Is GE Vernova (GEV) Undervalued After Raising Guidance And Landing Data Center Power Deals?

GE Vernova (GEV) is back in focus after strong organic order growth, higher 2026 revenue and free cash flow guidance, and fresh data center linked power deals with Venture Global. Despite the latest pullback, with a 1-day share price return down 6.2% and a 7-day share price return down 5.6% as AI infrastructure stocks sold off, GE Vernova still carries a 30-day share price gain of 7.7% and a year to date share price return of 38.6%. The 1-year total shareholder return of 53.3% points to momentum that has cooled recently rather than reversed outright. Scan a curated set of power grid and electrification plays benefiting from AI data center build outs with the 43 power grid technology and infrastructure stocks.