GE Vernova's buybacks look poorly priced relative to its borrowing cost. At $895, repurchases yield about 2.6% on my 2027 EPS estimate of $23.09 and 3.5% on 2028 earnings, below the 3.8% after-tax cost of debt issued in February. The quarter was strong, but this buyback pace is hard to like. x.com 

GE Vernova is a cyclical gas-turbine manufacturer priced as a secular compounder, the basis for a sell rating. Per @StockWorthyApp, the stock fell 8.62% in a day and 9.43% over a week on concerns about an AI development slowdown. x.com 

GE Vernova is poised to make massive profits because energy is the key bottleneck for the hyperscalers it supplies. Its EPS numbers are huge, and MarketSurge charts recently flagged a buy signal. x.com 

Celestica looks unusually inexpensive relative to its growth. Its enterprise value is 0.99 times next-twelve-month revenue against 58.7% revenue growth, yielding a 0.0168 growth-adjusted revenue multiple; few companies compare better. Its 14.7 times forward earnings against 69.8% earnings growth gives a 0.21 PEG, below the conventional 1.0 fair-value heuristic. x.com  x.com  x.com 

Vertiv's growth and cash flow make its valuation the better risk/reward than Bloom Energy at these prices. It is the one I'd buy first for a long-term hold: 23x next year's earnings with 37% EPS growth, nearly $3B in free cash flow and almost no net debt. Adjusted operating profit of $1.087B topped the $938M guidance ceiling; revenue and EPS also beat estimates. x.com 

Durable demand makes these eight companies attractive at forward earnings multiples below their historical medians. Vistra has long power deals; ASML expects demand above capacity in 2027-28; GE Vernova's turbines are sold out through 2028. Eaton expects data-center deliveries from 2028. Waste Management leads garbage collection; American Tower has $23B in scheduled rent, Linde $64B in commitments, and BWX Technologies an $8.4B backlog backed by Navy demand. GE Vernova's multiple is still high. … Show more

GE Vernova's tanking earnings are a dealbreaker, even after the stock's 60% gain in six months. It had been an earlier pick for 2026 as the year of energy following AI's year in 2025. x.com 

GE Vernova is highly expensive, and infrastructure booms always look unstoppable until they stop; a cyclical boom-bust stock should not need a three-years-out view to reach a 20 P/E. Gordon Johnson's $470 price target is right in theory. Barring a crash, it is probably among the safer expensive stocks through year end as fund managers pad top holdings, but the cycle will pass, as similar ones did before the financial crisis. x.com 

GE Vernova's turbines and grid equipment make it a clear winner from the AI data-center power crunch. Q3 equipment sales rose 42%, total revenue 27% and operating income 281% as margins expanded. Grade: A. x.com 

GE Vernova and Siemens Energy are far too expensive relative to the value of power generation assets, and something has to give. x.com  x.com