After a strong performance in 2025, the rally in GE Vernova (GEV) stock has carried into 2026. GEV stock is up 34% so far this year and recently reached a record $894.93 on Feb. 25. Over the past 12 months, the stock has surged roughly 160%, driven by rising demand for electricity.
GE Vernova supplies power generation equipment and services, grid solutions, and energy storage systems. Demand for these offerings is accelerating as investment in artificial intelligence (AI) infrastructure, particularly data centers, continues to increase. At the same time, the ongoing electrification of transportation and commercial buildings is increasing power consumption. Moreover, the broader shift toward cleaner, more resilient energy systems is also driving a multi-year capital investment cycle in power infrastructure, creating sustained growth opportunities for the company.
