GEV GE Vernova Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
16:15
Oct 18
Oct 18
El Arte de Invertir
Turbine bottleneck benefits GE Vernova.
Eisman holds GE Vernova because the AI power bottleneck is driving demand for gas turbines and on-site electricity generation for data centers. The company is benefiting from that equipment shortage, although the host notes the stock has already risen and trades at a high multiple.
23:50
Oct 13
Oct 13
CNBC
GE Vernova turbines and chart look strong
GE Vernova, the power business spun off from General Electric, supplies turbines with years-long wait lists, plus grid equipment for the data-center buildout. In Bob Lang's chart read, it bounced off its 200-day moving average on strong volume, with a bullish MACD crossover and a TTM squeeze breakout, and could head toward $1,300 if it clears $1,080. Cramer says he would blow it out (sell) if it got there.
14:20
Oct 13
Oct 13
r/ValueInvesting
GEV earnings and FCF look artificially inflated
The author argues GE Vernova's reported net income and free cash flow are probably artificially high, since the net income jump from -$474M in FY2023 to $9.5B now is far larger than operating improvement alone would produce. The stated drivers are a remeasurement gain on Prolec holdings after acquiring the remaining stake (non-operating income) and customer cash advances that lifted free cash flow and deferred revenue. No catalyst or time horizon is given, and no position is disclosed.
About GEV Investor Commentary
Across the available history and selected sources, Buzzberg tracks GEV (GE Vernova Inc.) across 86 sources: 162 bullish vs 1 bearish calls from 160 authors. Historical directional balance: 44% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 370 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 4 other directions. Latest voices: Steve Eisman, Jim Cramer, u/beerion.