GE Vernova is a pure-play on the global grid investment and electrification supercycle, with gas turbines (HA-class) backlogged through 2028 on AI data center demand. Grid solutions order book is at multi-year highs from utility transformer and HVDC demand. Wind segment is the lower-quality offset. Price increases and operating leverage support sustained margin expansion.
Thesis reviewed May 29, 2026
GE Vernova Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States48EARLYView United States risk detail →🔌Utilities48WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| DUK | Duke Energy Corporation | 48 | +14% | ↓12% | EARLY |
| SO | The Southern Company | 48 | +15% | ↓12% | EARLY |
| EXC | Exelon Corporation | 48 | +10% | ↓12% | NEUTRAL |
| NEE | NextEra Energy Inc. | 48 | +20% | ↓12% | EARLY |
| D | Dominion Energy Inc. | 48 | +15% | ↓12% | EARLY |
| CEG | Constellation Energy Corporation | 48 | +24% | ↓12% | EARLY |
| GEV | GE Vernova Inc. | 48 | +15% | ↓12% | EARLY |
Investors who hold GEV may also have indirect exposure through these country funds.
GE Vernova gas turbine backlog extends to 2029 on data center orders
Grid Solutions HVDC orders hit record on European grid plans
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Josh GottheimerNJ | D | Buy | $1k–$15k | Feb 5, 26 | +17.1% |
| Austin ScottGA | R | Buy | $1k–$15k | Feb 17, 26 | +16.4% |
| Jonathan JacksonIL | D | Buy | Unknown amount | Jan 30, 26 | +16.5% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 9, 26 | +20.8% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Dec 19, 25 | +51.4% |
| Laurel LeeFL | R | Buy | Unknown amount | Nov 8, 24 | +186.0% |