GEV GE Vernova Inc.

GEV GE Vernova Inc.

Industrials · Specialty Industrial Machinery

Desk view

Watchingmedium conviction · entry held the AI unwind at −5%; reclaim the 20-day (~$1,085) and print a higher low — not entered
Basis Open desk call ·Logged decision ·Entry target
Perspectives AI Power Bottleneck
Updated

Market read

Scan convergence 2 scans as of 2026-08-17 2 bull converging

POC $598.63 · VWAP $793.75 · +35.9% vs 12m avg buyer

pullback vol: normalchurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

9 related perspectives

Watchlists @ai-power@energy@grid-buildout@spacex-s1-supply-chain

GEV Price Structure

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Peers

Every watchlist GEV belongs to, members best 30-day change first — GEV highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@energy
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CMBT+16.1% +0.8%1d +7.9%7d CEG+10.2% -1.5%1d +2.9%7d XLE+8.5% +1.1%1d +4.0%7d BE+8.0% +1.0%1d +10.2%7d XOP+7.7% +1.6%1d +4.2%7d FSLR+2.8% -3.4%1d -8.9%7d GEV+2.0% +1.5%1d +9.0%7d NEE-2.9% 0.0%1d +1.8%7d TAC-4.2% -0.6%1d +3.6%7d TLN-4.2% -1.6%1d +4.0%7d EOSE-5.1% -2.5%1d -3.0%7d ENPH-7.0% -4.5%1d -5.5%7d
@grid-buildout
View watchlist →
EME+15.9% +3.1%1d +6.6%7d PWR+14.9% +5.3%1d +9.3%7d ETN+14.1% +0.9%1d +2.4%7d 298040.KS+6.8% +0.8%1d +5.2%7d GRID+6.4% +0.7%1d +2.3%7d HUBB+3.2% -1.4%1d -0.1%7d GEV+2.0% +1.5%1d +9.0%7d FPS-2.4% -2.1%1d +3.4%7d PRIM-3.4% -0.3%1d +2.8%7d HPS-A.TO-5.2% -0.7%1d +1.1%7d POWL-6.0% +2.5%1d +5.7%7d MTZ-8.2% +1.6%1d +12.8%7d MYRG-13.0% +1.9%1d +3.1%7d
@spacex-s1-supply-chain
View watchlist →
RDW+58.7% -1.3%1d +2.1%7d LUNR+50.7% +7.2%1d +29.0%7d FLY+41.0% +1.9%1d +5.5%7d BKSY+38.7% -0.5%1d +7.6%7d LITE+32.2% +4.6%1d +19.1%7d COHR+26.5% +7.8%1d +7.9%7d ATI+24.5% +1.4%1d +1.6%7d ASTS+23.1% +0.2%1d +3.4%7d RKLB+21.4% +2.3%1d +2.4%7d MU+19.2% +4.1%1d +17.5%7d CIEN+18.9% +3.8%1d +14.9%7d ARKX+14.5% -0.5%1d +0.9%7d ETN+14.1% +0.9%1d +2.4%7d VSAT+13.9% -1.8%1d -4.0%7d NVDA+10.9% -0.1%1d +3.4%7d SEI+9.4% +4.2%1d +12.5%7d PL+8.5% -1.3%1d +5.6%7d AR+8.4% -2.6%1d -1.8%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d IRDM+7.2% -0.3%1d +1.5%7d HWM+6.2% 0.0%1d +1.9%7d AVGO+5.8% -0.1%1d -7.1%7d ALAB+5.5% -0.5%1d +0.9%7d GSAT+4.9% +0.8%1d -0.9%7d SPXC+2.8% +0.1%1d +2.5%7d GEV+2.0% +1.5%1d +9.0%7d KMI+1.0% -1.5%1d +3.0%7d VRT+1.0% -0.5%1d +8.3%7d ECHO+0.6% +0.7%1d +3.8%7d HXL-0.5% -0.9%1d +2.3%7d GOOGL-0.8% -0.6%1d -3.8%7d RMBS-0.8% -0.2%1d +5.0%7d CRS-2.8% -0.4%1d -3.1%7d DTM-6.9% -1.4%1d +0.6%7d TSLA-10.9% -0.9%1d +2.5%7d
@ai-power
View watchlist →
CRWV+44.8% +0.7%1d +20.2%7d IREN+33.5% +1.9%1d +16.1%7d CLF+32.6% +3.5%1d -1.4%7d PSIX+30.6% -2.6%1d -8.1%7d NVTS+27.2% +0.9%1d +10.7%7d ATI+24.5% +1.4%1d +1.6%7d APLD+20.9% -0.1%1d +7.3%7d WYFI+20.7% +2.8%1d +28.5%7d LEU+18.0% -3.2%1d -2.9%7d ITRI+17.0% -0.9%1d -1.9%7d NVT+14.5% +3.4%1d +9.2%7d ETN+14.1% +0.9%1d +2.4%7d RIOT+9.8% +5.4%1d +3.7%7d SEI+9.4% +4.2%1d +12.5%7d MRAAY+9.0% +0.8%1d +15.2%7d BEP+8.4% -0.9%1d +5.5%7d BE+8.0% +1.0%1d +10.2%7d MPWR+7.9% +1.0%1d +2.5%7d HIVE+7.7% +14.1%1d +17.2%7d EQT+7.3% -2.6%1d -2.0%7d AIXA.DE+6.9% +2.2%1d +4.2%7d VICR+6.7% +8.0%1d +21.5%7d BESIY+6.2% +1.3%1d +8.1%7d HWM+6.2% 0.0%1d +1.9%7d WGMI+5.4% +3.1%1d +10.3%7d CIFR+5.3% +3.6%1d +13.4%7d VECO+4.1% +3.8%1d +10.2%7d BEPC+3.5% -1.1%1d +5.7%7d HUBB+3.2% -1.4%1d -0.1%7d DGXX+2.9% -2.3%1d +3.7%7d GEV+2.0% +1.5%1d +9.0%7d KGS+1.4% +1.2%1d +7.4%7d GLXY+1.1% +1.0%1d +12.1%7d CAT+0.3% +2.9%1d +5.2%7d BW+0.3% -3.6%1d +11.6%7d AOSL-0.6% +1.0%1d -10.1%7d BIP-0.9% -2.1%1d +2.5%7d CMI-1.1% +1.6%1d +1.1%7d PUMP-1.6% +5.7%1d +10.2%7d IFNNY-2.1% -0.2%1d -0.6%7d FPS-2.4% -2.1%1d +3.4%7d BIPC-2.7% -2.3%1d +3.2%7d CRS-2.8% -0.4%1d -3.1%7d WULF-3.1% +1.3%1d +8.7%7d HUT-3.7% +3.0%1d +2.8%7d CORZ-3.9% -0.3%1d +3.3%7d KEEL-4.6% +7.4%1d +11.2%7d CLSK-4.8% +2.6%1d +7.0%7d VSH-5.9% +1.4%1d +7.2%7d POWL-6.0% +2.5%1d +5.7%7d LBRT-6.7% +1.0%1d +5.3%7d STM-10.1% +2.8%1d +2.6%7d FLNC-10.2% -3.9%1d -0.2%7d KRC-10.5% -0.8%1d -3.0%7d POWI-11.8% -1.0%1d 0.0%7d BTDR-12.6% +2.9%1d +8.2%7d CEPL-34.1% -0.1%1d -8.9%7d

Next earnings GEV reports in 71 days Oct 28

Last report Jul 29

Reported the quarter ending 2026-06-30: revenue $11.10B, diluted EPS $2.47, net income $649M (the desk's provider cache). Across the print the stock moved +4.1% (close before → first close after).

full note →

Against street estimates

How GEV's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 22 · projection Aug 17

Result
Jul 22 3.182.47-22.4%Miss
Apr 22 2.0017.44+771.6%Beat
Jan 28 3.2213.39+316.1%Beat
Oct 22 '25 1.861.64-11.7%Miss
Jul 23 '25 1.641.86+13.4%Beat
Apr 23 '25 0.610.91+49.1%Beat
Jan 22 '25 2.491.73-30.6%Miss
Oct 23 '24 0.26-0.35-232.7%Miss

News (last pull)

Headlines about GEV from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 24 days ago · Jul 25

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

GEV research tape

121 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-08-17 scan NVDA Ecosystem Scan — August 14, 2026 scan Monster Scan — 2026-08-14 candidate GEV — candidate.roundup scan Monster Scan — 2026-08-13
Types
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Update GEV — candidate.roundup
GEVBETLNCEG
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 8 Update CEG — candidate.roundup
GEVBETLNCEG
Jul 31 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 31 Update BE — candidate.roundup
GEVBETLNCEG
Jul 29 Catalyst GEV earnings
GEV
Jul 28 Article Fifteen of twenty broke together
NVDAAVGOAMKRAMDASMLAMATTERKLAC#ai-capex-digestion#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
Jul 28 Market Brief The Rotation Finds a Refuge
ABVXAEVAALMAMDASMLBEAMCCJNTLA +4 more
Jul 28 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 28 Update GEV — candidate.roundup
GEVBETLNCEG
Jul 27 Market Brief Verdict Week: Storage Prints, Then the Capex Reads
ABBNYAMZNARKGARWRAYABIPCCJCEG +4 more
Jul 25 Market Brief The War Bid Arrives, the Havens Don't
ALKALLYAMDARKWAROCARWMXLARM +4 more
Jul 25 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 25 Update BE — candidate.roundup
GEVBETLNCEG
Jul 23 Market Brief The capex bill lands and the rotation stops hiding
ABNBADIEAMGNAMVMFANDEAPOMXLARM +4 more
Jul 22 Pick Alphabet Q2: $44.9B quarterly capex, $180-190B FY guide, 2027 'significantly increases'
GOOGLNVDACEGGEV#ai-power-bottleneck#ai-capex-digestion
Jul 22 Market Brief The tape sells software and buys scarcity
ABNBADIEAMGNAMVMFANDEAPONVDAARM +4 more
Jul 22 Catalyst GEV earnings
GEV
Jul 20 Market Brief The Bounce Meets the $90 Barrel
ABBNYAMBQAMDAMTARCBARKQGEMETA +4 more
Jul 19 Article What to Own When Intelligence Is Free
CEGGEVLEUMUSNDK#ai-capex-digestion#ai-power-bottleneck#nuclear-fuel-cycle#memory-supercycle
Jul 17 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 17 Update BE — candidate.roundup
GEVBETLNCEG
Jul 15 Pick New York becomes first US state to ban new AI data centers
GEVVST
Jul 13 Reddit r/wallstreetbets — Meta's Louisiana data center to surpass $250B price tag
METAGEVVRTETN#ai-power-bottleneck#ai-capex-digestion
Jul 11 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 11 Update GEV — candidate.roundup
GEVBETLNCEG
Jul 7 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 7 Update GEV — candidate.roundup
GEVBETLNCEG
Jul 6 Investigation the AI buildout has two physical layers, and the market prices them very differently
GEVETNNEEENSIRENHUTBITFAPLD +3 more
Jun 26 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan NVDA Ecosystem (Composite)
NVDAAMDARMAVGOMRVLTSMASMLAMAT +4 more
Jun 22 Target GEV — Entry-Zone Target (R33, 2026-06-18 anchor)
GEV
Jun 22 Article Status — R33 Full-Scan Wrap-Up (2026-06-18 anchor)
SPYQQQSMHBEGEVMUAMATNVDA +4 more
Jun 22 Article Daily Actions — R33 Full Scan (2026-06-18 anchor)
AMATKLACLRCXMUWDCSTXGEVBE +4 more
Jun 22 Update GEV — candidate.roundup
BEGEVTLNCEGNEEFSLRENPH
Jun 22 Article Week in Review — The Rotation Down-Stack
BEGEVMUAMATMRVLKLACLRCXVST#ai-power-bottleneck#spacex-ipo-liquidity-event#memory-supercycle +4 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMASML +4 more
Jun 16 Update Energy Candidates
ENPHFSLRTACTLNBEEOSECEGGEV +1 more
Jun 16 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jun 4 Investigation SpaceX S-1 picks-and-shovels / supply-chain investable map
SPCXECHONVDATSMSEIGEVTSLAGOOGL#ai-power-bottleneck#optical-supercycle#memory-supercycle#spacex-ipo-liquidity-event +4 more
May 29 Scan NVDA Ecosystem Scan
AMATAMDAMKRAMZNARMASMLAVGOBE +4 more
May 29 Update Energy Candidates
ENPHFSLRTACTLNBEEOSECEGGEV +1 more
May 29 Article Daily Actions — May 29, 2026 (R31-A EOW)
AIAMDAMZNAPDARMBRBRBTCBTC-USD +4 more
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
NVDAAMZNGOOGLMSFTTSMEWYEWTMPWR#ai-power-bottleneck#ai-power-delivery#war-ends-playbook +4 more
May 23 Article Weird-ETF rotation read — MSTR-leverage breakdown, AI-stack narrowing, defensives flat
MSTRNVDATSLABTCMSTUMSTXMSTYNVDL#ai-power-bottleneck#optical-supercycle +4 more
May 4 Article Cambrian Thesis — AI supply chain 2x2
NVDAAVGOMUAMKRFNCRDOALABCLF#ai-power-delivery +4 more
May 3 Article AI Power — Week in Review (Apr 27 – May 3, 2026)
GEVBEETNMPWRAOSLVICRBESIYPOWI#ai-power-bottleneck#ai-power-delivery +1 more
May 2 Podcast Crusoe Chase Lochmiller — AI stack economics — podcast
CRWVCORZIRENAPLDCIFREQTVSTPCG#ai-power-bottleneck#ai-power-delivery +2 more
May 2 Podcast Chase Lochmiller (Crusoe CEO) on AI data-center economics
CRWVCORZIRENAPLDCIFREQTVSTPCG#ai-power-bottleneck#ai-power-delivery +4 more
May 2 Source Crusoe / AI Stack Unit Economics — recommendation by @boringbiz_
VRTCEGGEVVSTNRGEQT
Apr 30 Source Recycler-condensed version of Gaurab turbine-blade thread with HWM/ATI/GEV tickers slapped on
HWMATIGEV#ai-power-bottleneck
Apr 29 Source Single-crystal nickel-superalloy turbine blades — upstream chokepoint above GEV (gas-turbine assembler)
HWMATIGEV#ai-power-bottleneck
Apr 28 Scan Monster Scan
AAOIADEAAEHRAEISAFRMAGXALMAMD +4 more
Apr 26 Scan NVDA Ecosystem Scan
AMATAMDAMKRANETARMASMLAVGOBE +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 26 Update Energy Candidates
BECEGENPHEOSEFSLRGEVNEETAC +1 more
Apr 26 Article Daily Actions
ABBVABTALABALERTAMDAMZNARMASE +4 more
Apr 24 Source Grid Transformer Shortage Supply Chain Context
GEVETNITRIHUBBCLF#ai-power-bottleneck#ai-power-delivery#us-energy-dominance
Apr 24 Source Buy American Grid Mandate Ticker Basket
GEVETNITRIHUBBCLF#ai-power-delivery#us-energy-dominance
Apr 20 Catalyst DPA Title III determination — grid infrastructure equipment classified essential to national defense
GEVETNITRIHUBBCLF#ai-power-bottleneck#ai-power-delivery#us-energy-dominance
Apr 13 Scan Monster Scan
AMATAMDAMKRATEYYAXTIBECIENCRS +4 more
Apr 10 Update Energy Candidates
BECEGENPHEOSEFSLRGEVNEETAC +1 more
Apr 10 Article Daily Actions
ADBEAKAMAMZNASEASMLCRMCRSPDDOG +4 more
Apr 3 Update Energy Candidates
BECEGENPHEOSEFSLRGEVNEETAC
Mar 31 Scan Monster Scan
AAAAOIACLXADEAAEISAEMAGIAGX +4 more
Mar 31 Update Energy Candidates
BECEGEOGEOSEGEVNEEOXYXOM
Mar 26 Scan Monster Scan
AAOIACLXADEAAEISAEMAGIAGXAHG +4 more
Mar 26 Update Energy Candidates
BECEGEOGEOSEGEVNEEOXYXOM
Mar 24 Scan Monster Scan
AAOIAKAMASMLCOPDOCNDVNEXASFIX +4 more
Mar 24 Update Energy Candidates
BECEGEOSEFSLRGEVNEE
Mar 20 Scan Monster Scan
AAAAOIAKAMANETANFAPHAVGOBE +4 more
Mar 20 Update Energy
BECEGENPHEOSEFSLRGEVNEETLN
Mar 20 Update AI Infrastructure
ANETARMCEGCSCODLREQIXGEVMRVL +1 more
Mar 13 Scan NVDA Ecosystem
AMDAMKRARMASMLAVGOCEGENPHEOSE +4 more
Mar 13 Scan Monster Scan
AAAAOIAAUCACLXAEMAGAGIANET +4 more
Mar 13 Update Energy
BECEGENPHEOSEFSLRGEVNEETLN
Mar 13 Update AI Infrastructure
ANETARMCEGCSCODLREQIXGEVMRVL +1 more
Mar 12 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOCEGGEVMRVLMU +4 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Mar 12 Update Energy
BECEGENPHEOSEFSLRGEVNEETLN
Mar 12 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEVVRT
Mar 11 Scan Monster Scan
ASMLBECATDFENDOCNEXASFCXFIX +4 more
Mar 11 Update Energy
BECEGENPHFSLRGEV
Mar 11 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Mar 10 Update Energy
BECEGENPHFSLRGEVUSOXLE
Mar 10 Scan AI Infrastructure
ANETAVGOCEGCSCODLREQIXFTNTGEV +3 more
Mar 10 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Mar 3 Update Energy
BECEGENPHFSLRGEVUSOXLE
Mar 3 Scan AI Infrastructure Scan
AMATANETARMASMLAVGOCEGCSCODLR +4 more
Mar 3 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Mar 3 Article Daily Actions
ADBEAMDAMZNARKKARMASEASANASML +4 more
Feb 26 Update Portfolio - Main Snapshot
AAPLADBEALNYAMZNASMLAVGOBECEG +4 more
Feb 26 Update Energy
BECEGENPHFSLRGEVUSOXLE
Feb 26 Scan Energy Scan
BECEGENPHEOSEFSLRGEVLOWENEE +2 more
Feb 26 Scan AI Infrastructure Scan
ANETCEGCSCODLREQIXFTNTGEV
Feb 26 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Feb 26 Article Daily Actions
ADBEAFRMAMDAMZNARKXARMASANAVGO +4 more
Feb 22 Update Energy
BECEGENPHFSLRGEVUSOXLE
Feb 22 Scan AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Feb 22 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Feb 16 Update Energy
BECEGENPHFSLRGEVUSOXLE
Feb 16 Scan AI Infrastructure Scan
ANETCEGCSCODLREQIXFTNTGEV
Feb 16 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Feb 16 Article Daily Actions
ADBEALNYAMDAMZNASANBECEGCL +4 more
Feb 11 Update Energy
CEGGEVNEEUSOXLE
Feb 11 Scan AI Infrastructure Scan
ANETCEGCSCODLREQIXFTNTGEV
Feb 11 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Feb 11 Article Daily Actions
AAPLADBEAMDAMZNBEBIIBCEGCL +4 more
Feb 9 Scan AI Infrastructure Scan
AMDANETARMASMLAVGOBECEGCFLT +4 more
Feb 9 Article Daily Actions
AAPLAMDAMZNBEBIIBCEGCLCLX +4 more
Feb 5 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLS +4 more
Feb 3 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLS +4 more