Track record · closed signal

GE Vernova LLC (GEV) — closed signal from May 22, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on August 20, 2026 — -7.2% at the close.

Predicted vs. what happened

GEV price · publication thesis → realized outcomesplit-adjusted

$990.00 – $1,045.00Entry zone — fair-value band

$1,041.09Published — price the day we called it

$1,186.84Target — the price the thesis aimed for

$1,195.94Peak — highest point inside the window, not a realized return

$966.01Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 45 days.

At window close

-7.2%

realized, from the publication price to the last close inside the window

Peak gain

+14.9%

peak, from the publication price — not a realized return

S&P 500, same window

+2.5%

SPY over the identical days, dividend-adjusted

Window close

$966.01

last close inside the window, ended August 20, 2026

Peak price

$1,195.94

peak on July 6, 2026 — not a realized return

Days to target

The thesis — published May 22, 2026

Predicted growth

+14%

over the measurement window

Target price

$1,186.84

the price the thesis aimed for

Entry zone

$990.00 – $1,045.00

the fair-value band we waited for

Price at publication

$1,041.09

published May 22, 2026

Confidence

74%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

GEV supplies equipment for power plants, wind, grids, storage and data-center power. Recent deals - an automation buy and a pumped-storage order in India - add visible work for future revenue. The stock sits near a long-term trend line and looks oversold, but weak price signals, softer investor mood, and volatile earnings make near-term conviction cautious.

Primary drivers

Robotech deal broadens automation work for utilities and industrial clients
Pumped-storage order in India increases visible project backlog
Rising data-center power needs support demand for electrification gear
Healthy cash position and margins help the business handle slumps

How it played out

GEV: target reached in 45 days

Lyra published GEV at $1,041.09 with an expected gain of 14% toward $1,186.84. The thesis pointed to the Robotech deal, a pumped-storage order in India, rising data-center power needs, and the company's cash position and margins. Weak price signals and volatile earnings kept conviction cautious.

Inside the window, GEV rose to $1,195.94 on July 6, a peak gain of 14.9%. It reached the target in 45 days. By August 20, it had fallen to $966.01. The thesis played out within the window, although the gain did not hold through the end.

What happened during the window

On July 22, GE Vernova reported second-quarter revenue of $11.1 billion and orders of $24.2 billion. On August 4, it announced an order to supply 43 wind turbines for a project in India.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

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