GE Vernova: A Rising Star in AI Energy Sector
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 05 2026
0mins
Should l Buy GEV?
Source: Fool
- Surging Power Demand: According to Pew Research Center, data centers consumed 4% of total U.S. electricity in 2024, with demand expected to grow by 133% by 2030, presenting significant market opportunities for companies like GE Vernova.
- Significant Order Growth: GE Vernova signed over $2 billion in orders directly with data centers in 2025, more than tripling its sales volume in that category from 2024, indicating strong demand in electrification and data center equipment.
- Strong Financial Performance: The company reported fourth-quarter 2025 revenue of $11 billion, up 4% year-over-year, with net income of $3.7 billion and a net income margin of 33.5%, showcasing its profitability and growth potential in the AI-driven market.
- Robust Shareholder Returns: GE Vernova returned $3.6 billion to shareholders in 2025, ending the year with a cash balance of $8.8 billion, reflecting a commitment to shareholder value while sustaining growth, thereby boosting investor confidence.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy GEV?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on GEV
Wall Street analysts forecast GEV stock price to fall
24 Analyst Rating
20 Buy
4 Hold
0 Sell
Strong Buy
Current: 894.780
Low
714.00
Averages
858.23
High
1087
Current: 894.780
Low
714.00
Averages
858.23
High
1087
About GEV
GE Vernova Inc. is a purpose-built global energy company that includes Power, Wind, and Electrification segments and is supported by its accelerator businesses. It designs, manufactures, delivers, and services technologies to create a sustainable electric power system, enabling electrification and decarbonization. Power segment includes the design, manufacture, and servicing of gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. Wind segment includes its wind generation technologies, inclusive of onshore and offshore wind turbines and blades. Electrification segment includes grid solutions, power conversion and storage, and electrification software technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. Its accelerator business includes advanced research, consulting services and financial services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Market Volatility and Surge in Oil Prices
- Surge in Oil Prices: President Trump's address indicated a hardline U.S. stance on Iran, causing WTI crude prices to exceed $110 per barrel, reflecting market concerns over Middle Eastern tensions that could impact global economic recovery.
- Brief Market Rebound: Despite rising oil prices, stocks briefly turned positive due to reports of Iran drafting a plan with Oman to monitor the Strait of Hormuz, yet this rebound was short-lived, highlighting the fragility of market sentiment.
- Helium Supply Chain Disruption: The Wall Street Journal noted that the war has disrupted helium supply chains in Qatar, with Linde and Air Products identified as beneficiaries, although Linde faces challenges due to its smaller helium revenue share compared to Air Products.
- Upcoming Economic Data: While the stock market is closed for Good Friday, attention will turn to the March jobs report, with economists predicting an addition of 60,000 jobs and an unchanged unemployment rate of 4.4%, which will influence market expectations for economic recovery.
See More
Energy Market Enters New Phase as Oil Prices Surge
- Oil Price Surge: In March 2026, oil prices surged above $100 per barrel due to escalating tensions in the Middle East, where approximately 20% of global oil and gas supply transits through the Strait of Hormuz, raising concerns about supply stability and prompting energy markets to prioritize security.
- Strong Performance by GE Vernova: GE Vernova secured $59.3 billion in orders and reported $38.1 billion in revenue for fiscal 2025, exiting with a $65 billion equipment backlog and projecting at least $200 billion in backlog in the coming years, driven by gas power and grid infrastructure projects, indicating robust market demand.
- Service Revenue Growth: In fiscal 2025, about 45% of GE Vernova's revenue came from services, with an $85 billion services backlog, enhancing the company's earnings visibility even amid macroeconomic uncertainties, underscoring its critical role in the global power market.
- Challenges for First Solar: First Solar reported $5.2 billion in revenue and 17.5 gigawatts in module shipments for fiscal 2025, but its contracted backlog declined from 68.5 gigawatts to 50.1 gigawatts, reflecting contract terminations and a more uncertain demand environment, highlighting vulnerability during market volatility.
See More
Energy Markets Shift Towards Security and Reliability Amid Price Surge
- Oil Price Surge Impact: In March 2026, oil prices surged above $100 per barrel due to escalating tensions in the Middle East, affecting approximately 20% of global oil and gas supply, which has led energy markets to prioritize supply stability and security over cost considerations.
- Strong Performance by GE Vernova: In fiscal 2025, GE Vernova reported total orders of $59.3 billion and revenue of $38.1 billion, with an equipment backlog of $65 billion, and it anticipates reaching at least $200 billion in backlog in the coming years, highlighting its robust position in the power infrastructure sector.
- Significant Service Revenue Growth: Approximately 45% of GE Vernova's revenue in fiscal 2025 came from services, with a services backlog of about $85 billion, indicating strong earnings visibility even in uncertain macroeconomic conditions, thereby reinforcing its competitive edge in the market.
- Challenges for First Solar: Although First Solar achieved $5.2 billion in revenue and 17.5 gigawatts in module shipments in fiscal 2025, its contracted backlog declined from 68.5 gigawatts to 50.1 gigawatts, reflecting market demand uncertainty and sensitivity to financing conditions, revealing vulnerabilities in the current market environment.
See More
India's AI Industry Poised for Growth
- Accelerated Investment Inflow: Over $400 billion has flowed into India's AI ecosystem, primarily directed towards data centers and energy infrastructure, indicating a strong commitment from both government and enterprises to lay the groundwork for future economic growth.
- Global Giants' Involvement: Microsoft and Amazon pledged more than $50 billion for India's cloud and AI infrastructure within 24 hours, while Google announced a $15 billion investment to build its largest data center hub outside the U.S., reflecting growing global confidence in the Indian market.
- Semiconductor Projects Advancement: Currently, 10 semiconductor projects are underway across six states in India with a total investment of $18.2 billion, which not only enhances domestic chip manufacturing capabilities but also provides essential support for AI infrastructure development, further propelling industry growth.
- Stock Investment Opportunities: Among the 12 stocks recommended by Macquarie, companies like Reliance Industries and Bharti Airtel are expected to benefit from the construction of AI infrastructure, showcasing market recognition of their potential in the AI sector.
See More
GE Vernova Impresses Investors with Strong Market Debut
- Market Performance: GE Vernova opened at $115 per share on its debut in 2024 and has since surged to over $900, indicating strong investor confidence in its growth potential and reflecting market approval of its business model.
- Order Growth: In 2025, the Power segment saw a remarkable 51% growth in orders, while the Electrification segment achieved a 23% increase, demonstrating the company's strong performance in meeting the rising demand for electricity, particularly driven by cloud computing and AI markets.
- Revenue Outlook: Analysts project that from 2025 to 2028, GE Vernova's revenue and adjusted EBITDA will grow at CAGRs of 15% and 55%, respectively; despite its enterprise value of $226 billion, the robust growth rates could justify its higher valuation.
- Investment Recommendation: Given the potential for GE Vernova's stock to rise nearly 60% over the next two years, analysts suggest it is wiser to buy or hold the stock in the current volatile market rather than hastily sell, reflecting confidence in its long-term growth prospects.
See More
Trump Considers Exit from Iran War Amid Strait of Hormuz Closure
- War Exit Consideration: President Trump is contemplating an exit from the Iran war even if the Strait of Hormuz remains closed, a decision that could significantly impact U.S. military strategy and diplomatic relations in the Middle East.
- Positive Stock Market Reaction: The stock market surged as investors reacted positively to the potential for peace initiatives from Trump, indicating increased confidence in future geopolitical stability.
- Mixed Oil Price Movement: Despite the stock market rally, oil prices showed mixed results, reflecting concerns over energy supply security amid heightened geopolitical tensions in the Strait of Hormuz.
- Strategic Impact Assessment: Trump's potential decision could alter the U.S. role in the Middle East, affect global energy markets, and lead other nations to reassess their relationships with the United States.
See More
Market Volatility and Surge in Oil Prices
- Surge in Oil Prices: President Trump's address indicated a hardline U.S. stance on Iran, causing WTI crude prices to exceed $110 per barrel, reflecting market concerns over Middle Eastern tensions that could impact global economic recovery.
- Brief Market Rebound: Despite rising oil prices, stocks briefly turned positive due to reports of Iran drafting a plan with Oman to monitor the Strait of Hormuz, yet this rebound was short-lived, highlighting the fragility of market sentiment.
- Helium Supply Chain Disruption: The Wall Street Journal noted that the war has disrupted helium supply chains in Qatar, with Linde and Air Products identified as beneficiaries, although Linde faces challenges due to its smaller helium revenue share compared to Air Products.
- Upcoming Economic Data: While the stock market is closed for Good Friday, attention will turn to the March jobs report, with economists predicting an addition of 60,000 jobs and an unchanged unemployment rate of 4.4%, which will influence market expectations for economic recovery.
See More
Energy Market Enters New Phase as Oil Prices Surge
- Oil Price Surge: In March 2026, oil prices surged above $100 per barrel due to escalating tensions in the Middle East, where approximately 20% of global oil and gas supply transits through the Strait of Hormuz, raising concerns about supply stability and prompting energy markets to prioritize security.
- Strong Performance by GE Vernova: GE Vernova secured $59.3 billion in orders and reported $38.1 billion in revenue for fiscal 2025, exiting with a $65 billion equipment backlog and projecting at least $200 billion in backlog in the coming years, driven by gas power and grid infrastructure projects, indicating robust market demand.
- Service Revenue Growth: In fiscal 2025, about 45% of GE Vernova's revenue came from services, with an $85 billion services backlog, enhancing the company's earnings visibility even amid macroeconomic uncertainties, underscoring its critical role in the global power market.
- Challenges for First Solar: First Solar reported $5.2 billion in revenue and 17.5 gigawatts in module shipments for fiscal 2025, but its contracted backlog declined from 68.5 gigawatts to 50.1 gigawatts, reflecting contract terminations and a more uncertain demand environment, highlighting vulnerability during market volatility.
See More
Energy Markets Shift Towards Security and Reliability Amid Price Surge
- Oil Price Surge Impact: In March 2026, oil prices surged above $100 per barrel due to escalating tensions in the Middle East, affecting approximately 20% of global oil and gas supply, which has led energy markets to prioritize supply stability and security over cost considerations.
- Strong Performance by GE Vernova: In fiscal 2025, GE Vernova reported total orders of $59.3 billion and revenue of $38.1 billion, with an equipment backlog of $65 billion, and it anticipates reaching at least $200 billion in backlog in the coming years, highlighting its robust position in the power infrastructure sector.
- Significant Service Revenue Growth: Approximately 45% of GE Vernova's revenue in fiscal 2025 came from services, with a services backlog of about $85 billion, indicating strong earnings visibility even in uncertain macroeconomic conditions, thereby reinforcing its competitive edge in the market.
- Challenges for First Solar: Although First Solar achieved $5.2 billion in revenue and 17.5 gigawatts in module shipments in fiscal 2025, its contracted backlog declined from 68.5 gigawatts to 50.1 gigawatts, reflecting market demand uncertainty and sensitivity to financing conditions, revealing vulnerabilities in the current market environment.
See More
India's AI Industry Poised for Growth
- Accelerated Investment Inflow: Over $400 billion has flowed into India's AI ecosystem, primarily directed towards data centers and energy infrastructure, indicating a strong commitment from both government and enterprises to lay the groundwork for future economic growth.
- Global Giants' Involvement: Microsoft and Amazon pledged more than $50 billion for India's cloud and AI infrastructure within 24 hours, while Google announced a $15 billion investment to build its largest data center hub outside the U.S., reflecting growing global confidence in the Indian market.
- Semiconductor Projects Advancement: Currently, 10 semiconductor projects are underway across six states in India with a total investment of $18.2 billion, which not only enhances domestic chip manufacturing capabilities but also provides essential support for AI infrastructure development, further propelling industry growth.
- Stock Investment Opportunities: Among the 12 stocks recommended by Macquarie, companies like Reliance Industries and Bharti Airtel are expected to benefit from the construction of AI infrastructure, showcasing market recognition of their potential in the AI sector.
See More
GE Vernova Impresses Investors with Strong Market Debut
- Market Performance: GE Vernova opened at $115 per share on its debut in 2024 and has since surged to over $900, indicating strong investor confidence in its growth potential and reflecting market approval of its business model.
- Order Growth: In 2025, the Power segment saw a remarkable 51% growth in orders, while the Electrification segment achieved a 23% increase, demonstrating the company's strong performance in meeting the rising demand for electricity, particularly driven by cloud computing and AI markets.
- Revenue Outlook: Analysts project that from 2025 to 2028, GE Vernova's revenue and adjusted EBITDA will grow at CAGRs of 15% and 55%, respectively; despite its enterprise value of $226 billion, the robust growth rates could justify its higher valuation.
- Investment Recommendation: Given the potential for GE Vernova's stock to rise nearly 60% over the next two years, analysts suggest it is wiser to buy or hold the stock in the current volatile market rather than hastily sell, reflecting confidence in its long-term growth prospects.
See More
Trump Considers Exit from Iran War Amid Strait of Hormuz Closure
- War Exit Consideration: President Trump is contemplating an exit from the Iran war even if the Strait of Hormuz remains closed, a decision that could significantly impact U.S. military strategy and diplomatic relations in the Middle East.
- Positive Stock Market Reaction: The stock market surged as investors reacted positively to the potential for peace initiatives from Trump, indicating increased confidence in future geopolitical stability.
- Mixed Oil Price Movement: Despite the stock market rally, oil prices showed mixed results, reflecting concerns over energy supply security amid heightened geopolitical tensions in the Strait of Hormuz.
- Strategic Impact Assessment: Trump's potential decision could alter the U.S. role in the Middle East, affect global energy markets, and lead other nations to reassess their relationships with the United States.
See More
