Why GE Vernova Stock Crushed it Today

GE Vernova stock rose nearly 4% after analyst Alex Virgo from Evercore ISI reiterated his outperform rating and raised 2027-2028 EPS growth estimates by 3-4%. Virgo maintains a $1,350 price target, implying 37% upside, citing strong momentum and an expected $200 billion backlog next year driven by AI data center power generation equipment demand.

10/01/2026, 8:02 PM • The Motley Fool

Google Just Went Nuclear in Georgia. These 2 Industrial Stocks Get Paid to Build It.

Google struck a deal with Georgia Power to fund nuclear plant upgrades at Vogtle and Hatch facilities, adding 96 MW of capacity to support new data centers. GE Vernova and Brookfield Renewable are positioned to benefit from the upgrades through their nuclear technology and services divisions, though regulatory approval and multi-year timelines remain.

10/01/2026, 4:05 PM • The Motley Fool

GE Vernova's CEO Just Delivered Great News to Shareholders

GE Vernova's CEO Scott Strazik delivered bullish remarks at a Morgan Stanley conference, highlighting accelerating backlog growth, stronger-than-expected power orders, margin expansion across all segments, and a profitability turnaround in the wind business. The company is pulling forward its $200 billion backlog milestone to early 2027 and expects larger margin expansion in 2026 than the double-digit gains achieved in 2025.

10/01/2026, 2:05 AM • The Motley Fool

My Top AI Power Stock to Buy Right Now (and It's Not Even Close)

GE Vernova, the spun-off energy division of General Electric, is positioned as a top AI power stock to buy. The company benefits from surging electricity demand at AI data centers, with its backlog growing 37% year-over-year to $176.3 billion. GE Vernova expects 20-22% revenue growth in 2026, with adjusted EBITDA margins expanding to 12-14% and free cash flow projected to triple to $11.5-12.5 billion. Trading at around $960 per share with a 25x forward EBITDA valuation, the stock appears reasonably valued given analysts expect 60% CAGR adjusted EBITDA growth through 2028.

09/29/2026, 4:30 PM • The Motley Fool

Europe Grid-Scale Battery Market Report 2026-2031 | Renewable Integration and Energy Storage Demand Accelerate

Europe's grid-scale battery market is expanding from pilot projects to system-level deployment, valued at USD 2.34 billion in 2025. Growth is driven by renewable energy integration, regulatory reforms, energy security concerns, and grid congestion management. Lithium-ion batteries lead the market, with third-party ownership as the dominant model. Germany leads Europe's market due to its advanced infrastructure and renewable capacity. Key challenges include regulatory fragmentation, raw material dependency, and permitting delays.

09/25/2026, 4:54 AM • GlobeNewswire

GE Vernova vs. Oklo: Which Industrials Stock Is a Better Buy in 2026?

The article compares GE Vernova, an established power generation company generating 25% of global electricity with $38.1B in revenue and zero debt, against Oklo, a pre-revenue advanced nuclear reactor developer backed by Meta and Switch. While Oklo shows promise with high-profile agreements and differentiated technology, GE Vernova is recommended as the better 2026 buy due to its proven profitability, strong cash flow, record backlog, and immediate market relevance, whereas Oklo remains years away from commercial revenue and regulatory approval.

09/21/2026, 12:12 PM • The Motley Fool

What Higher Interest Rates Mean for Caterpillar, GE Vernova, and Vertiv

Recent interest rate hikes caused a sell-off in industrial stocks. Caterpillar's construction and resource segments are most vulnerable to higher rates, while its AI-driven power & energy segment remains resilient. GE Vernova's strong $176 billion backlog provides multiyear protection against rate increases. Vertiv is least exposed due to AI data center spending being cash-funded by well-capitalized hyperscalers rather than debt-dependent.

09/21/2026, 4:35 AM • The Motley Fool

Why GE Vernova Stock Bumped Higher Today

GE Vernova stock rose modestly following an amicable legal settlement with Vineyard Wind over a blade failure dispute. The positive sentiment was further boosted by bullish analyst notes from Baird and Jefferies after the company's CEO presented at an industry conference, highlighting strong service business details and robust second-half order expectations.

09/17/2026, 8:04 PM • The Motley Fool

3 Stocks to Buy if You Believe the AI Power Crunch Is Just Getting Started

AI data centers are driving explosive electricity demand, projected to more than double from 415 terawatt-hours in 2024 to 1,000 terawatt-hours by 2030. However, power infrastructure takes significantly longer to build than data centers (3-10+ years), creating a supply shortage. GE Vernova, Constellation Energy, and Quanta Services are positioned to benefit from this power crunch through gas turbines, nuclear energy, and grid infrastructure services respectively.

09/17/2026, 3:05 PM • The Motley Fool

Gas Turbine Market to Grow from USD 17.80 Billion in 2025 to USD 30.10 Billion by 2035 – Research by SNS Insider

The global gas turbine market is projected to grow at a 5.40% CAGR from 2026 to 2035, driven by coal-to-gas power plant conversions, AI-driven data center demand, and adoption of hydrogen and ammonia-ready combustion technologies. North America leads with 29.50% market share, while Asia Pacific records the fastest growth at 8.30% CAGR. Data centers emerge as the fastest-growing sector with 11.20% CAGR.

09/16/2026, 6:30 PM • GlobeNewswire

Bloom Energy vs. GE Vernova: Which Stock Is a Better Buy in 2026?

Bloom Energy and GE Vernova represent different approaches to the energy infrastructure market. Bloom Energy focuses on distributed fuel cell technology for data centers with 37.3% revenue growth but operates at a loss with high debt levels. GE Vernova, a diversified industrial giant generating 25% of global electricity, demonstrates profitability with 12.8% net margins, zero debt, and record backlogs. The article recommends GE Vernova for long-term investors seeking a more established, scalable foundation, while Bloom Energy appeals to those comfortable with higher growth and risk.

09/15/2026, 10:23 AM • The Motley Fool

There Are Only a Handful of Dow Stocks That Yield Over 3%. Here's My Top Pick to Buy Before September Ends.

Chevron stands out among Dow stocks with a 3.4% dividend yield, more than double the index average. Beyond traditional oil operations, the company's emerging power business—including a 20-year Microsoft contract to supply electricity to a Texas data center—offers more predictable cash flow. Additional growth drivers include new oil discoveries in Angola, expanded base oils distribution, and planned Venezuelan production increases.

09/11/2026, 3:05 AM • The Motley Fool

The EV Brain Drain: Lucid Is Bleeding Talent While Rivian Is Evolving

Rivian's CFO Claire McDonough is departing for GE Vernova after nearly six years, but the transition is orderly and reflects the company's evolution from startup fundraising to mass manufacturing. In contrast, Lucid is experiencing a severe executive exodus under new CEO Silvio Napoli, including the departure of founder Peter Rawlinson, CFO Taoufiq Boussaid, and multiple senior engineers. Lucid's sweeping restructuring, layoffs, and delayed product launches signal deeper troubles, making Rivian appear the more stable long-term EV investment.

09/08/2026, 8:30 PM • The Motley Fool

BWX Technologies Already Builds Reactors for the Navy. Why Is It Still the Cheapest Nuclear Stock?

BWX Technologies trades at lower valuations than nuclear peers despite being the sole supplier of reactors and fuel for the U.S. Navy's submarine and aircraft carrier fleets. The company reported 18% revenue growth to $901.6M in Q2, signed $1.4B in new Navy contracts, and raised full-year guidance to $3.8B revenue and $4.70-$4.80 EPS. With an $8.6B backlog and diversification into commercial nuclear and medical isotopes, BWX presents a value opportunity in the nuclear sector.

09/06/2026, 9:05 AM • The Motley Fool

Forget the Chip Shortage -- Anthropic's Real Constraint Is Electricity. Here's the Energy Stock That Wins.

As AI data centers rapidly expand, electricity has become a critical bottleneck for hyperscalers, with the U.S. AI sector potentially requiring 50 GW of power by 2028. GE Vernova is well-positioned to capitalize on this demand through its gas turbines and power solutions, with heavy-duty gas equipment orders jumping fourfold in Q2 and a backlog reaching $176 billion.

09/02/2026, 4:25 AM • The Motley Fool