GE Vernova Stock News

Since spinning off from General Electric (now operating as GE Aerospace), GE Vernova (GEV -3.27%) has gone on an absolute tear, with the stock surging 373% since going public in early 2023. The company is well positioned as a utility provider to meet the growing energy demand, which will be driven by artificial intelligence (AI) and the power-hungry data centers that support them.

There were only 22 trading days in July. But that was all the time that the five best-performing S&P 500 stocks that month needed to gain 24% or more.

GE Vernova's strong 2025 performance is driven by surging global electricity demand, especially from AI data centers, boosting its Electrification segment. Management recently raised its full-year 2025 guidance for revenue, EBITDA margin, and free cash flow, signaling that they expect the excellent financial performance to continue. A key catalyst is a turnaround in the Wind segment; progress h...

GE Vernova is uniquely positioned to benefit from surging global electricity demand, driven by AI data centers, EVs, and industrial electrification. Strong Q2 2025 results, a $129bn backlog, and high-margin service offerings provide pricing power and cash flow visibility. Power and Electrification segments are already approaching 2028 margin targets, with further upside likely as demand outpace...

Artificial intelligence (AI) isn't just transforming industries. It's making us rethink energy.

Energy stocks are notoriously cyclical. Over the last five years, the sector has lagged the broader market, especially the tech sector, mainly due to the global pandemic and uneven economic recovery.

There's a long way to go before the expected nuclear renaissance becomes a reality.

Key Points in This Article: Big Tech's $380 billion AI capex boom is fueling demand for chips and energy infrastructure.