Is GEV a good stock to buy now? We recommend GE Vernova Inc. on R. Dennis’s Substack by OppCost. Came across a fast article about. In this article we will summarize Bill’s article on GEV. GE Vernova Inc. Shares were trading at $847.65 as of March 11. GEV’s trailing and forward P/E were 47.92 and 59.88, respectively, according to Yahoo Finance.
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GE Vernova is one of the first beneficiaries of the increase in global electricity demand associated with artificial intelligence, data centers, and large-scale electrification. Since that spin-off, the company’s stock has risen dramatically, rising from about $252 to about $811 in a year, reflecting investors’ recognition that power generation and network infrastructure are key players in the AI economy. Despite the strong rally, a major institutional trader recently placed a significant $46 million in notional options bets, highlighting continued confidence in the company’s long-term fundamentals.
The trade involved selling 1,000 contracts on January 15, 2027, at $460 for $24 each, generating a premium against $2.4 million and effectively establishing a break-even price near $436. With the stock trading around $811, this position implies a margin of safety of more than 40%, meaning the shares would need to decline by nearly half before the position would begin to incur losses. The conviction behind this business is supported by GE Vernova’s strong operating momentum.
The company ended 2025 with a backlog of $150 billion, reflecting strong demand for gas turbines and energy infrastructure, while management expects contracted turbine capacity to reach nearly 100 gigawatts by the end of 2026. Tighter supply conditions are also enabling new turbine orders to increase in price by 10-20% over current levels. Pricing power.
Beyond turbines, Prolac GE’s acquisition of GE Vernova has strengthened its position in transformers and grid equipment, benefiting from rapid growth in data center electrical demand. Management also raised its 2026 EBITDA margin outlook to 11%-13%, targeting roughly 20% by 2028, while supporting shareholders through a $10 billion buyback option and a double dividend of $0.50 per share, creating additional downside support for the stock.
Previously, we covered a Fast article At Quanta Services, Inc. (PWR) in May 2025 by Bulls On Parade, which highlighted the company’s leadership in electric grid modernization, AI-driven power infrastructure demand, strategic acquisitions, and a strong backlog supporting long-term growth. PWR’s stock price is up nearly 94.16% since our coverage. OppCost shares the same view but GE Vernova Inc. Turbine backlogs, demand for power from AI data centers, and strong pricing power are emphasized.
