GE Vernova Inc. (GEV)

GE Vernova's stock (GEV) has experienced significant activity in the past six months. The stock's price increased significantly over the last 12 months and year-to-date, but recent sessions have seen volatility. The company's third-quarter 2025 earnings release reported $1.64 EPS, missing estimates, but revenue exceeded expectations. Orders grew robustly, and the company's backlog expanded. GE Vernova announced it would acquire the remaining stake in Prolec GE for $5.3 billion, expected to close by mid-2026. The company also declared a quarterly dividend of $0.25 per share.

Demand for GE Vernova's products and services is experiencing a significant surge, driven by the booming demand for electricity from data centers and artificial intelligence. This has led to increased wait times for its gas turbines. The company has seen robust order growth in its Power and Electrification segments across the globe. The overarching trend is one of sustained and increasing demand driven by long-term energy transition needs and technological advancements.

GE Vernova, Inc. is an energy equipment manufacturing and services company focused on electrifying and decarbonizing the world. Its business is structured around three core segments: Power, Wind, and Electrification. The Power segment generates and sells electricity through various sources. The Wind segment manufactures and sells wind turbine blades. The Electrification segment provides grid solutions, power conversion technologies, and solar and storage solutions. GE Vernova was formed from the merger and spin-off of General Electric's energy businesses in 2024.

GE Vernova has a significant global presence with approximately 75,000 employees across roughly 100 countries. It has installed bases in over fifty countries in Europe, where more than 25,000 employees are located, and half of its twelve key business lines are headquartered. Its operations span across North America, Asia, Australia and Oceania, the Middle East, and South America.

GE Vernova has actively worked to establish and enhance its brand reputation, particularly following its spin-off from General Electric. On April 2, 2025, GE Vernova launched its first-ever global brand campaign, "The Energy of Change." Investor interest has been fueled by GE Vernova's growing presence in the energy sector and its innovations. The company's focus on electrifying and decarbonizing the world contributes to a positive brand image.

GE Vernova Inc. has a substantial institutional ownership base. As of June 2025, 2319 institutional firms held 78.1% of the company's total shares outstanding. Major institutional owners include Fmr Llc, Vanguard Group Inc, and BlackRock, Inc. Institutional holdings increased to 213.23 million shares for the 13F-cycle ending June 2025.