GEV

GE Vernova (GEV) booked $18.30 billion in Q1 2026 orders, up 71% organically, with record backlog of $150 billion and Electrification segment capturing $2.4 billion in data center equipment orders exceeding all of 2025 combined. Eaton (ETN) posted record $3.51 billion in Electrical Americas revenue in Q4 2025, up 21% YoY, with pending $9.5 billion Boyd Thermal acquisition for liquid cooling. Vertiv (VRT) reported $15 billion backlog, up 109% year-over-year, with Q4 organic orders growing 252% YoY. GE Vernova and equipment manufacturers are displacing narrative-driven power plays like Vistra as the superior industrial AI exposure because they carry signed multi-year order backlogs with hard guidance rather than dependent on unsigned power purchase agreement negotiations. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Eaton wasn't one of them. Get them here FREE. Everyone's talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here's what you should actually be watching. Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on long-dated power purchase agreements with hyperscalers that haven't all been signed yet. You're paying up for a narrative. Meanwhile, the companies actually shipping the turbines, transformers, switchgear, and cooling systems into those data centers have hard order books you can read in their filings. That's the trade a retirement-focused investor should care about. The cleanest redirect is GE Vernova (NYSE:GEV), the electrification and power equipment business spun out of GE last year. Three reasons it deserves the seat VST currently occupies. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Eaton wasn't one of them. Get them here FREE. First, the backlog is enormous and accelerating. Q1 2026 orders hit $18.30 billion, up 71% organically, with backlog expanding by more than $13 billion quarter-over-quarter. The Electrification segment alone booked $2.4 billion in data center equipment orders in Q1, exceeding all of 2025 combined. Total backlog hit a record $150 billion at the end of Q4 2025. These are signed contracts visible in the filings. Second, management is raising guidance. The 2026 outlook now calls fo...

The stock market is near highs but oil prices and yields are headwinds with Trump issuing new Iran threats. Nvidia and Walmart earnings loom.

GE Vernova Inc. (NYSE:GEV) is included among the 10 Energy Stocks that Crushed Earnings Estimates in the First Quarter. GE Vernova Inc. (NYSE:GEV) engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa. GE Vernova Inc. (NYSE:GEV) soared to an all-time high after exceeding forecasts in its Q1 2026 earnings on April 22. The sharp rise in power demand has boosted the orders for gas turbines and grid equipment, strengthening ⁠the company’s core businesses. GEV delivered an adjusted EPS of $2.01 during the quarter against estimates of $1.67, while its revenue also surged by more than 16% YoY to over $9.3 billion and beat forecasts by $90 million. GE Vernova Inc. (NYSE:GEV) grew its adjusted EBITDA by 87% YoY to $896 million, while its net profit also skyrocketed to $4.75 billion, up from $264 million in the same period last year. Notably, the company’s free cash flow of $4.8 billion during the quarter was more than what it generated in the whole of 2025. GE Vernova Inc. (NYSE:GEV) added $13 billion to its backlog in Q1, taking the total to $163 ‌billion. The company now expects to reach its $200 billion backlog goal in 2027, versus its previous forecast of 2028. Given the strong start to the year, GE Vernova Inc. (NYSE:GEV) raised its FY 2026 revenue guidance to $44.5-$45.5 billion, up from $44-$45 billion previously. Moreover, the company boosted its free cash flow target for the year to between $6.5 billion and $7.5 billion, up from its previous forecast of $5 billion to $5.5 billion. Fred Alger Management, an investment management company, stated the following regarding GE Vernova Inc. (NYSE:GEV) in its Q1 2026 investor letter: While we acknowledge the potential of GEV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best US Stocks to Invest in According to Billionaires and 10 Best Clean Energy Stocks to Buy Right Now Disclosure: None. Follow Insider Monkey on Google News.

GE Vernova Inc. (NYSE:GEV) is one of the best uranium stocks to buy according to Wall Street analysts. On April 27, Argus analyst John Eade raised his price target on GE Vernova Inc. (NYSE:GEV) from $800 to $1,300, while maintaining a Buy rating on the stock. The upgrade came just days after GE Vernova reported a blowout performance in its Q1 2026 results on April 22. Quarterly revenue came in at $9.34 billion, up 16% compared to the same quarter last year. Analysts had expected around $9.29-9.30 billion, so this was a narrow 0.47% beat above consensus. The company also reported $17.44 in diluted EPS for the quarter, which management explained includes a $4.5 billion one-time pre-tax gain from the Prolec GE acquisition. Adjusted EPS, which strips out this one-time gain, was $1.98 and outperformed the $1.84-$1.95 consensus estimate. Management also raised its full-year 2026 revenue forecast to $44.5-$45.5 billion, up from earlier guidance of $44-$45 billion, and lifted its adjusted EBITDA margin outlook to 12%-14% from 11%-13%. Argus noted that the robust results came on the back of surging demand for electrification, which is being driven by the rapid growth of AI and data centers. The firm’s analysis shows that GE Vernova is well-positioned to capitalize on this trend because it operates across the full electricity value chain through three business segments. GE Vernova Inc. (NYSE:GEV) is a global energy transition company that, through its subsidiary Global Nuclear Fuel, manufactures and supplies processed uranium fuel bundles and engineers advanced accident-tolerant nuclear fuels with higher Uranium-235 enrichment. Beyond fuel fabrication, it develops and deploys advanced nuclear reactors, including the flagship BWRX-300 Small Modular Reactor (SMR), to generate clean utility-scale electricity worldwide. While we acknowledge the potential of GEV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best AI Stocks to Buy for 2026 According to Billionaire David Tepper and 9 Best Green Energy Penny Stocks to Invest In. Disclosure: None. Follow Insider Monkey on Google News.

GE Vernova is the IBD Stock Of The Day, showing bullish action near highs after a big beat-and-raise earnings report, powered by global megatrends in technology and energy. In just the first quarter of 2026, Vernova's electrification segment booked $2.4 billion in equipment orders to support data centers — more than all of last year, the company said in April. GE Vernova's three business segments — electrification, power and wind — serve the rising markets for artificial intelligence, data centers, grid modernization and lower-carbon energy.

AIRJ Completes First Full-Scale AirJoule Prime Build, Advances AirJoule Core Platform, and Strengthens Commercial Engagement RONAN, Mont., May 14, 2026 (GLOBE NEWSWIRE) -- AirJoule Technologies Corporation (NASDAQ: AIRJ) (“AirJoule Technologies” or “AIRJ”), a leading platform technology that unleashes the power of water from air, today announced its results for the first quarter of 2026 and provided a business update on its progress toward commercialization. “In the first quarter of 2026, we delivered disciplined progress against the objectives we set out for the year,” said Matt Jore, Chief Executive Officer of AirJoule Technologies. “Through our 50/50 joint venture with GE Vernova, we completed the first full-scale build of our flagship AirJoule Prime system (~2,000 liters per day) at our Newark, Delaware facility. We advanced the AirJoule Core platform (~250 liters per day), with the design now locked. We introduced a Core product roadmap with two variants, targeting both water generation and energy-efficient dehumidification. And we deepened customer engagements across various applications including data centers, residential development, military, and industrial dehumidification. The work we are doing lays the foundation for initial commercialization in 2026 and for scaled commercial activity in 2027 and beyond.” First Quarter 2026 Highlights Product Development and Manufacturing AirJoule Prime First Full-Scale Build Complete: AIRJ completed the first full-scale build of its AirJoule Prime system at its Newark, Delaware facility, with the first unit currently operational. The Prime system contains 16 vacuum chambers, with the balance of the bill of materials primarily consisting of off-the-shelf components. AIRJ engineered the Prime system for scale from the outset, with the overall design now complete. AIRJ will optimize the system at Newark over the next several months, after which the unit is planned for deployment in Europe in conjunction with the Net Zero Innovation Hub for Data Centers. AIRJ has begun the build of an additional AirJoule Prime system at the Newark facility, which will serve as an on-site customer showcase unit supporting demonstrations and proof-of-value engagements. AirJoule Core Platform Advances: AIRJ continued to improve the performance and durability of its AirJoule Core platform during the first quarter through systematic opti...

RONAN, Mont., May 13, 2026 (GLOBE NEWSWIRE) -- AirJoule Technologies Corporation (NASDAQ: AIRJ) (“AirJoule Technologies” or the “Company”), a leading platform technology that unleashes the power of water from air, today announced that it will report its first quarter 2026 results after market close on Thursday, May 14, 2026. Company management will host a conference call and Q&A session to discuss the results at 8:30 AM ET on Friday, May 15, 2026. To access the live audio webcast of the conference call, please visit the investor section of the AirJoule Technologies website at https://airjouletech.com/investors. To participate by phone, dial 877-407-6184. An archived webcast will be available following the call. About AirJoule Technologies Corporation AirJoule Technologies Corporation (NASDAQ: AIRJ) is a leading platform technology that unleashes the power of water from air. Through its joint venture with GE Vernova and in partnership with Carrier Global Corporation, the Company is freeing the world of its water and energy constraints by delivering groundbreaking sorption technologies. For more information, visit https://airjouletech.com. Contact Investor Relations & Media: Tom Divine – Vice President, Investor Relations and Finance [email protected]

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. GE Vernova (GEV) is back in focus after its first quarter 2026 results, reporting revenue of US$9,339 million and net income of US$4,745 million, alongside higher full year guidance and a larger order backlog. See our latest analysis for GE Vernova. After surging to fresh highs following its Q1 beat, GE Vernova’s share price has recently cooled. The 1-day share price return shows a 1.89% decline and the 7-day share price return shows a 7.50% decline. However, the 30-day and year-to-date share price returns of 18.79% and 56.42% respectively, together with a 1-year total shareholder return of 168.79%, indicate that momentum has been strong over both the short and longer term as investors respond to the upgraded outlook, rapid backlog build and ongoing buybacks. If strong interest in power grid and electrification themes has caught your eye, it may be worth broadening your search with our screener for 34 power grid technology and infrastructure stocks With GE Vernova trading near US$1,063 after a strong run and trading at a discount to consensus price targets but a premium to some peers, the key question is whether there is still an attractive entry point or if markets already price in future growth. GE Vernova last closed at $1,062.95, while the most followed narrative fair value sits at $1,174.89, suggesting the story in that valuation is more optimistic than the current share price. Read the complete narrative. Curious how that revenue ambition turns into a four digit fair value per share. The narrative leans heavily on richer margins and a premium earnings multiple. Want to see the exact assumptions behind that pricing power. Result: Fair Value of $1,174.89 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, those assumptions could be challenged if earnings margins fall short of expectations or if the rich 64.68x P/E multiple that investors are using compresses. Find out about the key risks to this GE Vernova narrative. While the popular narrative points to a fair value of $1,174.89 and calls GE Vernova undervalued, our DCF model paints a cooler picture. It provides an estimate of $848.67 per share, which is below the current $1,062.95 price and implies the stock is...

The company reported first-quarter earnings per share of 99 cents. Wall Street was looking for $1.05.

Chicago, IL – April 23, 2026 – Zacks Director of Research Sheraz Mian says, "Guidance is always the most important aspect of any earnings season, but it will be an even more significant part of the Q1 reporting cycle." Zacks Director of Research Sheraz Mian says, "Total Q1 earnings for the 86 S&P 500 companies that have already reported results are up +26.1% from the same period last year on +10.3% higher revenues." Note: The following is an excerpt from this week’sEarnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> The picture emerging from the Q1 earnings season is of continued strength and momentum, with companies not only comfortably beating consensus estimates but also providing a reassuring read on the economy despite elevated energy costs and other risks. The momentum is particularly notable on the revenues side, both in terms of the growth pace as well as the beats percentages. Total Q1 earnings for the 86 S&P 500 companies that have already reported results are up +26.1% from the same period last year on +10.3% higher revenues, with 76.7% beating EPS estimates and an equal proportion beating revenue estimates. The earnings and revenue growth rates, and revenue beat percentages, for these companies are notably above recent historical averages. The Q1 EPS beats percentage, however, is tracking below the 5-year average for this group of companies. For the Finance sector, we now have Q1 results from 52.6% of the sector’s market capitalization in the S&P 500 index. Total earnings for these companies are up +24.7% from the same period last year on +12.4% higher revenues, with 76.7% beating EPS estimates and 63.3% beating revenue estimates. These Q1 results compare favorably with what we have seen from this same group of companies in other recent periods. Boeing BA, GE Vernova GEV and D.R. Horton DHI are the latest companies across different sectors to report positive Q1 results and provide reassuring commentary for the current period. The favorable Boeing report is somewhat reflective of company-specific factors, but it nevertheless speaks to an improving corporate profitability backdrop that we also saw in GE Vernova’s beat-and-raise release and D.R. Horton’s positive commentary. All of this is showing up in positive estimate revisions fo...

Note: The following is an excerpt from this week’s Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: The picture emerging from the Q1 earnings season is of continued strength and momentum, with companies not only comfortably beating consensus estimates but also providing a reassuring read on the economy despite elevated energy costs and other risks. The momentum is particularly notable on the revenues side, both in terms of the growth pace as well as the beats percentages. Total Q1 earnings for the 86 S&P 500 companies that have already reported results are up +26.1% from the same period last year on +10.3% higher revenues, with 76.7% beating EPS estimates and an equal proportion beating revenue estimates. The earnings and revenue growth rates, and revenue beat percentages, for these companies are notably above recent historical averages. The Q1 EPS beats percentage, however, is tracking below the 5-year average for this group of companies. For the Finance sector, we now have Q1 results from 52.6% of the sector’s market capitalization in the S&P 500 index. Total earnings for these companies are up +24.7% from the same period last year on +12.4% higher revenues, with 76.7% beating EPS estimates and 63.3% beating revenue estimates. These Q1 results compare favorably with what we have seen from this same group of companies in other recent periods. A Positive Earnings Picture Boeing BA, GE Vernova GEV, and D.R. Horton DHI are the latest companies across different sectors to report positive Q1 results and provide reassuring commentary for the current period. The favorable Boeing report is somewhat reflective of company-specific factors, but it nevertheless speaks to an improving corporate profitability backdrop that we also saw in GE Vernova’s beat-and-raise release and D.R. Horton’s positive commentary. All of this is showing up in positive estimate revisions for the current period (2026 Q2), as the chart below shows. Image Source: Zacks Investment Research The sectors enjoying positive estimate revisions since the start of April include Energy, Tech, Basic Materials, Utilities, and Business Services. But Q2 estimates in the aggregate would be modestly down since the start of the period, had it not been for the substant...

GE Aerospace GE posted first-quarter 2026 adjusted earnings of $1.86 per share, which increased 25% year over year and beat the Zacks Consensus Estimate of $1.61 by 15.5%. It is worth noting that in April 2024, GE Aerospace emerged as a separate public company, following the spin-off of GE Vernova Inc. GEV from General Electric. Total revenues were $12.4 billion, reflecting a year-over-year increase of 25%. Adjusted revenues came in at $11.61 billion, which rose 29% year over year and surpassed the consensus mark of $10.64 billion by 9.1%. Results were supported by stronger commercial services activity, while management cited a $170 billion commercial services backlog that helps underpin demand visibility. In the first quarter of 2026, GE’s total orders climbed 87% year over year to $23 billion. Commercial wins included agreements for more than 650 engines, featuring commitments tied to LEAP-1A and GEnx platforms, alongside a long-term materials agreement to support Ryanair’s fleet of about 2,000 CFM56 and LEAP engines. Operationally, GE pointed to progress under its FLIGHT DECK lean model, including supplier improvements that contributed to commercial services revenues rising 39% year over year. Total engine deliveries increased 43% from the prior-year quarter, indicating better throughput as the company works through customer demand. GE Aerospace price-consensus-eps-surprise-chart | GE Aerospace Quote Commercial Engines & Services (CES) revenues rose 34% year over year to $8.92 billion in the first quarter of fiscal 2026. The gain was driven by the services growth of 39%, with internal shop visit revenues up 35% on higher volume and workscopes. Spare parts revenues increased more than 25%, reflecting robust aftermarket demand. Equipment revenues in CES advanced 20%, supported by unit volume growth of 50% that was partly offset by customer mix. Segment operating profit increased 23% to $2.36 billion, though the operating margin narrowed 230 basis points to 26.4% as install engine growth, including GE9X, and investments weighed on mix. Total orders in the segment rose 93% year over year to $17.3 billion. Defense & Propulsion Technologies revenues increased 19% year over year to $3.2 billion in the first quarter of 2026. Management highlighted momentum in Defense & Systems and Propulsion & Additive Technologies, with Defense & Systems revenues up 14% on growt...