Should Investors Take Profits in GE Vernova After Its Big Run?

GEV has climbed 674% since spinning off from GE in 2024, fueled by power equipment demand tied to AI data center expansion. The company now carries a $176 billion backlog and has locked in contracts extending through 2031, according to The Motley Fool.

Management raised revenue guidance as utilities and hyperscalers race to secure generation capacity. The stock trades at 34 times estimated 2026 earnings, a premium valuation that reflects both the AI infrastructure buildout and multi-year visibility from the order book.

Early shareholders are now weighing profit-taking after the triple-digit rally. GEV's long-term positioning in power infrastructure remains intact, but the current multiple prices in significant execution over the next two years.