Here's Why GE Vernova Stock Keeps Soaring in 2026

No company typifies the change in sentiment over the clean energy transition and the surge in power demand driven by the AI application boom more than GE Vernova (NYSE: GEV). The positive changes were confirmed in the company's latest results, and it's making a strong start to 2026 with no sign of any slowdown.The stock rose 11.1% in January, according to data provided by S&P Global Market Intelligence ,and is currently up 12.9% in 2026 and more than 100% over the last year. It's a remarkable turnaround from the days when it was the problematic part of the former General Electric. At the end of the 2010s, there was a real fear that the clean energy transition would result in a structural shift to solar and wind power, leaving GE Vernova's core gas turbine equipment and services (where the real money is made) facing mediocre growth prospects.Fast forward a few years, and the realization that renewable energy's intermittency, soaring costs, and significant logistical difficulties (moving massive blades around, for example), combined with soaring demand for power to support AI-led data center demand, has rejuvenated the company. That much is evident in its growing gas turbine orders, measured in gigawatts (GW).Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool