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Investors must own the stocks that will be long-term winners in the AI age, no matter how the technologies evolve and which big tech firms and hyperscalers grab the most market share.
Highly anticipated GE Vernova earnings for the second quarter early Wednesday will provide the latest insights into AI-driven demand for gas turbines and electrical transformers. GE Vernova confirmed in June that its massive, heavy-duty gas turbines are basically sold out through 2029. Big Tech companies aggressively purchased the gas turbines to power their artificial-intelligence (AI) data-center campuses by themselves, with regionals grids unable to meet massive electricity demand.
Demand for GE Vernova’s power generation equipment amid the AI data center building boom has sent shares to levels no one expected. Now, how the stock reacts to earnings on Wednesday can help tell investors if the AI trade is alive and well, or if more pain is coming to many stocks, beyond shares of Vernova. It’s an important report for Vernova, with shares above $1,000, up roughly 700% since the company was spun out of GE Aerospace in 2024.
GE Vernova has delivered a powerful 91.1% return over the past year, yet the valuation checks are pulling in different directions, with the Discounted Cash Flow (DCF) estimate pointing to a premium to intrinsic value while market based multiples suggest the stock may still be priced reasonably against peers. Over the past 12 months, GE Vernova's 91.1% gain puts recent buyers in solid profit, which raises the bar for what the current share price implies about future cash flows. On the one...
Bloom Energy has turned into one of 2026's most explosive trades, but a short seller report and a 25% pullback in a single month have exposed a sharp divide between believers in the AI power thesis and those questioning the valuation.
GE Vernova heads into its Q2 report with turbine capacity booked through 2027 and shares up over 65% this year, but one number will decide whether the AI power supercycle is still accelerating or quietly losing steam.
FuelCell Energy's greater AI-driven upside competes against GE Vernova's broader portfolio, stronger backlog and improving profitability.
That's a tough act to follow. Just respect the fact that this stock's reliable volatility can work for you just as much as it works against you.
Beyond analysts' top-and-bottom-line estimates for GE Vernova (GEV), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
Investing.com -- JPMorgan said a recent selloff in clean energy and power infrastructure stocks has created attractive entry points ahead of second-quarter earnings, arguing that demand trends tied to data centers, industrial electrification and U.S. manufacturing remain intact despite recent market volatility.
Two industrial giants report Q2 results on the same day, and analysts are anything but neutral between them. Before you decide which earnings announcement to watch on July 22, you need to see how these two stack up across every dimension Wall Street actually measures.
Energy transition company GE Vernova (NYSE:GEV) will be announcing earnings results this Wednesday before the bell. Here’s what you need to know.
Today Earnings (a.m.): General Motors, Charles Schwab, Danaher, 3M, Equifax, Hasbro, Northrop Grumman, Halliburton Earnings (p.m.): Chubb, Capital One, Interactive Brokers Economic data: ADP weekly ...
As power capacity becomes AI's key bottleneck, investors are rotating into GE Vernova and Eaton, whose surging backlogs and pricing power reflect the electrification supercycle.
GE Vernova (GEV) due to release its second quarter earnings figures this Wednesday, July 22, ahead of the market's open. The stock is up nearly 60% year-to-date in 2026. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss the energy company's gas turbine business.
GE Vernova stock has soared more than 60% in 2026 so far, but this could just be the beginning.
Earnings season ramps up this week with some key tech earnings on tap. This week we have Tesla, Intel, Alphabet, GE Verona, International Business Machines, ServiceNow, Freeport-Mcmoran and American Express all reporting in what shapes as a busy and pivotal week for stocks.
Dow Jones futures: An Iran attack killed two U.S. service members. Google earnings and capex guidance will be key this week. Tesla, Intel, GE Vernova also report.
GE Aerospace shares fell despite Q2 2026 earnings beats and raised full-year guidance, as investors weigh a rich 46x forward earnings valuation against a $210 billion backlog.
With a short percentage of shares outstanding at 3.92%, GE Vernova Inc. (NYSE:GEV) is among the 7 Best Electrical Equipment Stocks to Buy. On June 16, Bernstein initiated coverage of GE Vernova Inc. (NYSE:GEV) with an Outperform rating and a $1,206 price target. The firm believes the company is uniquely positioned to benefit from powerful global trends, […]
In recent weeks, GE Vernova has attracted heightened attention as analysts and investors focus on its pending July 22 earnings report, backed by a very large backlog and raised revenue and free cash flow guidance. At the same time, the company is committing US$11.00 billion to capex and R&D through 2028 and highlighting strong AI data center–driven demand, underscoring how power infrastructure and grid reliability are becoming central to its long-term story. Next, we’ll examine how this...
GE beats Q2 2026 estimates as commercial services, strong orders and cash flow fuel growth, prompting higher full-year guidance.