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GE Vernova is posting record orders and dramatically raising its free cash flow outlook. NextEra is executing steadily but navigating a major merger that won't close for another year.
GE Vernova (NYSE:GEV) expects to reach its previously stated $200 billion backlog target early in 2027, supported by continued demand for power-generation and electrification equipment, Chief Executive Officer and President Scott Strazik said at Morgan Stanley’s Laguna Conference. The company ended
Futures rebounded with the Nasdaq and S&P 500 eyeing key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.
The backup power company disclosed a long-term deal to provide Amazon generators for its data centers.
Despite widespread AI concerns, GE Vernova expects to reach a key backlog target sooner than expected. GEV stock jumped on Wednesday. At a Morgan Stanley conference, GE Vernova CEO Scott Strazik reportedly said the company's backlog, which ended the second quarter at $176 billion, is on track to hit $200 billion "very early" in 2027.
GE Vernova's CEO just told a Morgan Stanley conference that the company's most-watched backlog milestone arrives sooner than Wall Street assumed, and the ripple through Eaton and Quanta Services reveals how much of the grid trade hangs on a single demand signal.
Shortages can create opportunities for secondary market players. “Scalpers emerge in the turbine queue,” wrote GLJ Research analyst Gordon Johnson on Wednesday. Large gas turbines are manufactured by the likes of GE Vernova and Siemens Energy GE Vernova didn’t immediately respond to a request for comment about transferring slots.
Zacks.com users have recently been watching GE Vernova (GEV) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
GE Vernova's Venezuela deal looks significant, but the 5-gigawatt headline tells investors only part of the story.
Bloom Energy is doubling its revenue and crossing major milestones. GE Vernova has a record backlog, surging orders, and the scale to power entire national grids. Both are vital to the AI energy build-out, but only one is already indispensable.
One trades on steady cash generation and regulated returns, while the other bets on explosive demand for equipment. Their financial profiles tell starkly different stories.
Bloom Energy has soared over 400% in the past year on a wave of AI data center deals and blockbuster earnings, but our model sees a significant gap between where the stock trades and where the fundamentals actually point.
Outpacing the Dow over the past 12 months, GE Vernova continues to receive a highly bullish outlook from Wall Street analysts, reflecting confidence in the company’s long-term prospects.
Three blue-chip CFO swaps touched off double-digit stock rallies while Rivian's announcement landed with a thud. The difference comes down to one decision Rivian has yet to make.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.42% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.23%. E-mini S&P futures (ESU26 ) are down -0.40%, and September E-mini...
GE Vernova boasts a fortress balance sheet and surging margins, while Vistra trades at half the valuation multiple, but carries higher debt.
One trades at a massive valuation premium while burning cash; the other generates billions in free cash flow with established customers.
Keysight Technologies (NYSE: KEYS) appointed Scott Reese, an experienced technology executive with leadership roles at GE Vernova and Autodesk, to its Board of Directors. Reese brings a background in industrial software and cloud transformation that may influence Keysight's focus in these areas. AttoTude Inc. reported major design efficiency gains using Keysight's EDA tools, including shorter design cycles and consistent first pass silicon outcomes in advanced RF and THz chip projects. The...
GE Vernova (NYSE:GEV) has been chosen by Laing O’Rourke to deliver a new 400 kV Gas-Insulated Switchgear (GIS) substation in Chesterfield, England, supporting a major programme to strengthen the UK’s electricity transmission infrastructure. The project forms part of National Grid’s Brinsworth to Chesterfield and Chesterfield to High Marnham developments, which sit within the wider Great Grid Upgrade.
SEI's Power Solutions growth is accelerating, but falling 2026 earnings forecasts, higher debt and a rich sales multiple keep execution risk in focus.
The global solar energy market is projected to experience substantial growth, with its value expected to nearly double from $492.7 billion in 2025 to $974.7 billion by 2031, according to a report by BCC Research. This growth is propelled by several factors, including declining costs, supportive governmental policies, and the integration of solar technologies with electric vehicle infrastructure. Regionally, Asia-Pacific leads the market, driven by strong renewable energy targets and a mature...
The stock's fully reflecting the company's recent revenue growth, led by demand from the artificial intelligence industry.
Bloom Energy's stock surged after record Q2 earnings and major AI power deals, but its lofty valuation and supply-chain questions raise risks for investors.
In Q2 2026, GE Vernova reported a very large organic increase in orders and a US$176.00 billion backlog, mainly from its Power and Electrification segments, while also reallocating capital away from its weaker Wind business. Separately, fusion energy firm SHINE announced a collaboration with GE Vernova’s Advanced Research Center to use artificial intelligence for tracking and recycling spent nuclear fuel under a US Department of Energy ARPA-E program, highlighting GE Vernova’s role in...
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter of 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500’s 15.20% gain. Performance was supported by holdings in Information Technology and Communication Services, as […]
GE Vernova stock has surged over the past year, yet its valuation signals are split, with the Discounted Cash Flow (DCF) intrinsic value suggesting the shares may be priced ahead of fundamentals while market multiples still point to room for value. GE Vernova has returned 64.3% over the past year, which puts extra focus on whether the current price still offers a comfortable margin of safety. Strong demand for power equipment tied to data center and AI related electricity needs can support...
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
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