$GEV (+0,29%) currently remains one of the hottest stocks in the energy and infrastructure sector. Since the spin-off from General Electric, the stock has been on an upward trajectory 🚀
💡 Why is the story so exciting right now?
The global demand for electricity is exploding - mainly due to AI data centers, the cloud and electrification. This is exactly where GE Vernova provides the right infrastructure: gas turbines, power grids and energy technology.
📊 Current highlights:
- Order backlog now at around 163 billion USD 📦
- 2026 sales forecast raised to USD 44.5-45.5 billion 💰
- EBITDA margin now expected at 12-14 % 📈
- Several hundred percent performance since IPO in 2024 🚀
Business with gas turbines and grid technology is currently particularly strong AI data centers require enormous amounts of electricity - and GE Vernova is right next to this gold mine ⚡🖥️
📉 There are also risks, of course:
- Valuation now extremely sporty 🥵
- Wind power division continues to weaken 🌬️
- Major setbacks possible at any time after the mega rally
Nevertheless, many analysts continue to see GE Vernova as one of the biggest winners of the global energy upgrade. Some are already talking about the "Nvidia of electricity infrastructure" 😄
💬 My impression:
As long as AI, data centers and power grids continue to boom, the story will remain brutally strong. Perhaps hot in the short term - but a real powerhouse in the long term ⚡📈
What do you think?
Another rocket launch 🚀 or slow exaggeration? 🤔
