--- title: "GEV GE Vernova" canonical: "https://supercyclehq.com/stock/ge-vernova" type: "stock" dataAsOf: "2026-11-06" ticker: "GEV" 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) GE Vernova is an energy equipment and services company. ## AI Exposure Score **55/100, Strategic.** 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. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $774.11 | | Change 1d | +0.47% | | Change 7d | -9.76% | | Change 30d | -22.49% | | Change 1y | +34.93% | | 52-week high | $1,174.17 | | 52-week low | $553.58 | | Market cap | $204.9B | | P/E | 20.32 | | EPS | $38.09 | | Next earnings | 2027-01-27 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NYSE | | Sector | Industrials | | Headquarters | Cambridge, Massachusetts | | CEO | Scott L. Strazik | | Employees | 78,000 | | Website | https://www.gevernova.com | | Buildout layers | [Power & Energy](https://supercyclehq.com/category/power-energy) | ## What the company does 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. ## Role 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. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Philippe Laffont](https://supercyclehq.com/investors/philippe-laffont) | Coatue Management | $3.0B | 6.18% | trimmed | 2026-06-30 | | [Chase Coleman](https://supercyclehq.com/investors/chase-coleman) | Tiger Global | $937.0M | 3.91% | trimmed | 2026-06-30 | | [Terry Smith](https://supercyclehq.com/investors/terry-smith) | Fundsmith | $481.5M | 3.53% | new | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $144.2M | 0.59% | trimmed | 2026-06-30 | ## Recent news - [GE Vernova Has Something Nvidia Needs Under a Democratic Congress](https://247wallst.com/investing/2026/11/06/ge-vernova-has-something-nvidia-needs-under-a-democratic-congress/?.tsrc=rss) (source, 2026-11-06) - [GE Vernova Stock: Analyst Estimates & Ratings](https://www.barchart.com/story/news/8700801/ge-vernova-stock-analyst-estimates-ratings?.tsrc=rss) (source, 2026-11-06) - [The AI Trade Selloff Is Crushing Industrial Stocks. What Caterpillar’s Valuation Tells Us.](https://finance.yahoo.com/m/a69385ba-7bed-307d-82ea-55b8e8f0fb7a/the-ai-trade-selloff-is.html?.tsrc=rss) (source, 2026-11-06) - [Is GE Vernova Stock A Real Bargain?](https://www.trefis.com/stock/gev/articles/622842/is-ge-vernova-stock-a-real-bargain/2026-11-05?.tsrc=rss) (source, 2026-11-06) - [GE Vernova Is Up 18% in 2026 After Three Guidance Raises: Take Profits, or Buy More?](https://www.tikr.com/blog/ge-vernova-is-up-18-in-2026-after-three-guidance-raises-take-profits-or-buy-more?ref=yahoofinance&tlnk=yf-261105-wg2jv6gx&.tsrc=rss) (source, 2026-11-06) ## FAQ ### 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. --- Source: https://supercyclehq.com/stock/ge-vernova. 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.