Why GE Vernova Stock Surged 99% in 2025 and Remains a Screaming Buy

GE Vernova (NYSE: GEV) delivered rock-solid gains successful 2025, with its shares exiting the twelvemonth up 98.7%, according to information provided by S&P Global Market Intelligence. The banal has already gained different 13% truthful acold successful 2026, arsenic of this writing.

If you deliberation GE Vernova banal has already topped out, hold until you spot the company's latest projections. This could conscionable beryllium the opening of a monolithic bull tally for this General Electric spin-off.

Where to put $1,000 close now? Our expert squad conscionable revealed what they judge are the 10 champion stocks to bargain close now, erstwhile you articulation Stock Advisor. See the stocks »

GE Vernova, the world's largest shaper of earthy state and upwind turbines, stunned investors successful aboriginal 2025 erstwhile it bagged orders worthy $10.2 cardinal successful conscionable the archetypal 4th and reported a full backlog of $123 billion. The institution besides struck a woody with Duke Energy in April 2025 to proviso up to 11 earthy state turbines to the inferior elephantine to conscionable surging powerfulness request from information centers.

The Duke woody was the archetypal tangible impervious of conception showing investors conscionable however overmuch GE Vernova stands to summation from the artificial quality (AI) information halfway buildout. Data centers necessitate monolithic amounts of uninterrupted powerfulness to support servers and cooling systems moving continuously. Utility grids are falling short, which is wherefore GE Vernova's turbines, which tin beryllium rapidly installed and commissioned, are gaining truthful overmuch attention.

GE Vernova conscionable reported its results for the fiscal twelvemonth ended Dec. 1, 2025. Here's what GE pulled disconnected successful 2025: It bagged orders worthy $59 billion, grew its backlog by $31 cardinal to $150 billion, grew gross by 9% to $38 billion, generated $3.7 cardinal successful escaped currency travel (FCF), and ended the twelvemonth with astir $9 cardinal successful cash.

GE Vernova besides doubled its dividend per stock and bumped up its stock repurchase programme from $6 cardinal to $10 cardinal successful 2025, signaling beardown assurance successful aboriginal currency flows.

GE Vernova has besides conscionable acquired its remaining 50% involvement successful transformer shaper Prolec GE for $5.3 billion, positioning itself to predominate the grid infrastructure marketplace successful North America amid booming powerfulness demand.

Following a breakout maturation twelvemonth successful 2025, GE Vernova conscionable raised its guidance for 2026 and 2028.

For 2026, GE Vernova expects astatine slightest 15% gross maturation to $44 cardinal to $45 cardinal and FCF of $5 cardinal to $5.5 billion. By 2028, GE Vernova expects its gross to scope $56 cardinal and cumulative FCF to scope $24 billion.