{"id":953312,"date":"2026-07-23T04:44:26","date_gmt":"2026-07-23T04:44:26","guid":{"rendered":"https:\/\/www.europesays.com\/us\/953312\/"},"modified":"2026-07-23T04:44:26","modified_gmt":"2026-07-23T04:44:26","slug":"ge-vernova-stock-drops-despite-surging-ai-driven-orders-as-wind-segment-drags","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/953312\/","title":{"rendered":"GE Vernova stock drops despite surging AI-driven orders as wind segment drags"},"content":{"rendered":"\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>What happened: <\/strong>GE Vernova (<a href=\"https:\/\/finance.yahoo.com\/quote\/GEV\/\" data-ylk=\"slk:GEV;elm:context_link;itc:0;sec:content-canvas;cpos:1;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;GEV&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;1&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">GEV<\/a>) stock fell by roughly 6% on Wednesday.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>Why the stock is moving: <\/strong>The gas turbine maker&#8217;s quarterly results failed to impress investors with earnings missing expectations. Quarterly revenue beat estimates while the company saw a jump in orders for power and electrification equipment.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">&#8220;With a backlog of $176 billion, continued revenue growth and margin expansion, and significant free cash flow generation, GE Vernova&#8217;s momentum is building, and we are raising our 2026 financial guidance,&#8221; <a href=\"https:\/\/www.gevernova.com\/sites\/default\/files\/gev_webcast_pressrelease_07222026.pdf\" data-ylk=\"slk:CEO%20Scott%20Strazik%20said.;elm:context_link;itc:0;sec:content-canvas;cpos:2;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;CEO Scott Strazik said.&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;2&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\">CEO Scott Strazik said.<\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The company now sees revenue of $45.5 billion to $46.5 billion for the year, versus a previous forecast of $44.5 billion to $45.5 billion.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">GE Vernova&#8217;s total company orders surged 88% to $24.2 billion, driven by massive demand in its Power and Electrification segment.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The company&#8217;s wind unit, however, dragged on earnings, with a 40% drop in new orders and higher offshore project costs.  <\/p>\n<p>    <a href=\"https:\/\/s.yimg.com\/lo\/mysterio\/api\/AB0715BC4124016E90A842C284AB2DD9D88FD30E2E738CBE3D8C8D21441C0D90\/subgraphmysterio\/resizefit_w960;quality_80;format_webp\/https:%2F%2Fd29szjachogqwa.cloudfront.net%2Fimages%2Fuser-uploaded%2Fpasted-graphic-5_0197.png\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"GE Vernova's HA gas turbine fleet surpassed four million commercial operating hours, with 130 units commissioned in 21 countries and another 195 units under contract.\" height=\"580\" width=\"960\" class=\"yf-lf2kr7 loader\"\/><\/a> GE Vernova&#8217;s HA gas turbine fleet surpassed four million commercial operating hours, with 130 units commissioned in 21 countries and another 195 units under contract. (GE Vernova)           <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><strong>What else you should know: <\/strong>Gas turbines have emerged as one of the hottest segments in the industrial market, powering the booming artificial intelligence infrastructure build-out and the onshoring of manufacturing.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The company has been <a href=\"https:\/\/finance.yahoo.com\/news\/a-ge-spinoffs-stock-is-surging-as-it-positions-itself-as-the-supermarket-for-ai-energy-demand-140019819.html\" data-ylk=\"slk:dubbed%20the%20%22supermarket%22;elm:context_link;itc:0;sec:content-canvas;cpos:3;pos:1;_E:mb_qualified_link;ct:story;outcm:mb_qualified_link;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;dubbed the \\&quot;supermarket\\&quot;&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;3&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yContentType&quot;:&quot;story&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link yahoo-link\" rel=\"nofollow noopener\">dubbed the &#8220;supermarket&#8221;<\/a> for the electric power industry, offering everything from natural gas turbines for generating electricity to power plant and grid modernization services.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Since the beginning of 2026, the stock has rallied more than 65%, hitting an all-time high <a href=\"https:\/\/finance.yahoo.com\/markets\/stocks\/article\/ge-vernova-hits-record-high-on-strong-quarter-guidance-raise-132104841.html\" data-ylk=\"slk:in%20April.;elm:context_link;itc:0;sec:content-canvas;cpos:4;pos:1;_E:mb_qualified_link;ct:story;outcm:mb_qualified_link;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;in April.&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;4&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yContentType&quot;:&quot;story&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">in April.<\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Ines Ferre is a senior business reporter for Yahoo Finance. Follow her on X at <a href=\"https:\/\/twitter.com\/ines_ferre\" data-ylk=\"slk:%40ines_ferre;elm:context_link;itc:0;sec:content-canvas;cpos:5;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;@ines_ferre&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;5&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\">@ines_ferre<\/a>.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/finance.yahoo.com\/topic\/stock-market-news\/\" data-ylk=\"slk:Click%20here%20for%20in-depth%20analysis%20of%20the%20latest%20stock%20market%20news%20and%20events%20moving%20stock%20prices;elm:context_link;itc:0;sec:content-canvas;cpos:6;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Click here for in-depth analysis of the latest stock market news and events moving stock prices&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;6&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\"><strong>Click here for in-depth analysis of the latest stock market news and events moving stock prices<\/strong><\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/finance.yahoo.com\/news\/\" data-ylk=\"slk:Read%20the%20latest%20financial%20and%20business%20news%20from%20Yahoo%20Finance;elm:context_link;itc:0;sec:content-canvas;cpos:7;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Read the latest financial and business news from Yahoo Finance&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;7&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\"><strong>Read the latest financial and business news from Yahoo Finance<\/strong><\/a>  <\/p>\n<p>       <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"What happened: GE Vernova (GEV) stock fell by roughly 6% on Wednesday. Why the stock is moving: The&hellip;\n","protected":false},"author":3,"featured_media":953313,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[21],"tags":[691,738,383614,109989,56629,10286,9580,158,67,132,68],"class_list":["post-953312","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-gas-turbine","tag-ge-vernova","tag-quarterly-revenue","tag-revenue-growth","tag-stock","tag-technology","tag-united-states","tag-unitedstates","tag-us"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/116967471005446724","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/953312","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=953312"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/953312\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/953313"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=953312"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=953312"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=953312"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}