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Price · 1Y
$1,014.75
Thesis
GE Vernova supplies gas and nuclear turbines along with grid equipment. As a diversified equipment provider, it is positioned across generation and transmission hardware.
Catalysts
- Orders for gas and nuclear turbine equipment
- Grid equipment demand from load growth
- Equipment supply tied to data-center power buildout
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Jul 22Financial resultsSEC
GE Vernova files 8-K (items 2.02, 9.01) reporting results of operations.