GE Vernova Inc. (NYSE:GEV) is one of the stocks Jim Cramer expressed thoughts on. Cramer highlighted the stock’s recent massive rally, as he remarked: “Now, there’s a way to speculate responsibly. You buy stocks of companies with real earnings, real revenues that can get a much higher price to earnings multiple expansion on that news flow. It’s not the perfect way, but it’s a way. GE Vernova soared during this period as it got order after order from companies that needed power to build out data centers. I ...

Core Viewpoint - American Electric Power Company, Inc. (AEP) is highlighted as a strong high-growth utility stock, with BMO Capital maintaining an Outperform rating and increasing the price target from $121 to $127 ahead of the Q3 2025 financial results [1]. Group 1: Financial Performance and Expectations - BMO Capital expects AEP's Q3 EPS to be $1.78, which is below the median estimates of $1.83 and $1.86 from FactSet and Bloomberg, respectively [1]. - The company is set to revise its 5-year financial agenda, anticipating a capital program of $70 billion or higher, indicating a 30% increase from the existing plan [2]. Group 2: Capital Expenditure and Financing Strategy - AEP's capital expenditure (capex) outlook is a key factor for potential stock rerating, with a focus on the asset portfolio and funding strategy [3]. - It is anticipated that AEP will utilize equity financing for approximately 30%-40% of its additional capex [3]. Group 3: Company Overview - American Electric Power, based in Columbus, Ohio, operates as a public utility holding company specializing in electricity generation, transmission, and distribution for both retail and wholesale customers [4].

Core Insights - FirstEnergy Corp. is a major electric utility holding company based in Ohio, serving approximately 6 million customers across multiple states with a market cap of $27.1 billion [1] Earnings Expectations - FirstEnergy is expected to announce its fiscal Q3 2025 earnings results on October 22, with analysts predicting an adjusted EPS of $0.73, a decrease of 14.1% from $0.85 in the same quarter last year [2] - For fiscal 2025, the anticipated adjusted EPS is $2.53, reflecting a decline of 3.8% from $2.63 in fiscal 2024, but is expected to grow by 6.7% year-over-year to $2.70 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, FirstEnergy shares have increased by 8.2%, which is lower than the S&P 500 Index's return of 14.8% and the Utilities Select Sector SPDR Fund's gain of 11.7% during the same period [4] Analyst Ratings - Analysts maintain a cautiously optimistic view on FirstEnergy stock, with a consensus "Moderate Buy" rating; out of 17 analysts, six recommend a "Strong Buy," one a "Moderate Buy," and ten a "Hold" [6] - The mean price target for FirstEnergy is $47.83, suggesting a slight potential increase from current market prices [6] Recent Developments - On October 16, FirstEnergy shares fell by 1.9% after JPMorgan Chase & Co. analyst Jeremy Tonet reaffirmed a "Hold" rating with a price target of $47, citing stable utility operations but ongoing challenges in the power generation segment [5]

Group 1 - GE Vernova Inc. is considered one of the best IPO stocks to buy and hold for 3 years, with a price target raised to $580 by HSBC analyst Sean McLoughlin from $570, maintaining a Hold rating [1] - The company reported Q2 2025 orders of $12.4 billion and revenue of $9.1 billion, reflecting an 11% year-over-year increase, driven by demand in the Power and Electrification segments [2] - GE Vernova's backlog increased by $5.2 billion sequentially, with notable growth in the Gas Power equipment backlog and slot reservation agreements rising from 50 to 55 GW [3] Group 2 - The company operates in three segments: Power, Wind, and Electrification, providing various products and services related to electricity generation, transfer, orchestration, conversion, and storage [3]