GE Vernova Inc
company
GEV · US
Sentiment
Bullish (30d)0
Neutral (30d)0
Bearish (30d)0
Claims
GE Vernova has $200B backlog and is booked through the decade
GE Vernova's Q1 free cash flow already exceeded all of 2025, with $12B in new unearned revenue and a ~$200B total backlog across gas turbines, nuclear, wind, and grid equipment for a $300B company — effectively filling capacity through 2030.
GE Vernova Inc
bullish
Hitachi Ltdneutral
AI infrastructure suppliers like Siemens Energy and GE have demand locked in for years
AI companies are booking supply chain capacity so far ahead that they may guarantee delivery commitments stretching to 2032, creating exceptional demand visibility for power equipment manufacturers.
