Jim Cramer Revealed GE Vernova Inc. (NYSE:GEV)’s Saying There’s An Order Acceleration

Jim Cramer, a well-known CNBC TV host, has consistently advocated for GE Vernova Inc. (NYSE:GEV) throughout 2025. Amidst strong gains in new-age nuclear power and quantum computing stocks, Cramer repeatedly emphasized that GE Vernova Inc. (NYSE:GEV) was the only nuclear firm with a stable delivery timeline and the capacity to deliver.

During a morning appearance on November 15th, Cramer addressed the recent decline in GE Vernova Inc. (NYSE:GEV) shares and concerns about a slowdown in the AI buildout. He mentioned that GE Vernova Inc. (NYSE:GEV) was experiencing an order acceleration, suggesting that the stock's decline might not signal a downturn. Despite the recent stock drop, Cramer noted that the stock had been performing poorly since the onset of political controversy.

The company's performance and narrative are driven by its backlog and exposure to AI's power generation demand. CEO Scott Strazik highlighted that data center orders for H1 2026 had doubled compared to 2025 figures, with a notable 88% growth in total orders to $24 billion, driven by the Power and Electrification segment. The company's Q2 revenue increased by 22% year-over-year.

While GE Vernova Inc. (NYSE:GEV) relies on gas turbines, the company's exposure to AI could potentially mitigate the cyclicality in its business. However, the firm's wind business is seen as a drag on the bottom line for 2026. In Q2, 106 out of 1,006 funds tracked by Insider Monkey held a stake in GE Vernova Inc. (NYSE:GEV), a decrease from 118 out of 1,022 funds in Q1. The company's forward P/E ratio is 35, and its short interest as a percentage of float is 3.29%.