How Schwab Network’s view on $GEV changed

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2026-09-29Bullish

“NVDA, GEV, JPM & Key Stocks Jeffrey Small Sees Weathering Macro Volatility”

GEV is the preferred stock in power generation due to its multi-year order backlog.

The second field, and my preferred choice in power generation, is of course GE Vernova.

It is located in the GE Vernova sector because they have a three- to five-year backlog of orders in the energy sector, I mentioned "GE Vernova" and I mentioned "Constellation".

I believe you also referred to "Veritiv". How do you view this bottleneck trade now, and do you consider it a bottleneck trade at the moment?

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2026-09-01Bullish

“The Big 3: GEV, BLK, WDC”

GEV has strong fundamentals (AI tailwind, healthy balance sheet) and is technically in a healthy pullback to support (~$880), presenting a low-risk long opportunity.

All right. So let's dive into your first pick today. You've got GE Vernova. They're outperforming the market year to date, but they've lost some of that momentum recently.

And GE Novo was very high on that list with the total debt percentage of assets being at 3.53%. Free cash flow quarter-over-arter growth is 7% positive EPS revisions, but you're right, trailing from a month.

But that tells me fundamentally it's healthy from a balance sheet, especially if I'm looking as debt.

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