Core Insights - The global transition towards clean energy has positioned nuclear power as a vital solution, with over 70 gigawatts (GW) of new nuclear capacity currently under construction worldwide, according to the International Energy Agency's January 2025 report. GE Vernova Inc. (GEV) is expected to benefit from this trend, particularly through its expertise in small modular reactors (SMR) [1][10]. Company Developments - GE Vernova's joint venture with Hitachi, GE Hitachi Nuclear Energy (GVH), has 60 years of experience in reactor design, deployment, servicing, and fueling. The 10th-generation Boiling Water Reactor, BWRX-300, is a compact reactor capable of generating 300 megawatts (MW) of power, with the first unit scheduled for commissioning in Canada in 2029 [2][10]. - GE Vernova is enhancing its nuclear power business through significant deployment of BWRX-300 SMRs via collaborations, including agreements with Fortum for deployment in Finland and Sweden, and a memorandum of understanding (MoU) with Emirates Nuclear Energy Company for international evaluation of BWRX-300 technology [3][4][10]. Market Performance - GE Vernova's stock has increased by 255.5% over the past year, significantly outperforming the industry average gain of 67.9% [9]. - The company is currently trading at a forward 12-month price-to-earnings (P/E) ratio of 58.46X, which is a premium compared to the industry average of 22.03X [11]. Financial Outlook - The Zacks Consensus Estimate for GEV's near-term bottom-line has shown positive revisions over the past 60 days, indicating an upward trend in earnings expectations [12][13].