GE Vernova Inc vs Wolfspeed Inc — how do they compare? GE Vernova Inc trades at $1,013.9 (market cap $263.90B), while Wolfspeed Inc trades at $30.13 (market cap $1.52B). The key difference: GE Vernova Inc is far larger — about 173.6× Wolfspeed Inc's market cap, and GE Vernova Inc pays a 0.2% dividend while Wolfspeed Inc pays none. Which is the better fit depends on your goals.
| GEV | WOLF | |
|---|---|---|
Market Cap | $263.90B | $1.52B |
Sector | Technology | Technology |
52-Week High | $1.17K | $73.68 |
52-Week Low | $547.96 | $1.19 |
Enterprise Value | $253.57B | $2.18B |
Dividend Yield | 0.2% | — |
Signals from Pluang's Aura AI — not financial advice
GE Vernova (GEV) trades at $990.32, down 1.0% with bearish technical signals despite strong fundamentals. The company reported impressive Q1 2026 earnings beat but missed Q2 expectations, while maintaining robust profitability with 23.04% net margin and 91.48% ROE. Recent news highlights GEV's $176 billion backlog and positioning in AI-driven power infrastructure demand, though valuation metrics remain elevated with P/E of 28.41 and EV/EBITDA of 84.47.
Outlook remains positive with 75.86% analyst buy ratings and $1,270 consensus price target, representing 28% upside. Key opportunities include AI data center power demand and nuclear energy expansion, while risks include premium valuation sensitivity and execution challenges in managing rapid growth across energy segments.
Wolfspeed (WOLF) trades at $32.87, up 19.14% in the past 24 hours, with a bullish technical signal supported by moving averages. The stock shows mixed earnings performance, beating estimates in Q3 2025 and Q1 2026 but missing in Q4 2025. Recent news highlights strategic partnerships for AI data center power solutions and a new board appointment. However, the company faces significant financial challenges with negative gross and net income margins.
The outlook is cautiously optimistic due to strong analyst buy ratings and positive technical momentum, but investment is tempered by weak profitability and high execution risks. Key opportunities lie in silicon carbide technology adoption for AI and electrification, while risks include ongoing losses and competitive pressures in the semiconductor sector.
Trailing returns across standard periods
Latest headlines on both assets
GE Vernova is a global leader in the electric power industry. It provides sustainable energy solutions across gas, wind, and hydro sectors, focusing on modernizing the world's power grids.
Read more on GEV →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →