GE Vernova lands a German wind farm repowering deal as its shares soar 91% YTD, outpacing industry and S&P 500 growth.
GE Vernova Inc. (NYSE:GEV ) Morgan Stanley's 13th Annual Laguna Conference September 11, 2025 10:45 AM EDT Company Participants Scott Strazik - CEO, President & Director Conference Call Participants David Arcaro - Morgan Stanley, Research Division Presentation David Arcaro Executive Director & Lead Analyst of Utilities Hello. I think we'll get started.
GE Vernova (GEV) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
GE Vernova commits $41M to expand generator capacity in New York, reinforcing its role in the global energy transition.
GE Vernova's gas turbines are seeing surging demand as AI-driven data centers push global electricity needs higher.
GE Vernova expands its hydropower footprint with major global projects, reinforcing its role in the clean energy transition.
Zacks.com users have recently been watching GE Vernova (GEV) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Leading the pack for the S&P 500 this year is none other than AI-favorite Palantir, energy titan GE Vernova, and gold miner Newmont. Positive near-term EPS outlooks allude to further gains ahead.
Recently, Zacks.com users have been paying close attention to GE Vernova (GEV). This makes it worthwhile to examine what the stock has in store.
As Q2 earnings season rolls on, some of the world's most influential tech and infrastructure companies have delivered strong results—but what's catching Wall Street's attention isn't just the numbers, it's the upgraded outlooks and rising price targets. In particular, three stocks—each deeply involved in the growth of artificial intelligence—have seen analysts sharply raise their expectations.
GE Vernova Inc. delivered a strong Q2 '25, raising guidance and accelerating $600M in annual G&A cost reductions, supporting robust margin expansion. Policy changes like the OBBBA and expiring renewable tax credits are set to drive near-term growth in wind and electrification and long-term growth in power, potentially boosting backlog. Services is a major value driver for long-term, recurring revenue for GE Vernova. As the installed base grows through equipment sales, services sales should reflect a larger customer base.
GEV's Q2 cemented its standing as one of the biggest long-term winners in the AI-boosted energy boom across nuclear and beyond. Talen, Rolls-Royce, and other nuclear energy stocks are worth buying as well.