CNBC · 33m ago
bullishGE Vernova unveils next-generation product roadmap
GEV's analyst day laid out the next two product cycles, anchoring expectations for the design wins that drive the back half of the year.
+0.54% today
Power Generation · Gas turbines and grid for AI data centers.
$GEV GE Vernova
Spun out of GE in 2024, Vernova sells gas turbines that bridge the gap between renewables and AI baseload demand, plus the grid hardware that ties it all together. Backlog visibility is record-long.
Last close
$1004.73
Market cap $88.0B
GEV · price history
Key stats
Price$1004.73
1d change+0.54%
1w change+1.76%
YTD+15.93%
Market cap$88.0B
Volume 24h48.1M
ThemePower Generation
Sentiment · 24h
4
Bullish75%
Neutral25%
Bearish0%
4 articles classified across the last 24 hours.
Funds holding $GEV
2
Tiger Global Management3.9% (+0%)
Coatue Management3.0% (+0%)
Recent news on $GEV
Seeking Alpha · 5h ago
bullishGE Vernova beats Q1 expectations, raises FY guidance
GEV crossed consensus on both revenue and EPS, then lifted full-year guidance citing accelerating AI infrastructure demand. The print resets the bar for the rest of the cohort.
Bloomberg · 10h ago
bullishGE Vernova cited as key beneficiary of AI capex cycle
A sell-side note highlighted GEV as one of the cleanest second-order plays on the AI infrastructure buildout. The thesis is non-consensus; the math is starting to back it.
CNBC · 20h ago
neutralGE Vernova flags supply constraints into next quarter
GE Vernova management cited tight upstream supply as the gating factor on near-term shipments. Demand is not the question; capacity is.
GEV data via the Bluechip ingestion pipeline (currently mock-mode). Editorial copy from the Bluechip universe.@BluechipsAI·October 10, 2026