GE Vernova Inc. (GEV)

GE Vernova's stock (GEV) has shown significant growth in the past six months, with a gain of +60.18% and outperforming the S&P500 Index by +48.97%. As of June 27, 2025, the share price was $519.66, representing an increase of 202.99% from June 28, 2024. Key events impacting the stock price include the spin-off from General Electric, strong demand for energy, increased equipment costs, analyst ratings and price targets, investments and partnerships, and a dividend declaration.

While specific details on the seasonality of demand for GE Vernova's products and services are not explicitly provided, the company's business is deeply tied to the broader energy sector and global electricity consumption. Global electricity consumption is increasing, and the energy transition and decarbonization efforts are major growth drivers. The soaring demand for energy to power artificial intelligence technology is a significant factor driving the need for more natural gas and gas turbine power. Increased electrification needs and infrastructure investments globally contribute to robust demand for GE Vernova's offerings. The company has witnessed strong year-over-year equipment order growth, and service contracts for gas turbines act as a source of recurring revenue. The overarching trends point towards a generally strong and sustained demand for GE Vernova's diverse portfolio of products and services.

GE Vernova, Inc. (GEV) is a global energy company focused on designing, manufacturing, delivering, and servicing technologies for a sustainable electric power system, enabling electrification and decarbonization. The company operates in the electric power industry, specifically within the Producer Manufacturing sector and Electrical Products industry. GE Vernova's technology is responsible for generating approximately 30% of the world's electricity. GE Vernova operates through three primary business segments: Power, which focuses on gas, nuclear, hydro, and steam technologies; Wind, which includes onshore and offshore wind turbines; and Electrification, which provides grid solutions, power conversion, electrification software, and solar and storage solutions technologies.

GE Vernova is headquartered in Cambridge, Massachusetts, U.S., and has approximately 75,000 employees operating in around 100 countries worldwide. The company has over 100 manufacturing facilities globally and serves a diverse client base with a strong regional presence across Africa, Asia, Australia, Europe, the Middle East, North America, and South America. The company has a legacy of over 120 years of presence in Africa, serving up to 260 customers across the continent. In May 2025, GE Vernova announced plans to invest approximately USD $16 million in India to expand its electrification manufacturing and engineering footprint, specifically for advanced grid technologies, as part of its broader 'Asia for Asia' strategy.

GE Vernova's brand reputation is strong, driven by its successful spin-off and strategic positioning in the energy transition. The company's stock performance and analysts' positive views on its market position in gas turbines and grid equipment contribute to this. The company's commitment to cutting down its offshore wind segment to make it leaner and more profitable also suggests a focus on strategic improvements. Events that have positively affected GE Vernova's reputation include its strategic focus on energy transition, significant investments, technological advancements, and strong financial performance. No significant negative events impacting GE Vernova's brand reputation in the past year were found in the provided search results.

GE Vernova Inc. has significant institutional ownership, with 2915 institutional owners and shareholders holding a total of 238,080,771 shares, representing 75.73% of the company. Retail investors hold 24.21%, and insiders hold 0.05%. Major institutional owners include Vanguard Group Inc, Fmr Llc, and BlackRock, Inc. Vanguard Group Inc is identified as the largest individual GE Vernova shareholder, owning 24.39M shares. Insider selling has been observed over the past three months.