GE Vernova
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Track GE Vernova in real time with a live news feed covering GE Vernova stock news, official press releases, company announcements, and an archive of historical GE Vernova news. ...more
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Billionaire investor Ray Dalio's hedge fund, Bridgewater Associates, has disclosed its latest stock holdings, revealing a portfolio valued at approximately $24.4 billion as of June 30, 2026.
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Billionaire investor Ray Dalio's hedge fund, Bridgewater Associates, has disclosed its latest stock holdings, revealing a portfolio valued at approximately $24.4 billion as of June 30, 2026.
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Oklo and NuScale have dominated the headlines as potential nuclear power winners. GE Vernova hasn't gotten the same attention for its nuclear investments.
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GEV's Q2 results show accelerating growth, stronger margins and cash flow, with robust orders and a raised 2026 outlook.
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GE Vernova (GEV) is upgraded to buy as it consistently raises guidance and outperforms prior expectations. GEV's strong backlog, recurring high-margin services, and robust balance sheet underpin a conservative fair value estimate of $1,130 per share. The Power segment dominates revenue, while Electrification accelerates growth and Wind is positioned for a turnaround and margin expansion.
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GEV is sitting right on two of AI's nastiest bottlenecks: power availability and grid equipment. The real question is how fast GEV can turn that backlog into capacity, revenue, and margins. The ~31% long-term EPS growth story looks doable through 2028, but the math gets much tougher once the easy margin expansion is behind it.
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Diversification makes the difference here.
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GEV's strong orders, rising gas turbine demand and expanding manufacturing capacity are driving growth, but its premium valuation may warrant caution.
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GE Vernova's stock dipped after its Q2 earnings report. Its stock isn't cheap, but its exposure to the AI boom justifies that higher valuation.
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GE Vernova continues to generate exceptional cash flow leverage as orders and slot reservation agreements grow.
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GE Vernova (NYSE:GEV | GEV Price Prediction) and Eaton (NYSE:ETN) just delivered Q2 2026 results that read like two halves of the same AI power thesis.
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