GEV

GE Vernova Inc. (GEV) | Rumor.io

GE Vernova

GEV

Attention (50-day avg)0.04%

Attention rank (50-day avg)#184

Bullish sentiment (50-day avg)92%

Price to earnings ratio27.5

Market capitalization253B

Earnings per share34.9

Dividend yield (TTM)0.21%

Revenue (annual)38.1B

Net income (annual)4.9B

Social

What share of all stock conversation is about GEV?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.04	0.03% -0.01	0.05% +0.01	0.09% +0.04

Sep 25

GE Vernova (GEV) is a leading manufacturer of gas turbines and grid equipment, making it a key player in the power infrastructure buildout driven by AI data centers and global electricity shortages.
GEV's market share has increased in the current cycle, with exceptional 10.7% annual revenue growth over the last two years, and a 169% increase in earnings per share growth compared to revenue gains.
GE Vernova is trading at a forward P/E ratio of 45.4x, and has been identified as one of the top five companies with opportunities in the power infrastructure sector, alongside four other companies.

Generated by AI

Sentiment

Of the messages about GEV that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	99.31% +6.28	92.02% -0.3	94.19% +9.87
Bearish	0% 0	0.69% -6.28	7.98% +0.3	5.81% -9.87

Bullish· Sep 14

The selloff in $GEV is considered overdone, with no fundamental changes in the company's operations, contracts, or guidance, and the long-term demand story for the company's products remains intact.
The stock's valuation is considered low, with the company's crucial roles in AI infrastructure, gas turbine backlog, nuclear upside, and electrification spending being overlooked by the market.
The stock's price is seen as a "steal" at current levels, with multiple analysts, including Jeffries, raising their price targets, and some predicting a rally back to $1000 by Friday.

Bearish· Sep 14

$GEV is down nearly 10% today after a sell rating by GLJ Research, implying nearly 50% downside.
A bottom-tier analyst's sell rating on $GEV has caused the stock to drop, despite the company's strong position as a power business with a $160 billion backlog of work.
The sell rating and subsequent drop in $GEV's stock price may be a result of market manipulation, with some analysts and traders using the sell rating to drive the price down and then buy back in at a lower price.

Generated by AI

Topics

Of the messages about GEV that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	1.27%	43.94%	28.15%	54.83%
Announcements	98.73%	42.55%	40.6%	17.85%
Technical Analysis	0%	7.22%	7.29%	6.26%
Analysts	0%	6.29%	14.79%	15.98%
Earnings	0%	0%	9.11%	5.01%
Controversies	0%	0%	0.06%	0.08%

Earnings· Jul 22

GE Vernova's Q2 revenue of $11.1B beat expectations, with a 22% YoY increase, driven by strong demand from data centers.
The company's adjusted EBITDA of $1.25B missed estimates, but it raised its FY26 revenue outlook to $45.5B-$46.5B, and expanded its backlog to $176B.
GE Vernova's shares fell 7% after the earnings report, despite a fundamentally strong Q2, due to an exceptionally crowded trade and the company's wind segment continuing to lose money.

Analysts· Mar 9

Rothschild Redburn upgraded GE Vernova ($GEV) to Buy from Sell, raising the price target to $1,100 from $560.
The upgrade is driven by sharply improving demand for AI power infrastructure and gas turbines, with the firm expecting the gas turbine market to exceed 100GW in 2026.
Analysts expect stronger demand for power equipment driven by rising electricity needs from AI data centers, with GE Vernova positioned as the primary gatekeeper of the global market.

Announcements· Jul 22

GE Vernova Inc. reported Q2 revenue of $11.1B, exceeding estimates, with a 22% YoY increase and a 16% organic growth, primarily driven by the power segment.
The company raised its full-year revenue guidance to $45.5B-$46.5B, and its free cash flow guidance to $11.5-12.5B, with a $176B backlog and a 134% increase in power orders.
GE Vernova's Q2 earnings beat expectations, with adjusted EBITDA of $1.2B and a net income margin of 5.8%, despite missing EPS estimates, and the company's stock price dropped 7% on the news.

Macro· Jun 2

The user is asking for a long-term hold in a power-related stock, specifically mentioning GE Vernova (GEV) and considering other options such as VST and CEG.
The user expresses concern about the 1-year returns of VST and CEG, which are negative.
The user is considering GE Vernova (GEV) as a potential long-term hold, but is unsure if it's the best option.

Technical Analysis· Apr 23

GEV has shown a significant price increase of 13.75%, potentially indicating a change in sector leadership.
A technical analysis setup for GEV has been identified, with a potential "fish hook" formation following an earnings gap up.
GEV's stock price has been historically rare in its current trading range, with 99.9875% of its time spent below its all-time high.

Generated by AI

Community

Of the messages about GEV, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	71.67%	88.56%	74.72%	35.54%
Newcomers	28.33%	11.44%	25.28%	64.46%

Regulars· Sep 17

The regulars are focused on the intrinsic value of GE Vernova Inc. (GEV), using valuation principles to estimate its real and intrinsic value based on earnings, revenue growth, and profitability.
There is a warning to short sellers to be careful, as GEV is expected to be squeezed soon, and the stock may continue to trend upwards.
The regulars are discussing the recent price drop of GEV, with some wondering if it's a buying opportunity, while others are concerned about the gap up and the stock's recent performance.

Newcomers· Sep 23

New investors in AI stocks are looking to diversify their portfolios, with some considering adding GE Vernova Inc. (GEV) as a way to tap into the growing demand for power in data centers.
Some investors are concerned that buying GEV may not provide adequate diversification from AI stocks, as the company's growth is closely tied to the demand for data center power, which is a key aspect of the AI buildout.
With GEV's stock price having increased significantly in recent years, some investors are questioning whether the company's valuation is justified, particularly given the company's focus on providing power infrastructure for data centers and its potential to benefit from the growing demand for AI.

Generated by AI

News

3 Things Smart Investors Know About the Nuclear Power Comeback

Detailed price information for GE Vernova Inc (GEV-N) from The Globe and Mail including charting and trades.

16h agoThe Globe and Mail

GE Vernova (GEV) Has a $176 Billion Backlog. Can It Turn Demand Into Durable Growth?

1d agoYahoo Finance

Rolls Royce Stock And 2 Top Nuclear Power Stocks

1d agoYahoo Finance

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4	Vertiv Holdings Co Class A Common StockVRT	0.01%0
5	Vistra CorpVST	0.1%-0.39
6	Eaton Corporation plcETN	0%new
7	Talen Energy CorporationTLN	0%-0.02
8	SPDR Bloomberg International Treasury Bond ETFBWX	0.14%new
9	Powell Industries, Inc.POWL	0%+0
10	Reddit Inc. Class A Common StockRDDT	0.47%+0.12

GE Vernova Inc.

Industrials
Specialty Industrial Machinery

GE Vernova Inc. is an energy company focused on technologies and services that generate, transfer, convert, orchestrate, and store electricity. Its business is organized around three core segments: Power, Wind, and Electrification. The Power segment provides gas, nuclear, hydro, and steam technologies along with related equipment and service support for industrial, government, and other customers. The Wind segment supplies onshore and offshore wind turbines and blades, while the Electrification segment offers grid solutions, power conversion, electrification software, and solar and storage solutions. GE Vernova serves markets across the United States, Europe, Asia, the Middle East, and Africa, supporting electric power systems across generation, transmission, distribution, and storage applications. Headquartered in Cambridge, Massachusetts, the company operates as a diversified industrial energy platform with a central role in modern power infrastructure.

Website

Location

58 Charles Street

Cambridge, MA, 02141

United States

Social

What share of all stock conversation is about GEV?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.04	0.03% -0.01	0.05% +0.01	0.09% +0.04

Sep 25

GE Vernova (GEV) is a leading manufacturer of gas turbines and grid equipment, making it a key player in the power infrastructure buildout driven by AI data centers and global electricity shortages.
GEV's market share has increased in the current cycle, with exceptional 10.7% annual revenue growth over the last two years, and a 169% increase in earnings per share growth compared to revenue gains.
GE Vernova is trading at a forward P/E ratio of 45.4x, and has been identified as one of the top five companies with opportunities in the power infrastructure sector, alongside four other companies.

Generated by AI

Sentiment

Of the messages about GEV that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	99.31% +6.28	92.02% -0.3	94.19% +9.87
Bearish	0% 0	0.69% -6.28	7.98% +0.3	5.81% -9.87

Bullish· Sep 14

The selloff in $GEV is considered overdone, with no fundamental changes in the company's operations, contracts, or guidance, and the long-term demand story for the company's products remains intact.
The stock's valuation is considered low, with the company's crucial roles in AI infrastructure, gas turbine backlog, nuclear upside, and electrification spending being overlooked by the market.
The stock's price is seen as a "steal" at current levels, with multiple analysts, including Jeffries, raising their price targets, and some predicting a rally back to $1000 by Friday.

Bearish· Sep 14

$GEV is down nearly 10% today after a sell rating by GLJ Research, implying nearly 50% downside.
A bottom-tier analyst's sell rating on $GEV has caused the stock to drop, despite the company's strong position as a power business with a $160 billion backlog of work.
The sell rating and subsequent drop in $GEV's stock price may be a result of market manipulation, with some analysts and traders using the sell rating to drive the price down and then buy back in at a lower price.

Generated by AI

Topics

Of the messages about GEV that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	1.27%	43.94%	28.15%	54.83%
Announcements	98.73%	42.55%	40.6%	17.85%
Technical Analysis	0%	7.22%	7.29%	6.26%
Analysts	0%	6.29%	14.79%	15.98%
Earnings	0%	0%	9.11%	5.01%
Controversies	0%	0%	0.06%	0.08%

Earnings· Jul 22

GE Vernova's Q2 revenue of $11.1B beat expectations, with a 22% YoY increase, driven by strong demand from data centers.
The company's adjusted EBITDA of $1.25B missed estimates, but it raised its FY26 revenue outlook to $45.5B-$46.5B, and expanded its backlog to $176B.
GE Vernova's shares fell 7% after the earnings report, despite a fundamentally strong Q2, due to an exceptionally crowded trade and the company's wind segment continuing to lose money.

Analysts· Mar 9

Rothschild Redburn upgraded GE Vernova ($GEV) to Buy from Sell, raising the price target to $1,100 from $560.
The upgrade is driven by sharply improving demand for AI power infrastructure and gas turbines, with the firm expecting the gas turbine market to exceed 100GW in 2026.
Analysts expect stronger demand for power equipment driven by rising electricity needs from AI data centers, with GE Vernova positioned as the primary gatekeeper of the global market.

Announcements· Jul 22

GE Vernova Inc. reported Q2 revenue of $11.1B, exceeding estimates, with a 22% YoY increase and a 16% organic growth, primarily driven by the power segment.
The company raised its full-year revenue guidance to $45.5B-$46.5B, and its free cash flow guidance to $11.5-12.5B, with a $176B backlog and a 134% increase in power orders.
GE Vernova's Q2 earnings beat expectations, with adjusted EBITDA of $1.2B and a net income margin of 5.8%, despite missing EPS estimates, and the company's stock price dropped 7% on the news.

Macro· Jun 2

The user is asking for a long-term hold in a power-related stock, specifically mentioning GE Vernova (GEV) and considering other options such as VST and CEG.
The user expresses concern about the 1-year returns of VST and CEG, which are negative.
The user is considering GE Vernova (GEV) as a potential long-term hold, but is unsure if it's the best option.

Technical Analysis· Apr 23

GEV has shown a significant price increase of 13.75%, potentially indicating a change in sector leadership.
A technical analysis setup for GEV has been identified, with a potential "fish hook" formation following an earnings gap up.
GEV's stock price has been historically rare in its current trading range, with 99.9875% of its time spent below its all-time high.

Generated by AI

Community

Of the messages about GEV, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	71.67%	88.56%	74.72%	35.54%
Newcomers	28.33%	11.44%	25.28%	64.46%

Regulars· Sep 17

The regulars are focused on the intrinsic value of GE Vernova Inc. (GEV), using valuation principles to estimate its real and intrinsic value based on earnings, revenue growth, and profitability.
There is a warning to short sellers to be careful, as GEV is expected to be squeezed soon, and the stock may continue to trend upwards.
The regulars are discussing the recent price drop of GEV, with some wondering if it's a buying opportunity, while others are concerned about the gap up and the stock's recent performance.

Newcomers· Sep 23

New investors in AI stocks are looking to diversify their portfolios, with some considering adding GE Vernova Inc. (GEV) as a way to tap into the growing demand for power in data centers.
Some investors are concerned that buying GEV may not provide adequate diversification from AI stocks, as the company's growth is closely tied to the demand for data center power, which is a key aspect of the AI buildout.
With GEV's stock price having increased significantly in recent years, some investors are questioning whether the company's valuation is justified, particularly given the company's focus on providing power infrastructure for data centers and its potential to benefit from the growing demand for AI.

Generated by AI

GE Vernova

Social

Sep 25

Bullish· Sep 14

Bearish· Sep 14

Earnings· Jul 22

Analysts· Mar 9

Announcements· Jul 22

Macro· Jun 2

Technical Analysis· Apr 23

Regulars· Sep 17

Newcomers· Sep 23

Mizuho reiterates Neutral on GE Vernova stock, keeps $949 target

US NRC approves construction of nation's first small modular nuclear reactor

How GE Vernova Has Jumped Into the Lead in the Nuclear Race

3 Things Smart Investors Know About the Nuclear Power Comeback

GE Vernova (GEV) Has a $176 Billion Backlog. Can It Turn Demand Into Durable Growth?

Rolls Royce Stock And 2 Top Nuclear Power Stocks

Also Discussed

GE Vernova Inc.

Company Information

Location

Mizuho reiterates Neutral on GE Vernova stock, keeps $949 target

US NRC approves construction of nation's first small modular nuclear reactor

How GE Vernova Has Jumped Into the Lead in the Nuclear Race

3 Things Smart Investors Know About the Nuclear Power Comeback

GE Vernova (GEV) Has a $176 Billion Backlog. Can It Turn Demand Into Durable Growth?

Rolls Royce Stock And 2 Top Nuclear Power Stocks

Also Discussed

Social

Sep 25

Bullish· Sep 14

Bearish· Sep 14

Earnings· Jul 22

Analysts· Mar 9

Announcements· Jul 22

Macro· Jun 2

Technical Analysis· Apr 23

Regulars· Sep 17

Newcomers· Sep 23