GEV GE Vernova Inc. Loading... : Bullish and Bearish Analyst Opinions
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23:46
Sep 03
Sep 03
Pullback makes GEV attractive; orders continue.
The wind business has been disappointing and the chart has been poor, but orders should continue from hyperscalers. GEV has fallen a long way from its high, so he is not that worried and would keep buying, especially on another $100 decline.
MED
01:11
Sep 03
Sep 03
Musk's humanoid robot timeline acceleration and AI/energy growth remarks are cited as macro.
Musk's humanoid robot timeline acceleration and AI/energy growth remarks are cited as macro context, but the tweet is a research summary without explicit positions or trade calls.
LOW
00:37
Sep 03
Sep 03
AI electricity demand lifts nuclear and power.
AI-driven electricity demand is lifting US nuclear and power producers: Constellation Energy, Vistra, and GE Vernova rose on AI power demand and grid/power-infrastructure themes. The analyst highlights the same AI electricity-demand narrative supporting power-related stocks and expects a positive readthrough.
MED
22:01
Sep 02
Sep 02
Venezuela grid deal boosts GE Vernova
GE Vernova's strategic alliance to rebuild Venezuela's deteriorated power grid is a $25 billion opportunity and adds a new source of demand on top of already strong global demand for turbines and transformers from the AI/data center buildout.
MED
21:10
Sep 02
Sep 02
Energy executives from Chevron, GE Vernova and Eni joined US officials to unveil deals aimed.
Energy executives from Chevron, GE Vernova and Eni joined US officials to unveil deals aimed at boosting crude production in Venezuela.
20:26
Sep 02
Sep 02
GE Vernova gains from Venezuela grid work
GE Vernova shares rose after committing to repair large parts of Venezuela's power grid as part of deals to boost the country's energy output; Venezuela's deteriorated grid needs at least $25 billion in power sector investment.
MED
19:20
Sep 02
Sep 02
GE Vernova commits to repairing large portions of Venezuela's power grid under Trump.
GE Vernova commits to repairing large portions of Venezuela's power grid under Trump administration-backed deals to boost energy output.
13:59
Sep 02
Sep 02
Venezuela deals boost Chevron, ENI, GE Vernova.
Chevron, ENI, and GE Vernova have signed multi-billion-dollar deals to grow their businesses in Venezuela as part of the new US-backed oil development arrangement, and Secretary Wright expects many more such commercial deals to follow.
MED
13:12
Sep 02
Sep 02
Wright announces that deals have been signed with Eni and GE Vernova.
Wright announces that deals have been signed with Eni and GE Vernova, marking a corporate agreement development.
16:31
Sep 01
Sep 01
GE Vernova's gas equipment backlog and slot reservations hit 116GW against annual capacity of roughly 20GW, with new heavy-duty turbine orders running about three years to delivery and 2030 slots larg
GE Vernova's gas equipment backlog and slot reservations hit 116GW against annual capacity of roughly 20GW, with new heavy-duty turbine orders running about three years to delivery and 2030 slots largely booked.
Risk: Factory throughput caps near-term volume growth, so if turbine capacity expands or interconnection delays normalize, pricing power fades.
17:53
Aug 31
Aug 31
AI power infrastructure names are breaking down.
Nvidia's demand signal should have lifted the AI infrastructure complex, but power/data-center-linked names are breaking down: Vistra is down 7%, Quanta Services down more than 9.5%, and Eaton, Caterpillar, and GE Vernova are red, suggesting the data center debate is causing more than normal consolidation.
MED
17:52
Aug 31
Aug 31
Chevron, ONGC, Eni, GE Vernova, and GeoPark are nearing final energy agreements with Venezuela.
Chevron, ONGC, Eni, GE Vernova, and GeoPark are nearing final energy agreements with Venezuela that could expand oil production, exports, and new energy projects under the revised hydrocarbon law.
13:59
Aug 31
Aug 31
Chevron, ONGC, Eni, GE Vernova, and GeoPark are reportedly on track to sign final energy.
Chevron, ONGC, Eni, GE Vernova, and GeoPark are reportedly on track to sign final energy agreements in Venezuela, according to sources.
10:22
Aug 31
Aug 31
PJM curtailment means higher power prices, GEV benefits
PJM's curtailment filing underscores critical power scarcity; new capacity providers like GE Vernova benefit from extended lead times and demand for reliability assets.
MED
22:12
Aug 30
Aug 30
Gas turbines still needed; GE Vernova, Doosan
Elon Musk said natural gas and gas turbines will still be needed for years to complement solar, and a gas turbine blade plant is being built. Park says this could benefit US gas turbine names like GE Vernova and the Korean name Doosan Enerbility.
MED
16:43
Aug 30
Aug 30
GE Vernova's slot reservation model builds backlog
Author highlights GE Vernova's turbine slot reservation model as a structural moat, filling calendar years in advance with cash deposits, supporting a positive long-term outlook despite future order ceiling.
MED
16:26
Aug 30
Aug 30
Author maps Musk's AI power bottleneck into a broad beneficiary watchlist but explicitly names.
Author maps Musk's AI power bottleneck into a broad beneficiary watchlist but explicitly names FPS as his personal favorite, making it the only clear long while the rest are research candidates.
LOW
13:58
Aug 30
Aug 30
Record bookings confirm electrification demand
Long GE Vernova as record data center electrification bookings transition forecast into orders; backlog growth signals sustained demand for switchgear and transformers in AI infrastructure buildout.
MED
22:56
Aug 27
Aug 27
GE Vernova gains from transformer pricing
Watch GE Vernova as a medium-to-high beneficiary from firm substation and transformer pricing power as AI data-center build schedules compress and long-lead equipment is needed.
MED
06:54
Aug 27
Aug 27
"Power, grid, datacenter names listed"
"AI-infrastructure value-chain names across power, cooling, grid, generation, construction, and powered land are listed as beneficiaries; no explicit directional commitment or trade call."
LOW
02:14
Aug 27
Aug 27
GEV flagged as AI power beneficiary after Nvidia earnings.
Author lists GEV as a power beneficiary of NVDA earnings, but explicitly states it is an idea generation list, not a buy signal, yielding a cautious long watch.
MED
01:24
Aug 27
Aug 27
US regulations and data centers boost transformers.
A US White House executive order regulating foreign power equipment materials benefits Korean transformer companies that have high export exposure to the US, further driven by data center power shortages.
HIGH
19:49
Aug 26
Aug 26
Author discusses a potential supply-chain advantage for Broadwind over Gexpro due to domestic.
Author discusses a potential supply-chain advantage for Broadwind over Gexpro due to domestic manufacturing, framed as a speculative differentiator rather than a position or explicit call.
LOW
00:46
Aug 25
Aug 25
800V DC survey mentions NVDA GEV ETN
Bernstein survey finds ~45% of respondents have 800V DC projects operating or expected by 2027; NVDA, GEV, ETN mentioned alongside this data point.
LOW
22:16
Aug 24
Aug 24
The tweet reports survey data on double ordering and cancellation penalties in equipment.
The tweet reports survey data on double ordering and cancellation penalties in equipment procurement, naming GEV, VRT, and ETN as read-through beneficiaries without stating a position or forward call.
LOW
09:22
Aug 24
Aug 24
GE Vernova introduces a medium-voltage UPS product aimed at accelerating AI factory.
GE Vernova introduces a medium-voltage UPS product aimed at accelerating AI factory and energy-intensive industry buildout.
20:21
Aug 21
Aug 21
Nvidia call moves many AI stocks.
Nvidia's guidance is the key AI macro event: Jensen Huang acts as the 'AI Fed chair,' and what Nvidia says about 2027 and 2028 will cause dozens of hundred-billion-dollar AI-exposed large caps to trade up or down; confirming tone is enough after this year's multiple contraction. He names Dell, HPE, Arista Networks, Marvell, Broadcom, Micron, AMD, GE Vernova, Eaton and Vertiv as vulnerable to the Nvidia call.
HIGH
13:24
Aug 20
Aug 20
Buy power/cooling names; optical compute strains grid
Buy power/cooling infrastructure vendors VRT, ETN, POWL, GEV, BE as optical compute density collides with grid limits; data-center racks require liquid cooling, switchgear/transformers, gas turbines, and fuel cells to bypass multi-year utility connections.
MED
22:42
Aug 18
Aug 18
Watch GEV; PA policy keeps gas-turbine demand
Monitor GE Vernova; Homer City's in-construction gas turbines make the Pennsylvania order near-term neutral, while policy still supports dedicated firm-generation and gas-turbine demand.
MED
About GEV Analyst Coverage
Buzzberg tracks GEV (GE Vernova Inc.) across 60 sources. 65 bullish vs 1 bearish calls from 107 analysts. Sentiment: predominantly bullish (29%). 220 total trade ideas tracked. Past 7 days: 6 bullish, 13 watch. Latest voices: Jim Cramer, pequityresearch, Hae-soo.