GE Vernova's stock has fallen over 25% in the past month amid fears of a Democratic sweep impacting industrial stocks. Despite this, the company’s order backlog has grown from $150B at the end of 2025 to nearly $200B in Q3 2026, with strong free cash flow and rising margins. GE Vernova supplies critical power equipment needed for data centers, a sector with growing electricity demand driven by AI and tech expansion. The company’s long-term contracts and financial strength make it a compelling buy even as political risks and some operational challenges persist.
GE Vernova trades at USD 758.03 on Pluang, down 1.62% as of Nov 07, 2026 01:02 WIB. The stock shows a 52-week range between USD 550.17 and USD 1.17K. Nvidia, meanwhile, is priced at USD 186.21, up 2.54% with a market cap of $4.39T, reflecting strong tech sector interest despite GE Vernova's industrial challenges.
On Election Day, power infrastructure stocks like GE Vernova, Eaton, and Vertiv surged after Bernstein research said political risks to U.S. data center projects are overestimated. GE Vernova led gains with a 7% rise, supported by strong Q3 orders an...
Bloom Energy's stock surged 11% following a Barclays upgrade citing faster-than-expected demand and a new carbon-capture partnership with California Resources. The company reported strong revenue growth but faces challenges with negative operating ca...
