GE Vernova

GEV

Market cap $177B

GE Vernova (GEV) closed at $652.09 in the latest trading session, marking a +1.93% move from the prior day.

Below, we review the top 10 tech stocks of 2025, selected based on their price action, fundamentals, and presence within leading tech themes. Sandisk has claimed the crown as the S&P 500's top performer, delivering a stunning 559.4% return that outpaced the broader market by a wide margin. 2025 shifted the AI narrative. The focus rotated toward the "physical" layers of the stack, revealing that memory, storage, and energy are now the industry's critical bottlenecks.

The December 8 update was very encouraging for GE Vernova, with a sequential 2026 margin and FCF step-up, and 2028 targets are now higher on revenue, 20% EBITDA, and >$22B cumulative FCF. The narrative is intact. Power generation and electrification are both in high demand in the AI data center buildout. Power is effectively sold out through 2028 (and largely into 2030), with a backlog skewed to high-margin services ($65B services vs. $19B equipment within $84B power RPO).

Zacks.com users have recently been watching GE Vernova (GEV) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

GE Vernova (GEV) appeared to shrug off a downgrade from Baird in the hour before Friday's opening bell. The downgrade comes After Meta Platforms (META) tapped Vistra (VST) and Oklo Inc. (OKLO) to supply electricity for the social media conglomerate.

The latest trading day saw GE Vernova (GEV) settling at $662.32, representing a -3.5% change from its previous close.

GEV shares are up 13.2% in three months as gas turbines power data centers and new wind, grid and gas contracts lift growth prospects.

Ride-hailing outfit Uber Technologies may not be quite as vulnerable to the rise of self-driving taxis as most investors seem to fear. General Electric offshoot GE Vernova is in the right place at the right time with the right product.

As 2026 begins, investors are navigating a market where the biggest trends are colliding with the real economy. In a recent conversation with MarketBeat, Altimetry Research's Rob Spivey laid out three themes he believes can shape market leadership this year: rising electricity prices pushing capital into the grid, an expected wave of AI volatility, and a specific date that could change how investors price interest rates.

U.S. electricity demand should rise sharply in the next decade, driven by grid electrification and the growth of data centers. Companies with extensive energy infrastructure are well-positioned to capitalize on the growing demand for energy.