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GE Vernova to Provide 42 Wind Turbines for Carmody’s Hill Wind Farm

RBC Reiterates GE Vernova's 'Outperform' Rating

GE Vernova to Provide HVDC Technology for Adani Transmission Corridor

GE Vernova Secures Adani Energy Transmission Project Contract

Jefferies Raises GE Vernova Target Price to $830

Jefferies Upgrades GE Vernova Inc. Stock Rating to Buy

Energy Vault Holdings Secures Additional $20 Million Convertible Bond Financing from YA II PN

Wells Fargo Upgrades Generac's Stock Rating to Overweight

Whalen Wealth Management Acquires 1,632 Shares of GE Vernova

Jefferies Raises Rating on GE's Energy Business to Buy

Channel Wealth LLC Reduced Holdings in GE Vernova Inc. by 84.9% in Q3

Philip Shen Reiterates Buy Rating on Enphase Energy with a $45 Price Target

Plug Power Inc's President and Chief Revenue Officer Buys Common Stock

Plug Power Launches Africa's First Commercial Green Hydrogen Facility in Namibia

BofA Analyst Maintains Buy Rating on GE Vernova

Enphase Energy Expands Safe Harbor Agreement to Drive IQ8 Microinverter Deployment

Evercore ISI Rates GE Vernova as Outperform

Plug Power Inc. Chief Strategy Officer Disposes of Common Stock

BTG Pactual Reduces Stake in GE Vernova Inc.

GE Vernova Signs Wind Turbine Contract with PPC for Wind Farm

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Velo3D

Tradr 2X Long QBTS Daily ETF

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Tradr 2X Long FLY Daily ETF

PLUG

Shares of Plug Power Inc. (PLUG) fell 4.09% to $2.11 on Monday, underperforming the NASDAQ Composite Index and Dow Jones Industrial Average. This marks the stock's second consecutive day of losses, closing 53.93% below its 52-week high. In comparison, competitors like Air Products & Chemicals Inc. (APD) and Ballard Power Systems Inc. (BLDP) saw gains.

Dow Jones

Plug Power

Plug Power Inc. Stock Underperforms Monday When Compared To Competitors

GE Vernova Inc. has filed an initial statement of beneficial ownership (Form 3) with the U.S. SEC, listing Philippe Piron as the beneficial owner. This filing is accessible via EDGAR, the SEC's system. The information was published on December 22, 2025, and is for informational purposes only, not financial advice.

Reuters

GE Vernova LLC

GE Vernova Inc. Files Initial Statement of Beneficial Ownership; Philippe Piron Listed as Reporting Person

GE Vernova Inc. has signed an agreement with Aula Energy to supply 42 wind turbines for the Carmody’s Hill Wind Farm in South Australia. The contract includes turbine supply, installation, and a five-year service agreement. This order was booked in Q4 2025, following a previous deal for Aula Energy’s Boulder Creek Wind Farm. GE Vernova has consistently closed wind projects in Australia from 2017 to 2025.

GE Vernova Secures Turbine Supply Deal for Carmody's Hill Wind Farm in Australia

Royal Bank Of Canada reaffirmed an "outperform" rating for GE Vernova, setting a $761.00 price target, suggesting a 15.57% upside. Other analysts have varied ratings, with a consensus price target of $691.11. GE Vernova's stock traded at $658.46, with a market cap of $178.65 billion. The company reported $9.97 billion in quarterly revenue, up 11.8% year-over-year.

Market Beat

Royal Bank Of Canada Reaffirms "Outperform" Rating for GE Vernova (NYSE:GEV)

FSLR

First Solar's stock rose 5.62% as Alphabet announced its acquisition of Intersect Power, a major customer of First Solar's solar panels. The $4.75 billion deal will see Intersect Power continue its operations independently under its brand, focusing on energy solutions for Google's data centers. This acquisition highlights the strategic importance of energy innovation in supporting AI and data infrastructure.

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First Solar

Why Is First Solar Stock Rising Today?

GE Vernova Inc. has won a contract from Adani Energy Solutions Ltd. to supply HVDC technology for the Khavda-South Olpad transmission project in India. This project will feature the highest-rated VSC-based HVDC system in India, enhancing GE Vernova's role in the country's renewable energy integration.

GE Vernova wins contract to supply HVDC technology for Adani's Khavda-South Olpad transmission project

First Solar shares rose 4.9% to $280 after Alphabet announced a $4.75 billion acquisition of Intersect, a data center firm. First Solar previously agreed to supply 2.4 GW of solar modules to Intersect for projects from 2024 to 2026. Alphabet's acquisition includes Intersect's energy and data center projects, supporting AI infrastructure expansion. First Solar's stock is up 59% YTD, outperforming the Invesco solar ETF's 54% gain.

First Solar climbs after Alphabet's $4.75 billion deal to buy Intersect

The US government has paused leases for five offshore wind projects due to national security concerns over radar interference. The projects affected include GE Vernova's Vineyard Wind 1, Orsted's Revolution Wind and Sunrise Wind, Dominion Energy's Coastal Virginia Offshore Wind–Commercial, and Equinor's Empire Wind 1. The pause allows federal agencies to assess and mitigate potential security risks.

Dominion Energy

US pauses leases for five offshore wind projects over radar concerns

Top Wall Street analysts have updated their forecasts for several companies. Jefferies raised GE Vernova's price target from $815 to $830, maintaining a Buy rating. Other notable changes include JP Morgan cutting Paychex's target, Canaccord Genuity raising 10X Genomics' target, and Piper Sandler increasing Annaly Capital Management's target. Analysts' ratings and price targets provide insights into potential stock movements.

GE Vernova To Rally Around 26%? Here Are 10 Top Analyst Forecasts For Monday

TSLA

U.S. stock index futures started the holiday-shortened week positively, driven by technology stocks and AI enthusiasm. Key movements include Tesla rising after a court restored CEO Musk's pay package, gold miners climbing as bullion surged past $4,400/oz, and silver miners gaining as silver hit record highs. GE Vernova shares rose on Jefferies' PT raise, and copper miners tracked the rising price of copper.

- U.S. stock index futures started the week positively, driven by rising technology stocks amid enthusiasm for artificial intelligence.  
- Significant stock movements included Abivax SA's jump due to takeover bid news, while gold and silver miners saw gains alongside surging bullion prices.  
- Notable company updates included Tesla's rise linked to a restored CEO pay package and Uber's gain from a collaboration with Baidu for robotaxi trials in the UK.

Tesla

BUZZ-U.S. STOCKS ON THE MOVE-Tesla, GE Vernova, copper miners

Jefferies has raised its price target for GE Vernova to $830, citing increased demand for power infrastructure and strategic downsizing in offshore wind operations. This is expected to boost GEV's core profit and free cash flow margins. The stock, which has doubled year-to-date, is rated "buy" by 27 out of 35 brokerages, with a median price target of $775. Shares rose 1.42% to $667.60 premarket.

BUZZ-Jefferies raises GE Vernova PT on growing power infrastructure demand; shares rise

INFY

Indian shares rose, led by financials and IT stocks, as foreign investors returned after a rupee rebound. Nifty 50 rose 0.61%, BSE Sensex added 0.56%. All major sectors traded higher. Foreign investors bought shares worth 18.31 billion rupees. Infosys gained 2.3%, GE Vernova T&D India jumped 8% on a new contract. Market sentiment improved, hinting at a year-end rally.

Infosys

Financials, IT stocks lead Indian shares higher on foreign inflows

Jefferies analyst Julien Dumoulin-Smith upgraded GE Vernova Inc. (NYSE:GEV) stock to "Buy" and increased the price target from $736 to $815, citing stronger gas pricing and long-term services margin visibility. Despite a current slide in GEV stock, Jefferies sees a positive long-term outlook due to AI-driven power solutions.

GE Vernova (GEV) stock slides, but Jefferies sees long-term AI power upside

Toth Financial Advisory Corp significantly increased its holdings in First Solar, Inc. by 2,263.2% in Q3, purchasing 4,300 shares. The stock opened at $266.98, with a market cap of $28.65 billion. Analysts have issued reports on First Solar, with Royal Bank of Canada raising its price target to $244.00. Insider sales included Georges Antoun selling 37,412 shares and Michael T. Sweeney selling 4,500 shares.