services.
- **Electrification:** grid systems integration (AC substations and HVDC solutions), power transmission equipment such as switchgear and transformers, and the consolidated Prolec GE transformer business.
- **Wind:** onshore wind equipment, services and repowering, and offshore wind projects.
The company also operates accelerator businesses. It serves utilities, independent power producers, industrial customers and data center operators. Its backlog was about $197 billion as of Q3 2026, and it has roughly 85,000 employees across about 100 countries. It has agreed to acquire high-voltage grid equipment maker Trench Group to expand its Electrification product lines, with closing expected in late 2027. Updated
An 8.75% slide to $818.01 takes roughly $19 billion off a $218 billion energy-transition heavyweight in a single session. Moves this size are rare for a name this large, and the $896.41 open is now the level to reclaim.
A 7.89% slide to $825.64 takes roughly $17 billion off a $219.9 billion power giant in a single session. Moves this size are rare for a megacap industrial, so the $896 open is the level to watch for any recovery.
The call is to ignore the chip tape and look at where the silicon actually goes: Cramer argues Micron and AMD demand is real even as Korean memory pricing drags the whole group lower. He also thinks the bank selloff mispriced Wells Fargo, which makes more money if rates keep climbing.
AI and data-center names no longer trade off Treasury auctions, so a weak auction hits the industrial and consumer side of your book while chip and power names sail through, with Oracle the named exception. On the calls, he pushed Micron over Western Digital and ranked Vertiv right behind GE Vernova on infrastructure.
Jim Cramer went on live television and called out one of investing's most sacred rules, and the morning's earnings reports gave him some uncomfortable ammunition to work with.
A Q3 2026 beat, a raised outlook and a major grid acquisition weren’t enough to lift GE Vernova (NYSE:GEV | GEV Price Prediction), even as a fellow power-infrastructure name rises on its…
GE Vernova (NYSE:GEV | GEV Price Prediction) reported third-quarter results before the open on October 28, 2026. It beat revenue expectations, raised its full-year guidance, doubled its buyback authorization and agreed to…
GE Vernova (NYSE:GEV | GEV Price Prediction) reports third-quarter results before the open on Oct. 28. The stock fell 11.53% last week on fears about how AI spending will be financed. This…
Power delivery is the part of the data center push that gets electricity from a power plant to a rack of servers: turbines, transformers, switchgear, connectors and miles of cable. Nearly every…
A larger AI spending outlook from Meta Platforms (NASDAQ:META | META Price Prediction) has raised the question of how the expansion gets financed, and the power-equipment suppliers counting on those orders are…
Trump declared on Truth Social that data center developers must generate their own power and pay neighbors a dividend, but his posts named no amounts, no enforcement mechanism, and no federal program…
Number in Focus: 41.1% Quanta Services (NYSE:PWR | PWR Price Prediction) grew second-quarter 2026 revenue 41.1% year over year to $9.56 billion. That is almost exactly the 41% increase the U.S. Energy…
GE Vernova and Constellation both feed the AI power boom, but their Q2 results reveal a widening gap in momentum, valuation, and regulatory risk that points toward one clearer opportunity for investors…
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.
Alex Sirois Artificial intelligence has spent the past several years turning semiconductors into one of the hottest corners of the market. Now the physical world is beginning to push back. AI models may live…
Shares of Bloom Energy (NYSE:BE) have gone on a month-long tear that stands out against both the broad market and every other name in its immediate neighborhood. Bloom Energy stock is at…
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…
The U.S. House of Representatives has handed on-site power generators a policy win, and fuel cell stocks are responding in force Thursday morning. The chamber passed the Ratepayer Protection Act by a…
Shares of GE Vernova (NYSE:GEV | GEV Price Prediction) are climbing Wednesday afternoon after chief executive Scott Strazik told a Morgan Stanley conference audience the company’s backlog is on track to hit…
GE Vernova Inc. (NYSE: GEV) is a global energy equipment and services company spun off from General Electric.
24/7 Wall St.'s 12-month price target for GEV is $1,627.90, rated Buy. The Wall Street consensus target is $1,223.97. GEV price prediction →
