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Constellation Energy and Vistra both generate and sell electricity on the open market. AI Power demand is a huge tailwind for both Constellation and Vistra.
GE Vernova's backlog hit $176 billion in the second quarter of 2026. Management's multi-year outlook calls for $56 billion in revenue and a 20% adjusted EBITDA margin by 2028.
GE Vernova (NYSE:GEV | GEV Price Prediction) reports third-quarter results before the open on Oct. 28. The stock fell 11.53% last week on fears about how AI spending will be financed.
Power delivery is the part of the data center push that gets electricity from a power plant to a rack of servers: turbines, transformers, switchgear, connectors and miles of cable.
Power demand is accelerating, and companies that provide power and power equipment are well-positioned to benefit.
GE Vernova (GEV) reached $815 at the closing of the latest trading day, reflecting a -1.5% change compared to its last close.
Constellation Energy provides carbon-free nuclear power to the nation's largest technology companies. GE Vernova manufactures and services the hardware responsible for generating 25% of the world's electricity.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for GE Vernova (GEV), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2026.