Baird Highlights GE Vernova’s (GE) Accelerated Free Cash Flow and AI-Driven Growth Targets

GE Vernova Inc. (NYSE:GEV) is 1 of the best performing S&P 500 stocks successful 2025. On December 18, Baird raised the firm’s terms people connected GE Vernova to $816 from $706 and maintained an Outperform standing connected the shares. This sentiment was announced arsenic the steadfast broadly updated its exemplary aft the company’s capitalist update.

Additionally, aboriginal connected December 22, GE Vernova announced that its Electrification Systems concern received a large declaration from Adani Energy Solutions Ltd. to supply high-voltage nonstop current/HVDC exertion for the Khavda–South Olpad transmission corridor successful India. This task is designed to evacuate renewable powerfulness from the Khavda renewable vigor portion successful Gujarat’s Kutch portion to South Olpad, a captious injection constituent for the nationalist grid.

The task features a 2.5-gigawatt (2,500 MW) capacity, making it the highest-rated voltage-sourced converter/VSC-based HVDC strategy ever planned successful India. GE Vernova volition proviso a ±500 kV bipolar strategy consisting of 2 1,250 MW links. The scope of enactment includes the plan of the implicit system, the proviso of large converter presumption equipment, and the oversight of erection, testing, and commissioning, though it excludes associated civilian works.

To guarantee unchangeable and businesslike grid operations, the strategy volition usage the precocious eLumina power platform. The task volition beryllium managed chiefly by GE Vernova’s India-based teams to usage section engineering and manufacturing expertise. Execution is scheduled successful phases, with the completion people acceptable for 2030. While the grant was announced successful precocious 2025, GE Vernova expects to formally publication the bid successful H1 2026.

GE Vernova Inc. (NYSE:GEV) is an vigor institution that provides assorted products and services to generate, transfer, orchestrate, convert, and store energy successful the US, Europe, Asia, the Americas, the Middle East, and Africa. It operates done 3 segments: Power, Wind, and Electrification.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.