New York, Jan 25, 2026, 15:54 EST — Market closed.
- GE Vernova shares ended Friday at $657.78, slipping 0.6%, and have declined roughly 3.5% compared to last week.
- Quarterly results are scheduled for Wednesday, Jan. 28, ahead of the U.S. market open.
- Traders are eyeing demand signals for gas turbines and grid equipment in 2026, along with cash flow metrics.
GE Vernova Inc shares (GEV) slipped 0.6% to close at $657.78 on Friday, having fluctuated between $649 and $666 during the session. The stock is roughly 3.5% lower than last week’s close, as investors held back ahead of a packed week of key events. (Investing)
GE Vernova has become a popular pick for investors betting on growing electricity demand, particularly from data centers, along with rising U.S. and global grid investments. With expectations this elevated, even slight changes in sentiment can swing the stock.
GE Vernova announced it plans to publish its fourth-quarter and full-year 2025 earnings on Wednesday, Jan. 28, ahead of the market open. The company will also hold a webcast at 7:30 a.m. ET featuring CEO Scott Strazik and CFO Ken Parks. (GE Vernova)
Investors are focused on guidance that could either confirm or scale back the growth narrative driving the stock. GE Vernova’s report arrives amid a wave of industrial and tech earnings that are redefining expectations for 2026.
In December, the company projected 2026 revenue between $41 billion and $42 billion, with free cash flow expected to hit $4.5 billion to $5.0 billion. It also boosted its buyback program and doubled the quarterly dividend to 50 cents. Free cash flow is the cash remaining after operating expenses and capital investments. (Reuters)
During that investor event, William Blair analyst Jed Dorsheimer described the day as “firing on all cylinders,” highlighting turbine production slots fully booked through 2028, with even longer visibility ahead. He linked the strong delivery pace to similar signals from competitors Siemens Energy and Mitsubishi Heavy Industries, both reporting tight market conditions in some segments. (Reuters)
GE Vernova revealed that Mavi Zingoni is stepping down as CEO of the Power segment. Eric Gray, who currently heads Gas Power, will take over running the unit. Zingoni will remain as an adviser until June 30, according to a filing. (SEC)
The wind segment will remain a drag behind the scenes. GE Vernova has previously cautioned that softness in this area could offset gains in other parts of the business. Investors will be looking for signs that this headwind is fading. (Reuters)
Another straightforward risk is that the “easy” trade in power equipment might become overcrowded. Baird cut its rating on the stock earlier this month, pointing to investor worries over a possible oversupply in power capacity as more rivals hype the sector. The firm said it plans to “move to the sidelines near term.” (Investing)
Supply chains continue to play a crucial role. In December, Strazik revealed the company is collaborating with the U.S. government to build up yttrium stockpiles — a rare earth metal vital for gas turbines — adding, “We are very focused on it every day.” (Reuters)
Despite the recent dip, the stock remains about 10% shy of its 52-week peak hit on Dec. 10. That gap is significant—investors tend to react sharply when companies with lofty expectations miss guidance by even a small margin. (MarketWatch)
The broader market offered little support. U.S. stocks wrapped up a choppy week mostly flat on Friday as investors swung between growth optimism and concerns over macroeconomic and policy risks. (AP News)
GE Vernova’s earnings report on Jan. 28 and any revisions to its 2026 goals will be the next major catalyst. Traders will then watch for the timing of the next shareholder payout — the company is set to pay its $0.50 quarterly dividend on Feb. 2. (GE Vernova)
