GE Vernova: In the midst of the largest investment cycle in the electricity sector. Backlog expected to grow from 135 to 200 billion USD by 2028. JPMorgan sees potential up to 1,000 USD (+55 %)
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GE Vernova (GEV) presented a picture of a company at its investor day on December 9, 2025, that is in the midst of perhaps the largest investment cycle in the electricity sector in decades – driven by AI data centers, re-industrialization, building electrification, and, prospectively, transportation. GE Vernova positions itself as a platform for the entire value chain of electrification: from power generation to transmission and conversion to grid management and software. Starting in 2026, GE Vernova will present its Electrification division...
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