GE Vernova is a pure-play on the global grid investment and electrification supercycle, with gas turbines (HA-class) backlogged through 2028 on AI data center demand. Grid solutions order book is at multi-year highs from utility transformer and HVDC demand. Wind segment is the lower-quality offset. Price increases and operating leverage support sustained margin expansion.
Thesis reviewed May 29, 2026
GE Vernova Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπUtilities32WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| EXC | Exelon Corporation | 36 | +10% | β12% | NEUTRAL |
| SO | The Southern Company | 36 | +15% | β12% | EARLY |
| GEV | GE Vernova Inc. | 36 | +15% | β12% | EARLY |
| VST | Vistra Corp. | 36 | +21% | β12% | EARLY |
| NEE | NextEra Energy Inc. | 36 | +20% | β12% | EARLY |
| DUK | Duke Energy Corporation | 36 | +14% | β12% | EARLY |
| SRE | Sempra | 36 | +13% | β12% | EARLY |
Investors who hold GEV may also have indirect exposure through these country funds.
GE Vernova gas turbine backlog extends to 2029 on data center orders
Grid Solutions HVDC orders hit record on European grid plans
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Matthew Robert Van EppsTN | Buy | $1kβ$15k | Jun 16, 26 | ||
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Feb 5, 26 | +17.1% |
| Austin ScottGA | R | Buy | $1kβ$15k | Feb 17, 26 | +16.4% |
| Jonathan JacksonIL | D | Buy | Unknown amount | Jan 30, 26 | +16.5% |
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Jan 9, 26 | +20.8% |
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Dec 19, 25 | +51.4% |
| Laurel LeeFL | R | Buy | Unknown amount | Nov 8, 24 | +186.0% |