GE Vernova (GEV) has seen increased attention from various investors, with several major firms and funds such as Fusion Capital, Sculati Wealth Management, and Connor Clark & Lunn Investment Management, among others, acquiring shares. GEV's stock has surged 38.3% in six months and they secured a spot on JP Morgan's Focus List, reflecting bullish sentiments. In addition to this, GEV is in discussions with Siemens Energy for supplying gas turbines for Syria's reconstruction. Influential market commentator, Jim Cramer, highlighted the company's long-term outlook, specifically their aim for 2029 regarding nuclear plants operations. Analysts highlight GEV as a top defensive stock pick due to its position within the AI revolution, emphasizing the company's unique angle of building products within the nuclear industry. Despite missing Q3 earnings estimates, the company reaffirmed its guidance. Questions regarding GEV's valuation were raised following recent share price momentum, along with the impact of its Prolec GE Acquisition and electrification investments on its long-term growth outlook. Barclays tagged the company with a 'Buy', whereas RBC Capital downgraded the firm to 'Sector Perform'.
Ge Vernova GEV News Analytics from Tue, 26 Aug 2025 07:00:00 GMT to Sat, 15 Nov 2025 18:11:21 GMT -
Rating 8
- Innovation 6
- Information 7
- Rumor 4
