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GE Vernova’s revenue topped Wall Street estimates, and the company raised its full-year revenue outlook, though earnings per share came in below consensus.
Orders surged 88% organically in the second quarter, and free cash flow of $5.1B exceeded all of 2025
Earnings miss overshadows strong sales growthGE Vernova Inc. (NYSE:GEV) shares fell 2.
Investing.com -- GE Vernova Inc. (NYSE:GEV) reported second-quarter results that missed earnings expectations despite beating revenue estimates, with shares falling 2.7% premarket following the announcement.
GE Vernova raised its full-year revenue guidance and lifted its margin expectations after a second-quarter surge in orders boosted its backlog.
Energy transition company GE Vernova (NYSE:GEV) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 21.9% year on year to $11.1 billion. The company’s full-year revenue guidance of $46 billion at the midpoint came in 1.1% above analysts’ estimates. Its GAAP profit of $2.47 per share was 22.4% below analysts’ consensus estimates.
GE Vernova's business is booming, but its stock may be too expensive. Here's why Quanta Services looks like the better buy today.
Today Earnings: AT&T, GE Vernova, PulteGroup, CME Group, Moody’s, Philip Morris International Earnings (p.m.): Alphabet, Tesla, IBM, Southwest Airlines, Texas Instruments, CSX, ServiceNow, Raymond James Economic data: The Energy Information Administration will release its weekly petroleum status report.
Investors must own the stocks that will be long-term winners in the AI age, no matter how the technologies evolve and which big tech firms and hyperscalers grab the most market share.
Highly anticipated GE Vernova earnings for the second quarter early Wednesday will provide the latest insights into AI-driven demand for gas turbines and electrical transformers. GE Vernova confirmed in June that its massive, heavy-duty gas turbines are basically sold out through 2029. Big Tech companies aggressively purchased the gas turbines to power their artificial-intelligence (AI) data-center campuses by themselves, with regionals grids unable to meet massive electricity demand.
Demand for GE Vernova’s power generation equipment amid the AI data center building boom has sent shares to levels no one expected. Now, how the stock reacts to earnings on Wednesday can help tell investors if the AI trade is alive and well, or if more pain is coming to many stocks, beyond shares of Vernova. It’s an important report for Vernova, with shares above $1,000, up roughly 700% since the company was spun out of GE Aerospace in 2024.
GE Vernova has delivered a powerful 91.1% return over the past year, yet the valuation checks are pulling in different directions, with the Discounted Cash Flow (DCF) estimate pointing to a premium to intrinsic value while market based multiples suggest the stock may still be priced reasonably against peers. Over the past 12 months, GE Vernova's 91.1% gain puts recent buyers in solid profit, which raises the bar for what the current share price implies about future cash flows. On the one...
Bloom Energy has turned into one of 2026's most explosive trades, but a short seller report and a 25% pullback in a single month have exposed a sharp divide between believers in the AI power thesis and those questioning the valuation.
GE Vernova heads into its Q2 report with turbine capacity booked through 2027 and shares up over 65% this year, but one number will decide whether the AI power supercycle is still accelerating or quietly losing steam.
FuelCell Energy's greater AI-driven upside competes against GE Vernova's broader portfolio, stronger backlog and improving profitability.
That's a tough act to follow. Just respect the fact that this stock's reliable volatility can work for you just as much as it works against you.
Beyond analysts' top-and-bottom-line estimates for GE Vernova (GEV), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
Investing.com -- JPMorgan said a recent selloff in clean energy and power infrastructure stocks has created attractive entry points ahead of second-quarter earnings, arguing that demand trends tied to data centers, industrial electrification and U.S. manufacturing remain intact despite recent market volatility.
Two industrial giants report Q2 results on the same day, and analysts are anything but neutral between them. Before you decide which earnings announcement to watch on July 22, you need to see how these two stack up across every dimension Wall Street actually measures.
Energy transition company GE Vernova (NYSE:GEV) will be announcing earnings results this Wednesday before the bell. Here’s what you need to know.
Today Earnings (a.m.): General Motors, Charles Schwab, Danaher, 3M, Equifax, Hasbro, Northrop Grumman, Halliburton Earnings (p.m.): Chubb, Capital One, Interactive Brokers Economic data: ADP weekly ...
As power capacity becomes AI's key bottleneck, investors are rotating into GE Vernova and Eaton, whose surging backlogs and pricing power reflect the electrification supercycle.

GE Vernova (GEV) due to release its second quarter earnings figures this Wednesday, July 22, ahead of the market's open. The stock is up nearly 60% year-to-date in 2026. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss the energy company's gas turbine business.
GE Vernova stock has soared more than 60% in 2026 so far, but this could just be the beginning.