Trump Administration Launches Power Auction Initiative, Benefiting GE Vernova
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Should l Buy GE?
Source: Fool
- Power Auction Initiative: The Trump administration, in collaboration with bipartisan governors, has launched a new initiative aimed at stabilizing residential utility prices by requiring tech giants to fund new power plants through emergency auctions, potentially supporting about $15 billion in new construction.
- GE Vernova Stock Surge: Following the announcement, GE Vernova's stock has surged 77% over the past year, as analysts highlight it as a key supplier of power generation equipment and grid solutions, positioning it to benefit significantly from the new policy.
- Order Growth: In Q3, GE Vernova saw a 50% year-over-year increase in gas power orders, with equipment orders more than doubling, reflecting strong demand for its heavy-duty gas turbines and advanced HA turbines, thereby reinforcing its market position.
- Substantial Service Revenue: GE Vernova's services segment generated $3 billion in revenue in Q3, with a total remaining performance obligation of $81.2 billion, ensuring long-term profitability and stable cash flow over the next decade.
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Analyst Views on GE
Wall Street analysts forecast GE stock price to rise
9 Analyst Rating
8 Buy
0 Hold
1 Sell
Strong Buy
Current: 302.630
Low
275.00
Averages
345.67
High
386.00
Current: 302.630
Low
275.00
Averages
345.67
High
386.00
About GE
General Electric Company, doing business as GE Aerospace, is a global aerospace propulsion, services, and systems company. It has an installed base of over 50,000 commercial and 30,000 military aircraft engines. Its segment includes Commercial Engines & Services and Defense & Propulsion Technologies. Commercial Engines & Services segment designs, develops, manufactures and services jet engines for commercial airframes, as well as business aviation and aeroderivative applications. Its services include maintenance, repair and overhaul of engines and the sale of spare parts and offers services under a variety of arrangements such as long-term service agreements, spare parts agreements or time and material contracts. Defense & Propulsion Technologies segment provides defense engines and critical aircraft systems and consists of Defense & Systems and Propulsion & Additive Technologies businesses. Its portfolio of brands includes Avio Aero, Unison, Dowty Propellers and Colibrium Additive.
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.
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