GE Vernova Inc. (GEV)
Industrials14 articles
Price chart
Why is GEV moving today?
-0.6%GEV is -0.6% today, inside the ordinary range for a session (under 3%). No stories about it reached the feed in the last 24 hours.
What this does not prove. A story on the same day is evidence of timing, not of cause: it explains a move only if it accounts for the size and the direction, and most single-stock moves carry a sector or index component too. Nothing here is a forecast.
Source: Yahoo Finance - quote as of 6 hours ago
GE Vernova Inc. (GEV) overview
GE Vernova is a power-generation and electrification-equipment company spun off from GE.
GEV is a member of the S&P 500. It sits in the Industrials sector. That sector covers manufacturers, aerospace, defense and transport companies tied to economic activity.
GE Vernova Inc. trades on the NYSE under the ticker symbol GEV. The most recent market data puts the share price at about $921.20. That is down 0.57% on the session. At that price the company is worth roughly $245.35B.
Over the past 52 weeks, GEV has traded between $530.16 and $1,195.94. Shares change hands at a trailing price-to-earnings (P/E) ratio of about 26.4. The P/E ratio sets the share price against a year of earnings. A higher number means the market is paying more for each dollar the company earns. GEV also pays a dividend. It yields around 0.22% at the current price.
Key statistics
Source: Yahoo Finance - quote as of 6 hours ago
Informational only, not financial advice. Content is AI-generated and may contain errors. How this works.
Why investors watch GEV
GEV is one of the larger names in the Industrials sector, so investors follow it closely. It tends to move with the rest of the sector. This page sums up each GEV story as it breaks, and tags it bullish, bearish or neutral.
Size matters here as well. The S&P 500 is weighted by market value. GEV is large enough that its own share price nudges the whole index. So it is worth watching even for investors who only hold index funds.
What moves GEV
- Earnings. GEV reports results four times a year. A surprise against the estimate tends to move the stock that day.
- Analyst calls. Upgrades, downgrades and new price targets change what the market expects from GEV.
- Sector news. Industrials stocks often move together, so a rival's news can move GEV too.
- Index weight. GEV is big enough to move the S&P 500 on its own.
Market Mood
Latest GEV news
S&P 500 Reaches Record High as AI Stocks Drive Gains
The S&P 500 reached a new record high, with significant contributions from companies like Astera, GE Vernova, and Arista Networks. This uptrend marks a positive sentiment in the stock market, driven by substantial investments in artificial intelligence technologies. Notably, the results come as investors anticipate upcoming earnings reports, shifting their focus from previous market uncertainties. The increase in AI stock investments has played a major role in boosting key indices, including the Nasdaq. Analysts attribute the robust market performance to investor confidence in technological innovations promising substantial future returns. While the S&P 500 and Nasdaq are setting new benchmarks, certain stocks have experienced declines, indicating ongoing volatility in specific sectors. For investors, the new highs in the S&P 500 reflect broader market optimism fueled by technology advancements. With earnings season underway, companies' financial performance reports will be critical in determining future market directions.
Read More: S&P 500 Reaches Record High as AI Stocks Drive Gains
GE Vernova (GEV) Expects $200 Billion Backlog by Early 2027
GE Vernova Inc. (NYSE: GEV) anticipates reaching a $200 billion backlog 'very early' in 2027 due to strong demand. The current backlog is $167 billion, having grown $13 billion from the previous quarter and up 37% year-over-year. Notable financial figures include a revenue growth of 22% year-over-year to $11.1 billion in Q2 and free cash flow of $5.1 billion, surpassing the full-year 2025 forecast. For 2026, GEV has raised its revenue outlook to between $45.5 billion and $46.5 billion, reflecting strong demand amid the AI boom, which is crucial for investors monitoring future cash flows.
Read More: GE Vernova (GEV) Expects $200 Billion Backlog by Early 2027
GE Vernova Backlog Surges at Morgan Stanley Conference
At the Morgan Stanley Laguna conference, GE Vernova announced a surge in its backlog. Specific numbers regarding the size of the backlog were not disclosed. This increase indicates strong demand for their services and can reflect positively on future revenue potential. Such developments are crucial for investors as they provide insight into the company's growth trajectory and market competitiveness. Monitoring backlog changes can be essential for assessing investment opportunities in companies like GE (GE).
Read More: GE Vernova Backlog Surges at Morgan Stanley Conference
Constellation Energy (CEG) and GE Vernova (GEV) Thrive Amid Data Needs
Demand for data centers is creating opportunities for Constellation Energy (CEG) and GE Vernova (GEV). Constellation has a 20-year power purchase agreement with Microsoft (MSFT) to restart the Three Mile Island nuclear facility in Pennsylvania, highlighting the need for reliable energy sources. GE Vernova reported $5 billion in revenue from data center power equipment in the first half of the year, more than double its total from the previous year, and has a backlog of $176 billion. These developments indicate significant growth potential for companies supporting the infrastructure behind AI data centers.
Read More: Constellation Energy (CEG) and GE Vernova (GEV) Thrive Amid Data Needs
GE Vernova's $176 Billion Backlog Surpasses Some Countries' GDP
GE Vernova's (GEV) backlog has reached $176 billion, placing it 62nd globally by GDP, surpassing Kuwait, Ecuador, and Slovakia. This backlog grew by $13 billion since the second quarter and reflects a 37% increase year over year, fueled by strong demand for power equipment amid a global electricity investment supercycle. The company generated $38 billion in revenue last year and supplies around half of the world's gas turbine capacity. This significant backlog suggests strong future earnings visibility as demand for electricity continues to rise, which could potentially benefit investors in GE Vernova.
Read More: GE Vernova's $176 Billion Backlog Surpasses Some Countries' GDP
Super Micro Computer and GE Vernova Lead Premarket Stock Moves
Super Micro Computer and GE Vernova were among the most notable premarket stock movers. Specific trading volumes or percentage changes were not provided in the report. The article highlights the activity of these stocks as part of the broader market dynamics. Tracking companies showing significant movement can offer insights for investors regarding potential market trends.
Read More: Super Micro Computer and GE Vernova Lead Premarket Stock Moves
NuScale Power (SMR) Stock Declines 42% Amid Speculative Concerns
NuScale Power Corporation (NYSE: SMR) has seen its stock price drop from approximately $57 to around $17, a decline of nearly 42%. Jim Cramer criticized the company's stock during a recent lightning round, stating it is 'too speculative' compared to GEV. Despite a 3% decrease for the year, the stock's high valuation raises concerns among investors. This situation may impact market perceptions of nuclear technology investments and highlight preferences for perceived safer investments.
Read More: NuScale Power (SMR) Stock Declines 42% Amid Speculative Concerns
GE Vernova (GEV) Stock Surges 750% Since Launch, Backlog Hits $163B
GE Vernova (GEV), spun off from General Electric (GE) two years ago, has seen its stock price increase by nearly 750%. As of the first quarter of 2026, the company's backlog reached $163 billion, significantly exceeding its projected revenue of $45.5 billion for 2026. Orders in 2025 grew 34%, driven by a 51% increase in Power orders and a 23% increase in Electrification. Analysts forecast revenue and EPS growth rates of 16% and 24%, respectively, from 2025 to 2028, positioning GEV as a viable investment amidst rising demand in the AI and energy sectors.
Read More: GE Vernova (GEV) Stock Surges 750% Since Launch, Backlog Hits $163B
GE (GE) Vernova Supplier Sees Growth Amid Data Center Demand
GE Vernova's supplier is experiencing growth due to increased demand from data centers, which are lifting the construction sector. This demand has created new opportunities for suppliers essential to the construction of data facilities. The uptick in data center projects indicates a broader trend within the industry, attracting investor attention. The ongoing growth could have positive implications for market performance within the construction and tech sectors, specifically benefiting companies like GE (GE).
Read More: GE (GE) Vernova Supplier Sees Growth Amid Data Center Demand
GE Vernova (GEV) Target Raised to $1,300 After Strong Quarter
Argus has increased its price target for GE Vernova (GEV) to $1,300 following a strong quarterly performance. This revision reflects positive financial results and suggests investor confidence in GEV's continued growth. The adjustment in target may impact market perceptions and trading activity for the stock. It is crucial for investors to monitor this change as it may influence GEV's stock performance moving forward.
Read More: GE Vernova (GEV) Target Raised to $1,300 After Strong Quarter
AI Energy Market: $700 Billion Grab by GE (GE) and Bloom Energy
Infrastructure companies GE Vernova (GE) and Bloom Energy are positioned as key players in the AI energy sector, which is projected to grow by $700 billion. This investment indicates a significant market trend towards the integration of AI in energy production and distribution. The strategic involvement of these firms may influence their stock performance, potentially increasing their market valuations. Monitoring this transition could provide insights into broader market impacts associated with technological advancements within the energy industry.
Read More: AI Energy Market: $700 Billion Grab by GE (GE) and Bloom Energy
Nasdaq Hits New High as S&P 500 Rises 0.8% on Ceasefire News
On Wednesday, the Nasdaq Composite increased by 1.3%, reaching a new all-time intraday high, while the S&P 500 rose by 0.8% and the Dow Jones Industrial Average advanced by 320 points, or 0.7%. This market response follows President Trump's decision to extend a two-week ceasefire with Iran, citing Iran's unstable government. Earnings reports contributed positively, with Boeing shares up 5% and GE Vernova shares jumping 12% after both companies exceeded revenue expectations. Over 80% of S&P 500 companies reporting so far have surpassed estimates, reinforcing positive market sentiment.
Read More: Nasdaq Hits New High as S&P 500 Rises 0.8% on Ceasefire News
GE Vernova (GEV) Q1 2026 Revenue Up 16% Amid $2.4B Orders
GE Vernova (GEV) reported Q1 2026 revenue of $9.30 billion, exceeding the $9.27 billion consensus estimate and marking a 16% year-over-year increase. The company secured $2.4 billion in data center equipment orders, significantly boosting its momentum in the AI infrastructure sector with a book-to-bill ratio of approximately 2.5x. GE Vernova's CEO Scott Strazik noted a $13 billion increase in the backlog quarter-over-quarter. The company raised its full-year 2026 revenue guidance to between $44.5 billion and $45.5 billion, reflecting ongoing strong demand for its electrification solutions.
Read More: GE Vernova (GEV) Q1 2026 Revenue Up 16% Amid $2.4B Orders
Premarket Stocks: GE Vernova, Vertiv, Best Buy Show Movement
In premarket trading, companies including GE Vernova, Vertiv, and Best Buy experienced notable stock movements. While specific percent changes for these stocks were not detailed, the report highlights the interest in these stocks during premarket hours. This activity could indicate future market trends or investor sentiment towards these companies. Investors typically monitor such movements for potential buying or selling opportunities, reflecting changes in market dynamics.
Read More: Premarket Stocks: GE Vernova, Vertiv, Best Buy Show MovementMore Industrials stocks
Frequently asked questions
Is GE Vernova Inc. in the S&P 500?
Yes. GE Vernova Inc. trades as GEV and is a member of the S&P 500. The index lists it in the Industrials sector.
What sector is GEV in?
GEV sits in the Industrials sector of the S&P 500.
Where can I find the latest GEV news?
Right here. This page collects recent GEV news and market analysis. Every story gets an AI summary and a bullish, bearish or neutral tag.
What is GE Vernova Inc.'s stock price?
GEV last traded at about $921.20. Prices move all through the session, so this is the latest quote rather than a live one.
What is GE Vernova Inc.'s market cap?
GEV is worth roughly $245.35B. Market cap is the share price times the number of shares outstanding.
What is GEV's P/E ratio?
GEV trades at a trailing P/E ratio of about 26.4. The ratio compares the share price with earnings per share over the past year.