GEV

AI Research

+29% YTD + Hitachi SMR MoU → $44-45B 2026 revenue guided

GE Vernova is up 29.15% year-to-date in 2026, building on a 213% one-year surge as AI data center power demand continues to drive massive gas turbine orders. On March 14, GE Vernova and Hitachi signed an MoU to collaborate on BWRX-300 small modular reactor deployments in Southeast Asia. The company reported record Q4 2025 EPS of $13.39 (316% above forecast) and guided 2026 revenue of $44–$45 billion with 11–13% adjusted EBITDA margins; 28 analysts recommend Buy with only one suggesting selling.