GE Vernova Inc.

• GEV Stock Price 24h change: +5.67%. From 737.53 USD to 779.35 USD. The surge was driven by massive investor enthusiasm following rock-solid earnings projections, a significant upgrade from Baird, and the announcement of 1.1 GW in new onshore wind repower orders.
• From a technical perspective, the stock is in a "Strong Buy" phase with extremely bullish momentum. Key indicators like the RSI (14) at 65.01 and a positive MACD (9.76) support continued upside, while the price remains well above all major moving averages (MA50 at 742.65, MA200 at 683.13), signaling a robust long-term uptrend despite being near overbought territory.
• GE Vernova's Onshore Wind business booked 1.1 GW of U.S. repower orders for 2025, utilizing U.S.-manufactured components to support near-term high-margin revenue growth.
• Baird upgraded GEV to "Outperform" with a $923 price target, citing that overcapacity risks in the power sector are much further away than previously feared by the market.
• GE Vernova successfully closed a $2.6 billion public offering of senior notes to finance the acquisition of the remaining 50% stake in Prolec GE, strengthening its electrification portfolio.
• AI-driven data center expansion is causing a massive spike in electricity demand, leading utilities to bypass traditional grids and place record-breaking orders for gas turbines and grid equipment.
• Energy industry M&A activity skyrocketed in 2025, with total deal value reaching nearly $142 billion as utilities seek scale to address rising reliability and electrification needs.

• GEV Stock Price: 779.35 USD, 24h change: +5.67%.
The stock surged over 5% on February 6, 2026, reaching near its 52-week high of $795.50. The rally was primarily driven by Big Tech's (Amazon and Alphabet) massive $385 billion AI capital spending commitments, which signaled insatiable future demand for GE Vernova's power generation and grid equipment.
• Technical perspective: The stock maintains a "Strong Bullish" outlook across multiple timeframes.
Key indicators show the 14-day RSI at approximately 78.36 (Overbought territory), suggesting strong momentum but potential for short-term cooling. The stock is trading well above its 50-day moving average ($663.44) and 200-day moving average ($626.75), confirming a robust long-term uptrend supported by high relative strength and positive MACD signals.
• GE Vernova finalized a strategic alliance with Xcel Energy to supply gas turbines and onshore wind technology through 2030, specifically targeting AI and data center power needs.
• The company completed a $2.6 billion senior notes offering in early February 2026 to fund its acquisition of Prolec GE, aimed at accelerating its electrification segment growth.
• Baird upgraded GEV to "Outperform" on February 4, 2026, stating that risks of overcapacity in the energy cycle are farther away than previously estimated by the market.
• The International Energy Agency (IEA) reported that global electricity demand is projected to rise 3.6% annually through 2030, putting unprecedented pressure on grid infrastructure.
• FERC data as of February 2026 indicates that nearly 99% of all new generating capacity additions to the U.S. grid in 2026 will come from renewable energy sources.