← Back to dashboard
GE Vernova
AI data centers increase demand for grid equipment, gas turbines, electrification, and power services.
Metric timing
This page mixes live market data, trailing fundamentals, and latest reported statement data.
Live / market snapshot
Price, 1D change, market cap, and enterprise value are current market-based figures.
TTM / forward
Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Latest quarter / dividend cadence
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
latest annual revenue
latest quarterly revenue
latest annual profit
latest quarterly profit
annualized per share
latest ex-dividend cash amount
Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
Does AirJoule Technologies (AIRJ) Using GE Vernova’s Campus Showcase Reframe Its Industrial Water Strategy?
In July 2026, AirJoule Technologies Corporation deployed its AirJoule Core atmospheric water generation system at GE Vernova’s new Advanced Research Center Frontier Campus in Niskayuna, New York, where it now operates as a live showcase producing distilled water directly from air for visiting customers and partners. This installation deepens the 50/50 joint venture between AirJoule and GE Vernova, giving potential industrial and data center users a real-world view of how modular on-site...
General Electric (GE) Sits 21% Above Fair Value Following Its Recent PullbackGeneral Electric (GE) is back in focus after GE Vernova, its former energy division, reported a US$176b backlog and a recent 5% share price pullback following weaker adjusted EBITDA and EPS. See our latest analysis for General Electric. At a latest share price of US$370.08, General Electric has seen a 90 day share price return of 24.54% and a 1 year total shareholder return of 35.25%. This points to momentum that remains firmly positive despite the recent pullback linked to GE Vernova’s...
GE Vernova Holds an $176 Billion Backlog, Yet Wall Street Is Selling: What Investors Should Know.GE Vernova's recent post-earnings dip is a good buying opportunity.
AirJoule Technologies (AIRJ) Lands GE Vernova Showcase As Investors Weigh Its Undervalued NarrativeAirJoule Technologies (AIRJ) is back in focus after deploying an AirJoule Core atmospheric water generation system at GE Vernova’s new Advanced Research Center in New York, where it will function as a live customer showcase. See our latest analysis for AirJoule Technologies. The GE Vernova showcase comes at a time when AirJoule Technologies’ share price has seen a 27.33% 7 day return and a 57.46% 90 day return, although the 3 year total shareholder return is down 46.61%. This suggests that...
GE Vernova (GEV) Signs Up 43 India Wind Turbines Under Make In IndiaGE Vernova (NYSE:GEV) agreed to supply 43 onshore wind turbines for Enfinity Global’s Fatehgarh Wind Farm project in India. The turbines are planned to be manufactured under GE Vernova’s Make in India approach, using its established facilities in the country. The order highlights GE Vernova’s role in large scale renewable projects in one of the world’s major wind power markets. For investors who see this kind of build out in energy infrastructure as part of a wider long term shift, it can...
SpaceX's need for power is a 'clear positive' for these companiesPower equipment companies are set to benefit from Elon Musk's compute capacity targets for SpaceX, says Melius Research.
Why it could benefit going forward
- AI data centers increase demand for grid equipment, gas turbines, electrification, and power services.
- GE Vernova gives the dashboard exposure to utility-scale power infrastructure rather than only rack equipment.
- Grid bottlenecks can become as important as GPU availability for new data centers.
Moat / edge
- Large installed base in power generation and grid equipment.
- Service revenue tied to critical infrastructure.
- Exposure to electrification and generation upgrades.
What to watch
- Gas power and grid backlog.
- Margin expansion after separation.
- Data-center-related power demand.
Key risks
- Project execution and warranty issues can hurt margins.
- Policy and utility spending cycles can create volatility.
Business snapshot
GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa. The company operates through three segments: Power, Wind, and Electrification. The Power segment designs, manufactures, and services gas, nuclear, hydro, and steam technologies. It serves industrial, government, and other customers. The Wind segment offers wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment provides grid solutions; power conversion; electrification software; and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was incorporated in 2023 and is headquartered in Cambridge, Massachusetts.