Core Viewpoint - The unprecedented demand for power driven by artificial intelligence (AI) and other sectors presents a significant opportunity for GE Vernova to expand its business in power and electrification [1][2]. Business Overview - GE Vernova, a spinoff from General Electric, operates primarily in three sectors: power, wind, and electrification, with a focus on growing its power and electrification segments while downsizing its wind business [2]. - The company has reported a 55% year-over-year growth in orders and backlog, reaching $14.6 billion [3]. Financial Outlook - GE Vernova anticipates a revenue increase of 16% to 18% in its power segment and around 20% in electrification for the upcoming year [3]. - Total revenue projections for the company could reach $41 billion by 2026, with expectations of doubling backlogs in electrification and gas equipment over the next three years [4]. Stock Performance - Since its spin-off in March 2024, GE Vernova's stock has surged over 450%, and the company has initiated dividend payments, recently increasing the quarterly payout from $0.25 to $0.50 per share [5]. - The company is expected to continue this trend of growth and dividend increases as it meets the power demands of major AI players [5]. Market Position - GE Vernova is strategically positioned to modernize an aging power grid, which is essential for meeting future power demands [6]. - The company is set to announce its fourth-quarter and full-year results for 2025 on January 28, with analysts anticipating continued strong performance [6].