GE Vernova Inc.(US:GEV) 智通财经网·2025-07-29 07:04Group 1 - GE Vernova, a major player in the power and clean energy sector, saw its stock rise by 0.48% to close at $644.59, near its historical high, despite analysts from Guggenheim and Mizuho downgrading their ratings after a strong Q2 earnings report [1] - The stock surged by 12% last week, driven by unprecedented demand for electricity from AI data centers, with a year-to-date increase of nearly 100% and a projected 200% rise in 2024 [1][2] - GE Vernova focuses on three main segments: Power (gas/nuclear/hydropower/steam), Wind (onshore/offshore wind), and Electrification (grid systems, energy storage, and digital power solutions), aiming to balance reliability, affordability, and sustainability in energy supply [2] Group 2 - The demand for electricity is expected to rise significantly due to the expansion of large AI data centers, with a forecasted increase in summer peak load by 70 GW to 220 GW by 2035, surpassing the historical peak of 165.6 GW in 2006 [2] - The International Energy Agency predicts that global data center electricity demand will more than double by 2030, reaching approximately 945 TWh, driven primarily by AI applications [3] - Guggenheim analyst Joseph Osha downgraded GE Vernova's rating from "Buy" to "Neutral," citing that the current valuation may not be as attractive given the waiting period for expected performance improvements [4] - Mizuho analyst Maheep Mandloi also downgraded the rating to "Neutral" but raised the target price from $412 to $670, indicating that the stock's valuation appears high after a 90% increase this year [5]