GE Vernova Announces Doubling Quarterly Dividend and Significantly Boosts Financial Outlook - To The Moon

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  ·12-11
  ⚡️🔌🚀 GE Vernova Ignites The Grid: Dividend Double, $10B Buyback And A Street High $1,000 Target 🚀🔌⚡️
  $GE Vernova Inc.(GEV)$ $Vistra Energy Corp.(VST)$ $Quanta(PWR)$ I’m convinced GE Vernova $GEV has just graduated from volatile spin off to indispensable AI infrastructure powerhouse. The stock has surged more than 16% to fresh all time highs above $720 this week, a blistering rally from sub $580 levels only weeks ago, after management doubled the quarterly dividend to $0.50, expanded the buyback authorisation to $10B from $6B, and laid out a 2028 outlook that crushes Street expectations on revenue, margins and free cash flow. This is not incremental tweaking. It is a full throated affirmation that the Power and Electrification segments sit at the heart of the
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  ⚡️🔌🚀 GE Vernova Ignites The Grid: Dividend Double, $10B Buyback And A Street High $1,000 Target 🚀🔌⚡️
- BarcodeBarcode
  ·12-11
  ⚡️🔌🚀 GE Vernova Ignites The Grid: Dividend Double, $10B Buyback And A Street High $1,000 Target 🚀🔌⚡️
  $GE Vernova Inc.(GEV)$ $Vistra Energy Corp.(VST)$ $Quanta(PWR)$ I’m convinced GE Vernova $GEV has just graduated from volatile spin off to indispensable AI infrastructure powerhouse. The stock has surged more than 16% to fresh all time highs above $720 this week, a blistering rally from sub $580 levels only weeks ago, after management doubled the quarterly dividend to $0.50, expanded the buyback authorisation to $10B from $6B, and laid out a 2028 outlook that crushes Street expectations on revenue, margins and free cash flow. This is not incremental tweaking. It is a full throated affirmation that the Power and Electrification segments sit at the heart of the
  664 18
  31
  Share
  Report
  ⚡️🔌🚀 GE Vernova Ignites The Grid: Dividend Double, $10B Buyback And A Street High $1,000 Target 🚀🔌⚡️

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The stock has surged more than 16% to fresh all time highs above $720 this week, a blistering rally from sub $580 levels only weeks ago, after management doubled the quarterly dividend to $0.50, expanded the buyback authorisation to $10B from $6B, and laid out a 2028 outlook that crushes Street expectations on revenue, margins and free cash flow. This is not incremental tweaking. It is a full throated affirmation that the Power and Electrification segments sit at the heart of the","listText":"<a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$</a> <a href=\"https://ttm.financial/S/VST\">$Vistra Energy Corp.(VST)$</a> <a href=\"https://ttm.financial/S/PWR\">$Quanta(PWR)$</a>&nbsp; I’m convinced GE Vernova $GEV has just graduated from volatile spin off to indispensable AI infrastructure powerhouse. The stock has surged more than 16% to fresh all time highs above $720 this week, a blistering rally from sub $580 levels only weeks ago, after management doubled the quarterly dividend to $0.50, expanded the buyback authorisation to $10B from $6B, and laid out a 2028 outlook that crushes Street expectations on revenue, margins and free cash flow. This is not incremental tweaking. It is a full throated affirmation that the Power and Electrification segments sit at the heart of the","text":"$GE Vernova Inc.(GEV)$ $Vistra Energy Corp.(VST)$ $Quanta(PWR)$ I’m convinced GE Vernova $GEV has just graduated from volatile spin off to indispensable AI infrastructure powerhouse. The stock has surged more than 16% to fresh all time highs above $720 this week, a blistering rally from sub $580 levels only weeks ago, after management doubled the quarterly dividend to $0.50, expanded the buyback authorisation to $10B from $6B, and laid out a 2028 outlook that crushes Street expectations on revenue, margins and free cash flow. This is not incremental tweaking. It is a full throated affirmation that the Power and Electrification segments sit at the heart of the","images":[{"img":"https://community-static.tradeup.com/news/7da1815b6d1708b9a3fb2f7fcbac75be","width":"1472","height":"771"},{"img":"https://community-static.tradeup.com/news/4d300624408b5c2441b3e313383da7c9","width":"1472","height":"931"},{"img":"https://community-static.tradeup.com/news/6f155e27b164823c5e56ada4ac469368","width":"1472","height":"1466"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":31,"commentSize":18,"repostSize":20,"link":"https://ttm.financial/post/509361300471888","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4172293714339752","authorId":"4172293714339752","name":"Kiwi Tigress","avatar":"https://community-static.tradeup.com/news/44439795b309a195e7cd7613ce58f08f","crmLevel":11,"crmLevelSwitch":0,"idStr":"4172293714339752","authorIdStr":"4172293714339752"},"content":"Yeah this GEV write up actually made the grid story click for me. I kinda always parked it in the boring utilities bucket, but the way you linked AI data centres, transformer shortages and that 1k PT, it suddenly feels like a proper momentum name. Tbh the bit about the 700 calls going from 1 to 37 and then those 2026 850s lighting up is what grabbed me. Feels like the flow is telling us the regime has shifted, not just some random pop. I like how you still flagged the 650 support zone though, keeps it grounded in structure and not just vibes","text":"Yeah this GEV write up actually made the grid story click for me. I kinda always parked it in the boring utilities bucket, but the way you linked AI data centres, transformer shortages and that 1k PT, it suddenly feels like a proper momentum name. Tbh the bit about the 700 calls going from 1 to 37 and then those 2026 850s lighting up is what grabbed me. Feels like the flow is telling us the regime has shifted, not just some random pop. I like how you still flagged the 650 support zone though, keeps it grounded in structure and not just vibes","html":"Yeah this GEV write up actually made the grid story click for me. I kinda always parked it in the boring utilities bucket, but the way you linked AI data centres, transformer shortages and that 1k PT, it suddenly feels like a proper momentum name. Tbh the bit about the 700 calls going from 1 to 37 and then those 2026 850s lighting up is what grabbed me. Feels like the flow is telling us the regime has shifted, not just some random pop. I like how you still flagged the 650 support zone though, keeps it grounded in structure and not just vibes"},{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"idStr":"4172287591330932","authorIdStr":"4172287591330932"},"content":"Your focus on services mix in the $GE Vernova Inc.(GEV)$ post really hits home. When I line it up against $Utilities Select Sector SPDR Fund(XLU)$ components, GEV feels like the outlier where earnings and free cash flow are actually accelerating instead of just defending the dividend. The way price respected that $580 support shelf before blasting into a new volatility regime is textbook. I like how you tied transformer capacity, data centre demand and grid constraints together into one coherent structure. Options flow into those 2026 calls is exactly the kind of signal I watch when I think about where the next leadership pocket forms. Another great account BC!","text":"Your focus on services mix in the $GE Vernova Inc.(GEV)$ post really hits home. When I line it up against $Utilities Select Sector SPDR Fund(XLU)$ components, GEV feels like the outlier where earnings and free cash flow are actually accelerating instead of just defending the dividend. The way price respected that $580 support shelf before blasting into a new volatility regime is textbook. I like how you tied transformer capacity, data centre demand and grid constraints together into one coherent structure. Options flow into those 2026 calls is exactly the kind of signal I watch when I think about where the next leadership pocket forms. Another great account BC!","html":"Your focus on services mix in the $GE Vernova Inc.(GEV)$ post really hits home. When I line it up against $Utilities Select Sector SPDR Fund(XLU)$ components, GEV feels like the outlier where earnings and free cash flow are actually accelerating instead of just defending the dividend. The way price respected that $580 support shelf before blasting into a new volatility regime is textbook. I like how you tied transformer capacity, data centre demand and grid constraints together into one coherent structure. Options flow into those 2026 calls is exactly the kind of signal I watch when I think about where the next leadership pocket forms. Another great account BC!"}],"imageCount":12,"langContent":"EN","totalScore":0}],"essenList":[{"id":509361300471888,"gmtCreate":1765387304928,"gmtModify":1765416773080,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"title":"⚡️🔌🚀 GE Vernova Ignites The Grid: Dividend Double, $10B Buyback And A Street High $1,000 Target 🚀🔌⚡️","htmlText":"<a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$</a> <a href=\"https://ttm.financial/S/VST\">$Vistra Energy Corp.(VST)$</a> <a href=\"https://ttm.financial/S/PWR\">$Quanta(PWR)$</a>&nbsp; I’m convinced GE Vernova $GEV has just graduated from volatile spin off to indispensable AI infrastructure powerhouse. The stock has surged more than 16% to fresh all time highs above $720 this week, a blistering rally from sub $580 levels only weeks ago, after management doubled the quarterly dividend to $0.50, expanded the buyback authorisation to $10B from $6B, and laid out a 2028 outlook that crushes Street expectations on revenue, margins and free cash flow. This is not incremental tweaking. It is a full throated affirmation that the Power and Electrification segments sit at the heart of the","listText":"<a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$</a> <a href=\"https://ttm.financial/S/VST\">$Vistra Energy Corp.(VST)$</a> <a href=\"https://ttm.financial/S/PWR\">$Quanta(PWR)$</a>&nbsp; I’m convinced GE Vernova $GEV has just graduated from volatile spin off to indispensable AI infrastructure powerhouse. The stock has surged more than 16% to fresh all time highs above $720 this week, a blistering rally from sub $580 levels only weeks ago, after management doubled the quarterly dividend to $0.50, expanded the buyback authorisation to $10B from $6B, and laid out a 2028 outlook that crushes Street expectations on revenue, margins and free cash flow. This is not incremental tweaking. It is a full throated affirmation that the Power and Electrification segments sit at the heart of the","text":"$GE Vernova Inc.(GEV)$ $Vistra Energy Corp.(VST)$ $Quanta(PWR)$ I’m convinced GE Vernova $GEV has just graduated from volatile spin off to indispensable AI infrastructure powerhouse. The stock has surged more than 16% to fresh all time highs above $720 this week, a blistering rally from sub $580 levels only weeks ago, after management doubled the quarterly dividend to $0.50, expanded the buyback authorisation to $10B from $6B, and laid out a 2028 outlook that crushes Street expectations on revenue, margins and free cash flow. This is not incremental tweaking. It is a full throated affirmation that the Power and Electrification segments sit at the heart of the","images":[{"img":"https://community-static.tradeup.com/news/7da1815b6d1708b9a3fb2f7fcbac75be","width":"1472","height":"771"},{"img":"https://community-static.tradeup.com/news/4d300624408b5c2441b3e313383da7c9","width":"1472","height":"931"},{"img":"https://community-static.tradeup.com/news/6f155e27b164823c5e56ada4ac469368","width":"1472","height":"1466"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":31,"commentSize":18,"repostSize":20,"link":"https://ttm.financial/post/509361300471888","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4172293714339752","authorId":"4172293714339752","name":"Kiwi Tigress","avatar":"https://community-static.tradeup.com/news/44439795b309a195e7cd7613ce58f08f","crmLevel":11,"crmLevelSwitch":0,"idStr":"4172293714339752","authorIdStr":"4172293714339752"},"content":"Yeah this GEV write up actually made the grid story click for me. I kinda always parked it in the boring utilities bucket, but the way you linked AI data centres, transformer shortages and that 1k PT, it suddenly feels like a proper momentum name. Tbh the bit about the 700 calls going from 1 to 37 and then those 2026 850s lighting up is what grabbed me. Feels like the flow is telling us the regime has shifted, not just some random pop. I like how you still flagged the 650 support zone though, keeps it grounded in structure and not just vibes","text":"Yeah this GEV write up actually made the grid story click for me. I kinda always parked it in the boring utilities bucket, but the way you linked AI data centres, transformer shortages and that 1k PT, it suddenly feels like a proper momentum name. Tbh the bit about the 700 calls going from 1 to 37 and then those 2026 850s lighting up is what grabbed me. Feels like the flow is telling us the regime has shifted, not just some random pop. I like how you still flagged the 650 support zone though, keeps it grounded in structure and not just vibes","html":"Yeah this GEV write up actually made the grid story click for me. I kinda always parked it in the boring utilities bucket, but the way you linked AI data centres, transformer shortages and that 1k PT, it suddenly feels like a proper momentum name. Tbh the bit about the 700 calls going from 1 to 37 and then those 2026 850s lighting up is what grabbed me. Feels like the flow is telling us the regime has shifted, not just some random pop. I like how you still flagged the 650 support zone though, keeps it grounded in structure and not just vibes"},{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"idStr":"4172287591330932","authorIdStr":"4172287591330932"},"content":"Your focus on services mix in the $GE Vernova Inc.(GEV)$ post really hits home. When I line it up against $Utilities Select Sector SPDR Fund(XLU)$ components, GEV feels like the outlier where earnings and free cash flow are actually accelerating instead of just defending the dividend. The way price respected that $580 support shelf before blasting into a new volatility regime is textbook. I like how you tied transformer capacity, data centre demand and grid constraints together into one coherent structure. Options flow into those 2026 calls is exactly the kind of signal I watch when I think about where the next leadership pocket forms. Another great account BC!","text":"Your focus on services mix in the $GE Vernova Inc.(GEV)$ post really hits home. When I line it up against $Utilities Select Sector SPDR Fund(XLU)$ components, GEV feels like the outlier where earnings and free cash flow are actually accelerating instead of just defending the dividend. The way price respected that $580 support shelf before blasting into a new volatility regime is textbook. I like how you tied transformer capacity, data centre demand and grid constraints together into one coherent structure. Options flow into those 2026 calls is exactly the kind of signal I watch when I think about where the next leadership pocket forms. Another great account BC!","html":"Your focus on services mix in the $GE Vernova Inc.(GEV)$ post really hits home. When I line it up against $Utilities Select Sector SPDR Fund(XLU)$ components, GEV feels like the outlier where earnings and free cash flow are actually accelerating instead of just defending the dividend. The way price respected that $580 support shelf before blasting into a new volatility regime is textbook. I like how you tied transformer capacity, data centre demand and grid constraints together into one coherent structure. Options flow into those 2026 calls is exactly the kind of signal I watch when I think about where the next leadership pocket forms. Another great account BC!"}],"imageCount":12,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false,"topicSource":"Post"}