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GEGEV

GE Vernova Inc.

$GEV·$293B·Renewable Utilities·Utilities
$1036.22-1.8%YTD+56.7%1Y+84.7%
Mentions · last 7 days
2026-07-09: 178 posts2026-07-10: 149 posts2026-07-11: 67 posts2026-07-12: 134 posts2026-07-13: 125 posts2026-07-14: 146 posts2026-07-15: 160 posts980-2%
Price updated 2m ago·X counts updated 2d ago
GEGEV
$GEVGE Vernova Inc.
$1,036.22-1.81%980 posts-2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $GEV, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-16

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Gas turbines are 'ASML 2.0' — sold out through 2029, prices up to $300M/unit, earnings on July 22.

GE Vernova is the pure-play electric-power-and-grid technology company (gas turbines, wind, grid solutions) whose 2026 tape has ripped 60% YTD on the AI-power-buildout narrative. Earnings hit in six days and the setup is decisively event-ahead.

  • The core business is genuinely accelerating: Q1 2026 revenue grew 16% YoY to $9.3B, gross margin held at 20%, and operating margin was 3.9% — the acceleration is real, and the gas-turbine backlog is the specific bull-thesis lever.
  • The gas-turbine setup is the underappreciated moat: gas turbines are sold out through 2029, prices going from $250M per unit to $260M/$280M/$300M — this is exactly the 'ASML 2.0' scarcity dynamic that makes the multiple defensible even at 27x TTM P/E and 6.4x sales.
  • The nuclear/SMR narrative is a real secondary tailwind: GEV is described as a top nuclear/AI-power name benefiting from the US-Japan-South Korea trilateral memorandum on SMR deployment — real geopolitical alignment behind the AI-power theme.

The July 22 Q2 earnings are the near-term arbiter — Gas Power backlog and pricing commentary, Wind segment loss trajectory (specific FY26 turnaround indicator), and any specific FY26 EPS guide extend the setup toward $1,200. A backlog miss or Wind-segment margin compression stalls the tape near $1,000.

Agrees with X sentimentX is bullish with some caution, frames GEV as a top nuclear/AI-power name benefiting from the US-Japan-Korea trilateral SMR memorandum, gas turbines sold out through 2029 ('ASML 2.0') with prices $250M → $260M/$280M/$300M per unit. Mechanics validate: Q1 revenue +16% YoY, and the gas-turbine backlog is a real specific moat. The tension is 20% gross margin — the July 22 print has to show margin trajectory in Wind + Gas.

What to watch: The July 22 Q2 earnings. Watch Gas Power backlog and pricing commentary, Wind segment loss trajectory, and FY26 EPS guide. Backlog miss or Wind-segment margin compression stalls the tape near $1,000; steady backlog + Wind recovery extends toward $1,200.

On the calendar: 2026-07-22 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment19 posts analyzed · as of 2026-07-15

GE Vernova chatter is bullish with some caution. Community frames GEV as a top nuclear/AI-power name benefiting from the US-Japan-South Korea trilateral memorandum on small-modular-reactor deployment. Bulls emphasize gas turbines being sold out through 2029 ('ASML 2.0') with prices going from $250M per unit to $260M/$280M/$300M. GEV is described as 'building the right side of the base' with pullback-buy setup for next week and AI-related setups improving. A skeptic thread notes the FPS (Forgent Power Solutions) hidden-play thesis and one profit-taker asking for arguments to be convinced they made a mistake. Bulls dominate but positioning is patient.

Read the AI verdict + X sentiment for $GEV

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  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes gas turbines, wind turbines, and grid electrification equipment for power generation and energy transition projects.

Industry overviewAI analysisGenerated by AI from underlying data

Where Renewable Utilities sits in its cycle right now — and what that implies for $GEV.

Renewable Utilities · Utilities

No material change from last week — hyperscaler 24/7 carbon-free PPAs still anchor CEG and GEV at premium multiples relative to merchant wind and solar; structural re-rating is intact.

What this means for $GEV

Neutral — Makes gas turbines, wind turbines, and grid electrification equipment for power generation and energy transition projects; limited exposure means the hyperscaler 24/7 carbon-free PPA demand pulling contracted baseload capacity is not a near-term catalyst or headwind.

Top industry ETF

$ICLNiShares Global Clean Energy ETF
+9.9%YTD
+36.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
26.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
88.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
19.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 22, 2026$17.44$1.95+794.4%
Q4 2025Jan 28, 2026$13.39$2.93+357.0%
Q3 2025Oct 22, 2025$1.64$1.72-4.7%
Q2 2025Jul 23, 2025$1.86$1.48+25.7%
Next earningsWed, Jul 22·consensus EPS $3.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$9.3B+16.1%19.1%1.9%$17.65$4.8B
Q4 FY25$11.0B+3.8%21.2%5.5%$13.45$1.8B
Q3 FY25$10.0B+11.8%19.0%3.7%$1.66$733.0M
Q2 FY25$9.1B+11.1%20.3%4.1%$1.89$194.0M

Forward consensus

5-year forecast · up to 30 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$45.4B$44.6B – $46.2B$28.93$26.49 – $30.2426
FY27$52.0B$48.9B – $53.8B$24.50$21.94 – $26.8427
FY28$59.4B$59.3B – $59.6B$34.31$22.01 – $46.0330
FY29$67.8B$65.1B – $69.8B$45.00$42.69 – $46.7115
FY30$75.0B$72.0B – $77.2B$54.80$51.99 – $56.8921

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.76%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+27.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 268.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 1Victor AbateCEO4.8K sh$4.6MSellMay 14Potvin Matthew JosephChief Accounting Officer2.3K sh$2.5MSellMar 3Steven BaertChief People Officer5.3K sh$4.5M
+ 31 other (14 exempts · 11 awards · 6 inkinds) in window

See when $GEV insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
AI summary

GE Vernova Inc. (GEV) filed an 8-K on May 20, 2026 disclosing annual shareholder meeting vote results (Item 5.07). GE Vernova is a Cambridge, Massachusetts-based energy technology company spun out of GE in 2024, listed on the NYSE. Annual meeting vote results are routine administrative governance disclosures.

3New insider — initial holdingsFeb 273
424B5Prospectus supplement (offering)Feb 3424B5
3New insider — initial holdingsFeb 23
S-3ASRAuto-shelf registrationJan 29S-3ASR
8-KOfficer or director changeJan 218-K — Item 5.02: Officer or director change
+ 13 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BofA Securities Sees GE Vernova's Power Demand Fueling Another Strong Quarterbenzinga.com·23h agoInvestors Heavily Search GE Vernova Inc. (GEV): Here is What You Need to Knowzacks.com·1d agoIs GEV Stock a Smart Investment Option Before Q2 Earnings Release?zacks.com·2d agoGE Vernova (GEV) Earnings Expected to Grow: What to Know Ahead of Next Week's Releasezacks.com·2d agoBuy 3 High-Flying Alternative Energy Stocks to Tap AI Data Center Boomzacks.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI InfrastructureNuclear RenaissanceThe Power Grid

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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