As global policies and investments increasingly favor decarbonization, electrification, and renewable infrastructure expansion, energy stocks focused on renewable transition, such as GE Vernova (GEV) and Siemens Energy (SMNEY) , are gaining popularity. Investing in these companies offers long-term exposure to the transformation of the global energy system, backed by rising demand for grid modernization and sustainable energy solutions.While GE Vernova is a pure-play energy company with a strong focus on gri ...

GE Vernova (GEV) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this the energy business spun off from General Electric have returned +31.9%, compared to the Zacks S&P 500 composite's +9% change. During this period, the Zacks Alternative Energy - Other industry, which GE Vernova falls in, has gained 22.2%. The key question now is: Wh ...

Financial Data and Key Metrics Changes - In 2024, the company booked $44 billion in orders and generated $35 billion in revenue, with EBITDA margin expansion across all segments and over $1 billion improvement in free cash flow [13] - The backlog grew to $119 billion, with equipment backlog increasing over 50% to $43 billion, adding more than $6 billion of margin through better pricing and disciplined underwriting [13] - The cash balance nearly doubled to over $8 billion since the spin-off, driven by strong free cash flow generation and capitalizing on value creation opportunities [13] Business Line Data and Key Metrics Changes - The company is focused on electrifying and decarbonizing the world, with a strong foundation built in 2024 and continued progress in early 2025 [12] - The energy transition is creating higher demand for the company's equipment and services, particularly in reliable baseload power, grid modernization, and decarbonization [12] Market Data and Key Metrics Changes - The company is in the early days of an investment super cycle in the electric power sector, driven by manufacturing growth, industrial electrification, EVs, and emerging data center needs [12] - Market dynamics continue to drive strong demand, leading to multi-decade growth opportunities for the company [14] Company Strategy and Development Direction - The company has framed a disciplined capital allocation strategy, including a $6 billion buyback authorization and an initial dividend of $0.25 per share [14] - The company aims to return at least one-third of cash generation to stockholders while investing in R&D and CapEx to position itself for long-term leadership in the energy transition [24] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the complexity of the current environment, including tariffs and inflation, but sees these as opportunities to differentiate the company as a strong industrial player [13][26] - The company is well-positioned to support U.S. energy strategy and create jobs, with a $600 million investment plan that will generate 1,500 new jobs in the U.S. [29] Other Important Information - The company emphasizes safety as a core value, with ongoing improvements in safety culture and practices [11] - The board of directors includes members with extensive experience in the energy sector, including nuclear power, which is critical for the company's strategic direction [32] Q&A Session Summary Question: When will GE Vernova raise the dividend? - The company declared an initial $0.25 per share quarterly dividend and expects to increase it as EBITDA and free cash flow grow [23][24] Question: How is the company responding to recently imposed tariffs? - The company estimates a $300 to $400 million impact from tariffs and inflation but is taking steps to mitigate these costs through pricing actions and disciplined supply chain management [25][26] Question: How does the current administration's policies affect stockholders? - The company is aligned with the administration's focus on energy security and has announced a $600 million investment to support U.S. competitiveness and innovation [28][29] Question: Why are there no female board candidates up for election this year? - The board has nine members, three of whom are women, and the current election is for only three nominees due to the classified board structure [30][31] Question: What experience do the nominees have with nuclear power? - Several board members have extensive experience in nuclear power, including leadership roles in major electrical utility companies [32]

美国白宫：美国与沙特的交易包括出口总额达142亿美元的GE VERNOVA燃气涡轮机和能源解决方案， 以及总额达48亿美元的AVILEASE波音737-8客机。 ...

GE Vernova Inc. (GEV) recently announced two major upgrades to its FLEXINVERTER platform — the introduction of a high-efficiency 1.5kV silicon carbide-based solution for battery storage and the expansion of its 2kV solar inverter to global International Electrotechnical Commission markets. With manufacturing for the FLEXINVERTER platform expected to ramp up at GEV’s facilities in India and the United States, product shipments are expected to commence by the first half of 2026. These innovations promise lowe ...

GE Vernova (GEV) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this the energy business spun off from General Electric have returned +21.2% over the past month versus the Zacks S&P 500 composite's -0.8% change. The Zacks Alternative Energy - Other industry, to which GE Vernova belongs, has gained 2.8% over this period. Now the key question is: Where could the stock ...

As the world accelerates its shift toward renewable energy, with enhanced investments and surging global electricity demand (fueled largely by the rapid expansion of data centers) energy companies like GE Vernova (GEV) and Siemens Energy (SMNEY) are emerging as key beneficiaries. While GE Vernova is a pure-play energy company with a strong focus on grid modernization, renewable generation and decarbonization technologies, Siemens Energy offers a broader portfolio, encompassing gas turbines, grid solutions a ...

B Of A Securities analyst Andrew Obin revised the estimates upward for GE Vernova Inc. GEV following the company’s first-quarter results reported on Wednesday.The company reported revenue growth of 11% year-over-year to $8.03 billion and +15% organically, beating the consensus of $7.54 billion and EPS of 91 cents, beating the consensus of 53 cents.GE Vernova reaffirms its 2025 financial outlook, projecting revenue of $36-$37 billion versus the consensus of $37.73 billion and a high-single-digit adjusted EBI ...

Shares in gas turbine, wind power, and electrification company GE Vernova (GEV 3.62%) rose by as much as 10% in early morning trading, only to settle back into a mid-single-digit gain by noon ET. The move comes after its first-quarter 2025 earnings report demonstrated that plenty of life is left in the economy's electrification trend. Moreover, management reaffirmed its full-year guidance -- a significant plus in an economy threatened by an ongoing tariff dispute.GE Vernova remains on trackManagement's stra ...

GE Vernova Inc. (NYSE:GEV) Q1 2025 Results Conference Call April 23, 2025 7:30 AM ET Company Participants Michael Lapides - Vice President of Investor Relations Scott Strazik - Chief Executive Officer Ken Parks - Chief Financial Officer Conference Call Participants Nicole DeBlase - Deutsche Bank Mark Strouse - JPMorgan Joe Ritchie - Goldman Sachs Chris Dendrinos - RBC Capital Markets Andrew Percoco - Morgan Stanley Nigel Coe - Wolfe Research Julian Mitchell - Barclays Julien Dumoulin-Smith - Jefferies Andre ...