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GEGEV

GE Vernova Inc.

$GEV·$268B·Industrial - Machinery·Industrials
$921.20-0.6%YTD+51.9%1Y+53.0%
Price updated 6h ago·X counts updated 5d ago
GEGEV
$GEVGE Vernova Inc.
$921.20-0.57%910 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $GEV on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

910X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $GEV's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-15

GE Vernova is repeatedly framed as the largest gas-turbine company in the world for AI-power backbone with massive order books, and SpaceX manufacturing its own turbine parts is called bullish rather than a threat. Chartists lump GEV into the 'power decides whether the gap holds' cohort.

Read what X is saying about $GEV

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $GEV — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

The gas-turbine company behind the AI data-center power buildout — orders are compounding and the chart agrees.

GE Vernova is the gas-turbine, wind, and electrification spin-out from General Electric — the industrial that physically builds the power infrastructure every AI data center needs. The stock is up 49% YTD on a reinforcing order book and the "power decides whether the gap holds" narrative.

  • The P&L is actually accelerating: revenue grew 16% YoY to $9.34B last quarter and EPS came in at $17.65 (admittedly inflated by one-off items) — the Power segment is the real growth engine, and its order book has visible multi-year tails.
  • Gas turbines are legitimately sold out: no major Western OEM can deliver a new frame-level turbine in under 24-36 months, which gives GEV pricing power that compares to Lumentum's optical shortage — a structural tightness, not a trend.
  • CFO Kenneth Parks announced retirement for April 2027, with Claire McDonough (ex-Rivian CFO) stepping in — a legitimate CFO transition that'll be judged on how smoothly it lands, but no immediate operational risk.

Accelerating holds while hyperscaler data-center orders keep pulling turbine lead-times out further and the Grid segment ramps on electrification capex. A soft Oct 28 earnings print on Power orders, or any specific commentary that the turbine lead-time has peaked, is what cools the move; a backlog expansion plus FY27 guide-up is what extends it.

Agrees with X sentimentX bulls framing GEV as the AI-power backbone and dismissing SpaceX manufacturing its own turbine parts as bullish rather than a threat are reading it correctly — SpaceX scale is not enough to meaningfully displace a GE-level turbine supply chain in the relevant time window.

What to watch: Oct 28 earnings — Power segment orders, backlog growth, turbine lead-time commentary, and FY27 guidance. A soft Power book or any mention that lead-times have stopped extending is what cools the move; a backlog expansion plus guide-up is what extends it.

On the calendar: 2026-10-28 — Q3 FY26 earnings

Read the AI verdict on $GEV

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 Industrial - Machinery sits in its cycle right now — and what that implies for $GEV.

Industrial - Machinery · Industrials

No material change from last week — GE Vernova gas turbines remain a gating input for hyperscaler power procurement as data-center buildout accelerates.

What this means for $GEV

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

Industry benchmark

32-name peer basket
+15.3%YTD
-13.5%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
Q2 2026Jul 22, 2026$2.47$3.17-22.1%
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%
Next earningsWed, Oct 28·consensus EPS $3.99

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 31 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$46.3B$45.1B – $46.9B$30.40$28.17 – $31.2923
FY27$53.1B$49.8B – $54.8B$24.49$18.53 – $27.2125
FY28$60.9B$53.0B – $68.7B$34.63$21.61 – $46.6531
FY29$69.4B$65.2B – $72.7B$45.74$42.13 – $48.5225
FY30$79.0B$74.2B – $82.7B$57.87$53.30 – $61.3915

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.1.2×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.59%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.-4.4%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.-1.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.975-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$2.5M
+ 18 other (9 exempts · 8 awards · 1 inkind) 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-KOfficer or director changeAug 278-K — Item 5.02: Officer or director change
AI summary

GE Vernova Inc. announced that CFO Kenneth Parks will retire on April 2, 2027, and will serve as strategic advisor from January 1 to his retirement date. Claire McDonough (CFO of Rivian Automotive since January 2021) will become CFO effective January 1, 2027, joining as strategic advisor on November 1, 2026. McDonough's package includes $1,000,000 base salary, 100% bonus target, and a $5,225,000 LTIP equity award (expected 2027), plus make-whole compensation for forfeited Rivian awards. This is a significant CFO succession at a high-profile energy infrastructure company, bringing in an experienced public company CFO from the EV sector.

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.

+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 11-K) in window

Recent news

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

GE Vernova: AI's Next Bottleneck Is Electricityseekingalpha.com·1d agoGE Vernova Stocks Fall 3.08% Although Power Framework Opens an AI Order Pipelinegurufocus.com·2d agoAI Needs More Power Than the Grid Can Give, and These 7 Stocks Sell the Fixfool.com·2d agoVenture Global inks deals with GE Vernova, Baker Hughes for power expansionreuters.com·2d agoGE Vernova (GEV) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.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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