GE Vernova

CEO Scott Strazik said at a Morgan Stanley conference that the backlog is expected to reach $200 billion very early in 2027, up from $176 billion at the end of June. In the second quarter the backlog rose by $13 billion, and organic new orders jumped 88% to $24.2 billion. Management expects strong growth in power-plant service (from $12 billion in 2025 to $22 billion in 2035) and cites gas turbines, electrification and service as drivers of the backlog. A planned nuclear project in Victoria, Texas (BWRX-300) could add capacity but remains subject to a 2027 investment decision. Rising power demand from AI data centers and broader electrification provides additional tailwind for GE Vernova. » More on deraktionaer.de

The AI investment boom is shifting value creation to generators, grid builders and equipment suppliers, because it is not land or capital but connection capacity that limits expansion. For GE Vernova this means strong demand: the company reports an order backlog including slot reservations of at least 110 gigawatts for gas turbines this year. Investors should follow delivery dates for turbines and transformers as well as results of capacity auctions and grid‑connection contracts, since megawatts on the grid are the most important metric. » More on deraktionaer.de

GE Vernova, spun off from General Electric in 2024, is benefiting from strong demand in its Power and Electrification segments tied to data centers, AI and industrial automation. Orders and backlog have surged—backlog reached $176.3 billion at mid‑2026, nearly four times projected 2026 revenue—and analysts forecast double‑digit revenue and rapid EBITDA growth through 2028. With an enterprise value near $238.5 billion and trading around 25 times next year’s adjusted EBITDA, the company is presented as well‑positioned to withstand a market downturn and rebound as global electricity demand rises. » More on finance.yahoo.com