Jim Cramer Stays Bullish on GE Vernova, Cites Strong Earnings Momentum and Strategic Shifts

Jim Cramer expressed renewed confidence in GE Vernova (GEV), asserting the stock still has upward potential following its strong performance in the third quarter of 2025. Cramer pointed to the company's reported revenue of $5.2 billion, a 14% year-over-year increase, driven by elevated demand for offshore wind and digital energy solutions. He emphasized that the $877 million in adjusted EBITDA reflected a 22% improvement, signaling improving operational efficiency and margin expansion. The analyst noted that GE Vernova's focus on transitioning from legacy industrial operations to advanced energy systems has yielded tangible results. Specifically, the company's digital services segment grew revenue by 31% year-over-year, contributing over 20% of total revenue in Q3. Cramer cited this diversification as critical to sustaining long-term growth amid global decarbonization trends. Cramer also referenced GE Vernova's share price surge to $48.75 in late December 2025, up 62% from the prior year, calling it 'just the beginning' given the firm’s projected 2026 revenue of $22 billion and an expected EBITDA margin of 18%. He warned investors not to exit prematurely, arguing that valuation remains favorable relative to peers in the energy transition sector. Market participants, including institutional investors and retail traders, reacted positively to Cramer’s remarks, with GEV’s trading volume increasing by 44% over the past week. Analysts tracking the stock have revised their 12-month price targets upward, with a median target now at $54.20, implying further upside potential.