GE Vernova Seen Gaining Market Share, Pricing Power -- Market Talk

Dow Jones12-11

1220 ET - GE Vernova is poised to gain market share and pricing power, and potentially become the primary technology partner for several hyperscalers, Oppenheimer analysts say in a note. As data centers move toward higher voltage architectures, and as grid capacity in key regions remains constrained, the company should benefit from its expertise in high- and medium-voltage technologies plus integrated solutions, the analysts say. The magnitude of the buildout of AI infrastructure has also proved larger and lasted longer than initially anticipated, they say. They upgrade the stock to outperform from perform and initiate a price target of $855.GE Vernova climbs 13% to $709. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

December 10, 2025 12:20 ET (17:20 GMT)

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