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What investors are saying about GE Vernova (GEV)
Summary
In the past 30 days, 7 people on 7 investor and market shows discussed GE Vernova (GEV) in 8 views. Going by each speaker's latest call, 6 are bullish and 1 is bearish. Chorus has followed GE Vernova since October 7, 2026.
Who talks about it most
The latest views
Newest first. Every quote is checked against the episode's transcript.
Dan Ives · Yorkville Ives & Co.Bearish
Power players like GE Vernova face weaker demand because fewer data centers will be built.
Ives says the data center slowdown means fewer data centers get built, which hurts the power equipment and generation players, naming GE Vernova first. The sentence is cut off in the transcript, so the negative view is implied rather than fully stated.
“And then the power players from GE Vernuva to everyone else because you're gonna have less data centers.”at 10:50
Chris Grisanti · MAI Capital ManagementBullish
Buying GE Vernova: a high-quality power-niche name that gives downside protection and should win most contracts.
Asked why GE Vernova, Crisanti gives the same case as for the other power names. His firm is buying the power names after they fell 10 to 12%, targeting the highest-quality companies in specific power niches for downside protection in volatile markets. He expects them to take the lion's share of contracts, while data centers pay more and make concessions to proceed.
“They're the high quality names in the specific power niches that they're in, Dom. And so we wanna own the highest quality. We think that'll give us downside protection on volatile times, and I think they'll get the lion's share of contracts.”at 44:01
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Steve Eisman · The Real Eisman PlaybookBullish
GE Vernova's gas turbine orders surge will last as long as the AI story lasts, despite an earnings-day selloff.
GE Vernova builds gas turbines that generate electricity, and only a handful of companies do this, so it is central to the AI data center power story. EPS of $4.81 was up 193% and orders of $29B were up 96%. Eisman says these results are very powerful and will last as long as the AI story lasts. The stock fell on earnings day, which he attributes to selling after strong performance rather than to any problem with the business.
“These results are very powerful and will last as long as the AI story lasts.”at 12:01
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Stephanie Link · Hightower AdvisorsBullish
GE Vernova's pullback is unjustified by fundamentals; she sees it as a buy now.
She owns GE Vernova for the AI infrastructure build-out and its supply chain. It is still up 26% year to date, and she has felt the pain of the recent pullback. She does not think fundamentals justify the drop and expects great quarters, backlogs, better margins and market share gains, so she calls it a buy now.
“But I don't think the fundamentals justify the pullback. Maybe the momentum is kinda slipping from the group, but I do think, overall, they're gonna have great quarters, great backlogs, better margins, market share gains across all three of these names that I just mentioned, and I think they're buys now.”at 24:14
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Tim Seymour · Seymour Asset ManagementBullish
GE Vernova is high quality and well exposed after three years of heroic gains.
Seymour calls GE Vernova a heroic stock that has performed for three years. He describes it as high quality and very well exposed to the power and grid buildout theme, which he argues is driving the utility trade. He pushes back on the idea that these are just data center names.
“GE Vernova, by the way, has been a heroic stock for three years. So let's call it what it is, high quality, and very well exposed.”at 43:56
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Jim Cramer · CNBCBullish
GE Vernova is a must-have turbine supplier with years-long backlog; chart is turning bullish.
Cramer says new power plants need GE Vernova's turbines, and the waiting list for them stretches for years. Lang's chart shows the stock bounced off its 200-day moving average and is rallying on rising volume. The MACD made a bullish crossover in mid-September, and the TTM squeeze has broken into expanded positive volatility. Strong January call buying supports the view, and Cramer's charitable trust owns the stock and he says he would not sell it if it died.
“If you're building new power plants, you need their turbines. ... The wait list for these things is years long.”at 18:18
Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/13/26 ·
Jim Cramer · CNBCBullish
GE Vernova benefits from the data center build-out through its power generation and grid equipment.
Cramer groups GE Vernova with other data center infrastructure names. It supplies power generation and grid equipment, and although these companies serve different parts of the system, he argues they all stand to benefit from the same data center build-out. He gives no company-specific numbers, so the case rests on the mechanism alone.
“[Gene Vernova] supplying power generation and grid equipment... They serve different parts of the system, but all stand to benefit from the same data center build out.”at 37:29
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Justin Huhn · Uranium InsiderBullish
GE Vernova's BWRX-300 SMR is a likely major winner given its deal pipeline.
GE Vernova's BWRX-300 is already under construction in Darlington, Ontario, with multiple deals, and it is expected to build one at the Clinch River site in Tennessee for TVA, which received early NRC construction approvals weeks earlier. Its deal pipeline is large, with daily incoming calls and site visits, so it should be among the handful of SMR winners clear to the market over five years. Huhn calls it an established, diversified company rather than a pure play, so it is a lower-risk way to hold SMR exposure.
“One big obvious one, I think, is GE Vernova with their BWRX 300 design... Already building the first... First one of those in Darlington, Ontario”at 45:22
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