GE Vernova Inc.(GEV)

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核电迈向“SMR纪元”! 美国电力巨头GE Vernova预测2030年SMR陆续部署
智通财经网· 2025-05-29 15:17
特朗普在上周五命令美国核管理委员会在18个月内决定新核电站的建设和运营申请。该总统命令还要求 核管会"针对特定核反应堆类型采用更短的审批期限"。据悉,美国核能行业长期以来抱怨核管会的审批 过程过于漫长。 智通财经APP获悉,聚焦于电力系统与清洁能源的美国电力巨头GE Vernova公司的首席执行官斯科特·斯 特拉齐克在当地时间周三表示,美国总统唐纳德·特朗普关于推动核能发展的行政令可能将大举推动在 2030年底前促成核电小型模块化反应堆(SMR)在美国的陆续部署进程。能源行业许多资深专业人士认 为,这些小型反应堆将是核电的未来。 斯特拉齐克谈及特朗普关于核能发电复兴的总统行政令时说:"这只是一个开始,到了2030年,它很可 能成为我们业务中非常有意义的一部分。我们对此非常鼓舞。" 5月23日,美国总统特朗普签署4项总统行政命令推动美国核能产业改革,包括扩大美国核能规模、核能 产业链、缩短核电项目审批周期等;此举或吹响美国核电复兴号角。受到特朗普签署所谓多项"核电复兴 令"所带来的积极影响,上周五以来美股OKLO等核能股持续大涨。 斯特拉齐克在接受伯恩斯坦研究公司采访时表示,特朗普的总统命令可能使美国最早在20 ...
Trump nuclear power orders could open small reactors in the U.S. by 2030, GE Vernova CEO says
CNBC· 2025-05-29 02:22
Scott Strazik, chief executive officer of GE Vernova LLC, speaks during the CERAWeek by S&P Global conference in Houston, Texas, US, on Thursday, March 13, 2025.President Donald Trump's executive orders on nuclear power could lead to the deployment of small modular reactors in the U.S. by late 2030, GE Vernova CEO Scott Strazik said Wednesday.Trump on Friday ordered the Nuclear Regulatory Commission to decide on applications to construct and operate new nuclear plants within 18 months. The order also calls ...
GE Vernova Inc.(GEV) - 2025 FY - Earnings Call Transcript
2025-05-29 00:00
GE Vernova (GEV) FY 2025 Conference May 28, 2025 11:00 AM ET Speaker0 Hi. Good morning, everyone. My name is Chad Dillard. I'm the lead analyst here for, the machinery sector and the electrical infrastructure sector. So joining me today is, Scott Strazek, the CEO of GE Vernova. Very excited to have him, on the stage today to have a a broad and wide ranging conversation. So welcome. Speaker1 Chad, thanks for having me. Appreciate it. Speaker0 Yeah. So how about we start off with, just maybe, like, a brief ov ...
ORA vs. GEV: Which Stock Should Value Investors Buy Now?
ZACKS· 2025-05-28 00:41
Investors interested in Alternative Energy - Other stocks are likely familiar with Ormat Technologies (ORA) and GE Vernova (GEV) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks with strong earnings ...
GE Vernova's Power Surge: Why This Stock Is A Strong Buy
Seeking Alpha· 2025-05-27 20:00
GE Vernova Inc. (NYSE: GEV ) is realizing exceptional growth in its backlog and orders as global investments in gas-fired power plants expand to support growing demand for data center capacity. Beginning in e2h26, GE Vernova will significantly expand itsMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, ...
GEV vs. SMNY: Which Energy Stock Should Find a Place in Your Portfolio?
ZACKS· 2025-05-23 01:36
As global policies and investments increasingly favor decarbonization, electrification, and renewable infrastructure expansion, energy stocks focused on renewable transition, such as GE Vernova (GEV) and Siemens Energy (SMNEY) , are gaining popularity. Investing in these companies offers long-term exposure to the transformation of the global energy system, backed by rising demand for grid modernization and sustainable energy solutions.While GE Vernova is a pure-play energy company with a strong focus on gri ...
GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
ZACKS· 2025-05-15 22:01
GE Vernova (GEV) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this the energy business spun off from General Electric have returned +31.9%, compared to the Zacks S&P 500 composite's +9% change. During this period, the Zacks Alternative Energy - Other industry, which GE Vernova falls in, has gained 22.2%. The key question now is: Wh ...
GE Vernova Inc.(GEV) - 2025 FY - Earnings Call Transcript
2025-05-14 21:30
GE Vernova (GEV) FY 2025 Annual General Meeting May 14, 2025 08:30 AM ET Speaker0 Good morning, and welcome to GE Vernova's twenty twenty five Annual Meeting of Stockholders. We do not expect any technical difficulties today. However, in the event we lose audio or webcast connection, please wait in the meeting site until we are able to resolve or provide an update. Please refer to the GE Vernova's Investor Relations website at www.gevernova.com/investors/annualmeeting for updates. The polls for GE Vernova's ...
美国白宫:美国与沙特的交易包括出口总额达142亿美元的GE VERNOVA燃气涡轮机和能源解决方案,以及总额达48亿美元的AVILEASE波音737-8客机。
快讯· 2025-05-13 22:07
美国白宫:美国与沙特的交易包括出口总额达142亿美元的GE VERNOVA燃气涡轮机和能源解决方案, 以及总额达48亿美元的AVILEASE波音737-8客机。 ...
GE Vernova Boosts its FLEXINVERTER Platform: Should You Buy the Stock Now?
ZACKS· 2025-05-08 20:55
GE Vernova Inc. (GEV) recently announced two major upgrades to its FLEXINVERTER platform — the introduction of a high-efficiency 1.5kV silicon carbide-based solution for battery storage and the expansion of its 2kV solar inverter to global International Electrotechnical Commission markets. With manufacturing for the FLEXINVERTER platform expected to ramp up at GEV’s facilities in India and the United States, product shipments are expected to commence by the first half of 2026. These innovations promise lowe ...