GEV - GE Vernova Inc.
GE Vernova continues to benefit from extraordinary power demand, grid investment, and AI-driven electrification trends. With expectations elevated, even another strong quarter may struggle to justify the valuation investors are currently assigning to GEV. Even after a 20% drop, expectations are near peak levels; upcoming earnings and guidance could matter more for sentiment than operational execution.
GE Vernova Inc (NYSE:GEV) is scheduled to report third-quarter earnings before the open on Wednesday, Oct. 28.
GEV's Q3 outlook reflects surging power demand, a $176 billion backlog and grid investments, while wind weakness and tariff uncertainty pose challenges.
Heavy-duty gas turbines drive long-term, high-margin service revenue. Third-quarter performance and guidance on full-year gigawatt orders and HA turbine units could impact the stock price.
In the busiest week of earnings this quarter, with Coca-Cola, Ford, Anheuser-Busch, Merck, and many more companies reporting. We'll also see economic data on GDP and new-home sales.
Revenue and orders for GE Vernova's wind turbine business have been declining since 2024. Its natural gas power turbines business, conversely, is experiencing growth.
BG Investment Services LLC purchased a new stake in GE Vernova Inc. (NYSE: GEV) in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 3,522 shares of the company's stock, valued at approximately $3,348,000. Other institutional investors and
Constellation Energy and Vistra both generate and sell electricity on the open market. AI Power demand is a huge tailwind for both Constellation and Vistra.
GE Vernova's backlog hit $176 billion in the second quarter of 2026. Management's multi-year outlook calls for $56 billion in revenue and a 20% adjusted EBITDA margin by 2028.
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.
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.
Power demand is accelerating, and companies that provide power and power equipment are well-positioned to benefit.
GE Vernova (GEV) reached $815 at the closing of the latest trading day, reflecting a -1.5% change compared to its last close.
Constellation Energy provides carbon-free nuclear power to the nation's largest technology companies. GE Vernova manufactures and services the hardware responsible for generating 25% of the world's electricity.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for GE Vernova (GEV), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2026.
MNTK, CEG and GEV stand out as alternative energy leaders, with rising power demand and renewable energy investments shaping growth prospects.
Both GEV and PEG stand to benefit from rising electricity demand, grid modernization and growing investments in power infrastructure.
Memory is the current bottleneck. But there are other constraints, as well as stocks (and their investors) that can take advantage of them.
CMH Wealth Management LLC raised its holdings in shares of GE Vernova Inc. (NYSE: GEV) by 6.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,485 shares of the company's stock after purchasing an additional 614 shares during the quarter.
Cadinha and Co. LLC lowered its position in shares of GE Vernova Inc. (NYSE: GEV) by 5.6% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,940 shares of the company's stock after selling 1,296 shares during the period. GE