NEW YORK, Jan 6, 2026, 2:30 PM EST — Regular session
- Shares rose 0.4% after a sharp intraday dip, with traders watching $660 support and $700 resistance
- GE Vernova said a 1.6-GW LNG-fired plant in Vietnam entered commercial operation using its HA-class turbines
- The company set Jan. 28 for fourth-quarter and full-year 2025 results before the opening bell
GE Vernova Inc. shares were up 0.4% at $683.39 in afternoon trading on Tuesday after swinging between $658.96 and $684.38 earlier in the session. Traders have been watching the $660 area after the stock briefly slipped below it, with resistance near $700 after Monday’s intraday peak. 1
The power equipment maker said on Monday that PetroVietnam Power Corp’s Nhon Trach 3&4 plant in southern Vietnam has started commercial operations. The 1.6-gigawatt liquefied natural gas (LNG) facility — LNG is natural gas cooled into a liquid for shipping — uses GE Vernova’s 9HA.02 gas turbines in a combined-cycle setup that uses waste heat to generate extra power, and can support hydrogen co-firing, which blends hydrogen with natural gas. “Lower-carbon and highly efficient gas power generation will play a crucial role … ensuring grid stability and reliability,” said Ramesh Singaram, who leads GE Vernova’s Gas Power business in Asia Pacific. 2
In a separate release, GE Vernova said it will report fourth-quarter and full-year 2025 results on Jan. 28 before the U.S. market opens, followed by a 7:30 a.m. ET webcast led by CEO Scott Strazik and CFO Ken Parks. The date sets the next near-term catalyst for investors looking for fresh data on orders, margins and cash flow heading into 2026. 3
Investors will be looking for detail on order intake and profitability in Gas Power and Electrification, which supplies grid equipment such as transformers and high-voltage systems. Any change in commentary on pricing, delivery schedules and service demand will also be closely parsed.
The Vietnam project was inaugurated in December and is backed by a 25-year LNG supply agreement between PV Power and PetroVietnam Gas, POWER magazine reported. Vietnam’s updated power plan calls for more than 22 gigawatts of LNG-fueled capacity by 2030, a buildout that puts GE Vernova in direct competition with turbine suppliers such as Siemens Energy and Mitsubishi Power. 4
But large power projects can run into delays tied to fuel logistics, permitting and grid connections, and any slippage can push high-margin service work and cash generation to the right. With the stock prone to sharp intraday swings, a cautious tone on Jan. 28 — or signs of softer demand — could revive volatility.
U.S. stocks were modestly higher on Tuesday as investors looked ahead to key economic data that can shape interest-rate expectations. The U.S. jobs report for December is due on Friday, and December CPI is scheduled for Jan. 13; the Federal Reserve’s next policy meeting runs Jan. 27-28. 5
GE Vernova’s next checkpoint is the Jan. 28 results and webcast, when investors will look for 2026 guidance and updates on orders, margins and cash flow.
