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GE Vernova
Gas turbines for AI data centers; ~$37B FY25 revenue, multi-GW turbine reservations
HQ US
Recent Business Signals
Oct 26, 2026
news_mention
Buy, Hold or Sell GE Vernova Stock? Key Insights Ahead of Q3 Earnings - TradingView Buy, Hold or Sell GE Vernova Stock? Key Insights Ahead of Q3 Earnings TradingView
source: gnews-ge-vernova
Oct 24, 2026
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GE Vernova Fell 11.5% in the Week Before Earnings. Its CEO Had Already Said Data Center Orders Would Slow. - Kavout GE Vernova Fell 11.5% in the Week Before Earnings. Its CEO Had Already Said Data Center Orders Would Slow. Kavout
source: gnews-ge-vernova
Oct 24, 2026
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The AI Power Bill Comes Due: Will GE Vernova's Q3 Earnings Oct. 28 Prove Its $176B Backlog Is Real? - 24/7 Wall St. The AI Power Bill Comes Due: Will GE Vernova's Q3 Earnings Oct. 28 Prove Its $176B Backlog Is Real? 24/7 Wall St.
source: gnews-ge-vernova
Oct 22, 2026
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GE Vernova Slumps 11% as Meta's Spending Outlook Stokes AI Financing Worries; Vertiv Holdings Drops 7%, Eaton Slides 6% - 24/7 Wall St. GE Vernova Slumps 11% as Meta's Spending Outlook Stokes AI Financing Worries; Vertiv Holdings Drops 7%, …
source: gnews-ge-vernova
Oct 20, 2026
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Are Data-Center Power Orders Swelling for GE Vernova (NYSE:GEV)? - Kalkine Media Are Data-Center Power Orders Swelling for GE Vernova (NYSE:GEV)? Kalkine Media
source: gnews-ge-vernova
Oct 19, 2026
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GE Vernova (NYSE:GEV) in Focus as Data-Center Power Orders Swell - Kalkine Media GE Vernova (NYSE:GEV) in Focus as Data-Center Power Orders Swell Kalkine Media
source: gnews-ge-vernova
Oct 18, 2026
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GE Vernova vs. Caterpillar: Which Has More Exposure to the AI Power Build-Out? - The Motley Fool GE Vernova vs. Caterpillar: Which Has More Exposure to the AI Power Build-Out? The Motley Fool
source: gnews-ge-vernova
Oct 16, 2026
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GE Vernova: AI's Next Bottleneck Is Electricity - Seeking Alpha GE Vernova: AI's Next Bottleneck Is Electricity Seeking Alpha
source: gnews-ge-vernova
Oct 8, 2026
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GE Vernova Isn’t an AI Stock. It’s the Reason AI Stocks Work. - inkl GE Vernova Isn’t an AI Stock. It’s the Reason AI Stocks Work. inkl
source: gnews-ge-vernova
Oct 5, 2026
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GE Vernova outpaces Constellation Energy with s... - Pluang GE Vernova outpaces Constellation Energy with s... Pluang
source: gnews-ge-vernova
Sep 28, 2026
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X-Energy vs. GE Vernova: Is the New IPO the Better Buy? - The Globe and Mail X-Energy vs. GE Vernova: Is the New IPO the Better Buy? The Globe and Mail
source: gnews-ge-vernova
Sep 28, 2026
news_mention
X-Energy vs. GE Vernova: Is the New IPO the Better Buy? - The Globe and Mail X-Energy vs. GE Vernova: Is the New IPO the Better Buy? The Globe and Mail
source: gnews-ge-vernova
Sep 24, 2026
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GE Vernova: Overbought Risks Negate Outsized Demand/Backlog Trends - Initiate Hold (GEV) - Seeking Alpha GE Vernova: Overbought Risks Negate Outsized Demand/Backlog Trends - Initiate Hold (GEV) Seeking Alpha
source: gnews-ge-vernova
Sep 22, 2026
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GE Vernova is The AI Energy Bottleneck Player I Won’t Stop Buying - 24/7 Wall St. GE Vernova is The AI Energy Bottleneck Player I Won’t Stop Buying 24/7 Wall St.
source: gnews-ge-vernova
Sep 21, 2026
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After $176 billion backlog, GE Vernova sends investors wakeup call - thestreet.com After $176 billion backlog, GE Vernova sends investors wakeup call thestreet.com
source: gnews-ge-vernova
Sep 20, 2026
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GE Vernova’s (GEV) $200 Billion Backlog is Coming Sooner than Expected - Yahoo Finance Singapore GE Vernova’s (GEV) $200 Billion Backlog is Coming Sooner than Expected Yahoo Finance Singapore
source: gnews-ge-vernova
Sep 20, 2026
news_mention
GE Vernova’s (GEV) $200 Billion Backlog is Coming Sooner than Expected - Yahoo Finance GE Vernova’s (GEV) $200 Billion Backlog is Coming Sooner than Expected Yahoo Finance
source: gnews-ge-vernova
Sep 18, 2026
news_mention
Strong El Niño Expectations Meet AI Power Surge: Will AI Power Stocks GNRC and GEV Keep Rising? - TradingKey Strong El Niño Expectations Meet AI Power Surge: Will AI Power Stocks GNRC and GEV Keep Rising? TradingKey
source: gnews-ge-vernova
Sep 16, 2026
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GE Vernova Gave Back Its Gains Since July: One Wall Street Pro Says 65% Gains Will Materialize Soon - 24/7 Wall St. GE Vernova Gave Back Its Gains Since July: One Wall Street Pro Says 65% Gains Will Materialize Soon 24/7 Wall St.
source: gnews-ge-vernova
Sep 16, 2026
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GE Vernova at Morgan Stanley laguna conference: backlog surges - Investing.com GE Vernova at Morgan Stanley laguna conference: backlog surges Investing.com
source: gnews-ge-vernova
Funding & valuation history
Jun 1, 2026 · funding-research
GE Vernova expects to close its acquisition of the remaining 50% stake in Prolec GE by mid-2026, subject to regulatory approvals.
Jun 1, 2025 · funding-research
GE Vernova committed $15 million to generative AI research at its Niskayuna, NY facility to support energy manufacturing and grid optimization.
Jan 29, 2025 · funding-research
GE Vernova allocated $20 million to expand switchgear and capacitor/transformer manufacturing at its Charleroi, PA and Clearwater, FL facilities, announced January 29, 2025.
Jan 29, 2025 · funding-research
GE Vernova announced a $600 million investment in U.S. factories and facilities on January 29, 2025 to expand manufacturing capacity across gas power, grid solutions, nuclear, onshore wind, and electrification segments.
Jan 29, 2025 · funding-research
GE Vernova committed $160 million to expand hydrogen fuel production capacity at its Greenville, SC facility, creating more than 650 jobs, as part of its January 29, 2025 U.S. investment package.
Jan 29, 2025 · funding-research
GE Vernova invested $50 million in BWRX-300 small modular reactor nuclear fuel production capacity at its Wilmington, NC facility, announced January 29, 2025.
Jan 29, 2025 · funding-research
GE Vernova committed $100 million to expand onshore wind manufacturing capacity at facilities in Pensacola, FL, Schenectady, NY, and Grand Forks, ND, announced January 29, 2025.
Jan 29, 2025 · funding-research
GE Vernova announced approximately $600 million in U.S. factory investments across gas power, grid, nuclear, and wind segments to meet surging electricity demand.
Dec 1, 2024 · funding-research
GE Vernova announced a $9 billion cumulative global capital expenditure and R&D investment plan through 2028.
Jun 1, 2024 · funding-research
GE Vernova deployed $167 million in capital funding across its U.S. sites in 2024, creating 1,120 jobs.
Strategic Position
What they do best
Reserving fast-dispatchable 7HA gas turbine slots for hyperscaler power: seven units locked in the NRG/Kiewit 5.4 GW JV (signal dcb0514d) plus the Fermi 11 GW campus (signal 4d3aa15e).
Their bet
Gas turbines are the only large peak source that beats 5-7yr grid interconnect queues, so AI load growth converts into record slot reservations and backlog (signal e8d074f3, 7eb603b0).
Top risk
Most data-center 'reservations' (NRG, Fermi) are non-binding turbine slots; if a meaningful share fails to convert to firm orders by H2 2026, the backlog-driven guidance raises (signal 7eb603b0) become unsupportable.
Compared to peers
Direct competitor
Generac
Both sell natural-gas on-site generation to data centers, but GE Vernova competes at utility-scale 7HA combined-cycle, not MW-class standby gensets.
Substitute
Bloom Energy
Bloom's solid-oxide fuel cells bypass interconnect queues entirely, undercutting GE Vernova's grid-tied gas thesis where hyperscalers prioritize speed over scale.
Why someone would join
- 1.Demand is contracted, not speculative: seven 7HA turbines reserved in the NRG/Kiewit 5.4 GW JV (May 2025) plus Fermi's ~11 GW Amarillo campus (Oct 2025) anchor a multi-year build pipeline.
- 2.Four straight guidance raises into ~$37B FY2025 (Q2 $9.1B, Q3 $9.8B); the company is staffing to scale, adding a Director, Data Center Segment Sales on 2026-05-06 plus three datacenter-power roles in 60 days.
Recent Hiring (60 days)
No specialty signals in the last 60 days.