Jim Cramer Shared Why GE Vernova (GEV) Stock Got Crushed

Ramish Cheema

Thu, February 19, 2026 at 2:51 AM GMT+9 2 min read

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We recently published 17 Stocks Jim Cramer Talked About.  GE Vernova Inc. (NYSE:GEV) is one of the stocks that Jim Cramer talked about.

GE Vernova Inc. (NYSE:GEV) is an industrial power generation equipment provider. Its shares are up by 114% over the past year and by 18% year-to-date. Baird discussed the firm in February as it upgraded the rating to Outperform from Neutral and raised the share price target to $923 from $701. At the heart of the upgrade was the ongoing energy infrastructure cycle, which the firm believes can benefit GE Vernova Inc. (NYSE:GEV). Baird believes that overcapacity concerns in the sector were overblown as its channel checks suggested that they were unlikely to materialize. The coverage came after Guggenheim had upgraded the shares to Buy from Neutral and set a $910 share price target on the back of GE Vernova Inc. (NYSE:GEV)’s capacity to generate cash and returns. Cramer has been a long-time fan of the firm, so naturally, he didn’t hold back when discussing analyst coverage:

Jim Cramer Shared Why GE Vernova (GEV) Stock Got Crushed

Copyright: nexusplexus / 123RF Stock Photo

“Okay this is important. GE Vernova is the turbine company, the major turbine company which turns natural gas into electrons which then allows you to have energy for the data center. And there was a note, not that long ago, by an analyst, who said look, there could be oversupply. So we have to downgrade GE Vernova. There could be too many plants. At the same time, I was speaking to Scott Strazik, who was the CEO of GE Vernova, who said to me, well I wish that was the case, because you can’t get a plant for three years. So that doesn’t sound like oversupply to me. Well, it turns out David, overcapacity concerns farther away than believed. Well, who believed it? The analyst who changed his mind today and said you know what, I was wrong, time to buy it. Well I’m not gonna reveal that he was from Baird. Because I’m not a bad guy, I’m a diplomat. You know me, the new me. But this caused the stock to get crushed.”

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**READ NEXT: 30 Stocks That Should Double in 3 Years and **11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey****.****

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