
GE Vernova's New Business Looks Like Another AI Data Center Play
The company has been developing its fuel cell technology for years.
GE Vernova Inc.
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The company has been developing its fuel cell technology for years.

Artificial intelligence (AI) stocks have taken a hit lately—but not all are moving in lockstep. Some names are rallying, others are falling, and a few are holding steady while sending strong signals through new buyback authorizations.

When it comes to Tuesday's economic prints, Jessica Inskip (@jessicainskip) says the labor picture gives the Fed more leeway for interest rate cuts in 2026. It's something she takes into consideration for her Big 3 picks.

In the most recent trading session, GE Vernova (GEV) closed at $681.35, indicating a +1.44% shift from the previous trading day.

The seven stocks that earned Buy ratings from Evercore ISI are all based in the U.S. and Europe.

Pre-Market Stock Futures: Futures are trading higher on Monday as we head into the final trading weeks of 2025. All of the major indices were hit hard on Friday as investors began a big rotation last week out of the AI stocks that have led the market higher since ChatGPT was introduced over three years... Here Are Monday's Top Wall Street Analyst Research Calls: Bristol-Myers Squibb, GE Vernova, KLA Corp., Klaviyo, Las Vegas Sands, ServiceNow, and More.

Headlands Technologies LLC bought a new stake in GE Vernova Inc. (NYSE: GEV) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 3,553 shares of the company's stock, valued at approximately $1,880,000. A number of other large investors have also recently bought and

Caxton Associates LLP raised its holdings in shares of GE Vernova Inc. (NYSE: GEV) by 766.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 21,186 shares of the company's stock after purchasing an additional 18,741 shares during the

Adage Capital Partners GP L.L.C. grew its position in GE Vernova Inc. (NYSE: GEV) by 11.0% during the undefined quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 235,999 shares of the company's stock after purchasing an additional 23,326 shares during the period. Adage Capital Partners GP

AQR Capital Management LLC trimmed its stake in GE Vernova Inc. (NYSE: GEV) by 17.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,028,514 shares of the company's stock after selling 216,906 shares during the period. GE Vernova makes up

Banco BTG Pactual S.A. trimmed its stake in shares of GE Vernova Inc. (NYSE: GEV) by 43.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,253 shares of the company's stock after selling 4,722 shares during the quarter. Banco BTG Pactual

GEV investor day confirmed a high demand and earnings growth for the company through 2028 of over 30%. Electric turbines (gas, water, or nuclear) and grid expansion are strategic for AI and the data center buildout. The updated estimates and valuation lead to an increase in my YE26 price target to $907 with a longer-term $1,400 priced at 1.25x PEG.

GE Vernova (GEV) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

GE Vernova (GEV) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

GE Vernova Inc. (NYSE: GEV - Get Free Report) traded up 15.6% during mid-day trading on Wednesday after the company announced a dividend. The company traded as high as $731.00 and last traded at $722.5550. 11,118,805 shares changed hands during mid-day trading, an increase of 227% from the average session volume of 3,398,087 shares. The stock

Following a sharp correction in November, sparked by a tech-led pullback, concerns over AI capital expenditure payoffs and renewed anxiety about the pace of rate cuts have led to a surprising rebound in the broader market. The S&P 500 now sits just 1% below its all-time high, and with a Fed decision approaching where odds strongly favor a 25 bps cut, investors are once again positioning for upside into year-end.

Asking for a Trend host Josh Lipton looks back on the day's biggest stock market themes on December 10, 2025 GE Vernova CEO Scott Strazik joins Yahoo Finance host Julie Hyman for a discussion about the company's role in building out energy infrastructure around the world. Explosive Options technical analyst Bob Lang also comes on the program to talk about how investors can play the options trade to hedge against volatility tied to the Federal Reserve's decision to cut interest rates and any year-end volatility trends.

Wednesday brought gains for major stock benchmarks. The Federal Reserve cut interest rates but signaled a slowing in expected future reductions.

GE Vernova CEO Scott Strazik discussed the future of nuclear power as opposed to gas in the U.S..

GE Vernova (NYSE:GEV) shares added 16.5% on Wednesday at about $730 after the company raised its long-term financial outlook and projected stronger revenue, margins and cash generation through 2028 at its investor update event in New York. The company now expects $52 billion in revenue and a 20% adjusted EBITDA margin by 2028, up from its prior forecast of $45 billion and a 14% margin.