AI Energy Bottleneck: Buy GE Vernova or NextEra Energy on AI Pivot?
GE Vernova (NYSE:GEV | GEV Price Prediction) and NextEra Energy (NYSE:NEE) reported June-quarter results within 48 hours of each other.
GEV - GE Vernova Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$1,214.31
DETAILS
HIGH:
$1,450.00
LOW:
$905.00
MEDIAN:
$1,250.00
CONSENSUS:
$1,214.31
UPSIDE:
29.31%
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This Industrial Stock Is Up 533% in 2 Years. I Predict It Will Join the Dow if Caterpillar Issues a Stock Split.
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Revenue Growth & Margin Expansion Aid GEV's Q2: More Upside Ahead?
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Constellation Energy's (CEG) venture arm has taken a stake in a reactor development company that is working around a gas-to-nuclear deployment model in coordination with GE Vernova (GEV). The transaction marks Constellation's first equity investment in a U.S. nuclear developer focused on advanced small modular reactors (SMRs).
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I am reiterating my Strong Buy rating on GE Vernova because Q2 2026 strengthened my view that the AI infrastructure trade is shifting from chips to electricity. The main growth drivers are stronger gas turbine demand, capacity expansion, grid equipment orders, Prolec GE, and accelerating data center demand. My updated price target is $1,864 per share, implying about 88% upside from the current price.
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GE Vernova Inc. (GEV) Q2 2026 Earnings Call Transcript
GE Vernova Inc. (GEV) Q2 2026 Earnings Call Transcript
GE Vernova Beats on Revenue but Misses on Earnings
GE Vernova (GEV) fell 5.48% premarket after reporting second-quarter diluted earnings of $2.47 a share, well short of the $3.18 Wall Street analysts expected, e
Price Targets
GE Vernova (GEV) PT Raised to $949 at Mizuho
$949.00
(was $1020.52)
Maheep Mandloi
·
Mizuho Securities
GE Vernova price target raised to $1,225 from $1,195 at RBC Capital
$1225.00
(was $1002.04)
RBC Capital
GE Vernova price target raised to $1,338 from $1,303 at Oppenheimer
$1338.00
(was $1020.58)
Oppenheimer
GE Vernova (GEV) PT Raised to $1,450 at Guggenheim
$1450.00
(was $985.03)
Joseph Osha
·
Guggenheim
GE Vernova price target raised to $1,298 from $1,206 at Bernstein
$1298.00
(was $985.03)
Sunaina Ocalan
·
Bernstein
GE Vernova initiated with an Outperform at Bernstein
$1206.00
(was $982.35)
Sunaina Ocalan
·
Bernstein
GE Vernova initiated with an Outperform at Bernstein
$1208.00
(was $982.35)
Sunaina Ocalan
·
Bernstein
Jefferies Pounds Table on GE Vernova (GEV), Defending Buy Recommendation
$1210.00
(was $901.02)
Julian Dumoulin-Smith
·
Jefferies
GE Vernova price target raised to $1,300 from $800 at Argus
$1300.00
(was $1107.00)
John Eade
·
Argus Research
GE Vernova downgraded to Neutral from Outperform at BNP Paribas
$1190.00
(was $1149.19)
BNP Paribas
GE Vernova price target raised to $1,328 from $1,000 at Goldman Sachs
$1328.00
(was $1149.53)
Goldman Sachs
GE Vernova price target raised to $1,350 from $965 at Jefferies
$1350.00
(was $1149.53)
Julien Dumoulin-Smith
·
Jefferies
GE Vernova price target raised to $1,303 from $1,139 at Oppenheimer
$1303.00
(was $1150.73)
Oppenheimer
GE Vernova price target raised to $1,195 from $996 at RBC Capital
$1195.00
(was $1153.57)
RBC Capital
GE Vernova price target raised to $1,250 from $1,110 at BMO Capital
$1250.00
(was $1127.56)
BMO Capital
GE Vernova price target raised to $1,300 from $1,080 at Susquehanna
$1300.00
(was $1127.56)
Susquehanna
GE Vernova price target raised to $1,300 from $910 at Guggenheim
$1300.00
(was $1127.56)
Joseph Osha
·
Guggenheim
GE Vernova price target raised to $1,400 from $1,008 at Baird
$1400.00
(was $1127.56)
Ben Kallo
·
Robert W. Baird
GE Vernova price target raised to $1,250 from $993 at Barclays
$1250.00
(was $1127.56)
Julian Mitchell
·
Barclays
GE Vernova price target raised to $1,139 from $871 at Oppenheimer
$1139.00
(was $982.74)
Colin Rusch
·
Oppenheimer