GEV GE Vernova Inc. Loading... : Bullish and Bearish Analyst Opinions
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23:42
Jul 08
Jul 08
GE Vernova turbines in short supply, buy.
GE Vernova is a great buy after being crushed; leader in turbines which are in short supply, strong position in power, wind, and electrification.
MED
18:38
Jul 08
Jul 08
The author posts a detailed correlation matrix analysis of AI infrastructure trades, concluding that high-beta semiconductor names offer limited diversification and are best for relative-value pairs, not directional positions.
17:24
Jul 08
Jul 08
Monitor these tickers as part of a GAI infrastructure correlation matrix for diversification; no explicit position by author.
MED
15:21
Jul 07
Jul 07
Minervini flags GEV as his worst-performing current position today, also citing it as challenging its 50-day moving line amid ongoing distribution pressure.
MED
14:13
Jul 07
Jul 07
Cramer describes a brutal rotation out of industrial and semiconductor names without a top, indicating sector weakness but no explicit position.
LOW
09:01
Jul 07
Jul 07
Article explicitly names GE Vernova's Fulcrum technology adjacent to the gas turbine discussion and highlights the surge in demand for gas turbines and power equipment as a consequence of behind-the-m
Article explicitly names GE Vernova's Fulcrum technology adjacent to the gas turbine discussion and highlights the surge in demand for gas turbines and power equipment as a consequence of behind-the-meter projects. GE Vernova is the only public company specifically identified as a supplier in this trend.
Risk: Regulatory delays or failure of Project Kilby to reach FID could slow turbine orders; competition from Siemens Energy and others limits market share.
00:20
Jul 07
Jul 07
Korean power equipment stocks will rebound soon.
US power infrastructure stocks like GE Vernova and Eaton rebounded strongly, indicating that Korean power equipment and cable stocks should also rebound after their recent corrections.
HIGH
22:28
Jul 06
Jul 06
GE Aerospace cited as a rallying aerospace peer providing sector tailwind context; no standalone directional commitment from speaker.
LOW
00:51
Jul 01
Jul 01
Power equipment is attractive below 30x P/E.
Power equipment stocks like GE Vernova, LS ELECTRIC, HD Hyundai Electric, and Hyosung Heavy Industries are attractive. Whenever their P/E drops below 30x, institutional buying steps in. LS ELECTRIC looks the strongest technically.
HIGH
23:48
Jun 30
Jun 30
GE Vernova top pick, buy.
GE Vernova is Cramer's favorite among four big names, a very big Charitable Trust position, CEO Scott Strazik is doing great, and the stock held up well.
HIGH
20:10
Jun 30
Jun 30
Watch GEV as a dual-demand infrastructure play (AI data centers + energy transition), but execution risks from wind losses and safety concerns warrant monitoring before a personal position.
MED
20:03
Jun 30
Jun 30
Watch GEV as the author provides an extensive research note on the power scarcity thesis but does not disclose a personal position; wait for explicit ownership language.
MED
15:59
Jun 30
Jun 30
Named as power systems equipment beneficiary for AI data center grid buildout; thematic basket mention.
MED
22:13
Jun 25
Jun 25
Gas turbine leader benefits from power buildout.
GE Vernova, the global #1 gas turbine manufacturer, is up 66% YTD and poised to benefit from the surge in power generation and grid investments supporting AI data centers.
LOW
19:06
Jun 25
Jun 25
Own GE Vernova, Quanta, Vertiv.
The AI data center build-out will continue for years, with hyperscalers spending massively; industrial companies that build out data centers have never-larger backlogs and expanding total addressable markets. GE Vernova, Quanta Services and Vertiv are long-term winners in this space.
HIGH
18:22
Jun 24
Jun 24
GE Vernova benefits from AI power demand.
The cost of GE Vernova gas turbines has risen 300%, and demand is building as data center developers seek standalone power to bypass grid bottlenecks. AI currently accounts for only 20% of GE's gas turbine order book, leaving significant room for growth as AI companies invest heavily in energy infrastructure. This positions GE Vernova for continued strong demand and pricing power.
MED
16:32
Jun 24
Jun 24
GE Vernova gas turbine demand surges.
GE Vernova is a leader in gas turbines with order book sold out until 2029, driven by hyperscaler demand for AI data center power; data center orders are only 20% of the book with expectation to grow, and the company's operational lead over Mitsubishi and Siemens supports continued stock outperformance.
HIGH
14:55
Jun 24
Jun 24
Google's dual nuclear technology strategy takes shape with partnerships involving Kairos Power and GE Vernova.
01:11
Jun 24
Jun 24
Watch electrical and power infrastructure suppliers as AI demand drives a sustained capital cycle.
MED
17:56
Jun 23
Jun 23
Data centers drive turbine demand surge.
GE Vernova's turbine business is undergoing a structural shift because data centers are a brand-new, non-cyclical customer base; large tech companies like Amazon, Facebook, and Google are signing orders to power AI infrastructure. He met the CEO, saw the opportunity early, and the stock has tripled since. The market still may not appreciate how much power AI data centers will need.
HIGH
15:37
Jun 23
Jun 23
Laffont describes meeting the GE Vernova CEO and seeing a new market for turbines driven by data center demand, with customers like Amazon, Facebook, and Google.
Laffont describes meeting the GE Vernova CEO and seeing a new market for turbines driven by data center demand, with customers like Amazon, Facebook, and Google.
Risk: Turbine business remains cyclical; regulatory approval for new power plants is uncertain and could slow deployment.
12:12
Jun 22
Jun 22
The author highlights BWEN as a precision gearing partner for GEV turbines in a Microsoft data center power deal, but this is a supply-chain read-through fact, not an explicit position or forward call.
15:23
Jun 18
Jun 18
The U.S. government announces fast-tracked grid connections for AI data centers to boost power infrastructure buildout.
22:05
Jun 17
Jun 17
The author reports a factual news item about GE Vernova's MOU with Venezuela for power generation, without expressing any personal position or trade idea.
LOW
10:59
Jun 16
Jun 16
Buy GEV as the turbine and grid equipment manufacturer; AI-driven power demand expansion requires new generation and transmission infrastructure, directly driving its order book.
MED
18:31
Jun 15
Jun 15
Seeking Alpha reports Rolls-Royce won a major SMR contract in Sweden over GE Vernova, but the analysis is a research summary with a HOLD rating, not an author position.
14:56
Jun 15
Jun 15
Short GE Vernova as turbine price inflation has already driven most earnings/stock appreciation; backlog growth is set to disappoint as solar+batteries, SOFCs, and recips become economically viable alternatives while turbine lead times remain mismatched with near-term AI datacenter demand through 2029.
HIGH
00:52
Jun 15
Jun 15
Author lists GE Vernova under 'Power delivery like GE Vernova in large transformers.' With transformer lead times at 4–5 years and demand surging, GEV is a direct beneficiary of grid infrastructure sp
Author lists GE Vernova under 'Power delivery like GE Vernova in large transformers.' With transformer lead times at 4–5 years and demand surging, GEV is a direct beneficiary of grid infrastructure spending.
Risk: Execution risk on large-scale transformer production; competition from Siemens Energy and others.
07:47
Jun 11
Jun 11
Buy GEV as the turbine and grid equipment manufacturer; AI-driven power demand growth requires new generation capacity and grid infrastructure that GEV supplies.
MED
About GEV Analyst Coverage
Buzzberg tracks GEV (GE Vernova Inc.) across 33 sources. 48 bullish vs 1 bearish calls from 45 analysts. Sentiment: predominantly bullish (49%). 95 total trade ideas tracked. Latest voices: Jim Cramer, TheValueist, Mark Minervini.