Right, let’s talk GE Vernova. GEV, as the kids are calling it. Spun off from General Electric – a name that used to inspire confidence, now mostly evokes… nostalgia, let’s say – it’s been having a moment. A moment. Stock’s doubled in a year. Which, honestly, makes me immediately suspicious. Everything that goes up that fast usually has a hidden agenda, or is just… showing off. The S&P 500? Barely a polite nod. I’ve been watching this one, and I’m starting to think it’s not just numbers on a screen. It’s a narrative. A very well-crafted one. And I’m a sucker for a good story, even if it’s trying to sell me something.
Why the Market Seems to Like It
Apparently, everyone’s suddenly decided they need more power. Go figure. GE Vernova’s Power division – gas turbines, steam turbines, the whole shebang – accounted for a hefty 55% of their orders. Fifty-five percent! It’s like they’re cornering the market on keeping the lights on. Which, okay, is a solid business model. The Electrification side – transformers, substations, all that grid stuff – chipped in with another third. And then there’s Wind. Bless its little, slightly-underperforming heart. It’s the awkward cousin at the family gathering. More on that later. Here’s a breakdown, because numbers are apparently important. Even to me, and I usually operate on gut feeling.
| Organic Orders Growth (YOY) | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 |
|---|---|---|---|---|---|
| Power | 24% | 28% | 44% | 50% | 77% |
| Electrification | 122% | (3%) | (31%) | 102% | 50% |
| Wind | (41%) | (43%) | (5%) | 4% | 53% |
| Total | 22% | 8% | 4% | 55% | 65% |
So, it turns out all this cloud computing, data centers, and AI stuff actually requires power. Who knew? It’s like discovering water is good for plants. Apparently, utility companies are finally upgrading their infrastructure to keep up. Which is good for GE Vernova, obviously. The Wind division… well, let’s just say it’s been having a bit of a rough patch. Delays, execution issues, supply chain woes. The usual suspects. But they’re claiming they’re turning things around. I’m always wary of claims. Especially when they involve wind turbines.
Should You Jump On This Bandwagon?
GE Vernova is predicting continued double-digit revenue growth through 2028. Ambitious, aren’t they? They also expect their EBITDA margins to expand. Which, translated from finance-speak, means they want to make more money. Shocking. They’re hoping to stabilize the Wind division by… trimming expenses. Which, translated from even more finance-speak, means someone’s getting laid off. It’s always someone, isn’t it? They’re projecting revenue growth from $38 billion to $56 billion, and a margin expansion from 8% to 20%. It’s a pretty picture, really. With an enterprise value of $201 billion, it’s currently valued at 35 times this year’s EBITDA. Which, honestly, isn’t terrible.
So, if you’re looking for a way to play the AI-driven energy boom, GE Vernova… checks the boxes. It’s a shiny, well-packaged story. But remember, stories are often designed to distract you from the less glamorous bits. Do your due diligence. And maybe, just maybe, consider investing in something a little less…hyped. Or don’t. I’m just a voice in the ether, after all. And frankly, I’m starting to suspect I’m talking to myself.
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2026-02-04 20:13