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 GE Vernova bullish on electrical infrastructure as turbine backlog grows
 Yahoo Finance· 2025-10-23 19:05
This story was originally published on Utility Dive. To receive daily news and insights, subscribe to our free daily Utility Dive newsletter.   By the numbers: GE Vernova Q3 2025     $10B revenue  Up 10% year over year.     $14.7B total orders  Up 55% year over year, driven by power and electrification segments.     62 GW total gas turbine backlog  Up 7 GW from Q2 2025. Includes 29 GW order backlog + 33 GW slot reservations.     102% growth in electrification  Fastest-growing GEV segment Prolec Acquisition  ...
 GE Vernova Stock Pummeled on Fears Power-Demand Boom Is Cooling
 Yahoo Finance· 2025-10-23 03:49
 GE Vernova Inc. dropped the most in six months on investor concerns that this year’s 70% stock rally was overdone following comments from Chief Executive Officer Scott Strazik that some worried signaled weakening growth prospects.  Amid an unprecedented boom in AI-driven electricity demand, quarterly results released on Wednesday and subsequent comments by Strazik during a conference call spooked some shareholders who were expecting more enthusiasm going forward.  Most Read from Bloomberg  “Some of the com ...
