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Jim Cramer Revealed GE Vernova Inc. (NYSE:GEV)’s Saying There’s An Order Acceleration
Insider Monkey18h agoneutral
Jim Cramer Revealed GE Vernova Inc. (NYSE:GEV)’s Saying There’s An Order Acceleration

GE Vernova Inc. (NYSE:GEV) is one of Jim Cramer’s favorite stocks. Throughout 2025, the CNBC TV host continued to heap praise on the firm. Cramer’s praise came at a time when new-age nuclear power and quantum computing stocks were experiencing strong gains. Throughout this period, he continued to assert that GE Vernova Inc. (NYSE:GEV) was […]

Bernstein’s Defense of GE Vernova Doesn’t Answer the Valuation Question
Insider Monkey1d agoneutral
Bernstein’s Defense of GE Vernova Doesn’t Answer the Valuation Question

GE Vernova Inc. (NYSE:GEV) is trying to recover after an 8.5% decline, with Bernstein defending the stock as “wired to win” and highlighting that data centers account for only 38% of its electrification order book. This supports the argument that the company’s utility exposure extends beyond AI power demand alone. That diversification is a real […]

Why Does Generac Stock Cost More Than Its Faster-Growing Peers?
Trefis1d agoneutral
Why Does Generac Stock Cost More Than Its Faster-Growing Peers?

Generac (GNRC) trades at the highest earnings multiple in its five-company peer group on a trailing basis. Yet it ranks last of the five on revenue growth over the past year, and fourth on operating margin. The case for paying up rests on something the trailing numbers do not show yet: a data center order book that ships mostly in 2027.

Latest News In Energy Transition - Lake Energy Bridges Real-World Assets With Digital Finance
Simply Wall St.2d agoneutral
Latest News In Energy Transition - Lake Energy Bridges Real-World Assets With Digital Finance

Lake Energy has launched a renewable energy Real-World Asset (RWA) platform to connect tangible energy assets, such as solar, wind, and energy storage, with broader investor bases. This development is significant in the context of energy transition, as it leverages the digital finance landscape to improve accessibility to renewable energy infrastructure, previously hindered by complex and lengthy investment processes. By incorporating actual renewable energy projects, the platform aims to...

Why Are BE, FCEL, GEV Stocks Rising Overnight?
Stocktwits2d agoneutral
Why Are BE, FCEL, GEV Stocks Rising Overnight?

The House on Wednesday passed the Ratepayers Protection Act, a measure that aims to put the responsibility on tech and data center companies to pay for power upgrades required to operate new large data centers.

GE Vernova (GEV) Stock Is Up, What You Need To Know
StockStory2d agoneutral
GE Vernova (GEV) Stock Is Up, What You Need To Know

Shares of energy transition company GE Vernova (NYSE:GEV) jumped 4.5% in the afternoon session after the company projected strong backlog growth at the Morgan Stanley Laguna Conference, estimating its total order backlog will surpass $200 billion in early 2027.

Harold Hamm’s Continental Set to Announce Venezuela Oil Deal
Bloomberg3d agoneutral
Harold Hamm’s Continental Set to Announce Venezuela Oil Deal

Billionaire shale pioneer Harold Hamm’s Continental Resources Inc. is set to announce a deal to invest in Venezuela as the Trump administration pushes US companies to revive the nation’s oil sector, according to a person familiar with the matter.

GE Vernova Is ‘Wired to Win,’ Analyst Says. What It Means for the Stock.
Barrons.com3d agoneutral
GE Vernova Is ‘Wired to Win,’ Analyst Says. What It Means for the Stock.

GE Vernova finds itself in a fight it didn’t pick, besieged on two fronts. The stock been battered as investors fret that an industry-recommended AI development deceleration will hit growth. On Friday, Jefferies backed Vernova stock, pointing out that as electricity demand grows, along with Vernova’s installed base of power equipment, so does its parts and service revenue.

GE Vernova Stock Bounces. Why This Analyst Says It’s ‘Wired to Win.’
Barrons.com4d agoneutral
GE Vernova Stock Bounces. Why This Analyst Says It’s ‘Wired to Win.’

GE Vernova finds itself in a fight it didn’t pick, besieged on two fronts. Shares have been battered as investors fret that an industry-recommended AI development deceleration will hit growth. On Friday, Jefferies backed Vernova stock, pointing out that as electricity demand grows, along with Vernova’s installed base of power equipment, so does its parts and service revenue.

Energy Transition Today - Alternative Energy Growth Driven By Innovation And Investment
Simply Wall St.4d agoneutral
Energy Transition Today - Alternative Energy Growth Driven By Innovation And Investment

The global alternative energy market is experiencing rapid growth, driven by technological advancements, decreasing costs, and the increasing importance of energy security. As renewable energy sources such as solar and wind expand their reach, they are complemented by innovations in advanced nuclear power, geothermal systems, and sustainable fuels, which offer new opportunities for energy production and consumption globally. Solar, wind, and energy storage technologies are expected to...

Is GE Vernova (GEV) Stock Above Fair Value After A 39% Gain?
Simply Wall St.4d agoneutral
Is GE Vernova (GEV) Stock Above Fair Value After A 39% Gain?

GE Vernova has delivered a 39.5% gain over the past year, even with sharp pullbacks in recent weeks, which puts fresh attention on whether the current share price lines up with the cash the business is expected to generate. With the stock now reflecting heightened expectations around energy infrastructure and power equipment, the question is how well those expectations match the company’s underlying cash flows. GE Vernova’s 39.5% return over the past year puts meaningful future cash flow...

Why GE Vernova (GEV) Stock Is Nosediving
StockStory4d agoneutral
Why GE Vernova (GEV) Stock Is Nosediving

Shares of energy transition company GE Vernova (NYSE:GEV) fell 8.6% in the afternoon session after GLJ Research initiated coverage on the stock with a Sell rating and a $470 price target.