Hedge fund holdings in Ge Vernova increased significantly in April’s 13F filings, a sign that smart money is positioning for medium-term gains, reinforcing the overall positive Ge Vernova stock forecast. Caterpillar emerges as unlikely AI winner on turbine demand In addition, gas turbine capacity is effectively sold out through 2028, and many orders have been booked into 2029, with discussions underway for slot reservations into 2030. Analysts at the Bank of Montreal forecast long-term service contract revenue will more than double by 2035, projecting margin expansion from gas and grid businesses, which will underpin recurring profits beyond initial equipment sales. This aligns with multiple equity research desks upgrading their Ge Vernova stock forecast ratings.
