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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 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.
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.
GE Vernova's Onshore Wind division announced it has an agreement with Eurus Energy Holdings Corp. to supply seven 4.2-MW, 117-meter wind turbines for a wind farm in Japan.
GLJ's 2027 EBITDA estimate is 22% below consensus at $7.42 billion
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...
ts acquisition of data center cooling company BitSink will help it provide an integrated offering to AI and other high-performance computing data centers, the company says.
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...
GLJ Research analyst Gordon Johnson initiated coverage of GE Vernova with a ‘Sell’ rating and a $470 price target.
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.
Truflation CEO Stefan Rust told Benzinga on Monday that Federal Reserve Chair Kevin Warsh’s hawkishness is a "distraction from his dovishness," predicting no rate hike at next week’s meeting. Asked what could force Warsh to raise rates, Rust pointed to...
GE Vernova shares sank Monday morning along with the AI market.
GE Vernova stock sinks on a bearish GLJ research note. Here’s why analyst Gordon Johnson warns of massive downside in GEV shares.
The Nasdaq composite recently traded 0.1% lower on the day, a near-full recovery after being down 1.3% earlier. If the tech-heavy index finishes in positive territory today, it would be the biggest intraday comeback since April 7.
More than half its disclosed gas-equipment pipeline consists of slot reservations rather than equipment backlog.
A fresh sell rating with a price target nearly half the current stock price just landed on one of Wall Street's favorite power plays, and it is dragging the entire grid infrastructure sector down with it.
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.
GEV's free cash flow surged in the first half of 2026, prompting higher guidance as the company balances growth investments and capital returns.
GLJ Research analyst Gordon Johnson launched coverage of GE Vernova stock with a Sell rating and $470 price target.
GE Vernova (NYSE:GEV) shares fell 4. 8% in pre-market trading after GLJ Research initiated coverage of the energy and power equipment company with a Sell rating and a $470 price target.
Shortly before SpaceX’s record-setting IPO, we called SpaceX stock worth $90 a share. Before that, we said that SpaceX was the big loser in its February merger with xAI. Now, it looks as if SpaceX shareholders were the winners in the xAI deal and that while SpaceX is still hard to value, it’s worth far more than $90 a share.
Oil major Chevron Corporation (NYSE:CVX) is one of Cramer’s favorite stocks in the sector. Among the reasons that he likes the firm are its dividend, production projects, and its CEO, Mike Wirth. Naturally, in his morning appearance on the 3rd, the CNBC TV host discussed Chevron Corporation (NYSE:CVX) in the context of these reasons as […]
A price target boost appears to be helping shares of power generation equipment provider GE Vernova on Friday.
Elon Musk reckons he specialises in converting the impossible to the merely late. That neatly encapsulates Tesla and SpaceX’s pursuit of electric...
Truflation CEO Stefan Rust told Benzinga on Monday that Federal Reserve Chair Kevin Warsh’s hawkishness is a "distraction from his dovishness," predicting no rate hike at next week’s meeting. Asked what could force Warsh to raise rates, Rust pointed to...
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter experienced significant volatility driven by macro and headline risks. Concurrently, an upcoming Federal Reserve leadership transition contributed to policy uncertainty, and rising inflation concerns re-emerged, resulting in choppy, headline-driven price […]
GE Vernova (GEV) concluded the recent trading session at $951.04, signifying a -2.09% move from its prior day's close.
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.
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