GE Vernova Handed 2025 'Top Pick' Status Amid The AI Data Center Gold Rush

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GE Vernova (GEV) is a "top pick" for 2025 based on expectations that it take advantage of the forecast jump in energy demand as technology companies pour resources into artificial intelligence and the...

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Gold Rush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-12 22:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/ge-vernova-2025-top-pick-amid-ai-data-center-gold-rush/><strong>Blockhead</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>GE Vernova (GEV) is a \"top pick\" for 2025 based on expectations that it take advantage of the forecast jump in energy demand as technology companies pour resources into artificial intelligence and the...</p>\n\n<a href=\"https://www.investors.com/news/ge-vernova-2025-top-pick-amid-ai-data-center-gold-rush/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4501","symbol_name":"段永平概念","start_time":0,"source_url":"https://www.investors.com/news/ge-vernova-2025-top-pick-amid-ai-data-center-gold-rush/","article_id":"2490384201","we_media_id":null,"thumbnails":["https://www.investors.com/wp-content/uploads/2024/07/Stock-Microsoft-datacenterserver-03-company-640x360.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2490384201","pubTimestamp":1734013309,"columns":[],"sourceInfo":{"source_id":"investor_business_daily_highlight","name":"Investor’s Business Daily"},"weMediaInfo":null,"summary":"GE Vernova's gas-powered turbines will be key for big tech companies looking to power data center campuses.","collect":0,"end_time":0,"defaultTopTitle":"investors.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4501":"段永平概念","GE":"GE航空航天","BK4550":"红杉资本持仓","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","GEHC":"GE HEALTHCARE TECHNOLOGIES INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0654597011.USD":"BGF NATURAL RESOURCES \"A4G\" (USD) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0456854461.SGD":"JPMorgan Funds - Global Natural Resources A (acc) SGD","GEV":"GE Vernova Inc.","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH 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\"I\" (USD) ACC","LU2298322129.HKD":"BGF SUSTAINABLE ENERGY \"A2\" (HKDHDG) ACC","LU0345781412.USD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (USD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4566":"资本集团","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","XOM":"埃克森美孚","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","BK4082":"医疗保健设备","SG9999002232.USD":"Allianz Global High Payout USD"},"translate_title":"GE Vernova在人工智能数据中心淘金热中获得2025年“首选”地位","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XOM":1,"LYY.SI":1,"GEV.AU":1,"GEV":1,"GEHC":1,"GE":1},"content_text":"GE Vernova (GEV) is a \"top pick\" for 2025 based on expectations that it take advantage of the forecast jump in energy demand as technology companies pour resources into artificial intelligence and the data centers needed to train the programs.\nWilliam Blair analyst Jed Dorsheimer proclaimed early Thursday that GE Vernova was a \"top pick\" for 2025, with natural gas set to play an important role as energy demand ramps higher.\n\"Electricity demand forecasts are increasing at a rate not seen since the 1970s, driven by an existential race in big tech by AI companies, in addition to re-shoring, factory automation, and migration shifts,\" Dorsheimer wrote Thursday. \"We believe 2025 will accelerate the trend to energy pragmatism and resilience, centered on the abundance of natural gas and a revived appetite for nuclear energy.\"\n\n\n\n↑\nX\n\n\n\n\nBitcoin's $100,000 Milestone: What Does It Mean For Investors?\n\n\nSee All Videos\n\n\n\n\nNOW PLAYING\nBitcoin's $100,000 Milestone: What Does It Mean For Investors?\n\n\n\n\nThe analyst believes natural gas will be  the \"workhorse for near- and medium-term electricity load growth for the AI data-center build out\" in 2025. Dorshheimer added that GE Vernova, which produces the turbines to drive natural gas-fired generators, is the \"largest beneficiary of shift back to natural gas.\"\nThe firm also sees further upside to GEV, despite its 200% run since its spinout from General Electric.\nMeanwhile, GE Vernova Chief Executive Scott Strazik told Bloomberg on Wednesday that big tech companies are reserving gas turbines, for 5-gigawatt data center campuses. In the last 30 days alone, GE Vernova has signed 9 gigawatts of reservations for gas turbines from customers including data center developers, Strazik told Bloomberg.\nU.S. supermajor Exxon Mobil (XOM) also said on Wednesday it is planning a \"massive\" 1,500 megawatt natural-gas fired power plant dedicated to producing power for data centers.\nInvestor Day Bump\nThe \"top pick\" status for GEV comes after the Dec. 10 investor day event where the company announced a $1.00 annual dividend and a $6 billion share buyback program as part of its strategy to return at least a third of free cash flow to shareholders.\nThe company also revised 2025 revenue guidance, expecting $36 billion - $37 billion, narrowed from its previous $35 billion - $37 billion range. GEV also forecasts high-single digit revenue growth in 2028, up from  its previous mid-single digit growth projections.\nFree cash projections for 2025 are now $2 billion - $2.5 billion compared to GE Vernova's earlier $1.2 billion -$1.8 billion view.\nMeanwhile, GE Vernova is also making progress on the nuclear energy front. The company announced Thursday its nuclear business, GE Hitachi Nuclear Energy has been approved for an early step in the process of its development of small modular reactors, or SMRs, in the U.K.\nNo operating SMRs currently exist, but there are a number of companies developing the technology.\nStock Performance: GE Vernova\nGE Vernova edged up 0.6% during premarket trade on Thursday after jumping 5% to 343.80 on Wednesday. Investors could view 354.69 as an early entry for GEV stock or use the all-time high, which it hit on Nov. 21, of 357.09 as a buy point, according to MarketSurge chart analysis.\n\nThe stock broke out of a seven-week base in mid-August. Shares are up more than 80% from that breakout.\nMeanwhile, the 56 stocks in the IBD tracked Energy-Alternative/Other industry group have collectively gained more than 43% in 2024, according to MarketSurge.\n\nIn October, GEV reported worse-than-expected third-quarter profit as it continued to see \"incremental contract losses\" from its offshore wind business.\nGE Vernova emerged from General Electric's big, long-term breakup earlier this year, with spinouts of GE Aerospace (GE) and GE HealthCare Technologies (GEHC). GE Aerospace kept the GE ticker symbol.\nBefore the spinouts, General Electric shed a number of assets and operations over a series of years, from lighting to locomotives. In November 2017, GE began signaling the breakup process amid financial troubles.\nGE Vernova stock has an 87 Composite Rating out of a best-possible 99. The stock also has a 97 Relative Strength Rating and a 61 EPS Rating.\nPlease follow Kit Norton on X @KitNorton for more coverage.\nYOU MAY ALSO LIKE:\nIs Tesla Stock A Buy Or A Sell?\nGet Full Access To IBD Stock Lists And Ratings\nLearning How To Pick Great Stocks? Read Investor's Corner\nAI Is Fueling A 'Nuclear Renaissance.' Bill Gates And Jeff Bezos Are In The Mix.\nThe Lithium Price Cycle Has Bottomed. What To Expect Next For These Stocks.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2490384201"}