Builds and operates renewable energy infrastructure—wind turbines, solar systems, grid tech, and power generation—across three divisions serving utilities and industrial customers.
USD 38.07B revenue (2025) split across Power generation, Wind manufacturing, and Electrification services. Gross margin 19.79%, net margin 12.83%—mostly recurring from long-term power contracts and equipment sales.
Vertically integrated across generation, manufacturing, and grid solutions creates switching costs; however, wind and solar markets face intense competition from Vestas, Siemens Gamesa, and First Solar, eroding pricing power and margins as capacity expands.
Strong Buy (sector percentile 90) — value C+, growth A, profitability C+, momentum A+, revisions B. Updated daily, sector-relative, identical for every user.
Key events, in time order
Multiple sources confirm backlog strength and power demand; wind remains weak link
Revenue of $11.1B beat estimates, but EPS of $2.47 missed, shares fell
燃气轮机季度签约 20 吉瓦，总合同量从 100 吉瓦增至 116 吉瓦，预计年底至少 125 吉瓦。
Second consecutive annual revenue guidance raise, strong order growth, shares rise premarket.
Multiple sources confirm strong gas turbine demand, while US grid supply gap highlights growth drivers.
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The discussion centers on GE Vernova's stock performance and its potential role in the AI-driven energy infrastructure boom, with some analysts expressing caution about its current stage and momentum.
Main discussion
Different voices
Forget FORMER leaders, focus on whats leading NOW. $BE $GEV $VRT are all late stage bases with wide and loose action that already ran 1,000%. What liquid stocks/themes are showing strength now?
RECAP 8/21 Unusual Calls: $BABA Oct 160 C $BULL Aug28 9.5 C $INTU Sep 390 C $WBD Oct 30 C $ZTS Sep 85 C $QBTS Nov 60 C $GEV Dec 1320 C $PCG Oct 20 C $IBIT Nov 57 C $XOM Aug28 175 C $IE Jan 15 C $SHEL Aug28 97 C $XP Nov 21 C $ASST Oct 27 C $WULF Nov 20/25 C Spd $CVX Aug28 220 C $I
半導体だけでなく、 $GEV も $BE も $VRT も売られてる AIインフラ銘柄全体が崩れてる https://t.co/zYkQpYm0gs
$GEV ガスタービン・AI電源インフラの雄・GEベルノバ週足のステージ分析。 自分なら超警戒して買ったりはしないタイミング。 ・GEVはこれまで明確なワインスタインのステージ2上昇だった。 ・現在は「ステージ2後半 → ステージ3移行候補」に見える。 ・9週EMAは下向き、株価は高値圏レンジから急落しており、短期モメンタムは弱い。 ・一方、30週MAはまだ上向きで、株価もその付近にあるため、ステージ4入りとはまだ言えない。 ・最重要ラインは950ドル前後の30週MA。 ・950ドル前後で反発し、1,000～1,050ドルを回復できれば、ステージ2継続の
UPDATED FIB LEVELS FOR POPULAR STOCKS Drones • $ONDS $8 • $AVAV $146 • $KTOS $52 • $MRCY $88 Quantum • $IONQ $42 • $RGTI $17 • $QBTS $20 • $INFQ $13 Nuclear • $OKLO $37 • $UUUU $12 • $GEV $942 • $LEU $182 Space • $RKLB $58 • $ASTS $53 • $PL $19 • $RDW $12 Photonics • $AAOI $101 •
AI is creating one of the largest new electricity loads in decades and now its also becoming the intelligence layer needed to operate energy system supporting it. U.S. AI-in-energy market is expected to reach ~$42B by 2035 which is ~13x today as grid modernization, energy securit
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