GE Vernova Rises 1.82% on Energy Infrastructure Momentum as $1.44 Billion Trading Volume Ranks 42nd

On August 28, 2025, General Electric (GE) saw a trading volume of $1.44 billion, ranking it 42nd in market activity for the day. Its subsidiary GE Vernova (GEV) rose 1.82%, reflecting renewed investor interest in its energy infrastructure initiatives.

Analyst James Demmert from Main Street Research emphasized GE Vernova’s pivotal role in addressing energy demands for AI, electric vehicles, and cryptocurrency. The firm’s BWRX-300 small modular reactor is positioned to supply low-emission power for data centers, aligning with growing AI infrastructure needs. Strategic partnerships with Microsoft, BlackRock, and Chevron, alongside a $2.7 billion U.S. government contract, underscore its expanding influence in the sector.

Parnassus Growth Equity Fund, however, remains neutral, favoring AI stocks with higher returns and lower risk. Despite this, a discounted cash flow analysis projects GEV’s intrinsic value at $647.57 by 2025, with free cash flow expected to surge 440% by 2035. This valuation gap suggests potential undervaluation, supported by robust earnings forecasts from Morningstar and Zacks.

GE Vernova’s diversified energy portfolio—including nuclear, gas, wind, and grid solutions—provides resilience amid shifting market dynamics. However, challenges such as high upfront costs for nuclear projects and regulatory hurdles persist. The company is mitigating these through modular reactor designs, government collaborations, and a debt-free balance sheet.

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