| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-24 | BUY | MEDIUM | Rob Black Show Stocks Slide Again As Treasury Yields Push Higher |
Goldman Sachs named GE Vernova one of the best ways to play conventional natural gas power generation for data centers, with a buy rating and a $1,268 price target versus roughly $950. [audio] | — | — | — |
| 2026-09-01 | WATCH | MEDIUM | Rob Black Show Rough Start To September |
Sold off on Musk's turbine casting comments alongside Howmet, and Citi believes the bigger near-term risk sits with GE Vernova. [audio] | +8.1% | — | — |
| 2026-07-22 | HOLD | MEDIUM | Rob Black Show Afternoon podcast 7-22-26 |
GE Vernova was down 8.5 percent after a nice quarter; described as a nice long-term hold. [audio] | -8.6% | -2.9% | — |
| 2026-07-22 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
GE Vernova had a noisy quarter with great order growth but missed earnings per share; longer-term outlook remains positive. [audio] | -8.6% | -2.9% | — |