GEV is trading 3.3% down at $962.85 after a bearish analyst report highlighted valuation risks despite strong AI-driven power demand tailwinds.
- The analyst note argued that current prices embed hyper-growth assumptions that may be difficult to achieve given physical grid and generation constraints.
- This follows a 3%+ drop on May 28, 2026, as investors continue to reassess how much AI power demand justifies the company's premium multiple and rich growth expectations.