Core Insights - GE Vernova Inc. reported third-quarter revenue of $9.97 billion, exceeding analyst expectations of $9.16 billion, representing a 12% year-over-year increase, but adjusted earnings per share were $1.64, below the expected $1.86 [1][2] Revenue and Earnings - The company reaffirmed its 2025 full-year revenue outlook, expecting to reach the upper end of its $36–$37 billion range, slightly below the $37.15 billion consensus [2] - Orders surged 55% organically to $14.6 billion, driven by strong demand in the Power and Electrification segments [2] Backlog and Orders - The backlog increased by $6.6 billion sequentially, with Gas Power equipment reservations rising from 55 to 62 gigawatts [2] - By segment, Power orders rose 50% organically to $7.8 billion, with revenue up 15% to $4.8 billion [3] - Wind orders increased 4% to $1.8 billion, although revenue fell 8% to $2.6 billion [3] - The Electrification unit saw orders more than double to $5.1 billion, while revenue advanced 35% to $2.6 billion [3]

It has been a while since I reviewed GE Vernova Inc. (NYSE: NYSE: GEV ), with my Hold analysis back in March . A lot has happened for the company since, with the stockAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unloved for unjustified re ...

It has been a while since I reviewed GE Vernova Inc. (NYSE: NYSE: GEV ), with my Hold analysis back in March . A lot has happened for the company since, with the stockAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unloved for unjustified re ...

GE Vernova (NASDAQ:GEV) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.At 11:03 AM EST on October 22nd, GEV triggered a Power Inflow signal at a price of $537.92. GEV had seen a very steep decrease in the stock price leading up to the Power Inflow alert, dropping by as much as 10% in the opening hour of trading. Following the alert, both the retail and buying intere ...

Core Insights - GE Vernova CEO Scott Strazik has engaged in multiple discussions with OpenAI CEO Sam Altman regarding power needs, highlighting the importance of OpenAI in GE Vernova's growth strategy [1][2] - Despite a 55% increase in power equipment orders, GE Vernova's shares fell approximately 6% due to the company not raising its 2025 forecast, which disappointed some investors [2] - Analysts remain optimistic about GE Vernova's potential to benefit from increasing demand from large technology companies, with an average analyst price target of $658, indicating a potential upside of about 20% from current trading levels [3] Company Performance - GE Vernova's third-quarter results exceeded expectations, driven by a significant increase in power equipment orders [2] - The company's shares have doubled over the past year, reflecting strong market performance [3] Market Sentiment - Analysts, including Melius Research's Rob Wertheimer, noted that there were no negative aspects in the latest report, suggesting that the market's expectations were set high [3] - The ongoing challenges in the onshore wind sector were anticipated due to regulatory hurdles, which may impact future performance [2]

Core Insights - GE Vernova reported a revenue beat, benefiting from the data center boom and has seen its stock rise over 90% in the past year [1][2] - The company has established itself as a key player for hyperscalers, with significant orders for electrical equipment expected to double this year compared to previous years [2][3] - Challenges remain in offshore wind due to regulatory issues and tariff policies, with estimated costs related to tariffs between $300 million to $400 million this year [4] Company Performance - GE Vernova's CEO has engaged with OpenAI's CEO, indicating a strong relationship that is crucial for growth [2][3] - The company has received $900 million in electrical equipment orders from hyperscalers this year, compared to $600 million for all of 2024, with expectations for Q4 orders to further increase this figure [3] - The company recently acquired the remaining 50% stake in a transformer company, enhancing its capabilities in electricity management [6] Market Context - There is speculation about the potential impact of GE Vernova's performance on the broader AI trade, drawing parallels to Oracle's recent bullish targets [5] - Despite strong demand, analysts expected a raise in guidance, but the company reaffirmed its 2025 numbers instead, indicating that expectations may already be priced in [7]

Pre-market futures are flattish at this hour, but with a downward bias. The Dow is coming off a record closing high Tuesday, and Q3 earnings reports released yesterday afternoon did not quite have the positive sheen we’ve seen elsewhere this far into earnings season. The Dow is currently down -9 points, the S&P 500 is +3, the Nasdaq -38 and the small-cap Russell 2000 is -9 points at this hour.Fed Governor Michael Barr will make a couple of appearances later today — one week ahead of the next monetary policy ...

Market Overview - Pre-market futures are showing a flat trend with a slight downward bias following a record closing high for the Dow on Tuesday [1] - The Dow is down 9 points, S&P 500 is up 3 points, Nasdaq is down 38 points, and Russell 2000 is down 9 points at this hour [1] Federal Reserve Insights - Fed Governor Michael Barr is scheduled to make appearances ahead of the upcoming monetary policy decision from the FOMC [2] - Analysts are nearly unanimous in expecting a 25 basis-point rate cut next Wednesday, which would lower the Fed funds rate to a range of 3.75-4.00% [2] Q3 Earnings Reports - **AT&T (T)**: Reported Q3 earnings of 54 cents per share, missing estimates by 1 cent, with revenues of $30.71 billion, down 0.81% from estimates. Shares are down 1.6% [3] - **Thermo Fisher (TMO)**: Reported earnings of $5.79 per share, beating estimates of $5.50, with revenues of $11.12 billion, exceeding expectations by 2%. Shares are up 2% [4] - **GE Vernova (GEV)**: Reported earnings of $1.64 per share, missing the consensus of $1.78 by 7.87%, but revenues of $9.97 billion were 8.62% higher than anticipated. Shares are up 3.8% [5] - **Teck Resources (TECK)**: Reported earnings of 55 cents per share, surpassing projections by 41%, with revenues of $2.46 billion, exceeding consensus by 14.3%. This company may gain relevance due to rare earth negotiations with China [6] Upcoming Earnings Expectations - **Tesla (TSLA)**: Expected to report negative earnings per share, down 26.4% year over year, but with a 5% increase in revenues. Shares are up 9.6% year to date [7] - **IBM**: Anticipated to report earnings 6% higher and revenues up 7.57% for the quarter, with shares having gained 28% since the start of the year [9] - **Southwest Airlines (LUV)**: Facing a tough year-over-year comparison with expected earnings growth down 93% but a slight revenue increase of 1.44% [9]

Group 1 - GE Vernova (GEV), a component of the S&P 500, is set to report its third-quarter earnings and revenue, with analysts anticipating a significant profit swing compared to the previous year [1] - The demand for AI data centers is increasing, which may influence the commentary regarding GE Vernova's natural gas turbine backlog during the earnings report [1] - Analysts expect GE Vernova's Q3 earnings per share (EPS) to show notable improvement, reflecting the company's strategic positioning in the renewable energy sector [1] Group 2 - The market is currently experiencing volatility, which poses challenges for active investors, particularly with upcoming earnings reports from major companies like Tesla and GE Vernova [2] - Clean energy stocks, including GE Vernova, are outperforming fossil fuel companies despite facing backlash related to Environmental, Social, and Governance (ESG) concerns [4] - There is growing optimism on Wall Street regarding GE Vernova, indicating a positive outlook for the company's future performance [4]

This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Wednesday. This is TheStreet’s Stock Market Today for Oct. 22, 2025. You can follow the latest updates on the market here in our daily live blog. Update: 9:31 a.m. ET Opening Bell The U.S. stock market is now open. Stocks have sank just a little bit from earlier futures trading, with the S&P 500 (-0.04%), Russell 2000 (-0.11%), Dow (-0.14%), ...