GE Vernova

GEV

Market cap $286B

GEV's $11 billion investment push, including upgraded Italian R&D and manufacturing sites, targets grid reliability, growth and stronger margins.

GE Vernova (NYSE:GEV | GEV Price Prediction) heads into its July 22 earnings report as the only U.S.

The latest trading day saw GE Vernova (GEV) settling at $1, representing a -4.49% change from its previous close.

The second quarter was a six-year best for U.S. stocks — here are the three sectors poised to lead the next leg higher.

GE Vernova's stronger stock performance, lower valuation, dividend and upbeat 2026 outlook give it the edge over X-Energy.

From a technical perspective, GE Vernova (GEV) is looking like an interesting pick, as it just reached a key level of support. GEV recently overtook the 20-day moving average, and this suggests a short-term bullish trend.

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The surge in energy demand from data centers has led to strong interest in GE Vernova's gas turbines. Chevron has teamed up with GE Vernova to leverage its expertise in natural gas production and logistics.

Mar Vista's U.S. Quality Premier strategy returned +10.15% net-of-fees in the second quarter of 2026. GE Aerospace, Alphabet and Taiwan Semiconductor Manufacturing were among the portfolio's top contributors for the quarter, appreciating +31.70%, + 23.25%, and + 41.57%, respectively. During the quarter, we initiated new investments in ASML Holding and exited our position in Intuit.

GE Vernova is positioned as a leader in the nuclear renaissance, leveraging 65 years of experience and a robust global presence. GEV's BWRX-300 Small Modular Reactor is commercially contracted, with construction underway in Canada and strong prospects in Poland, the UK, and the US. Nuclear currently comprises 2.6% of GEV revenue, but SMR contracts could drive steady-state nuclear revenue to $2B/year, accelerating from 2026 onward.