GE Vernova Inc.
GEVMarket price data through November 12, 2026.
Performance
Mar 2024 – Nov 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -17%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$991
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- April 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 6 months
- How long Benson has been tracking this pick.
About GE Vernova Inc.
GE Vernova builds the gas turbines, grid equipment, and wind turbines that make and move the world's electricity. Think of them as the plumbing behind every light switch, factory, and data center. Gas power is the star right now with sales up 25% this quarter, grid equipment sales grew 51%, and wind is the struggling third leg.
The case for and against
Both sides of the story, in plain English.
- Orders Overflowing
Customers placed 29 billion dollars of new orders this quarter, almost double last year, led by gas turbines where orders nearly tripled. The pile of signed work now sits at 197 billion dollars and should top 200 billion by year end. AI data centers and utilities are reserving power equipment years in advance.
- Cash Cannon
They generated 5.4 billion dollars of spare cash this quarter after paying the bills, up from about 700 million a year ago. With nearly 17 billion dollars in the bank, the board just doubled the stock buyback budget to 20 billion dollars. Management also raised its full year revenue forecast to 46.5 to 47.5 billion dollars.
- Priced For Perfection
The company is valued at roughly 234 billion dollars, about five times the sales it expects this year. That price assumes the power boom runs for years. It is also spending 9 billion dollars to buy grid maker Trench Group, a deal not expected to close until late 2027, so any stumble could get punished.
- Wind Still Wobbles
Wind is the weak link. Wind sales grew just 4% this quarter, and management expects the business to lose 400 to 500 million dollars this year. Until wind turns around, it keeps dragging on the strong gas and grid results.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-11-12. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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