GE Vernova Earnings Are Coming. Why They Need to Clear a High Bar.
1. GE Vernova expects $787 million EBITDA and $9.1 billion sales. 2. Analysts project $12.4 billion in new orders, primarily from data centers. 3. Stock price up 80% year-to-date; trading at 47 times estimated 2026 earnings. 4. High expectations ahead of earnings report, with ongoing demand for electricity. 5. Stock down 6% in the past month; analysts predict post-earnings volatility.