GE Vernova Inc. (NYSE: GEV ) delivered an outstanding Q2 ’25 report with substantial guidance going into the end of eFY25. As part of its growth strategy, GEV will be accelerating its general and administrative cost reduction program, targeting $600mmMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Ind ...

Core Insights - GE Vernova's stock surged 14% to all-time highs following a strong Q2 report, marking a 90% year-to-date increase, making it the second best-performing stock in the S&P 500 [1] - The demand for nuclear and next-generation energy stocks is driven by the increasing power needs from AI hyperscalers, indicating a paradigm shift in energy requirements [2][3] - The U.S. government aims to triple nuclear energy capacity by 2050, which is expected to spur innovation and investment in the sector [3] Company Performance - GE Vernova's Q2 performance solidified its position as a leader in the AI-driven energy sector, with significant contributions from nuclear, natural gas, and electrification [1][9] - The company reported a substantial increase in key financial metrics, including free cash flow and revenue, indicating a strong outlook for future growth [16] - GE Vernova's installed technologies generate approximately 25% of global electricity, showcasing its significant market presence [11] Industry Trends - Data centers' share of total U.S. power demand is projected to rise from 4% in 2023 to 12% by 2030, reflecting the growing energy needs of AI companies [3] - The Range Nuclear Renaissance Index ETF, which includes nuclear energy stocks, has increased by 130% since its inception in January 2024, outperforming the Nasdaq [6] - The nuclear energy sector is experiencing a renaissance, with companies like Talen and Rolls-Royce also showing strong performance and growth potential [20][27] Investment Opportunities - GE Vernova is highlighted as a reliable investment in next-gen energy, with plans for share buybacks and dividends, appealing to long-term investors [9][19] - Talen's recent acquisition of natural gas plants is expected to boost its free cash flow significantly, indicating strong growth prospects [22] - Rolls-Royce has emerged as a leader in nuclear technologies, with a focus on profitability and growth, and is projected to see substantial earnings growth in the coming years [27][28]

Market Overview - The main U.S. equity indexes experienced modest gains, with the Dow Jones Industrial Average increasing by 1.1% to 45,010, the S&P 500 rising by 0.8% to 6,358, and the Nasdaq Composite up by 0.6% to 21,020 [7][8] - The upcoming Federal Reserve meeting is set for July 29-30, during which the latest policy statement will be released [6] Housing Market - The National Association of Realtors reported a decline in housing sales as home prices reached record highs in June, indicating affordability challenges [5] - President Trump criticized Fed Chair Jerome Powell for the slow housing market, attributing it to the refusal to lower interest rates [2] Treasury Yields - The yield on the 10-year U.S. Treasury note increased to 4.388% from 4.336%, while the 2-year note rose to 3.886% from 3.831% [6][7] - The 30-year yield approached the significant 5% level, rising to 4.944% from 4.903% [7] Company Highlights - GE Vernova (GEV) stock surged by 14.6% after reporting second-quarter earnings that exceeded expectations and raising its full-year guidance [10] - Analyst Julien Dumoulin-Smith raised the 12-month target price for GEV from $427 to $565, despite previous concerns about valuation [10] - Among analysts tracked by S&P Global Market Intelligence, 24 rate GEV a Buy, 8 a Hold, and 1 a Sell, with an average 12-month target price of $511.75 [11] Automotive Sector - Japanese automakers Honda Motor (HMC) and Toyota Motor (TM) saw significant gains of 13.1% and 13.7%, respectively, following a tariff deal announced by President Trump [12] - Domestic automakers also benefited, with GM stating it would not raise prices to offset tariff impacts [13] Nuclear Energy Investment - Oklo (OKLO) stock rose by 9.3% after announcing a partnership with Vertiv Holdings (VRT) to develop power and cooling systems for AI data centers [14] - Oklo is focused on developing advanced fission power plants to provide clean energy at scale [15]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

GE Vernova (GEV) Q2 2025 Earnings Call July 23, 2025 07:30 AM ET Company ParticipantsMichael Lapides - VP - IRScott Strazik - President & CEOKenneth Parks - CFOMark Strouse - Executive DirectorJoe Ritchie - Managing Director Nigel Coe - Managing DirectorChris Dendrinos - Vice PresidentAmit Mehrotra - MD & Head - Industrial SectorAndrew Obin - MD - Equity ResearchConference Call ParticipantsJulian Mitchell - Equity Research Analyst - US IndustrialsNicole Deblase - Lead AnalystOperatorGood day, ladies and gen ...

GE Vernova (GEV) Q2 2025 Earnings Call July 23, 2025 07:30 AM ET Speaker0Good day, ladies and gentlemen, and welcome to GE Vernova's Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. My name is Liz, and I will be your conference coordinator today. If you experience issues with the webcast slides refreshing or there appears to be delays in the slide advancement, please hit F5 on your keyboard to refresh. As a reminder, this conference is bei ...

2Q 2025 Financial Results July 23, 2025 © 2025 GE Vernova and/or its affiliates. All rights reserved. GE and the GE Monogram are trademarks of General Electric Company used under trademark license 1 Caution concerning forward-looking statements: Certain statements contained in this presentation may constitute "forward-looking statements" that involve risks and uncertainties. These statements by their nature address matters that are uncertain to different degrees. Forward-looking statements provide current e ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Commission file number 001-41966 GE Vernova Inc. WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to ____ Securities registered pursuant to Section 12(b) of the Act: | Title of each class | Trading Symbo ...

后者将其分配给多个数据中心。 GE Vernova Inc.（GEV）将出售29套天然气涡轮机给Crusoe。 ...

In its upcoming report, GE Vernova (GEV) is predicted by Wall Street analysts to post quarterly earnings of $1.60 per share, reflecting an increase of 125.4% compared to the same period last year. Revenues are forecasted to be $8.82 billion, representing a year-over-year increase of 7.5%.The consensus EPS estimate for the quarter has been revised 5.3% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates dur ...