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.
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. GE Vernova
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.
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.
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.
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.
