New York, January 27, 2026, 13:07 (EST) — Regular session
GE Vernova Inc. (NYSE: GEV) shares climbed roughly 4.1% to $693.27 by midday Tuesday, outpacing a volatile U.S. market as traders braced for upcoming earnings. The stock reached an intraday peak of $694.63 after starting the session at $676.17, on volume near 2.2 million shares.
The announcement arrives a day ahead of GE Vernova’s Q4 and full-year 2025 earnings report. The company plans to release the figures before U.S. markets open on Wednesday. CEO Scott Strazik and CFO Ken Parks will go over the details during a 7:30 a.m. ET webcast. (GE Vernova)
Why it matters now: the stock has been inching up toward its recent peaks as expectations ahead of the earnings print grow stronger. GE Vernova ended Monday at $665.99, roughly $65 shy of its 52-week high of $731 hit on Dec. 10, according to MarketWatch data. (MarketWatch)
The broader market showed mixed signals. The S&P 500 inched up 0.22%, and the Nasdaq 100 gained 0.44% near midday. The Dow, however, slipped 0.64%, according to Nasdaq.com data. (Nasdaq)
According to Zacks Equity Research, analysts project earnings per share of $3.03, marking roughly a 75% jump from last year, on revenue of $10.04 billion. However, sales are expected to dip about 5%. The firm also highlighted weaker forecasts in the wind segment, with revenue predicted to drop nearly 29% year over year, while electrification revenue is anticipated to climb around 23%. (Finviz)
The bull case still hinges partly on growing power demand from data centers, which is driving up orders for grid equipment and gas turbines. In December, GE Vernova projected revenue between $41 billion and $42 billion for 2026, with free cash flow — the money left after operating expenses and investments — expected to hit $4.5 billion to $5.0 billion. The company also boosted its share buyback program to $10 billion and doubled its quarterly dividend to 50 cents. (Reuters)
At a December investor day, William Blair analyst Jed Dorsheimer described the event as “firing on all cylinders,” highlighting turbine production slots booked through 2028. GE Vernova announced it expects to hit 80 gigawatts of signed combined-cycle gas turbine contracts by year-end, with plans to ramp gas-turbine output to around 20 GW by mid-2026. This comes as competitors Siemens Energy and Mitsubishi Heavy Industries raise their own targets. (Reuters)
Traders aren’t just focused on whether GE Vernova beats or misses earnings—they’re paying close attention to how the stock moves around earnings mechanics. Benzinga data highlighted that GE Vernova missed EPS estimates by $0.19 last quarter, yet its shares still climbed 3.32% the following day. It’s a clear sign that guidance can carry more weight than the actual quarterly results. (Benzinga)
Risks can emerge rapidly, especially supply issues with specialist materials. In December, Strazik said the company was cooperating with the U.S. government to ramp up yttrium stockpiles — a rare earth element crucial for energy, aerospace, and semiconductors — after China tightened export controls. “We are very focused on it every day,” he added. Prices outside China skyrocketed roughly 4,400% between January and November 2025, underscoring how swiftly costs can spike. (Reuters)
Investors are gearing up for the Jan. 28 release, hunting for any changes in 2026 forecasts, particularly within the power and electrification divisions. They’ll also be looking for signs that the struggles in the wind segment are leveling off. The guidance—and the tone of the earnings call—could well set the direction for the stock when it reopens.
