GE Vernova's AI Data Center Orders Just Doubled All of 2025 in 1 Half-Year. Is the Stock Still a Buy?
The stock's fully reflecting the company's recent revenue growth, led by demand from the artificial intelligence industry.
GE Vernova, a company specializing in power solutions, has experienced significant growth in AI data center orders during the first half of 2025. The company's annual earnings call revealed that data center equipment orders reached $2.7 billion in the second quarter, accounting for a year-to-date total of $5 billion. This represents a remarkable doubling of data center-related revenue compared to the previous year.
As a result, the company's total backlog has increased to $176 billion, up from $150 billion at the end of 2025, despite having over $20 billion in revenue during the same period. The positive impact on the stock is evident as well, with GE Vernova shares up 57% year-to-date and 450% over the past two years since the industry's focus shifted towards on-site power plants.
Despite this considerable growth, the question remains whether there is still potential for further upside in the stock.
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