New York, January 27, 2026, 13:07 (EST) — Regular session
Shares of GE Vernova Inc. (NYSE: GEV) jumped about 4.1% to $693.27 by midday Tuesday, beating a jittery U.S. market ahead of earnings. The stock hit an intraday high of $694.63 after opening at $676.17, with volume around 2.2 million shares.
The news comes just a day before GE Vernova is set to report its Q4 and full-year 2025 results. The company will publish the numbers ahead of U.S. market open on Wednesday. CEO Scott Strazik and CFO Ken Parks are scheduled to break down the details in a webcast at 7:30 a.m. ET. GE Vernova
Why it matters now: GE Vernova’s shares have been creeping closer to recent highs amid rising anticipation for its earnings report. The stock closed Monday at $665.99, about $65 below its 52-week peak of $731 reached on Dec. 10, per MarketWatch data. MarketWatch
The broader market sent mixed signals. The S&P 500 crept up 0.22%, while the Nasdaq 100 rose 0.44% by midday. The Dow, in contrast, dropped 0.64%, data from Nasdaq.com showed. Nasdaq
Analysts at Zacks Equity Research forecast earnings per share hitting $3.03, up roughly 75% from last year, on revenues of $10.04 billion. Yet, sales are expected to fall about 5%. The firm pointed to softer outlooks in the wind segment, with revenue set to drop nearly 29% year over year. At the same time, electrification revenue is forecast to rise around 23%. Finviz
The bull case still leans on rising power demand from data centers, pushing up orders for grid gear and gas turbines. In December, GE Vernova forecasted revenue between $41 billion and $42 billion for 2026, with free cash flow expected to range from $4.5 billion to $5.0 billion. The company also expanded its share buyback program to $10 billion and doubled its quarterly dividend to 50 cents. Reuters
At its December investor day, William Blair analyst Jed Dorsheimer called the event “firing on all cylinders,” pointing to turbine production slots secured through 2028. GE Vernova said it expects to reach 80 gigawatts of signed combined-cycle gas turbine contracts by year-end and aims to boost gas-turbine output to about 20 GW by mid-2026. Competitors Siemens Energy and Mitsubishi Heavy Industries have also raised their targets. Reuters
Traders are zeroed in not just on whether GE Vernova beats earnings but on the stock’s reaction around earnings events. Benzinga data showed GE Vernova missed EPS estimates by $0.19 last quarter, yet its shares rose 3.32% the next day. This underscores how guidance often trumps the reported numbers. Benzinga
Risks can surface quickly, especially when it comes to specialist material supply. In December, Strazik revealed the company’s collaboration with the U.S. government to boost yttrium stockpiles — a rare earth element vital for energy, aerospace, and semiconductors — following China’s tighter export controls. “We are very focused on it every day,” he said. Prices outside China soared about 4,400% from January to November 2025, highlighting how fast costs can jump. Reuters
Investors are bracing for the Jan. 28 update, keen to spot any shifts in 2026 outlooks, especially in power and electrification. They’ll also watch closely for clues that the wind segment’s troubles might be stabilizing. The guidance—and the mood on the earnings call—could steer the stock’s next move once trading resumes.
