The Motley Fool on $GEV (Oct 29, 2026)

The three that we're going to talk about is GE Vernova, Sterling Infrastructure, and KLA Corporation. GE Vernova is up 2.5% today even though they reported it yesterday.

One of the questions I want to know is the earnings were good, but is this like a oneanddone service or is there a lot of like recurring revenue that we're going to see from these piction shovels beyond you know the initial buildout of AI infrastructure?

Okay. Yeah. So first this is going to be a recurring theme. So before they reported earnings, the stock had was down about 14% in a month. And the reason is that it's not that there's no demand, it's that no one knows how hyperscalers are going to pay for all this.

they make uh they're the leading manufacturer of gas turbines. Uh orders were almost doubled year-over-year. They have a backlog up of nearly $200 billion in business for a gas turbine manufacturer.

but yeah, so each it's not a oneanddone and it's because every turbine they ship it feeds their services business. They they also service and maintain the the turbines they sell.

So they have the largest installed base of gas turbines of any manufacturer. And each one adds to their services book that should provide steady revenue well into the 2030s, not forever, but for for years into the future.

It's been an interesting thing and one of the things I have followed a lot as an investor is this idea of the rapid growth in electricity not just from data centers but also we talk about electric vehicles and things like that.

There's a lot of things going at play with the GE Vernovas and like you said there's not just the sale there's that long-term sort of revenue coming from actually maintaining the stove over the long term.