GEVGE Vernova
$957.27+3.61%Real quote · delayedPower equipmentMachinery & diversified industrials · 16 peers →🏛️ Company factsSEC filings + FINRA official data
Annual revenue $38.1B · latest quarter up 21.9% YoY · profitable (FY net income $4.9B) · short activity within its normal range.
FY revenue
$38.1B
2025-12
Latest Q YoY
+21.9%
Gross margin
19.8%
FY net income
$4.9B
Diluted EPS
$17.92
Short volume
47.4%
20d avg 49.8% · normal
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-05-06passive (13G)FMR LLC
- 2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-03-26passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability Medium · 53/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$2.47 vs $3.17-22.08%
- Mar 2026$1.98 vs $1.84+7.61%
- Dec 2025$13.39 vs $3.05+339.02%
- Sep 2025$1.64 vs $1.78-7.87%
The takeaway
This company habitually beats by +79.2% — the next report has to clear that bar to count as good news.
Analyst estimates, not our forecast · not investment advice
🧭 +3.6% today with no fresh news · why?
- 📊 Market+1.7%S&P +0.9% × beta 2
- 💸 Money flowMFI 54 · net inflow · volume 0.6× average
- 🧩 PeersVRT +3.6%ETN +4%VST +0.9%CEG -0.4%BE +6.7%SIEGY +2.5%5 peers moved the same way today, averaging +2.9% — this is a sector move, not a single-stock event.
- 🕰️ Old news, still digesting▲ Utilities Join Trump Pledge To Limit AI-Driven Istructural impact active, ~8 days left
- 🕰️ Old news, still digesting▲ NextEra Energy Q2 Earnings Beat Estimates as Renstructural impact active, ~10 days left
Educational decomposition · not investment advice
What's moving this stock lately
3 direct · 18 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
Gas turbines and grid equipment are core beneficiaries of the emergency expansion plan; with revenue already up 21.9% YoY, the policy accelerates backlog conversion
Also named: ETN · PWR · VRT · ENPH · SEDG · RUN
Leader in gas turbines and grid equipment, directly benefiting from AI power infrastructure build-out.
Also named: P-OPEA · 9984.T · VST · CEG · BE
- #3▲2.04%DirectNot just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boom11d ago
Record gas turbine and grid equipment backlog is directly driven by data-center electricity demand
Also named: VRT · ETN · NVT · CEG · VST · TLN
- #4▲1.82%2nd-orderCaterpillar's Power Generation Backlog Just Hit $72 Billion. The Construction Cycle Barely Matters Anymore.5d ago
Gas turbines and grid equipment share the data-center power buildout, validating the AI-electricity demand theme
Also named: CAT · CMI · GNRC · VRT · ETN
GE Vernova's gas turbine backlog is heavily tied to data-center power demand; SpaceX's potential entry adds a medium-term competitive risk premium
Also named: SPCX · RKLB · BA · CAT · TSLA
Grid equipment and turbine orders benefit from grid expansion needs driven by data center power shortfalls
Also named: NVDA · P-HUGG · TSM · AMD · VST · CEG
Grid equipment and gas-turbine orders benefit from the capex cycle as power companies expand capacity to meet AI-driven load growth.
Also named: BRK-B · BRK-A · GOOGL · GOOG · VST · CEG
Grid equipment and turbine orders benefit indirectly from the pass-through demand for power infrastructure expansion.
Also named: GOOGL · GOOG · MSFT · AMZN · CEG · VST
- #9▲0.81%2nd-orderAI data center firm SB Energy, which is backed by Softbank, Nvidia and OpenAI, files for IPO11d ago
New data-center power infrastructure demand boosts order expectations for gas turbines and grid equipment.
Also named: SFTBY · SFTBF · SFBQF · P-OPEA · NVDA · AMD
As a grid and power-generation equipment supplier, it benefits from the same sentiment spillover around data-center power demand.
Also named: BE · PLUG · FCEL · VRT
The rest, archived by time · 11
🕰️ Price × news · engine report card
Drag to pan, scroll to zoom · real daily bars and volume
📜 Call history (newest first
70 engine calls on this stock — each with direction, magnitude and its verified outcome · sign up to view
Sign up · free 7-day trial →Impact chains · crowding · conviction engine · insider signals — free 7-day trial on signup.
Sign up · free 7-day trial →