GE Vernova Inc. GEV

GE Vernova Inc., anteriormente GE Vernova LLC, es una empresa energética global, con productos y servicios que generan, transfieren, orquestan, convierten y almacenan electricidad. Diseña, fabrica, entrega y presta servicios de tecnologías para crear un sistema de energía eléctrica sostenible, que permite la electrificación y la descarbonización. Su segmento de Energía incluye el diseño, fabricación y servicio de tecnologías de gas, nuclear, hidroeléctricas y de vapor, proporcionando una base de energía despachable, flexible, estable y confiable. Su segmento de Energía Eólica incluye sus tecnologías de generación eólica, incluyendo turbinas eólicas y palas en tierra y mar adentro. Su segmento de Electrificación incluye soluciones de red, conversión de energía, soluciones solares y de almacenamiento, y tecnologías digitales necesarias para la transmisión, distribución, conversión, almacenamiento y orquestación de electricidad desde el punto de generación hasta el punto de consumo. Vende productos directamente a los clientes o a veces a través de empresas de ingeniería y otras.

Con 1 acción de GEV (USD 991,00) habrías recibido USD 1,75 en dividendos en los últimos 12 meses.

• The Motley Fool 3 oct

  NuScale vs. Oklo vs. GE Vernova: Ranking 3 Nuclear Stocks By Backlog, Not Hype.

  Three publicly traded small modular reactor (SMR) companies are positioned to benefit from AI data center power demands. Oklo has the largest backlog (18.1 GW) but much is nonbinding; NuScale offers traditional utility-focused approach with 6-7 GW backlog concentrated with one customer; GE Vernova has the highest quality backlog with active construction projects but weakest SMR exposure at under 3% of sales.

  

• Zacks Investment Research 2 oct

  GE Vernova's BWRX-300 Secures First US Construction Permit

  GE Vernova received the first U.S. construction permit for its 300-MW BWRX-300 small modular reactor design from the NRC for a Tennessee Valley Authority project in Tennessee. The approval removes a major regulatory hurdle and establishes a foundation for standardized deployment across multiple projects in the U.S. and Canada. The company expects long-term revenue opportunities from fuel, maintenance, and services across the reactor lifecycle.

  

• The Motley Fool 1 oct

  Why GE Vernova Stock Crushed it Today

  GE Vernova stock rose nearly 4% after analyst Alex Virgo from Evercore ISI reiterated his outperform rating and raised 2027-2028 EPS growth estimates by 3-4%. Virgo maintains a $1,350 price target, implying 37% upside, citing strong momentum and an expected $200 billion backlog next year driven by AI data center power generation equipment demand.

  

• The Motley Fool 1 oct

  Google Just Went Nuclear in Georgia. These 2 Industrial Stocks Get Paid to Build It.

  Google struck a deal with Georgia Power to fund nuclear plant upgrades at Vogtle and Hatch facilities, adding 96 MW of capacity to support new data centers. GE Vernova and Brookfield Renewable are positioned to benefit from the upgrades through their nuclear technology and services divisions, though regulatory approval and multi-year timelines remain.

  

• The Motley Fool 1 oct

  GE Vernova's CEO Just Delivered Great News to Shareholders

  GE Vernova's CEO Scott Strazik delivered bullish remarks at a Morgan Stanley conference, highlighting accelerating backlog growth, stronger-than-expected power orders, margin expansion across all segments, and a profitability turnaround in the wind business. The company is pulling forward its $200 billion backlog milestone to early 2027 and expects larger margin expansion in 2026 than the double-digit gains achieved in 2025.