Stocks / Electrical Equipment
GEVElectrical Equipment
GE Vernova Inc.
$926.001d -1.2%5d +0.2%settled close · 2026-09-17
Mkt cap $242B (4/10)β 1.9252w $548–1,178Shares 269.5MInd. Electronic & Other Electrical Equipment (No Computer Equip)NYSE since 2024Emp. 75,000HQ Cambridge, MAgevernova.com
The tape, with the calls on it
Who said what, and what GEV did next
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Who’s talking about GEV
5 long2 shortlatest 2026-07-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 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 $1.6T in 2027; data centers take 3 years to build… |
| 2026-05-20 | Gavin BakerFounder & CIO, Atreides Management | Bearish | Invest Like The Best | GE Vernova's elevated valuation is logically inconsistent with Nvidia's cheap valuation because GEV can only… |
| 2026-04-20 | Nancy TenglerCEO & CIO, Laffer Tengler Investments | Bullish | Bill Miller | Data center and electrical grid build-out driven by AI and energy security creates durable capex demand for… |
| 2026-02-20 | Dylan RiegerYouTube finance commentator | Bearish | Whitney Tilson | GE Vernova trades at 45x earnings priced for AI's best-case outcome, so any slowdown in the AI buildout could… |
| 2025-07-28 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | GE Vernova's repurposed jet-engine turbines running on natural gas provide scalable on-site power generation… |
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Earnings
Next report: 28 Oct 2026
Confirmed date · consensus EPS 4.04. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where GEV’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 1 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-04-23 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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