John G Vernova kicking off its investor day by revising its financial targets to the upside, announcing a bigger dividend and increasing its share buyback to 10 billion from six billion. First to the forecast, 2025 revenue guidance trending higher and even looking to 2028. The company's projecting margins of 20% which is up from the prior target of 14% and higher than Wall Street consensus as demand continues to rise for gas power and company.company says that it did sign 18 gawatts of gas turbine contracts ...

2025 Investor Update December 9, 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 exp ...

CAMBRIDGE, Mass.--(BUSINESS WIRE)--GE Vernova (NYSE: GEV) today announced that its Board of Directors has declared a $0.50 per share quarterly dividend—doubling from a $0.25 quarterly dividend. The quarterly dividend will be payable on February 2, 2026, to shareholders of record as of January 5, 2026. The Board of Directors has also approved a share repurchase authorization increase to $10 billion, from the prior authorization of $6 billion. GE Vernova has spent $3.3 billion of the authorizatio. ...

In the latest close session, GE Vernova (GEV) was down 1.49% at $621.90. This change lagged the S&P 500's daily loss of 0.35%. Meanwhile, the Dow lost 0.45%, and the Nasdaq, a tech-heavy index, lost 0.14%. Coming into today, shares of the the energy business spun off from General Electric had gained 9.77% in the past month. In that same time, the Oils-Energy sector gained 3.38%, while the S&P 500 gained 1.2%. The investment community will be closely monitoring the performance of GE Vernova in its forthcomin ...

ab 5 December 2025 Powered by YES UBS Evidence Lab Global Research Global Data Centre Equipment Deep dive 4.0. No signs of cooling down AI penetration / monetisation. We see clear evidence of rapid (arguably exponential) GenAI adoption as a technology and some initial evidence of monetisation ($17bn ARR, 6-7% of current total SaaS market). Hyperscalers Capex/Sales more than doubling vs 2023 to 25-30% clearly begs the question of sustainability but we highlight that even on 2026 estimates, capex represents c ...

GE Vernova Inc. (GEV) is a global energy company with its headquarters in Cambridge, Massachusetts. GE Vernova is innovating in power, renewable energy, digital, and energy services businesses. The company operates through three segments: Power, Wind, and Electrification. GE Vernova’s market cap stands around $171.9 billion. Companies valued at $10 billion or more are generally classified as “large-cap” stocks, and GE Vernova fits this criterion perfectly. GE Vernova is distinguished by its leadership in ...

Core Insights - GE Vernova has undergone a significant turnaround, becoming the highest-rated stock among the remaining General Electric companies, previously considered a problem child [1][7] - The company is positioned as an artificial intelligence play, with its enterprise value to EBITDA valuations reflecting this transformation [2][6] - The demand for power driven by AI applications has shifted perceptions of GE Vernova's power operations, which were once viewed as a weak link [4][5] Financial Performance - The power segment has seen a revenue increase from $71.3 billion to $84.1 billion, representing an 18% growth [8] - The electrification segment has experienced a substantial growth of 38%, rising from $21.9 billion to $30.2 billion [8] - The wind energy segment, however, has faced a decline, with revenues decreasing from $25 billion to $21.5 billion, a drop of 14% [8] Strategic Outlook - Management aims to return the renewable energy business to profitability in the coming years, indicating a focus on long-term growth [7] - The backlog growth in the third quarter highlights the increasing demand for power, particularly in relation to AI applications [6]

GE Vernova Inc. (NYSE:GEV) is one of the stocks Jim Cramer shed light on. A caller asked what Cramer thinks of the stock long term, and he replied: “Alright, GE Vernova, my Charitable Trust owns it… Let me make this really straight. This whole uranium thing, the whole nuke thing, you know, if it happens, it’s going to be GE Vernova. But more importantly, if it’s nat-gas, it’s GE Vernova, which means it is the only real company in that whole power segment that everyone’s so crazy about to speculate on. Don ...

Key Takeaways GE Vernova is advancing more than 150 R&D initiatives to support cleaner, reliable global energy solutions.GEV invested about $1.24B in R&D in 2024 and plans $9B in capex and R&D by 2028.GE Vernova's shares rose 0.6% in three months and earnings per share likely to improve yoy in 2025-2026.GE Vernova Inc. (GEV) continues to benefit from its substantial investment in Research and Development (R&D). GE Vernova’s R&D efforts focus on driving the energy transition. The company is engineering the t ...

The Trump administration is taking the next step to jump-start nuclear energy in the U.S.—giving direct cash grants to reactor projects. ...