GE Vernova Inc.

• GEV Stock Price 24h change: +3.35%. From 754.97 USD to 780.25 USD (NYSE). The surge was driven by a massive Q4 earnings beat ($13.39 EPS vs. $2.99 expected) and multiple analyst upgrades following robust revenue growth and a strong backlog.
• From a technical perspective, GEV exhibits a "Strong Bullish Momentum": the stock is trading above its 50-day ($650.26) and 200-day ($571.68) moving averages, reaching new all-time highs. The 14-day RSI is approximately 71.45, indicating overbought conditions, while the MACD remains firmly in buy territory, suggesting continued upside potential despite short-term pullbacks.
• GE Vernova and Xcel Energy signed a landmark Strategic Alliance Agreement on Feb 3, 2026, to collaborate on grid and generation projects aimed at a sustainable energy future.
• GE Vernova completed the $5.3 billion acquisition of the remaining 50% stake in Prolec GE on Feb 2, 2026, significantly accelerating its growth in the electrification segment.
• Goldman Sachs and Jefferies raised their price targets for GEV to $925 and $930 respectively, citing the company's leading role in the "AI Power Race" and massive demand for data center energy.
• FERC reports show that 99% of new U.S. generating capacity additions in 2026 are renewable, marking a fundamental restructuring of the power sector toward solar and wind.
• A "bomb cyclone" and extreme freeze in early February 2026 caused up to $15 billion in damages across the U.S., highlighting the urgent need for grid resilience and modernization investments.

• GEV Stock Price 24h change: +3.94%. From 726.37 USD to 754.97 USD.
• From a technical perspective, the stock is in a strong "bullish breakout" phase, reaching new all-time highs and trading just 1% below its 52-week peak. While the long-term trend is supported by an RSI of 56 and a breakout from a 20-week consolidation base, the high EV/EBITDA ratio of 65.73 suggests the market is pricing in significant "scarcity value," making it susceptible to short-term pullbacks if momentum cools.
• GE Vernova completed the $5.275 billion acquisition of the remaining 50% stake in transformer manufacturer Prolec GE on February 2, 2026, a move expected to be immediately accretive to earnings and significantly expand its Electrification segment.
• The company reported a massive Q4 2025 earnings beat with an EPS of $13.39 against the $3.22 consensus, leading multiple Wall Street firms, including Goldman Sachs and Mizuho, to raise their price targets to as high as $925.
• GE Vernova launched a public offering of senior notes on February 2 to finance the Prolec GE acquisition and general corporate needs, following a recent doubling of its quarterly dividend to $0.50.
• The U.S. and India signed a landmark trade deal on February 3, 2026, reducing reciprocal tariffs to 18%, which is expected to reshape global renewable energy supply chains and benefit Indian PV manufacturers.
• U.S. utility stocks and renewable energy ETFs faced pressure as Treasury yields rose, with the SPDR Select Sector Utilities fund falling 1.5% on February 2 due to hawkish central bank sentiment and rotating investor interests.