Archive · 2 Jan 2026
GE Vernova Surges 92% in 2025
GE Vernova, a company that makes gas turbines, had a huge increase in its stock price in 2025.
While everyone was focused on Nvidia's AI chips, GE Vernova's stock went up by 92%.
This happened because AI data centers need a lot of electricity, and GE Vernova's gas turbines provide that power.
The company also announced big increases in revenue and cash flow, which made investors excited.
Even though their wind energy business is struggling, their gas turbine business is doing very well.
Some analysts think the stock could go even higher in the future.
GE Vernova's stock surged 92% in 2025, outperforming Nvidia and the S&P 500.
The company's gas turbines are in high demand due to the rise of AI data centers needing reliable power.
GE Vernova announced significant increases in revenue projections, free cash flow, and backlog.
The company doubled its quarterly dividend and increased share buybacks, indicating strong financial health.
While the wind energy segment is struggling, the power segment is expected to see significant margin expansion.
- Who
- GE Vernova, a spinoff from General Electric, specializing in gas turbines and power generation.
- What
- GE Vernova's stock surged 92% in 2025, outperforming Nvidia and the S&P 500.
- When
- The stock was spun off in April 2024 and reached $653 per share by December 2025.
- Where
- The company operates globally, providing power solutions for data centers and other industries.
- Why
- The rise in AI data centers increased the demand for reliable baseload power, benefiting GE Vernova's gas turbine business.
Renewable Energy Advocates
Traditional Energy Supporters
Energy Source Viability
Renewable Energy Advocates
Renewable energy sources like wind and solar are the future and will eventually replace traditional energy sources.
Traditional Energy Supporters
Traditional energy sources like gas turbines are essential for reliable baseload power, especially with the rise of AI data centers.
- Initial Stock Price
- $115 per share (April 2024)
- Stock Price (December 2025)
- $653 per share
- 52-Week High
- $731 per share
- Revenue Projection (2028)
- $52 billion
- Free Cash Flow (2025-2028)
- $22 billion
- Backlog (2028)
- $200 billion
- Quarterly Dividend
- $0.50 per share (doubled from $0.25)
- Share Buybacks
- $10 billion (increased from $6 billion)