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JPMorgan Lifts GE Vernova (GEV) PT to $715 Following Strong Q2 Performance

GE Vernova Inc. (NYSE:GEV) is one of the most profitable new stocks to buy now. On July 24, JPMorgan analyst Mark Strouse upgraded the price target for GE Vernova to $715 from $620, while keeping an Overweight rating on the stock. The revision followed GE Vernova’s Q2 performance exceeding expectations across all key areas. Strouse particularly highlighted the encouraging improvement in the company’s margins.

In Q2 2025, the company reported orders of $12.4 billion, which was up 4% year-over-year. Revenue increased by 12% due to higher equipment and services revenues and reached $12.4 billion. The equipment backlog grew from $45 billion to $50 billion in Q2, which contributed to a total backlog of $129 billion.

A wind turbine in a rural landscape, highlighting the companies commitment to clean energy.

The Power Segment EBITDA Margin stood at 16.4%, while the Electrification Segment EBITDA Margin was 14.6%. However, Wind Segment EBITDA Losses increased by approximately $50 million year-over-year. Year-to-date, the company has spent $1.6 billion on stock buybacks. For the full year, GE Vernova is now trending towards the higher end of its revenue guidance of $36 billion to $37 billion and has raised its full-year Free Cash Flow guidance to $3 billion to $3.5 billion.

However, the European HVDC orders are weaker in 2025 due to affordability challenges, which impacts the company’s electrification segment. The company incurred additional costs in the wind segment due to tariffs. GE Vernova also announced planned restructuring costs of ~$250 million to $275 million over the next 12 months.

GE Vernova Inc. (NYSE:GEV) is an energy company that provides various products and services that generate, transfer, orchestrate, convert, and store electricity in the US, Europe, Asia, the Americas, the Middle East, and Africa.

While we acknowledge the potential of GEV to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than GEV and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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