Energy — Power equipment

1 call tracked · 1 active

Total Calls

Active

—

Accuracy

Direction Mix

Bull 100%

All Calls

LONG$GEVActive

Gas, not nuclear, is taking new datacentre power, and GE Vernova builds the turbines. Bullish; reservations still have to become orders.

Q3 2026 orders $29.3B (+96% organic); revenue $12.6B (+27%); EBITDA margin 15.4%.

Gas backlog plus reservations 122 GW (64 firm, 58 reserved); ≥130 GW expected by year-end.

ai-infrastructureenergypower