GEV

Following Nvidia and Broadcom's 2024 stock splits, three AI infrastructure stocks trading at high share prices are identified as potential split candidates by 2027: SanDisk (trading near $1,400), GE Vernova (around $900), and Advanced Micro Devices (approximately $540). While stock splits don't change company value, they can improve accessibility. The article cautions investors to focus on business fundamentals and valuations rather than split potential alone.

GE Vernova, a manufacturer of wind turbines, natural gas turbines, and grid management solutions, has surged nearly 600% since its 2024 spinoff from GE Aerospace. Despite a recent lull since April, the article argues this presents a buying opportunity.

The company's $176 billion backlog, driven by AI data center demand and broader electricity needs, supports durable long-term growth. With 80% of orders from traditional customers and only 20% from data centers, the growth outlook extends beyond AI trends. Analysts rate GEV a strong buy with a consensus price target of $1,199.47.

GE Vernova (GEV) is expected to report Q3 2026 earnings of $4.03 per share with revenues of $12.1 billion on October 28. The company shows a positive Earnings ESP of +5.47% combined with a Zacks Rank #3 (Hold), suggesting a likely earnings beat. However, the company missed estimates significantly in the last quarter with a -22.08% surprise.