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How GE Vernova (GEV) Is Tied to India’s Grid-Scale Storage Buildout
Insider Monkey86d agoneutral
How GE Vernova (GEV) Is Tied to India’s Grid-Scale Storage Buildout

GE Vernova Inc. (NYSE:GEV) is one of the best stocks to buy for global infrastructure spending. The company has had multiple recent project updates tied directly to power infrastructure, with the cleanest global angle coming from India. On May 4, GE Vernova said it secured an order from Megha Engineering & Infrastructures Limited to deliver […]

Energy Transition Update - European Investment Fund Backs Biogas Boost Across Europe
Simply Wall St.86d agoneutral
Energy Transition Update - European Investment Fund Backs Biogas Boost Across Europe

The European Investment Fund (EIF) has committed EUR 200 million to Copenhagen Infrastructure Partners' Advanced Bioenergy Fund II (ABF II) aimed at boosting biomethane and advanced bioenergy production throughout Europe. This investment supports the development, construction, and operation of new biogas facilities to further the continent's energy transition and enhance energy security. By transforming agricultural waste into renewable energy, these projects are aligned with Europe's...

Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning
24/7 Wall St.88d agoneutral
Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning

Everyone’s talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here’s what you should actually be watching. Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on ... Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning

Energy Transition Update - Statkraft's Bold NOK 80 Billion Investment in Norwegian Hydropower
Simply Wall St.88d agobearish
Energy Transition Update - Statkraft's Bold NOK 80 Billion Investment in Norwegian Hydropower

Statkraft has announced plans to significantly boost its investment in Norwegian hydropower, earmarking NOK 80 billion over the next decade. This investment represents a considerable increase from previous projections, aiming to upgrade and modernize many of Norway's largest hydropower plants and ensure their continued operation. The plan includes major maintenance, project upgrades, and new capacity developments crucial for meeting future electricity demands. While hydropower will account...

GE Vernova (GEV) Explores Gas‑Plus‑Nuclear Model for AI Demand Is Its Backlog Strategy Evolving?
Simply Wall St.89d agoneutral
GE Vernova (GEV) Explores Gas‑Plus‑Nuclear Model for AI Demand Is Its Backlog Strategy Evolving?

Earlier this month, Blue Energy and GE Vernova announced a 2.50 GW paired nuclear-and-gas project in Texas that combines GE Vernova Hitachi Nuclear Energy’s BWRX-300 small modular reactors with GE Vernova’s 7HA.02 gas turbines, targeting initial turbine delivery in 2029 and largely offsite, barge-based construction. This gas-plus-nuclear model, designed to support power-hungry AI data centers and advanced manufacturing, also aims to lower capital costs via modular fabrication while creating...

GE Vernova (GEV) Crushes Estimates in the First Quarter, Raises 2026 Guidance
Insider Monkey89d agobullish
GE Vernova (GEV) Crushes Estimates in the First Quarter, Raises 2026 Guidance

GE Vernova Inc. (NYSE:GEV) is included among the 10 Energy Stocks that Crushed Earnings Estimates in the First Quarter. GE Vernova Inc. (NYSE:GEV) engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa. GE Vernova Inc. (NYSE:GEV) […]

GE Vernova (GEV) Valuation Check After Strong 1 Year Share Price Performance
Simply Wall St.91d agoneutral
GE Vernova (GEV) Valuation Check After Strong 1 Year Share Price Performance

GE Vernova: recent returns and scale GE Vernova (GEV) has drawn fresh attention after a strong run in its stock, with the price up 6% over the past month and about 31% over the past 3 months. The company, valued at about US$293b, reported revenue of US$39,375.0m and net income of US$9,375.0m. These results are spread across the Power, Wind, and Electrification segments, with operations across several major regions. See our latest analysis for GE Vernova. Recent trading has been choppy, with...

GRNY Beat COWZ by 11 Points This Year. Oil Prices and Interest Rates Will Decide Who Wins Next
24/7 Wall St.91d agobullish
GRNY Beat COWZ by 11 Points This Year. Oil Prices and Interest Rates Will Decide Who Wins Next

The Pacer US Cash Cows 100 ETF (NYSEARCA:COWZ) and the Fundstrat Granny Shots US Large Cap ETF (NYSEARCA:GRNY) sit on opposite ends of how quality gets defined in a large-cap portfolio. COWZ ranks the Russell 1000 by free cash flow yield and takes the top 100 names, a rules-based screen with no human override. GRNY ... GRNY Beat COWZ by 11 Points This Year. Oil Prices and Interest Rates Will Decide Who Wins Next

GE Vernova's Gas Nuclear Project Tests High Expectations And Rich Valuation
Simply Wall St.92d agoneutral
GE Vernova's Gas Nuclear Project Tests High Expectations And Rich Valuation

GE Vernova (NYSE:GEV) and Blue Energy announced a major U.S. collaboration to design a combined nuclear and natural gas power plant. The project pairs GE Vernova Hitachi Nuclear Energy's BWRX-300 small modular reactor with modern gas turbines in a single site. The partners plan to use advanced offsite construction and modularization methods aimed at faster delivery and lower project complexity. The gas plus nuclear concept is targeted at rising electricity needs from AI data centers and new...

GE Vernova (GEV): Argus Raises Its Target to $1,300 After a Blowout Quarter
Insider Monkey92d agoneutral
GE Vernova (GEV): Argus Raises Its Target to $1,300 After a Blowout Quarter

GE Vernova Inc. (NYSE:GEV) is one of the best uranium stocks to buy according to Wall Street analysts. On April 27, Argus analyst John Eade raised his price target on GE Vernova Inc. (NYSE:GEV) from $800 to $1,300, while maintaining a Buy rating on the stock. The upgrade came just days after GE Vernova reported […]

Ford Stock Is Ripping Again. Suddenly, It’s a AI Data Center Stock.
Barrons.com93d agoneutral
Ford Stock Is Ripping Again. Suddenly, It’s a AI Data Center Stock.

Ford Motor investors have caught AI-fever, and shares of the auto maker just won’t stop. It seemed to be tied to Ford Energy, which the company unveiled earlier in the week. The new business will use Ford’s lithium-ion battery capacity to build storage systems for utilities and data centers in the U.S.

Latest News In Energy Transition - SunPower Navigates Challenges with Strategic Changes and Growth
Simply Wall St.93d agoneutral
Latest News In Energy Transition - SunPower Navigates Challenges with Strategic Changes and Growth

SunPower Inc. reported its first-quarter 2026 financial results, highlighting a challenging period due to lower-than-expected revenue and increased expenses in anticipation of future growth. Despite this setback, the company recorded a significant increase in bookings, largely attributed to recent acquisitions, signaling a positive outlook for the upcoming quarters. SunPower also undertook several cost-control measures, including staff reductions and a shift to a four-day workweek, as part of...

GE Vernova Forecasts Higher 2026 Profits As Backlog And Valuation Draw Focus
Simply Wall St.94d agoneutral
GE Vernova Forecasts Higher 2026 Profits As Backlog And Valuation Draw Focus

GE Vernova (NYSE:GEV) has raised its 2026 revenue and core margin forecasts, signaling stronger expectations for its core operations. The company reported a record gas turbine backlog, with total orders increasing by $13b as data center and grid demand drive new projects. Management now expects to reach a $200b backlog target faster than previously outlined, including a goal of 110 GW in gas turbine backlog and reservation agreements by year end. GE Vernova comes into this update with the...