Vertiv Holdings

Dycom Industries

GE Vernova

Top 5 Stocks to Watch: 3 Data Center Plays Near Buy Points

GE Vernova's Growth Potential Already Priced in, Multiple Compression Risk Ahead.

GE Vernova Surges After Solid Q4 Earnings and Raised Guidance

GE Vernova upgraded to Buy at Guggenheim with $910 price target

GE Vernova: RBC Capital maintains Outperform, raises PT to $800.

Catalyst<ul> <li>Bullish signals are obviously dominant with 5 bullish versus 1 bearish technical indicators.</li> <li>Most analysts rate GEV Buy or Strong Buy showing broad institutional optimism.</li> <li>The company maintains strong cash reserves relative to market value.</li></ul>Risk<ul> <li>Fund flows show negative outflows across all order sizes indicating investor uncertainty.</li> <li>Technical indicators show that the market is in a volatile state and the direction is not clear enough.</li></ul>

Key Factors

GE Vernova reported Q4 2025 earnings of $13.56 per share, exceeding expectations by 674.9%, and raised 2026 revenue guidance to $44–45 billion. GE Vernova's backlog grew by $31 billion in 2025, reaching $150 billion, providing multi-year visibility for revenue and portfolio construction. GE Vernova's wind division reported higher-than-expected losses in Q1 due to a government-issued halt on offshore wind projects, including Vineyard Wind 1. Guggenheim upgraded GE Vernova to Buy from Neutral with a $910 price target, citing strong cash generation and capital return potential. GE Vernova's stock surged after raising its 2026 and 2028 guidance in early December, driven by strong demand for grid infrastructure related to AI and energy transition.

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