We're booking some big profits in an AI data center energy play after the stock's big rally

Last week, management provided a strong order update and significantly increased its 2028 financial framework for revenue, margins, and free cash flow.

We're booking some big profits in an AI data center energy play after the stock's big rally

TL;DR

  • Jim Cramer's Charitable Trust is selling 20 shares of GE Vernova.
  • The trust's stake in GE Vernova will decrease to 1.45% from 1.8%.
  • The sale aims to lock in significant gains, estimated at 61% on shares purchased in May 2025.
  • GE Vernova shares surged after a recent Investor Day meeting, with management providing strong financial outlooks.
  • Analysts have generally responded positively, with some upgrading ratings and price targets.
  • The trust is downgrading GE Vernova to a hold-equivalent rating but reiterates an $800 price target.

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