GE Vernova Predicts $12-15 Billion HVDC Market by 2029

GE Vernova predicts the HVDC market size will reach $12-15 billion in seven years. Renewable-energy projects are being delayed due to factors like land acquisition rather than equipment issues. India is a top market for GE Vernova's electrification segment, alongside the US, Germany, and the UK.

GE Vernova, a leading player in the high-voltage direct current (HVDC) market, has predicted that the market size will reach $12-15 billion in the next seven years. This forecast is driven by the increasing demand for renewable energy and the need for efficient long-distance power transmission. However, the company has been facing challenges due to delays in renewable-energy projects, primarily attributed to land acquisition issues rather than equipment problems [1].

India remains a top market for GE Vernova's electrification segment, alongside the United States, Germany, and the United Kingdom. The company's recent financial performance has shown mixed signals. While the stock has experienced technical neutrality with a score of 6.92, analysts remain cautiously optimistic despite a -1.93% price drop. The company's strong return on equity (ROE) of 16.67% and positive sales metrics contrast with a -35.17% profit decline, creating a fundamental divergence from recent price weakness [1].

Fundamental factors and technical indicators suggest a mixed picture. The company's mixed fund flows, with bearish institutional outflows and retail inflows, indicate cautious positioning ahead of earnings. The technical analysis highlights four bullish signals and one bearish signal, with an overall score of 6.92. Despite these mixed signals, the company's strong analyst sentiment and solid fundamental metrics in key areas like ROE and sales present a compelling case for investors. However, the recent price drop and negative fund flows suggest caution. A pull-back in price might offer a better entry point, particularly if the WR Oversold and Long Lower Shadow indicators continue to signal strength [1].

In addition to its HVDC market predictions, GE Vernova is also benefiting from strategic collaborations and industry moves. Texas Instruments' $30 billion chip plant expansion and partnership with NVIDIA highlight energy-efficient computing trends, potentially boosting indirect demand for GE Vernova. Moreover, the company's recent gains in the Indian market, with shares rising by 2.01% on the Nifty Midcap 150 index, reflect the growing demand for its products in the region [2, 3].

In summary, GE Vernova's HVDC market forecast and recent performance present a mixed picture. While the company's strong fundamentals and analyst sentiment are positive, the recent price drop and negative fund flows suggest caution. Investors are advised to monitor upcoming earnings and watch for follow-through in technical patterns before committing capital.

References:
[1] https://www.ainvest.com/news/stock-analysis-ge-vernova-outlook-mixed-signals-analyst-optimism-2509/
[2] https://www.themoscowtimes.com/2025/09/02/russia-and-china-sign-deal-to-advance-power-of-siberia-2-pipeline-a90403
[3] https://www.tradingview.com/news/moneycontrol:aeb24ffef094b:0-ge-vernova-td-india-shares-rise-2-01-stock-among-top-gainers-on-nifty-midcap-150/