2026-10-28 Earnings
Earnings report 2026-10-25 Company
GE Vernova gas turbine demand strong, wind business declines Wind revenue/orders decline, gas turbines grow; AI power demand in focus
D1 +4.9% · since +4.7%
2026-10-14 → 10-23 Company Bear
GE Vernova Stock in Bear Market as AI Power Demand Concerns Deepen Shares down over 20% from peak as investors question AI power capex funding
D1 -6.2% · +5d -1.7%
› 2 waves of this story2026-10-14 Stock falls from $1,193 YTD high to $930, erasing early gains2026-10-23 Shares down over 20% from peak as investors question AI power capex funding2026-10-06 → 10-21 Analyst Bull
GE Vernova Backlog Hits $176B, on Track to Top $200B in Early 2027 Growing backlog, recurring revenue and margin expansion are key growth drivers
D1 +4.0% · +5d -2.4%
› 6 waves of this story2026-10-06 Prominent investor endorsement, algorithmic watchlist inclusion, and White House energy investment cues converge to raise attention2026-10-07 Multiple sources list GEV as key AI power demand beneficiary2026-10-07 Google signs 20-year nuclear power deal with CEG, nuclear stocks rally, GEV listed as watch item2026-10-13 Multiple sources confirm AI compute gap widening, boosting backlog and FCF2026-10-15 Goldman raises 2030 onsite data-center power forecast to 67GW, supporting GEV long-term demand outlook2026-10-21 Growing backlog, recurring revenue and margin expansion are key growth drivers2026-10-15 → 10-21 Company Bull
Venture Global Signs Power Deals with GE Vernova to Support LNG Growth Deals could unlock up to 10 GW data center capacity by 2034, boosting GEV power demand outlook
D1 -1.6% · +5d -10.7%
› 2 waves of this story2026-10-15 Venture Global deals with GEV and BKR, plus Goldman's raised 2030 onsite power forecast, reinforce AI power demand thesis2026-10-21 Deals could unlock up to 10 GW data center capacity by 2034, boosting GEV power demand outlook2026-10-07 Regulation
GE Vernova Gets First U.S. Small-Reactor Permit, Shares Fall 3.4% Company advances small nuclear reactor deployment, but shares fell on the day, reflecting cautious market reaction
D1 -3.1% · +5d -5.5%
2026-09-21 → 10-01 Company Bull
GE Vernova backlog growth beats expectations, CEO signals margin expansion Backlog growth faster than expected, management optimistic on margin expansion including wind, reinforcing AI power demand theme
D1 +0.6% · +5d +0.4%
› 4 waves of this story2026-09-21 Bernstein notes data center modularization favors grid equipment, listing GEV as beneficiary2026-09-22 Morgan Stanley sees power demand rising 5x from 2025-2028, listing GEV among power generation equipment beneficiaries2026-09-28 Bernstein sees 19% CAGR in data center power demand, benefiting GEV2026-10-01 Backlog growth faster than expected, management optimistic on margin expansion including wind, reinforcing AI power demand theme2026-09-22 Company Bull
GE Vernova Called AI Energy Bottleneck Player as Backlog Keeps Growing Multiple sources highlight its grid equipment's central role in AI power demand, with backlog potentially extending through 2030
D1 +0.4% · +5d +1.3%
2026-09-14 → 09-21 Analyst Bear
GE Vernova Hit with Sell Rating, $470 Target Draws Attention Wide analyst target range from $470 to $1,450 highlights valuation debate amid AI power demand
D1 -8.6% · +5d +8.2%
› 2 waves of this story2026-09-14 Multiple sources confirm bearish analyst action, shares fell 8.6%2026-09-21 Wide analyst target range from $470 to $1,450 highlights valuation debate amid AI power demand2026-09-16 → 09-18 Company Bull
GE Vernova Eyes $200B Backlog Early 2027 on Power Demand CEO cites sustained demand for power-generation and electrification equipment
D1 +4.8% · +5d +2.9%
› 3 waves of this story2026-09-16 Sees ~50% gas capacity growth by year-end; Q4 commitments to exceed Q32026-09-18 AI data center power demand surges; order visibility extends to 2031-2032 with $200B backlog2026-09-18 CEO cites sustained demand for power-generation and electrification equipment2026-09-10 → 09-15 Company
S. Korea to fund 8 US nuclear reactors; GEV may benefit No new facts; continued market attention
D1 -2.9% · +5d +0.1%
› 2 waves of this story2026-09-10 S.Korea's $100B+ plan for 8 US reactors; GEV cited as key beneficiary2026-09-15 No new facts; continued market attention2026-09-15 Company
GE Vernova, Thailand's B.Grimm Power sign gas turbine supply deals Partnership on power generation and energy infrastructure in Southeast Asia
D1 +0.9% · +5d +7.6%
2026-07-27 → 09-02 Analyst Bull
GE Vernova Backlog $176B, AI Power Demand Strong Multiple sources confirm backlog and AI data center power demand, but wind orders down 40%
D1 -1.8% · +5d +1.0%
› 8 waves of this story2026-07-27 Multiple analysts and podcasts cite GE as key in AI power chain, spotlighting its role.2026-08-01 Multiple AI power ETFs disclose GEV holdings; analyst ranks it as second favorite AI name.2026-08-04 William Blair takes opposite side, sees underestimated electrical infrastructure demand; trader lists GEV as short setup2026-08-13 Multiple analysts reiterate GE Vernova's AI power demand exposure, with backlog and margin expansion supporting long-term growth2026-08-14 Fundsmith new buy adds to institutional bullishness on AI-driven power demand and backlog2026-08-17 Multiple sources confirm backlog strength and power demand; wind remains weak link2026-08-24 AI data center power demand nearly triples gas turbine prices; backlog exceeds many countries' GDP2026-09-02 Multiple sources confirm backlog and AI data center power demand, but wind orders down 40%2026-08-28 8-K filing
8-K: Item 5.02 D1 -4.4% · +5d +3.3%
2026-07-18 → 07-22 Earnings
GE Vernova to Report Earnings Next Week Second consecutive annual revenue guidance raise, strong order growth, shares rise premarket.
D1 +2.0% · +5d -7.7%
› 5 waves of this story2026-07-18 Multiple independent sources confirm GEV reports during the week of July 20, highlighting its grid and gas turbine segments.2026-07-18 Multiple sources confirm earnings date, market awaits guidance2026-07-20 Multiple sources confirm earnings date; focus on AI power demand guidance2026-07-21 Options pricing implies move more than double historical 5.5% average; AI power demand seen as key catalyst2026-07-22 Second consecutive annual revenue guidance raise, strong order growth, shares rise premarket.2026-07-22 Earnings Bear
GE Vernova Q2 Revenue Beats, EPS Misses Revenue of $11.1B beat estimates, but EPS of $2.47 missed, shares fell
D1 -8.7% · +5d -8.6%
2026-07-22 8-K filing
8-K: Item 2.02, Item 9.01 D1 -8.7% · +5d -8.6%
2026-07-22 Earnings
Earnings report 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。
D1 -8.7% · +5d -8.6%
2026-07-15 → 07-16 Company Bull
GE Vernova's $11B Investment Push Targets Grid and Turbine Capacity Multiple sources confirm strong gas turbine demand, while US grid supply gap highlights growth drivers.
D1 -1.0% · +5d -6.7%
› 2 waves of this story2026-07-15 Multiple sources confirm investment scale and 2030 turbine backlog, signaling strong grid demand2026-07-16 Multiple sources confirm strong gas turbine demand, while US grid supply gap highlights growth drivers.
