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.
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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 $1,146.78, rated Buy. The Wall Street consensus target is $1,187.07. GEV price prediction →
