GE Vernova (GEV) Is Realistic When It Comes To Nuclear, Says Jim Cramer

Published on April 7, 2026 at 2:51 am by Ramish Cheema in News

GE Vernova Inc. (NYSE:GEV) is one of the 9 Stocks Jim Cramer Talked About & Commented On SpaceX’s IPO.

Industrial power generation equipment manufacturer GE Vernova Inc. (NYSE:GEV) is one of Jim Cramer’s favorite stocks in the space. Throughout 2025, the CNBC TV asserted that the firm was the only worthwhile investment in the space due to a predictable timeline of delivering nuclear plants. GE Vernova Inc. (NYSE:GEV)’s shares are up by 214% over the past year and by 32% year-to-date. Morgan Stanley discussed the firm on February 20th as it initiated coverage. The bank set an Overweight rating and a $425 share price target for GE Vernova Inc. (NYSE:GEV). Among some of the factors discussed in its coverage was a deep moat due to the industry having a high barrier to entry. Morgan Stanley added that upward adjustments to earnings and free cash flow could help GE Vernova Inc. (NYSE:GEV) in the future. In this appearance, Cramer maintained that the firm was the only reliable player in its industry after his co-host asked for his opinion on other nuclear stocks:

“Scott [GEV CEO] is the guy who told me, Jim, you gotta get realistic, nuclear. He got realistic, nuclear. They’re going to have a plant, Tennessee Valley. But these guys are, this is a tough term I would use, but they are science projects. That’s what they are, they’re science projects. And GE Vernova is not, they have one that they’re building in Canada. But I don’t want to buy a science project, because there’s no P/E. There may not be a P/E in the next five years.”