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GE Vernova (GEV) Valuation Check After Strong 1 Year Share Price Performance
Simply Wall St.88d agoneutral
GE Vernova (GEV) Valuation Check After Strong 1 Year Share Price Performance

GE Vernova: recent returns and scale GE Vernova (GEV) has drawn fresh attention after a strong run in its stock, with the price up 6% over the past month and about 31% over the past 3 months. The company, valued at about US$293b, reported revenue of US$39,375.0m and net income of US$9,375.0m. These results are spread across the Power, Wind, and Electrification segments, with operations across several major regions. See our latest analysis for GE Vernova. Recent trading has been choppy, with...

GRNY Beat COWZ by 11 Points This Year. Oil Prices and Interest Rates Will Decide Who Wins Next
24/7 Wall St.88d agobullish
GRNY Beat COWZ by 11 Points This Year. Oil Prices and Interest Rates Will Decide Who Wins Next

The Pacer US Cash Cows 100 ETF (NYSEARCA:COWZ) and the Fundstrat Granny Shots US Large Cap ETF (NYSEARCA:GRNY) sit on opposite ends of how quality gets defined in a large-cap portfolio. COWZ ranks the Russell 1000 by free cash flow yield and takes the top 100 names, a rules-based screen with no human override. GRNY ... GRNY Beat COWZ by 11 Points This Year. Oil Prices and Interest Rates Will Decide Who Wins Next

GE Vernova's Gas Nuclear Project Tests High Expectations And Rich Valuation
Simply Wall St.89d agoneutral
GE Vernova's Gas Nuclear Project Tests High Expectations And Rich Valuation

GE Vernova (NYSE:GEV) and Blue Energy announced a major U.S. collaboration to design a combined nuclear and natural gas power plant. The project pairs GE Vernova Hitachi Nuclear Energy's BWRX-300 small modular reactor with modern gas turbines in a single site. The partners plan to use advanced offsite construction and modularization methods aimed at faster delivery and lower project complexity. The gas plus nuclear concept is targeted at rising electricity needs from AI data centers and new...

GE Vernova (GEV): Argus Raises Its Target to $1,300 After a Blowout Quarter
Insider Monkey89d agoneutral
GE Vernova (GEV): Argus Raises Its Target to $1,300 After a Blowout Quarter

GE Vernova Inc. (NYSE:GEV) is one of the best uranium stocks to buy according to Wall Street analysts. On April 27, Argus analyst John Eade raised his price target on GE Vernova Inc. (NYSE:GEV) from $800 to $1,300, while maintaining a Buy rating on the stock. The upgrade came just days after GE Vernova reported […]

Ford Stock Is Ripping Again. Suddenly, It’s a AI Data Center Stock.
Barrons.com90d agoneutral
Ford Stock Is Ripping Again. Suddenly, It’s a AI Data Center Stock.

Ford Motor investors have caught AI-fever, and shares of the auto maker just won’t stop. It seemed to be tied to Ford Energy, which the company unveiled earlier in the week. The new business will use Ford’s lithium-ion battery capacity to build storage systems for utilities and data centers in the U.S.

Latest News In Energy Transition - SunPower Navigates Challenges with Strategic Changes and Growth
Simply Wall St.90d agoneutral
Latest News In Energy Transition - SunPower Navigates Challenges with Strategic Changes and Growth

SunPower Inc. reported its first-quarter 2026 financial results, highlighting a challenging period due to lower-than-expected revenue and increased expenses in anticipation of future growth. Despite this setback, the company recorded a significant increase in bookings, largely attributed to recent acquisitions, signaling a positive outlook for the upcoming quarters. SunPower also undertook several cost-control measures, including staff reductions and a shift to a four-day workweek, as part of...

GE Vernova Forecasts Higher 2026 Profits As Backlog And Valuation Draw Focus
Simply Wall St.91d agoneutral
GE Vernova Forecasts Higher 2026 Profits As Backlog And Valuation Draw Focus

GE Vernova (NYSE:GEV) has raised its 2026 revenue and core margin forecasts, signaling stronger expectations for its core operations. The company reported a record gas turbine backlog, with total orders increasing by $13b as data center and grid demand drive new projects. Management now expects to reach a $200b backlog target faster than previously outlined, including a goal of 110 GW in gas turbine backlog and reservation agreements by year end. GE Vernova comes into this update with the...

Why GE Vernova (GEV) Is Tied to the Power Equipment Crunch Behind AI Data Centers
Insider Monkey91d agoneutral
Why GE Vernova (GEV) Is Tied to the Power Equipment Crunch Behind AI Data Centers

GE Vernova Inc. (NYSE:GEV) is one of the best grid modernization stocks to buy for AI infrastructure. On April 22, Reuters reported that GE Vernova Inc. (NYSE:GEV) raised its 2026 revenue and adjusted core profit margin forecasts as rising demand from data centers and grid infrastructure strengthened its core businesses. The company now expects 2026 […]

Why Vertiv (VRT) Sits Inside the Grid-to-Chip Power Chain for AI Infrastructure
Insider Monkey91d agoneutral
Why Vertiv (VRT) Sits Inside the Grid-to-Chip Power Chain for AI Infrastructure

Vertiv Holdings Co (NYSE:VRT) is one of the best grid modernization stocks to buy for AI infrastructure. On April 27, Vertiv Holdings Co (NYSE:VRT) announced the acquisition of Strategic Thermal Labs LLC, adding cold-plate design, server-side liquid cooling, and high-density thermal validation expertise to its AI infrastructure portfolio. Vertiv said the deal is meant to […]

AI Mania Makes Old-School Industrials Behave Like Chip Stocks
Bloomberg92d agoneutral
AI Mania Makes Old-School Industrials Behave Like Chip Stocks

(Bloomberg) -- Optimism surrounding the potential for industrial companies to profit from the artificial intelligence boom has fueled record-setting momentum in the sector. Now worries are mounting that the group’s link to AI may be getting too tight.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyIran Says It’s Deployed Mini Subs in Contest to Control HormuzEpstein's Black Card: How He Moved Wome

Energy Transition Today - Empowering Communities With Affordable Solar Energy Solutions
Simply Wall St.92d agoneutral
Energy Transition Today - Empowering Communities With Affordable Solar Energy Solutions

Summit Ridge Energy has completed a 1.62 MW rooftop community solar project in Melrose Park, Illinois, as part of the Illinois Shines program, which supports equitable access to clean energy. The project, developed alongside LBA Logistics and Black Bear Energy, will provide over 2 million kWh of renewable energy annually, enough to power over 200 homes, and promises utility bill savings of 10–20% for subscribers, particularly benefiting low-to-moderate income households in an Environmental...

GE Vernova’s Dogger Bank Role Highlights Offshore Wind And Valuation Questions
Simply Wall St.93d agoneutral
GE Vernova’s Dogger Bank Role Highlights Offshore Wind And Valuation Questions

GE Vernova (NYSE:GEV) has selected Maraen Port of Nigg as the marshalling hub for Dogger Bank Wind Farm phases B and C. The choice of Maraen Port of Nigg supports logistics for one of the world's largest offshore wind projects. The decision underscores GE Vernova's role in large scale offshore wind logistics and project execution. For investors tracking NYSE:GEV, this update sits within GE Vernova's renewable energy focus, especially offshore wind. Dogger Bank is a high profile project in...

Ford Goes Full Tesla—Again
Barrons.com93d agoneutral
Ford Goes Full Tesla—Again

Ford Motor is starting up a new business that Tesla pioneered: Energy Storage. Monday, Ford introduced “Ford Energy,” which will deliver “United States-assembled battery energy storage systems for utilities, data centers, and large industrial and commercial customers in the United States.” Tesla has a large energy storage business.

GE Vernova (GEV) Might Have A Long Way To Go Despite Share Gains
Insider Monkey93d agoneutral
GE Vernova (GEV) Might Have A Long Way To Go Despite Share Gains

GE Vernova Inc. (NYSE:GEV) is one of the 14 Stocks That Will Skyrocket. This stock, pitched by Enrique Abeyta, is another nuclear stock. He claims that it is slated to benefit from one of the most underrated aspects of the AI buildout, i.e., electricity demand. The firm “already powers multiple AI data centers across the […]