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Bernstein’s Defense of GE Vernova Doesn’t Answer the Valuation Question
Insider Monkey6d 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 […]

GE Vernova Eyes $200B Backlog Early in 2027 as Power Demand Surges
MarketBeat6d agobullish
GE Vernova Eyes $200B Backlog Early in 2027 as Power Demand Surges

GE Vernova (NYSE:GEV) expects to reach its previously stated $200 billion backlog target early in 2027, supported by continued demand for power-generation and electrification equipment, Chief Executive Officer and President Scott Strazik said at Morgan Stanley’s Laguna Conference. The company ended

Why Does Generac Stock Cost More Than Its Faster-Growing Peers?
Trefis7d 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.7d 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?
Stocktwits7d 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
StockStory8d 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.

GEV Stock Jumps After GE Vernova CEO Touts This Milestone
Investor's Business Daily8d agobullish
GEV Stock Jumps After GE Vernova CEO Touts This Milestone

Despite widespread AI concerns, GE Vernova expects to reach a key backlog target sooner than expected. GEV stock jumped on Wednesday. At a Morgan Stanley conference, GE Vernova CEO Scott Strazik reportedly said the company's backlog, which ended the second quarter at $176 billion, is on track to hit $200 billion "very early" in 2027.

GE Vernova rebounds 6% after earlier sell-off
Proactive8d agobearish
GE Vernova rebounds 6% after earlier sell-off

GE Vernova Inc (NYSE:GEV) rebounded with Bernstein’s backing after an earlier sell-off that followed broader concerns about technology infrastructure spending. Shares were up 6% at $933.94 during afternoon trading on Wednesday, outpacing the utilities sector’s reported 1.24% advance. GE...

Harold Hamm’s Continental Set to Announce Venezuela Oil Deal
Bloomberg8d 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.

Scalpers Have Emerged in the AI Power Market
Barrons.com8d agobullish
Scalpers Have Emerged in the AI Power Market

Shortages can create opportunities for secondary market players. “Scalpers emerge in the turbine queue,” wrote GLJ Research analyst Gordon Johnson on Wednesday. Large gas turbines are manufactured by the likes of GE Vernova and Siemens Energy GE Vernova didn’t immediately respond to a request for comment about transferring slots.