What Is Driving The Move In GE Vernova Stock?

Shares of GE Vernova (GEV) returned 60.1% over the year to October 8, 2026, easily outpacing the 16.3% return for the S&P 500. Customers spent those twelve months placing steady orders for gas turbines and power equipment for data centers. During that timeframe, on July 22, 2026, management raised its 2026 revenue and free cash flow guidance. What has that changed at GE Vernova, and what has it not.