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GE VERNOVA HITACHI’S SMALL NUCLEAR REACTOR IN ONTARIO FACES DELAYS, COST OVERRUNS – BARRON’S
GE Vernova has 122 gigawatts of gas turbines under contract. 58 of them are reservations, not orders. A turbine ordered today commissions around 2032. The election may slow who orders next. It doesn’t move that date.
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GE Aerospace says it signs record $12.9 billion deals at China expo
GE Aerospace says it signs record $12.9 billion deals at China expo
GE Vernova plunges by most in nearly two years as data center-related stocks crushed $GEV #stocks# #business# #trading#
GE Vernova’s $9 billion takeover of a grid equipment supplier shows how traditional thinking around vertical integration has been upended.
GE Vernova $GEV upgraded to Buy from Hold at HSBC
HSBC upgraded GE Vernova to Buy from Hold with a price target of $1,100, up from $1,040.
The firm says the breadth of gas demand supports resilience for GE Vernova in 2027, while pricing will drive margins higher.
Higher priced gas and grid deliveries will lead to more earnings upgrades and GE Vernova's wind division "looks largely derisked," the analyst tells investors in a research note.
HSBC believes wind is "past the worst."
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GE Vernova is awaiting payment from Venezuela before starting repairs on the country’s dilapidated power grid, Chief Executive Officer Scott Strazik said.
GE Vernova agreed to pay $9 billion to acquire Trench Group in a deal that will expand its supply of high-voltage power grid equipment
GE Vernova to Buy High-Voltage Grid Equipment Manufacturer for $9 Billion
