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Market Commentary
GE Vernova Beat Revenue Estimates and Raised Guidance — So Why Did the Stock Fall Nearly 9%?

GE Vernova posted 22% revenue growth, a record $176.3 billion backlog, and raised full-year guidance on July 22 — then its stock fell as much as 8.7%. Here's why a ~20% EPS miss overrode nearly every other positive in the report.

July 23, 2026