Why GE Vernova Stock Surged 99% in 2025 and Remains a Screaming Buy

Company Performance - GE Vernova's shares increased by 98.7% in 2025 and have gained an additional 13% in 2026 so far [1] - The company reported orders worth $59 billion in 2025, with a backlog growth of $31 billion to reach $150 billion [6] - Revenue grew by 9% to $38 billion, and free cash flow (FCF) was $3.7 billion, ending the year with nearly $9 billion in cash [6] Strategic Developments - GE Vernova acquired its remaining 50% stake in Prolec GE for $5.3 billion, enhancing its position in the North American grid infrastructure market [7] - The company secured a deal with Duke Energy to supply up to 11 natural gas turbines, highlighting its role in meeting the power demands of data centers [4][5] Future Projections - For 2026, GE Vernova anticipates revenue growth of at least 15%, projecting revenues between $44 billion and $45 billion, with FCF expected to be between $5 billion and $5.5 billion [8] - By 2028, the company expects revenue to reach $56 billion and cumulative FCF to total $24 billion [8]