GE Vernova: Valuation Is Relative, Gravity Is Irresistible

Core Insights - GE Vernova Inc. (GEV) shares have experienced significant growth this year, driven by the momentum from the AI trade extending into the electrification and utilities sectors [1] - The company is witnessing an increase in orders and backlogs, particularly in the wind power segment [1] Company Performance - GEV has seen a positive trend in its stock performance, attributed to broader market trends in electrification and utilities [1] - The growth in orders and backlogs indicates strong demand for GEV's products and services, suggesting a robust operational outlook [1]