GE Vernova
GEV · NYSE · Industrials
$774.11
+$3.64 (+0.47%) today
Market Cap
$204.89B
24h Volume
$5.6B
P/E Ratio
20.3
52w High
$1,174.17
52w Low
$553.58
Est. AI Revenue
25%
7-Day Sparkline (Static)
Company facts
Performance
About GE Vernova
GE Vernova is an energy equipment and services company. It sells gas turbines, nuclear services, and grid equipment to utilities and power producers, earning revenue on equipment orders, long service agreements, and a multi-year order backlog.
Its link to AI is electricity. Data centers have made power a binding constraint on AI expansion, and GE Vernova supplies the generation and grid hardware that constraint gets solved with: gas turbines for new capacity, nuclear services for existing plants, and grid solutions to move the power.
Founded in 2024 as an independent company and headquartered in Cambridge, Massachusetts, GE Vernova trades on the NYSE and employs roughly 78,000 people.
GE Vernova in the AI buildout
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.
GEV is tracked in Power & Energy, rated Strategic on the AI Exposure leaderboard.
By the numbers
52-week range
GEV trades at $774.11, 36% of the way up its 52-week range of $553.58 to $1,174.17.
Market cap
Market capitalization is $204.89B, with an AI Exposure Score of 55 out of 100.
Valuation vs peers
Its P/E ratio of 20.3 is below the Power & Energy category median of 25.2.
Next earnings
GE Vernova is next expected to report earnings on January 27, 2027.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does GE Vernova do?
GE Vernova sells gas turbines, nuclear services, and grid equipment to utilities and power producers. Revenue comes from equipment orders, service agreements, and a multi-year backlog.
How is GE Vernova exposed to AI?
Data center load growth is a substantial driver of its turbine and grid backlog, since electricity has become the binding constraint on AI. Supercycle rates it an AI Exposure Score of 55 out of 100.
What are GE Vernova's main products?
Gas turbines for power generation, nuclear services for existing plants, and grid solutions for moving electricity, all sold into a market strained by data center demand.
Is GEV a pure play AI stock?
No. GE Vernova serves broad utility and renewables demand alongside data center load growth. Its score of 55 out of 100 reflects a strong but diversified position in the power layer.
Where is GE Vernova based and who leads it?
GE Vernova is headquartered in Cambridge, Massachusetts, and is led by CEO Scott Strazik. It became an independent company in 2024, employs roughly 78,000 people, and trades on the NYSE.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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