GEVElectrical Equipment
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Who said what, and what GEV did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about GEV
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-21 | Unknown | Bearish | CNBC Fast Money Final Trade | GE Vernova should not be purchased while its price remains below the Ichimoku cloud. |
| 2026-10-16 | Michael Sansoterra | Bullish | CNBC (uncut) | GE Vernova has years of bookings visibility into secular power demand (data centers plus broad US… |
| 2026-10-07 | Justin HuhnFounder & Publisher, Uranium Insider | Bullish | Wealthion | GE Vernova's BWRX300 has the strongest SMR order pipeline of any designer, with the first-of-kind already… |
| 2026-10-02 | Steve EismanHost, The Real Eisman Playbook; former PM, Neuberger Berman | Bullish | Michael Burry | GE Vernova is the primary beneficiary of surging US electricity demand driven by AI data centers, with gas… |
| 2026-07-27 | Terry SmithFounder & CIO, Fundsmith | Bullish | Fundsmith LLP UK | GE Vernova (referred to as 'Janova') benefits from data-centre power demand that Smith views as durable… |
| 2026-07-22 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Committee | Guidance was disappointing and EBITDA margins were flat at a near-80x EBITDA valuation, so the stock deserved… |
| 2026-06-25 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | Tom Lee | Hyperscalers are spending $800B on CapEx in 2026 rising to $1.6T in 2027; data centers take 3 years to build… |
| 2026-06-23 | Philippe LaffontFounder & CIO, Coatue Management | Bullish | CNBC Television | AI data centers created an entirely new, fast-growing customer base for turbine/power equipment that the… |
| 2026-05-20 | Gavin BakerFounder & CIO, Atreides Management | Bearish | Invest Like The Best | GE Vernova's elevated valuation is logically inconsistent with Nvidia's cheap valuation because GEV can only… |
| 2026-04-20 | Nancy TenglerCEO & CIO, Laffer Tengler Investments | Bullish | Bill Miller | Data center and electrical grid build-out driven by AI and energy security creates durable capex demand for… |
Show all 13 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-02-20 | Dylan RiegerYouTube finance commentator | Bearish | Whitney Tilson | GE Vernova trades at 45x earnings priced for AI's best-case outcome, so any slowdown in the AI buildout could… |
| 2025-07-28 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | GE Vernova's repurposed jet-engine turbines running on natural gas provide scalable on-site power generation… |
| 2025-03-18 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | GE Vernova repurposes jet-engine turbine technology to generate on-site power from natural gas, directly… |
Next report: 26 Jan 2027 before the open
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 28 Oct 2026 | before the open | 4.81 vs 3.98 | -3.7% |
Notable options days
Sessions in the last 120 where GEV’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 1 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-22 |
GEV on the Wheel
GEV did not pass our 1-month put test (V1); the Wheel shows its puts without calling one best.
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