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Mar 23, 2026 4:00 PM

GE Vernova Set For Strong 2026 Gas Power Orders: Analyst

GE Vernova Inc. (NYSE:GEV) shares are trading higher on Monday. The company has been in the news lately due to its investment in facility expansion in Europe and collaboration with Hitachi in Southeast Asia.

• GE Vernova stock is challenging resistance. Why did GEV hit a new high?

Emerging Trends in Power Equipment

BofA Securities analyst Andrew Obin hosted GE Vernova CEO Scott Strazik on March 18 at the BofA Global Industrials Conference in London.

The analyst writes that Strazik anticipates a robust range of gas power equipment orders for the first quarter of 2026.

With projections ranging from 12 to 24 gigawatts, this marks a substantial increase from the eight gigawatts recorded in the first quarter of 2025, adds the analyst.

Accelerates Global Electrification Push

The analyst writes that GE Vernova is not just focusing on traditional power equipment; the company is aggressively expanding its electrification footprint.

With a ...