The stock is over $880 now and has risen 170% in the last 12 months.Since spinning off and becoming its own company in 2024, GE Vernova (GEV 0.06%) has grown explosively. It's a global leader in energy infrastructure with a diversified portfolio. As energy demand becomes increasingly insatiable, GE Vernova's growth story is compelling. But has the stock reached unsustainable levels, or should investors increase their position? Let's evaluate whether GE Vernova is a buy, sell, or hold.NYSE : GEVGE VernovaTod ...

GE Vernova Inc. (NYSE:GEV) is one of the stocks that was on Jim Cramer’s radar recently. During the episode, a caller asked if the stock still has more room to run at the current level or not. Cramer replied: Well, GE Vernova is presuming with that price-to-earnings multiple that will continue to build power plants, that will build nuclear power plants, that will need more energy. It’s probably the single most stock that’s most positioned for us… need more energy in the country. So I’ve gotta say, I still ...

Electricity demand is going to soar. That's according to the International Energy Agency, which projects global electricity demand will grow by over 3.5% annually through this decade. GE Vernova (NYSE: GEV) is in an excellent position to benefit from the growing demand for electricity. The company has a massive fleet of energy equipment, including gas, steam, and wind turbines, as well as power grid infrastructure. Will AI create the world's first trillionaire? Our team just released a report on the one l ...

Citi Research Global Technology, Communications, Real Estate, Energy, and Industrials February 23, 2026 Data Center GAINs (Gen AI Names) Multi-Asset Strong Absorption Supports Solid 2026 and LT Data Center Demand | Equities | | | | | ABS | | --- | --- | --- | --- | --- | --- | | Michael Rollins, CFAAC +1 212 816-3116 | Heath TerryAC +1 212 723-4624 | Caitlyn Walsh caitlyn.walsh@citi.com | | | | | michael.rollins@citi.com | heath.terry@citi.com | | | | | | Siraj Ahmed AC | AC Scott Gruber | Andrew KaplowitzA ...

We recently published 10 Stocks Jim Cramer Talked About.  GE Vernova Inc. (NYSE:GEV) is one of the stocks Jim Cramer talked about. GE Vernova Inc. (NYSE:GEV) is an industrial power generation equipment manufacturer. The shares are up by 159% over the past year and by 20% year-to-date. It is one of Cramer’s favorite and most frequently discussed stocks. The CNBC TV host defended GE Vernova Inc. (NYSE:GEV) even during the firm’s recent struggles and believes that it is the best play when it comes to firms w ...

Core Insights - The global shift towards renewable energy sources is being driven by decarbonization goals, stricter emissions standards, and expanding clean-energy mandates, leading to increased investor interest in companies like NextEra Energy (NEE) and GE Vernova (GEV) [1] Industry Overview - The share of renewable energy in global power generation is rising, replacing fossil fuels and aiding in climate goals. Factors such as long-term power purchase agreements, stable revenue, and advanced technology are enhancing the financial attractiveness of the renewable sector [2] Company Profiles - NextEra Energy is a leading regulated utility and one of the largest renewable energy developers, providing stable earnings and exposure to clean energy growth. GE Vernova focuses on power generation equipment and grid modernization, positioning itself as a key player in electrification and decarbonization [3][18] NextEra Energy (NEE) Highlights - NEE's long-term earnings per share (EPS) growth outlook through 2028 is supported by the addition of renewable assets and strong execution across business segments, projecting a compound annual growth rate of over 8% through 2035 [5][10] - The company plans to add 76.5-107.6 gigawatts (GW) of new renewable capacity from 2026 to 2032, with a current backlog of 29.8 GW in signed contracts [6] GE Vernova (GEV) Highlights - GEV is focused on energy transition, with a diversified portfolio across Power, Wind, and Electrification, serving the entire electricity value chain [7][18] - The launch of GridOS for Distribution in February 2026 aims to enhance utilities' management of distribution grids, increasing recurring software revenue potential. GEV also completed the acquisition of Prolec GE, expanding its North American presence [8] Financial Estimates - The Zacks Consensus Estimate for NEE indicates a year-over-year EPS increase of 7.82% for 2026 and 8.9% for 2027 [9] - For GEV, the 2026 EPS estimate shows a decline of 21.09%, while the 2027 estimate suggests a recovery with a 55.01% increase [11] Dividend and Valuation - NEE has a current dividend yield of 2.46%, compared to GEV's 0.24%, with the S&P 500 composite at 1.08% [13] - NEE's forward Price/Earnings (P/E) ratio is 22.73X, while GEV's is significantly higher at 55.07X, making NEE more attractive from a valuation perspective [14] Return on Equity (ROE) - NEE's current ROE is 12.18%, while GEV boasts a much higher ROE of 46.91%, indicating different efficiency levels in utilizing shareholders' funds [15] Stock Performance - Over the past six months, GEV shares have increased by 37.9%, while NEE shares have risen by 22.4% [16] Investment Recommendation - Currently, NextEra Energy is favored due to its stronger earnings growth, higher dividend yield, and more attractive valuation compared to GE Vernova, with both companies holding a Zacks Rank of 3 (Hold) [19]

Core Insights - GE Vernova Inc. (NYSE:GEV) is recognized as one of billionaire Stanley Druckenmiller's top stock picks, with Baird upgrading its rating to Outperform, indicating strong positioning to benefit from a growing energy-infrastructure cycle [1] - Analyst Ben Kallo suggests that previous concerns regarding industry overcapacity are unlikely to materialize in the near- to intermediate-term, based on recent assessments from various industry sources [3] - Baird forecasts that GE Vernova's adjusted EBITDA margins will increase to 13.2% by full-year 2026 and eventually reach 20% to 21% by 2030, highlighting the company's growth potential [4] Company Overview - GE Vernova Inc. is an energy company that offers products and services for generating, transmitting, orchestrating, converting, and storing electricity across multiple regions, including the US, Europe, Asia, the Middle East, and Africa [5] - The company has a significant backlog, ending 2025 with 83 GW of gas turbine capacity contracted, with about half in firm orders and the other half in slot-reservation contracts [4]

Investment Wave Overview - A significant investment wave from Japan is focusing on U.S. energy and industrial markets, with a commitment of $550 billion targeting LNG exports, power generation, and critical minerals [1] LNG Exporters - U.S. liquefied natural gas exporters are poised to benefit, particularly with a new LNG facility in Texas aimed at expanding export capacity and enhancing America's energy dominance [2] - Japan, as one of the largest LNG importers, is expected to establish long-term supply agreements with U.S. exporters, which is crucial for the investment strategy [2] Power Infrastructure - GE Vernova, specializing in power generation equipment and energy infrastructure, is well-positioned to capitalize on the increasing global demand for reliable gas-based electricity generation [3] Critical Minerals - The focus on critical minerals is intensifying, as they are vital for defense systems, energy infrastructure, and advanced manufacturing, making domestic production a national priority [4] - The influx of foreign capital into strategic U.S. industries is boosting positive sentiment across sectors such as LNG exporters, power infrastructure providers, and rare earth producers, which are seen as essential to America's economic and energy future [4]

Company Overview - GE Vernova Inc. (NYSE:GEV) is an industrial power generation equipment provider [2] - The company’s shares have increased by 114% over the past year and by 18% year-to-date [2] Analyst Ratings and Market Sentiment - Baird upgraded GE Vernova's rating to Outperform from Neutral and raised the share price target to $923 from $701, citing the ongoing energy infrastructure cycle as a key factor [2] - Guggenheim also upgraded the shares to Buy from Neutral, setting a price target of $910 based on the company's cash generation and returns capabilities [2] - Concerns regarding overcapacity in the sector were deemed overblown by Baird, based on channel checks indicating that such issues are unlikely to materialize [2] Recent Developments - An analyst's downgrade due to perceived oversupply led to a temporary decline in GE Vernova's stock price [4] - The CEO of GE Vernova, Scott Strazik, countered the oversupply claim, stating that it takes three years to get a plant operational, suggesting that oversupply is not an immediate concern [5] - Following this, the analyst who downgraded the stock reversed their position, indicating a shift in sentiment towards buying [5]

Core Viewpoint - GE Vernova has declared a quarterly dividend of $0.50 per share, payable on April 14, 2026, to shareholders of record as of March 17, 2026, with future dividends subject to the Board's discretion based on various financial factors [1]. Company Information - GE Vernova Inc. is a global energy company focused on Power, Wind, and Electrification segments, with a mission to lead the energy transition while decarbonizing the world [1]. - The company is headquartered in Cambridge, Massachusetts, and employs approximately 85,000 people across around 100 countries [1]. Financial Activities - GE Vernova has completed the acquisition of the remaining 50% stake in Prolec GE for $5.275 billion, funded through a mix of cash and debt [1]. - The company has also closed a public offering of Senior Notes amounting to $2.6 billion, intended for general corporate purposes, including financing the Prolec GE acquisition [1].