GE Vernova (GEV) — closed signal from July 7, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 5, 2025.
Predicted vs. what happened
What happened
Reached its target in 18 days.
The thesis — published July 7, 2025
After the share price slid about 10 percent, it is back near its recent average price just before the July 23 results, where profit per share is expected to be up 132 percent. Talk that the company may sell its Proficy software for $1 billion and a shout-out from TV host Jim Cramer have kept optimism very high. Big investment funds also appear to be buying again, which often helps prices move faster. Growing orders from data-center power needs suggest the stock could climb to 580-600 within three months.
Primary drivers
- July 23 report could show profit per share up 132 percent, fueled by AI power demand
- A 10 percent pullback brings the stock to its recent average price, giving a clearer entry
- Possible $1 billion Proficy sale would add cash and let management focus on main business
- Positive fund buying, 97 optimism score, and Jim Cramer support signal strong interest
How it played out
GEV: target reached in 18 days
Lyra published GEV at $516.22 on July 7, 2025. The thesis expected 24 percent growth, with a target of $639.10. It pointed to the July 23 report, expected profit per share growth of 132 percent, a 10 percent pullback, possible Proficy software sale talks, fund buying, strong optimism, Jim Cramer support, and data-center power demand tied to artificial intelligence.
Inside the window, GEV reached the target in 18 days. The stock peaked at $676.51 on July 31, with a 31.1 percent gain. It ended the window at $594.30, below the peak and below the target. The thesis played out.
What happened during the window
On July 23, 2025, GE Vernova reported second-quarter revenue of $9.11 billion and earnings per share of $1.86. It also raised its full-year revenue outlook toward the higher end of $36 billion to $37 billion.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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