Squawk on the Street Cramer's Morning Take: GE Vernova 10/22/25
21 snips
Oct 22, 2025 Jim Cramer calls out the absurd stock drop of GE Vernova after a strong quarter, urging investors to buy. The discussion highlights impressive revenue growth, a hefty backlog, and strategic acquisitions bolstering electrification. Cramer contrasts GE Vernova's nuclear capabilities with speculative competitors and emphasizes its gigawatt-scale advantage. The duo also shares excitement about upcoming investor updates that promise growth insights, plus the company’s strong positioning in hyperscaler orders and data center opportunities.
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Stock Drop Seems Unwarranted
- Jim Cramer argues GE Vernova's stock drop is unjustified after an excellent quarter.
- He believes the sell-off stemmed from wrong data and short-term reactions, not fundamentals.
Wait For The Dust To Settle
- Jim Cramer urges investors to wait until the next day before buying after the drop.
- He recommends starting to buy once panic-driven selling subsides.
Solid Quarter With Mixed Segment Drivers
- Jeff Marks highlights stronger-than-expected revenue and EBITDA with growing equipment and services backlog.
- He notes mixed segment trends but emphasizes electrification gains and a large hyperscaler order flow.