Cramer's Morning Take: GE Vernova 10/22/25

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Jim Cramer (0:48)

I'm Jim Cramer and you're about to hear a sample taken directly from today's CNBC Investing Club morning meeting.

Now one of the stocks that is going to close this low that I think is unjustified is GUVrnova. Now we had a lot of stocks, a lot of things going on with Oclo, a lot of things going on with NewScale, Bloom Energy, all sorts of ways to be able to get power that are untraditional. This is a traditional turbine company. Now this decline is absurd. It was an amazing quarter. They have so much business, they're going to get a lot of hyperscale business. But we're on the airport and I would urge people to wait till tomorrow because you also saw Vertiv down the line, Vertiv had a good quarter, wait till tomorrow and start buying. I would suggest that we start buying.

SPEAKER_4 (1:33)

Yeah, it was a good quarter. It had a nice beat on revenue. EBITDA better than expected. The equipment backlog was up 4 billion and 2 billion in services. That's just sequentially by the way. By segment, you had good results from both power, electrification, wind, which we knew was going to be the issue. That was weaker and that's why they reaffirmed the full-year outlook, which, look, when you're a high multiple stock, you have to raise. But electrification, they actually raised and wind was lower, so there was some offset there. They actually made a deal, they announced. They're buying the remaining 50% stake of Prolec GE. This is going to accelerate electrification's growth. It's a big deal, $5 billion purchase price.

Jim Cramer (2:15)

Yeah, and they can now consolidate. Again, why is this down? It's because the other guys who are not going to be able to do any scale of nuclear power, believe me, that's just the case. These guys are going to be doing scale of nuclear power. And by the way, they have produced more gigawatts than any company on earth. They have been able to produce 128 million homes worth of power. I think people are mixing this company up with the Joker companies that people keep buying. This is the real company. Get out of the not real companies.

SPEAKER_4 (2:45)

Yeah, and they're going to host an investor update December 9th. They'll give 26 guidance there. They'll give an update to their outlook out to 2028 So I think that could be more of a positive catalyst for the stock than this quarter, which, you know, a lot of analysts were raising their estimates. So it was just a really high bar to beat. They didn't do it. But it was good results. And again, I really like the electrification story. They had 400 million orders just from hyperscalers.

Jim Cramer (3:15)

No, and like they didn't even talk about the fact that they're going to be moving into the data center very aggressively because the hyperscalers want to do business with them. They have a lot of, by the way, they have a lot of ability to be able to do far more than they're doing. So it's not like I was worried that they didn't have the capacity. No.

SPEAKER_4 (3:34)

So they still have capacity.

Jim Cramer (3:35)

And that apposition is still big.

SPEAKER_4 (3:37)

Yeah, and pricing, they said, is going to be good in the fourth quarter as well.

Jim Cramer (3:41)

I mean, so let it come in. But it's not a joke or nuclear power company. Like the rest are. I mean, when I spoke to Scott this morning, we were talking about uranium stocks. He said, Jim, you got to sell those. You don't need any of the uranium stocks. I felt that the only uranium worth owning, of course, was Solstice.

SPEAKER_4 (3:57)

Yes, that is the upcoming spin from Honeywell. They do have a nuclear component there.

Jim Cramer (4:05)

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