---
title: "GEV vs VST"
canonical: "https://supercyclehq.com/compare/gev-vs-vst"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["GEV", "VST"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# GE Vernova (GEV) vs Vistra Corp (VST)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | GEV | VST |
| --- | --- | --- |
| AI Exposure Score | 55 (Strategic) | 65 (Strategic) |
| Price | $774.11 | $124.80 |
| Market cap | $204.9B | $41.9B |
| Change 1d | +0.47% | +10.55% |
| Change 30d | -22.49% | -20.07% |
| Change 1y | +34.93% | -34.28% |
| P/E | 20.32 | 21.05 |
| Buildout layers | Power & Energy | Power & Energy |

## GE Vernova (GEV)

**AI exposure:** GE Vernova sells gas turbines, nuclear services, and grid equipment into a market where electricity has become the binding constraint on AI. Its multi-year turbine and grid backlog is being driven substantially by data center load growth, though utility and renewables demand remains broad.

GE Vernova anchors the Power & Energy layer of the buildout. Electricity has become the binding constraint on AI, and its gas turbines, nuclear services, and grid equipment are the tools for expanding supply. Data center load growth is a substantial driver of its multi-year turbine and grid backlog, though broad utility and renewables demand keeps the base wide. Supercycle assigns it an AI Exposure Score of 55 out of 100.

Full profile: https://supercyclehq.com/stock/ge-vernova.md

## Vistra Corp (VST)

**AI exposure:** Vistra sells wholesale and retail electricity from nuclear, gas, and solar plants into markets tightening from data-center load. The stock's rerating hinges on AI power demand lifting prices and producing long-term compute-related contracts.

Vistra sits in the Power & Energy layer of the AI buildout. Data centers are adding load to markets where Vistra sells power, and its nuclear fleet offers the constant, carbon-free supply AI operators want. The investment case now hinges on AI power demand lifting electricity prices and producing long-term compute-related contracts, which puts the company squarely in the energy leg of the AI trade. Supercycle scores Vistra's AI exposure at 65 out of 100.

Full profile: https://supercyclehq.com/stock/vistra-energy.md

## Related comparisons

- [CEG vs VST](https://supercyclehq.com/compare/ceg-vs-vst.md)

---

Source: https://supercyclehq.com/compare/gev-vs-vst. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.
