GE Vernova (GEV) Business News

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Here's billionaire Ray Dalio's updated stock portfolio

Finbold

9:42 AM | Sunday | Aug 16, 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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9:42 AM | Sunday | Aug 16, 2026

Here's billionaire Ray Dalio's updated stock portfolio

Finbold

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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12:45 PM | Saturday | Aug 15, 2026

Everyone's Watching Oklo and NuScale for Nuclear Exposure. This Overlooked Stock Is Building One Too.

The Motley Fool

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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9:51 AM | Thursday | Aug 13, 2026

Can GE Vernova's Strong Q2 Results Fuel Further Earnings Growth?

Zacks Investment Research

GEV's Q2 results show accelerating growth, stronger margins and cash flow, with robust orders and a raised 2026 outlook.

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11:40 AM | Wednesday | Aug 12, 2026

GE Vernova: Rising Guidance Every Quarter, 2028 Looks Bright (Rating Upgrade)

Seeking Alpha

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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3:48 AM | Wednesday | Aug 12, 2026

GE Vernova: Hard To See Much Upside With Expectations This High

Seeking Alpha

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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6:50 AM | Tuesday | Aug 11, 2026

Bloom Energy vs. GE Vernova: Which AI Power Stock Deserves Your $5,000 Today?

Fool - Investing News

Diversification makes the difference here.

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11:45 AM | Monday | Aug 10, 2026

Is GE Vernova Stock a Buy After Its 25.2% Six-Month Rally?

Zacks Investment Research

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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4:10 PM | Friday | Aug 7, 2026

GE Vernova Holds an $176 Billion Backlog, Yet Wall Street Is Selling: What Investors Should Know.

The Motley Fool

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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5:23 AM | Thursday | Aug 6, 2026

Here's Why This AI-Related Power Company's Stock Declined in July

Fool - Investing News

GE Vernova continues to generate exceptional cash flow leverage as orders and slot reservation agreements grow.

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12:16 AM | Thursday | Aug 6, 2026

AI Electricity Demand: GE Vernova and Eaton Will Capture This Next Wave of Capex

24/7 Wall Street

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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