- Entry
- $877.39
- Final
- $1,057.65 +20.5%
- Target
- —
- Score
- +1.00
Came across GEV and honestly surprised it’s not being talked about more. EPS grew over 200% in 2025. Management just guided $44-45B in revenue for 2026. Customers are apparently paying upfront just to reserve production capacity through 2030. Like slot reservations. The demand is so far ahead of supply that buyers can’t wait. The thesis is pretty straightforward. AI data centers need massive amounts of power. GE Vernova makes the turbines and electrical equipment that powers them. as hyperscalers keep …
— ORIGINAL POST ·
$GEV quietly raised 2026 revenue guidance to $45B while the whole market was distracted by the Fed and Iran
· r/investing
· Mar 20, 2026