GEV GE Vernova Inc.

$GEV $GEV SMASHED Q3 EARNINGS & RAISED GUIDANCE! ✅ Revenue: $12.6B vs $11.99B est. (+27% YoY) ✅ EPS: $4.81 vs $4.00 est. (+20% beat) ✅ Orders: $29.3B (+96% organic) ✅ Backlog: $197B (+$20B QoQ) ✅ Electrification Revenue: $3.9B (+51% YoY) ✅ Gas Turbine Backlog & Reservations: 122 GW FY2026 GUIDANCE RAISED ✅ Revenue: $46.5B–$47.5B vs $46.24B est. ✅ EBITDA Margin: 13.5%–14.5% ✅ Free Cash Flow: $16B–$17B - Share buyback authorization doubled to $20B 🚀🚀

Chips get the headlines, but every AI data center still needs power. $GEV builds the gas turbines, $BE makes on-site fuel cells, $CEG and $OKLO are the nuclear bet, and $VST sells power off the grid. Which source wins the next five years?

$GEV $RYCEY GE Verona with great earnings and great guidance. Enjoy the depressed prices for RYCEY for two more weeks before 11/12 update.

$GEV Not worried about GEV. Overreaction. With all the analyst upgrades tomorrow, we will be flying back to $1000.

$GEV they could cancel every data center power plant… and still be sold out through 2030… oh, and they would keep the 25 million down payment for every turbine… this is nothing… and I am willing to bet the earnings next week are going to be spectacular

$GEV 🟢 — I’m Still Bullish, and Here’s Why. I think people need to stop looking at GE Vernova as just another stock moving up and down every day and start looking at what this company is actually building. We’re talking about a company with a $197 BILLION backlog, strong earnings, increased guidance, and a growing global demand for the very infrastructure it provides. AI isn’t slowing down. Data centers aren’t disappearing. The world isn’t suddenly going to need less electricity. If anything, we’re just getting started. I’m a long-term investor, and I believe GE Vernova has a tremendous amount of growth still ahead of it. I’m not going to let one bad trading day overshadow the bigger picture. I believe in where this company is heading, not just where its stock price closes tomorrow. There’s a difference between investing in a company’s future and reacting to every headline. I’m looking years ahead, not just one trading session. Still bullish on $GEV! 💚📈

$GEV Oversold today for no real reason. It’s a money making company and they are buying another company to make more profits. I don’t see a big issue with that as long as they are not diluting the shares. This will pick back up soon and go into $1500.

$GEV - thanksgiving gift for next week earnings…expect blockbuster earnings and guidance….demand for power will stay strong for next 10 years

$GEV Going back to green and some today.Overreaction to the acquisition news. It’s going to make some money for GEV.

$GEV - Jim Cramer buying GEV for its charitable trust as its first data center related purchase in weeks…stock might have bottomed …near term 1000…imo

$GEV - way oversold…demand strong and backlogs strong for next 5 to 10 years…near term 1000

$GEV has signed an agreement to buy Trench Group from Triton Partners for $9B using cash & debt - closing expected in late 2027 Trench, a high-voltage grid equipment maker, supplies electrical equipment to more than 800 utility companies & large-scale computing customers. Employs more than 3,000 people. Runs 11 manufacturing facilities in 8 countries Trench is expected to bring in $1.9B in 2028 revs, w/ an adj'd EBITDA margin of approximately 36%. This means the $9B purchase price represents about 13x its projected ajd'd EBITDA, ex-synergies Trench has a backlog of $5B $GS & $UBS acted as financial advisors to GE Vernova - $BAC & $MS acted as financial advisor to Triton Partners

$GEV beat, raised, and announced a $9B deal for Trench Group, and the stock's down about 5%. Looks like sell-the-news on the deal, not a broken business. Going on my watchlist for when the chart settles.

$GEV only down bc of the acquisition. Market will digest it and will be fine. Company is performing like a fine-tuned machine. Or I guess turbine in their case.

$GEV can the algos please lump us into the energy sector not the data center sector, I think that will fix your mistakes.

Everybody argues about chips, but power is where the real waitlist is... $GEV reports Wednesday with about 116 gigawatts of gas turbines in backlog or on paid reservation at last count, and it's already taking slots for 2031. The stock is up 5% into it and $BE jumped about 7% Monday, $TSLA says its Megapacks are nearly sold out through 2027 because data centers need batteries, $CEG is the nuclear version of the same bet and $VRT sells the power and cooling inside the building. More than half of GE's pipeline is reservations, not firm orders, so if AI demand ever cracks the first sign won't be a chart. It'll be cancelled slots. what would you watch to know?

$GEV 🟢 Still bullish on the long-term power and electrification story. One rough session doesn’t define the future. Keeping perspective and looking for buyers to step up Friday. Let’s finish the week with confidence and some GREEN! 💚📈

$GEV panic sellers (often bc margin) and those who short when blood is on the street are the buyers who fuel the reversion to mean recovery rally

$GEV $20 billion buyback in affect. Lookout. Lots of shares to pick up and close out for the company.

$GEV Anyone remember a time when a top and bottom line beat with raised guidance wasn't the kiss of death?