Squawk on the Street Cramer’s Morning Take: GE Vernova 12/10/25
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Dec 10, 2025 GE Vernova's stock is on a rocket ride, with a jaw-dropping $1,000 target set by J.P. Morgan. Analysts are buzzing about upgrades and optimistic revenue forecasts. The hosts dig into strong order backlogs and the urgent need for expanded production capacity. Jim emphasizes overcoming past management issues while celebrating robust volume and significant buybacks. With market ripples in electrification, they foresee improved margins and an exciting continuation of growth. Buckle up for this wild ride in energy stocks!
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Vernova's Strong Demand And Raised Guidance
- GE Vernova's stock is rallying on raised long-term guidance, stronger margins, and heavy backlog demand.
- Jim Cramer and Carl Quintanilla highlight volume, pricing power, and raised 2028 forecasts as key growth drivers.
Consider Holding Vernova Shares
- Hold GE Vernova shares as the turnaround appears to be real and management fixed past inefficiencies.
- Expect continued upside from expanded capacity, higher pricing, and a $10 billion buyback alongside a doubled dividend.
Backlog Gives Multi-Year Visibility
- Vernova is effectively sold out through 2028 with only limited 2029 capacity remaining, signaling sustained revenue visibility.
- Strong order intake (18 GW) and pricing leverage underpin margin expansion and cash generation.