"Revenue hit $11 billion, beating the $10.3 billion estimate by roughly 7%. Free cash flow surged from .6 billion last Q4 to $1.8 billion this year. The company doubled its quarterly dividend to $0.50 and raised 2028 revenue guidance to $56 billion, up from prior expectations near $52 billion. Management projects cumulative free cash flow of $24 billion through 2028."
"GE Vernova officially became Massachusetts's most valuable publicly traded company this week, surpassing Thermo Fisher with a market cap above $200 billion. Current market cap sits at $221.5 billion. The stock hit an all-time high of $796.58 on February 9 before this week's close at $802.32. This milestone reflects the AI-driven data center boom reshaping the energy landscape. GE Vernova supplies roughly a quarter of the world's electricity infrastructure, and data centers are consuming power at unprecedented rates."
GE Vernova closed at $802.13 after a 2.95% weekly gain, outperforming the S&P 500's 1.29% decline. Year-to-date shares rose 22.85% and are up 117% over the past year. Q4 2025 revenue reached $11 billion, beating estimates by about 7%, and free cash flow increased to $1.8 billion from .6 billion. The company doubled its quarterly dividend to $0.50, raised 2028 revenue guidance to $56 billion, and projects $24 billion of cumulative free cash flow through 2028. Management cited an electricity-demand supercycle. Market cap reached $221.5 billion, driven by AI-related data center power demand and strong analyst ratings.
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