GE Vernova

GEV

Market cap $163B

It may be the spawn of a company that faded into irrelevancy, but GE Vernova is thriving as a standalone outfit. Most investors may not appreciate just how long it takes CRISPR Therapeutics to complete a dosing regimen and start collecting revenue.

Recently, Zacks.com users have been paying close attention to GE Vernova (GEV). This makes it worthwhile to examine what the stock has in store.

Markets are reacting positively to recent news surrounding two key players in the energy ecosystem. Shares of Constellation Energy NASDAQ: CEG and GE Vernova NYSE: GEV both shot up on Nov. 19, reflecting renewed investor confidence tied to sector-specific developments and long-term growth potential in clean and nuclear energy.

The AI tailwinds have really powered energy stocks over the past year, thanks to a looming surge in demand driven by new AI data centers coming online.

GE Vernova has experienced strong growth, driven by AI-related electrification demand and robust order backlogs, despite ongoing wind segment challenges. GEV's Q3 results showed rising revenues, improved margins, and strong guidance, but valuation remains stretched compared to peers like Siemens Energy. Analysts maintain a positive outlook, but GEV trades at high multiples, with a PEG ratio and price to free cash flow well above industry averages.

Both GEV and AES are focused on advancing the clean energy transition and catering to the increasing demand from data centers.

GE Vernova is well-positioned to benefit from rising energy demand, particularly from the growth of power-hungry data centers. It generates revenue from selling energy infrastructure (such as gas and wind turbines) and service contracts.

Major U.S. equities indexes ticked higher Wednesday, with Nvidia (NVDA) rising 2.9% to lead chip stocks higher ahead of the AI darling's highly anticipated quarterly results after the bell.

The first-ever non-US repower contract provides confidence that GE Vernova can capitalize on a growth opportunity. The power and electrification segments are significant beneficiaries of the drive to invest in power to support AI-led data center demand.

Taiwan--(BUSINESS WIRE)--GE Vernova Inc. (NYSE: GEV) today announced its first onshore wind repower upgrade agreement outside the United States, signing with Taiwan Power Company (TPC) to supply 25 repower upgrade kits in Taiwan. The announcement was made during the B20 South Africa 2025 Summit in Johannesburg. The milestone international contract builds on GE Vernova's track record of repowering over 6,000 wind turbines in the United States, extending that expertise to support Taiwan's decarbo.