GEV GE Vernova Inc.

The global wind power market is experiencing significant growth, driven by the adoption of renewable energy, grid modernization, and offshore wind development. Technological advancements, including larger turbines and real-time monitoring systems, are optimizing electricity output and reducing costs, placing wind energy at the forefront of the energy transition. Moreover, supportive government policies and corporate renewable energy procurement are enhancing project feasibility and investing...

GE Vernova (NYSE:GEV) and Hitachi have secured a construction permit from the US Nuclear Regulatory Commission for a new reactor design. The permit allows the partners to begin licensed construction activities tied specifically to this advanced nuclear reactor project. The NRC approval confirms that the reactor design meets current US regulatory requirements for safety and construction readiness. The construction permit for the new GE Vernova and Hitachi reactor design sits against a wider...

Crusoe ordered 29 aeroderivative units, while smaller turbines can carry materially higher generation costs.

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.

Megan Leonhardt explains that the way the government is measuring several prices is changing so the big takeaway for the next inflation report will be less clear cut. Micron which posts earnings after the bell, was one of the biggest movers before the market opened along with Cal-Maine which fell as much as 7.7%. Well now they have fallen back down—and the egg producer’s quarterly sales declined more than 40%.

Accelevation is set to make its trading debut on Wednesday after the artificial intelligence infrast

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

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.

The Nuclear Regulatory Commission has approved a construction permit for a new reactor designed by GE Vernova and Hitachi.

Altimetry's Joel Litman and Rob Spivey flag MP Materials and Lithium Americas as government-backed traps, favoring GE Vernova, KeyCorp and ProPetro instead.

AI data centers are burning through electricity so fast that chip supply is no longer the binding constraint on the industry's growth, and the companies racing to close the gap may not be the ones investors expect.

Urban Grid has rebranded as Panthera Grid Partners, signaling its evolution into a diversified energy infrastructure platform with a notable development pipeline exceeding 10 gigawatts of solar, wind, and energy storage across the United States. As a portfolio company of Brookfield, one of the largest global operators of renewable power, Panthera Grid Partners is focused on utility-scale energy projects aimed at enhancing grid reliability and meeting the growing electricity demands in key...

The S&P 500 (^GSPC) is full of established businesses, but only some continue to outperform the market. A few standout companies are thriving thanks to strong fundamentals and sustained competitive advantages.

GE Vernova Inc. (NYSE:GEV) CEO Scott Strazik disclosed at the Morgan Stanley Laguna Conference on September 16 that the company is accelerating its gas power capacity additions by 50% this year. The manufacturing expansion links directly to the company’s expanding order book, with gas equipment backlog and slot reservation agreements projected to reach at least […]

Energy markets are on edge as oil trades above $108 a barrel and borrowing costs climb, which pushes governments and utilities to think harder about stable, low fuel nuclear power. That focus can draw new attention to companies tied to uranium supply and reactor technology. This article walks through three potential nuclear energy stocks from our focused screener so you can see how each fits into this long term power story. The three nuclear energy stocks covered below are only a small...

The California-based automaker is ramping up vehicle deliveries even as forecasts predict slumping EV sales compared to last year.

GE Vernova (GEV) is back in focus after GLJ Research initiated coverage at Sell, setting a sharply lower target and clashing with management’s long-range turbine and services ambitions. GE Vernova’s recent gains have cooled, with the share price still up 40.9% year to date despite a 90 day share price return that declined 18.5%, and a 59.3% 1 year total shareholder return pointing to strong momentum that is now being tested as new research coverage and AI driven power demand headlines reset...

“You get what you pay for” often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.

Both companies develop next-generation nuclear reactors, but one stock may offer greater upside.

Key Stats for GE Vernova StockCurrent Price: $957. 63Target Price (Mid): ~$3,520Street Target: ~$1,237Potential Total Return: ~268%Annualized IRR: ~36% / yearWhat Happened?On September 14, GLJ Research started coverage of GE Vernova (GEV) at Sell with a Street-low $470 target, calling the company a cyclical gas turbine maker priced like a compounder.

GE Vernova and its shareholders are thoroughly enjoying the AI race.

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.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

AI power demand is filling the order book, but capacity, deposits and service margins determine its ultimate quality.

Shares of Oracle fell in midday trading, while shares of power equipment providers Bloom Energy and GE Vernova also declined.

GEV and DUK are positioned to benefit from rising electricity demand, with growth driven by power generation, grid investment and data centers.

Investing.com -- The pickup in U.S. business investment and manufacturing is more dependent on the artificial intelligence boom than many investors realize, according to UBS in a note on Thursday.

Levi Strauss & Co. and Marks & Spencer have collaboratively launched the Fashion Renewable Collaborative (FRC) with Schneider Electric, aiming to advance renewable electricity across the fashion industry. Announced during New York Climate Week, this initiative seeks to overcome market barriers hindering suppliers' adoption of renewable energy by offering resources and support for a scalable transition. The FRC provides fashion suppliers with access to education, guidance, and tools such as...

CEO BRIEF NEWSLETTER Good morning—we have a packed CEO Brief for you today. First, Microsoft’s president has thoughts on the great AI safety debate and advice for CEOs. Then Lila has an exclusive on new CEO pay research from the Conference Board (yes, it climbed but there’s more to it than that).

These days, SMRs are seen by many as excellent clean-energy power generation solutions.

To state the obvious, the trillion-dollar, or near-trillion-dollar, valuations of SpaceX Anthropic, and OpenAI aren’t built on current sales or earnings. Demand for AI applications and agents needs to grow—fast—or else the entire market has a problem. Shortly after its initial public offering, SpaceX stock traded for about 900 times its estimated 2027 earnings, according to FactSet.

Morgan Stanley has put a number on one of the AI boom’s most awkward constraints: the United States could face a roughly 33-gigawatt power shortfall through 2028 even after accounting for onsite generation and other accelerated power solutions. The bank’s September analysis points toward behind-the-meter generation and equipment suppliers as part of the bridge. Two […]

The GE Vernova stock price is still a good distance from its 52-week high, but it's still a company worth considering as an investable opportunity.

Scott Strazik shares how GE Vernova is planning to meet the unprecedented electricity demand driven by the AI boom and data centers. He also discusses the company's international strategy, including rehabilitating Venezuela's energy infrastructure and investing in Ukraine's existing nuclear infrastructure.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1%, and the actively t

GE Vernova Inc. (NYSE:GEV) has signed a services agreement to provide Rotor Life Extension solutions for five 9F gas turbines operating at three power plants in Egypt.

The OECD says the global economy has absorbed the Iran war better than feared, but flags energy supply as a key risk. That keeps reliable, low carbon power in sharp focus. Investors who wait for full clarity often watch opportunities pass by. This article walks through three nuclear energy stocks from our screener that offer different ways to gain exposure to this long term power theme. The three nuclear energy stocks below are only a starting sample, and the full screen surfaced 34 more...

The Federal Reserve’s latest rate hike has pushed borrowing costs higher, which puts even more pressure on aging energy infrastructure that cannot be upgraded cheaply. Capital is getting pricier while demand for electricity from AI data centers and electrification keeps building. That mix creates a potential opening for investors looking at the specialists that build and equip the power network. This article walks through three grid technology stocks from our curated list. The three stocks...

GE Vernova’s rapidly expanding backlog could give GEV stock another powerful growth catalyst as the company targets a $200 billion backlog by early 2027.

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.

The global wind energy market is on track for significant expansion, aiming to reach around USD 287.9 billion by 2035, driven by increased demand for clean power, technological advancements, and substantial global investments. Key developments such as the deployment of offshore and utility-scale wind projects, enhanced turbine capacity, and supportive government policies are fostering new opportunities within the sector. As larger turbines and corporate renewable energy purchase agreements...

GE Vernova’s momentum is building day after day.

Nvidia gets the AI spotlight, but three power infrastructure stocks may be quietly building the bigger long-term opportunity.

One generates a quarter of global electricity and carries zero debt. The other is pre-revenue but backed by Meta and Switch.

These analysts have very different opinions on GE Vernova stock.

Key TakeawaysGE Vernova shares fell alongside the broader AI-stock selloff in mid-September, but Street price targets climbed every single quarter this year, leaving the September 18 close about 32% below the average analyst target, the widest gap in the past 15 months of data. Net income swung wildly the past two quarters mostly because of one-time items, not operations.

It's important not to panic over the impact of rising rates on industrial stocks, not least because they are likely to affect different stocks in varied ways.

Andrew Obin’s team came back from a key Washington conference with a new risk investors need to watch.

One is burning cash to scale a novel battery technology. The other generates $3.7 billion in free cash flow annually.

GE Vernova Inc. (NYSE:GEV) received a boost on September 16 after CEO Scott Strazik stated that the company’s backlog could hit the $200 billion mark “very early” in 2027, sooner than Wall Street had expected. The company expects the “strong and durable demand” to drive accelerated growth after its backlog had reached $167 billion at […]