GE Vernova Set For $17.6 Billion Order Boom As Data Centers Panic Over Grid Delays

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GE Vernova Set For $17.6 Billion Order Boom As Data Centers Panic Over Grid Delays

Benzinga_recent_news01-14

GE Vernova Inc. (NYSE:GEV) is scheduled to report its fourth-quarter results on Jan. 28. The company is likely to report its quarterly adjusted EBIDTA "well ahead of consensus," according to BofA ...

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(NYSE:GEV) is scheduled to report its fourth-quarter results on Jan. 28.\nThe company is likely to report its quarterly adjusted EBIDTA \"well ahead of consensus,\" according to BofA ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/reiteration/26/01/49883591/ge-vernova-set-for-17-6-billion-order-boom-as-data-centers-panic-over-grid-delays\">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":"LU0820561909.HKD","symbol_name":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/reiteration/26/01/49883591/ge-vernova-set-for-17-6-billion-order-boom-as-data-centers-panic-over-grid-delays","article_id":"2603311646","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/01/13/Analyst.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/reiteration/26/01/49883591/ge-vernova-set-for-17-6-billion-order-boom-as-data-centers-panic-over-grid-delays","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603311646","pubTimestamp":1768324800,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"GE Vernova (NYSE: GEV) expected to report strong Q4 results with adjusted EBIDTA of $1.5B, 33% YoY growth in orders, and increase in gas turbine orders.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","BK4588":"碎股","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","GEV":"GE Vernova Inc.","BK4182":"重型电气设备","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0124384867.USD":"贝莱德新能源基金A2","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2298322129.HKD":"BGF SUSTAINABLE ENERGY \"A2\" (HKDHDG) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0724618433.USD":"BGF NEW ENERGY \"A4\" (USD) INC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4585":"ETF&股票定投概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","GE":"GE航空航天","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","BK4566":"资本集团","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4206":"工业集团企业","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC"},"translate_title":"由于数据中心对电网延迟感到恐慌，GE Vernova订单将激增176亿美元","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GEV":1,"GE":1.5},"content_text":"GE Vernova Inc. (NYSE:GEV) is scheduled to report its fourth-quarter results on Jan. 28.\nThe company is likely to report its quarterly adjusted EBIDTA \"well ahead of consensus,\" according to BofA Securities.\nThe GE Vernova Analyst: Analyst Andrew Obin maintained a Buy rating and price target of $804.\nThe GE Vernova Thesis: The company could report an adjusted EBITDA of $1.5 billion, meaningfully higher than the consensus of $1.3 billion, Obin said in the note.\nThe analyst stated that GE Vernovais is likely to report orders worth $17.6 billion in the fourth quarter, representing 33% year-on-year growth, with:\nThe company is likely to report around 11 gigawatts (GW) of gas turbine orders in the fourth quarter, with the remainder being slot reservation agreements (SRAs), which compares to 7.4 GW in the third quarter, 5.1 GW in the second quarter, and 7.1 GW in the first quarter, he added.\n\"CEO Strazik sees data centers turning to on-site power as they ‘can’t deal with uncertainty' of grid interconnections timelines,\" Obin wrote. \"Regulated utilities continue to add new power generation plans for regulatory approval,\" he further said.\nGEV Price Action: GE Vernova shares were up 1.75% at $650.98 at the time of publication on Tuesday, according to Benzinga Pro data.\nPhoto: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}