ATLAS News · Energy

GE Vernova and Bloom Energy Rise as Data-Center Power Fears Ease

Published November 9, 2026 · 6 sources

GE Vernova and Bloom Energy gained after Constellation raised guidance and eased data-center moratorium worries, TIKR and MarketBeat report.

What happened

GE Vernova (GEV) and Bloom Energy (BE) moved higher on November 9, according to TIKR.com, MarketBeat and The Globe and Mail. TIKR.com links GE Vernova's 7% gain to Constellation raising its guidance, which eased fears about a data-center moratorium.

MarketBeat reports Bloom Energy jumped 12%, while Kalkine says the company lifted its annual outlook as power system revenue expanded.

Pluang notes that GE Vernova had fallen over 22% in a month on election-driven worries about data center regulation, even as it reported record orders of $29.3 billion and a backlog near $197 billion. It adds that about 80% of gas turbine orders come from traditional customers, and that the company raised its free cash flow guidance and doubled its buyback authorization to $20 billion.

Context

Makers of power equipment have drawn investor attention because of expected electricity demand from data centers, so regulatory news about those facilities can influence the sector.

Why it matters

The moves show how sensitive power-equipment companies are to policy concerns and to guidance from other energy firms tied to data-center demand.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

Bloom EnergyBE

+11.91%

Industrials · NYSE

Live price

$193.88▲ +11.91%

live price · USD

Close on November 9: $193.88+11.91% vs. previous close ($173.24)
Chance of a rise in 1 month: 43%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $152.51 and $224.51; 9 in 10, between $108.25 and $316.30.

See the full ATLAS analysis of Bloom Energy →

GE VernovaGEV

+7.13%

Industrials · NYSE

Live price

$829.34▲ +7.13%

live price · USD

Close on November 9: $829.34+7.13% vs. previous close ($774.11)
Fair value (ATLAS): $519.84Fair range: $368.94 to $580.55The price ($829.34) is 59.5% above that figure.
Chance of a rise in 1 month: 47%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $725.37 and $921.52; 9 in 10, between $586.70 and $1,139.32.

See the full ATLAS analysis of GE Vernova →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

GE Vernova stock drops 22% despite record $197B order backlog and strong earnings. · Pluang · November 9, 2026
Why is GE Vernova (GEV) stock soaring today · The Globe and Mail · November 9, 2026
Bloom Energy (NYSE:BE) Stock Jumps 12% - What's Next? · MarketBeat · November 9, 2026
GE Vernova's (NYSE: GEV) $774 Share Price Aligns With Cash Flow Models, But A $9B Acquisition Complicates The Outlook · Foreign Policy Journal · November 9, 2026
GE Vernova Soars 7% as Constellation Raises Guidance, Easing Data-Center Moratorium Fears · TIKR.com · November 9, 2026
Bloom Energy Corporation (NYSE:BE) Lifts Annual Outlook as Power System Revenue Expands · Kalkine · November 10, 2026

Latest market news · Markets today on ATLAS · Bloom Energy · GE Vernova

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