Small Investments Can Yield Big Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 21 2026
0mins
Source: Fool
- Asset Management Growth: Brookfield Asset Management oversees over $1 trillion in assets, raising a record $35 billion in Q4 2025, which propelled its fee-related earnings to surge by 22% year-over-year, indicating strong future profitability and minimal redemption risk.
- Dividend Return Increase: Brookfield recently raised its dividend payout by 15% and plans to double its business in the next five years, suggesting significant dividend growth ahead; combined with a 3.5% dividend yield, investors could expect double-digit annualized returns.
- GE Vernova Order Surge: GE Vernova's orders surged by 65% in Q4, with backlog increasing by $15 billion to $150 billion, reflecting strong demand and growth potential in the rapidly expanding data center market.
- Cash Flow and Buyback Plan: GE Vernova's free cash flow more than doubled, ending 2025 with nearly $9 billion in cash, while boosting its share buyback program to $10 billion; by 2028, it expects backlog to exceed $200 billion, unlocking further investment value.
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Analyst Views on GEV
Wall Street analysts forecast GEV stock price to fall
24 Analyst Rating
20 Buy
4 Hold
0 Sell
Strong Buy
Current: 873.600
Low
714.00
Averages
858.23
High
1087
Current: 873.600
Low
714.00
Averages
858.23
High
1087
About GEV
GE Vernova Inc. is a purpose-built global energy company that includes Power, Wind, and Electrification segments and is supported by its accelerator businesses. It designs, manufactures, delivers, and services technologies to create a sustainable electric power system, enabling electrification and decarbonization. Power segment includes the design, manufacture, and servicing of gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. Wind segment includes its wind generation technologies, inclusive of onshore and offshore wind turbines and blades. Electrification segment includes grid solutions, power conversion and storage, and electrification software technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. Its accelerator business includes advanced research, consulting services and financial services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Mature Ammonia Cracking Technology: Amogy's industrial-scale ammonia cracking technology has reached commercial maturity in the U.S. and Asia, enabling efficient separation of hydrogen and nitrogen to support clean power generation, which is expected to significantly advance the decarbonization of the power sector.
- World's First Ammonia-Powered Vessel: Last year, Amogy successfully powered the world's first ammonia-powered vessel, which sailed on the Hudson River in New York, marking a practical application of ammonia as a clean energy carrier and advancing the hydrogen economy.
- Distributed Power Generation in South Korea: Amogy is collaborating with GS Engineering and HD Hyundai to deploy a 1MW ammonia-based distributed power generation system in Pohang, South Korea, with plans to scale up to 40MW by 2029, positioning the region as a hub for next-generation clean energy innovation.
- First Ammonia Project in Taiwan: Amogy is partnering with Taiwan's GreenHarvest to install the first ammonia-to-power system at a large industrial facility between late 2026 and early 2027, promoting decarbonization of industrial energy use and showcasing ammonia's potential in the global energy transition.
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Market Volatility Creates Opportunities in Blue-Chip Stocks
- Deere's Strong Performance: Deere & Co. (DE) stock has surged 35% year-to-date, successfully pivoting to a technology-driven agricultural machinery leader through investments in autonomous tractors and AI, despite a 5% pullback last week due to tariff concerns.
- GE Vernova's Energy Growth: GE Vernova (GEV) shares have risen 34%, benefiting from increased energy demand driven by AI, and although its P/E ratio is high at 50, its diverse energy solutions position it uniquely in the market.
- Microsoft's Market Challenges: Microsoft (MSFT) has faced significant setbacks in the AI-driven software sell-off, with shares down nearly 30%, yet its cloud computing and diversified product portfolio continue to offer growth potential, with a P/E ratio now at 24.5, making it an attractive investment opportunity.
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Deere & Co. Capitalizes on AI for Market Renaissance
- Strong Stock Performance: Deere & Co. (NYSE: DE) has seen a 35% increase in stock price this year, reflecting its robust performance in the agricultural machinery market, particularly driven by advancements in AI technology, indicating a strengthening competitive position in the industry.
- Accelerated Tech Investments: The company is investing in autonomous tractors and AI-powered cameras, which not only enhance production efficiency but also strengthen its brand connection with farmers, making it more resilient in the market.
- Growth Potential for GE Vernova: GE Vernova (NYSE: GEV) has surged 34% this year, and as a leader in the energy sector, its diverse energy sources position it favorably amid rising AI demand, with a high P/E ratio of 50 still reflecting strong growth potential.
- Market Opportunities for Microsoft: Despite a nearly 30% drop in stock price, Microsoft (NASDAQ: MSFT) maintains strong performance in cloud computing and diversified business lines, with a reduced P/E ratio of 24.5, presenting an attractive buying opportunity while expected to continue mid-teens growth.
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Jim Cramer Highlights AI Investment Opportunities
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- Corning's New Strategy: After visiting its Kentucky factory, Jim learned about Corning's ambition to enhance data center connectivity by replacing copper with fiber optics, indicating a strong growth trajectory in the data center market that could drive future company performance.
- Eaton's Acquisition Plans: Eaton's strategy to spin off its eMobility unit and acquire Boyd Thermal aims to bolster its competitive edge in liquid cooling technology, which is crucial for managing heat in AI chips, thereby enhancing its market position.
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- Corning's Stock Surge: Corning's shares soared 59.4% following a $6 billion deal with Meta Platforms for fiber optic cables, with quarterly earnings further boosting market confidence, highlighting its strong performance amid rising data center demand.
- GE Vernova's Growth Momentum: GE Vernova's stock rose 32.5%, benefiting from its natural gas turbines despite fourth-quarter profits falling short of expectations, as its position in the AI sector continues to show promise amid a rally in industrial stocks.
- Qnity Electronics' Transformation Plan: Qnity's shares jumped 26.3% after reporting better-than-expected earnings and optimistic guidance, with plans to boost EBITDA by $100 million by 2028, indicating its potential as a winner in the AI boom.
- Cybersecurity Stocks Decline: Palo Alto Networks and CrowdStrike fell 18% and 16%, respectively, as concerns about AI disrupting the SaaS business model intensified, although AI may also drive demand for their services, reflecting a complex market sentiment towards cybersecurity.
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GE Vernova's Impressive Growth in 2025 Raises Investment Questions
- Significant Performance Growth: GE Vernova's orders surged by 34% in 2025, with a backlog increase of $31.2 billion and a revenue rise of 9%, indicating strong market demand and business expansion potential, further solidifying its leadership in global energy infrastructure.
- Enhanced Shareholder Returns: The company's robust free cash flow has enabled it to double its quarterly dividend from $0.25 to $0.50 in 2026 and authorize an increase in its share buyback program from $6 billion to $10 billion, reflecting a strong commitment to shareholder value and confidence in future growth.
- Valuation Controversy: Despite GE Vernova's stock price skyrocketing over 170% in the past year, its forward P/E ratio now exceeds 50, suggesting that the current valuation may be unsustainable, prompting investors to carefully assess the associated risks and rewards.
- Wind Business Challenges: GE Vernova's wind segment saw a 6% revenue decline in 2025, facing uncertainties from policy changes and project delays, and while the company focuses on growth in other areas, the wind business remains a significant concern.
See More
Ammonia-to-Hydrogen Technology Drives Clean Energy Transition
- Mature Ammonia Cracking Technology: Amogy's industrial-scale ammonia cracking technology has reached commercial maturity in the U.S. and Asia, enabling efficient separation of hydrogen and nitrogen to support clean power generation, which is expected to significantly advance the decarbonization of the power sector.
- World's First Ammonia-Powered Vessel: Last year, Amogy successfully powered the world's first ammonia-powered vessel, which sailed on the Hudson River in New York, marking a practical application of ammonia as a clean energy carrier and advancing the hydrogen economy.
- Distributed Power Generation in South Korea: Amogy is collaborating with GS Engineering and HD Hyundai to deploy a 1MW ammonia-based distributed power generation system in Pohang, South Korea, with plans to scale up to 40MW by 2029, positioning the region as a hub for next-generation clean energy innovation.
- First Ammonia Project in Taiwan: Amogy is partnering with Taiwan's GreenHarvest to install the first ammonia-to-power system at a large industrial facility between late 2026 and early 2027, promoting decarbonization of industrial energy use and showcasing ammonia's potential in the global energy transition.
See More
Market Volatility Creates Opportunities in Blue-Chip Stocks
- Deere's Strong Performance: Deere & Co. (DE) stock has surged 35% year-to-date, successfully pivoting to a technology-driven agricultural machinery leader through investments in autonomous tractors and AI, despite a 5% pullback last week due to tariff concerns.
- GE Vernova's Energy Growth: GE Vernova (GEV) shares have risen 34%, benefiting from increased energy demand driven by AI, and although its P/E ratio is high at 50, its diverse energy solutions position it uniquely in the market.
- Microsoft's Market Challenges: Microsoft (MSFT) has faced significant setbacks in the AI-driven software sell-off, with shares down nearly 30%, yet its cloud computing and diversified product portfolio continue to offer growth potential, with a P/E ratio now at 24.5, making it an attractive investment opportunity.
- Investment Opportunities Amid Market Volatility: Despite market fluctuations due to Trump's tariff proposals, investors can still seek opportunities in blue-chip stocks, particularly in leading companies within the AI and energy sectors, which are expected to benefit from future growth.
See More
Deere & Co. Capitalizes on AI for Market Renaissance
- Strong Stock Performance: Deere & Co. (NYSE: DE) has seen a 35% increase in stock price this year, reflecting its robust performance in the agricultural machinery market, particularly driven by advancements in AI technology, indicating a strengthening competitive position in the industry.
- Accelerated Tech Investments: The company is investing in autonomous tractors and AI-powered cameras, which not only enhance production efficiency but also strengthen its brand connection with farmers, making it more resilient in the market.
- Growth Potential for GE Vernova: GE Vernova (NYSE: GEV) has surged 34% this year, and as a leader in the energy sector, its diverse energy sources position it favorably amid rising AI demand, with a high P/E ratio of 50 still reflecting strong growth potential.
- Market Opportunities for Microsoft: Despite a nearly 30% drop in stock price, Microsoft (NASDAQ: MSFT) maintains strong performance in cloud computing and diversified business lines, with a reduced P/E ratio of 24.5, presenting an attractive buying opportunity while expected to continue mid-teens growth.
See More
Jim Cramer Highlights AI Investment Opportunities
- AI Investment Focus: Jim Cramer emphasized the significance of AI stocks during the Investing Club meeting, particularly highlighting Nvidia as the gold standard in AI computing, with its stunning quarterly results reinforcing the notion of an ongoing Fourth Industrial Revolution.
- Corning's New Strategy: After visiting its Kentucky factory, Jim learned about Corning's ambition to enhance data center connectivity by replacing copper with fiber optics, indicating a strong growth trajectory in the data center market that could drive future company performance.
- Eaton's Acquisition Plans: Eaton's strategy to spin off its eMobility unit and acquire Boyd Thermal aims to bolster its competitive edge in liquid cooling technology, which is crucial for managing heat in AI chips, thereby enhancing its market position.
- Alphabet and Amazon Performance: Alphabet stands out in the AI sector with its strong YouTube and cloud computing divisions, while Amazon's AWS cloud business is accelerating, although both face capital expenditure pressures, they are still viewed as solid long-term investment opportunities.
See More
Stock Market Volatility and Company Performance Analysis
- Corning's Stock Surge: Corning's shares soared 59.4% following a $6 billion deal with Meta Platforms for fiber optic cables, with quarterly earnings further boosting market confidence, highlighting its strong performance amid rising data center demand.
- GE Vernova's Growth Momentum: GE Vernova's stock rose 32.5%, benefiting from its natural gas turbines despite fourth-quarter profits falling short of expectations, as its position in the AI sector continues to show promise amid a rally in industrial stocks.
- Qnity Electronics' Transformation Plan: Qnity's shares jumped 26.3% after reporting better-than-expected earnings and optimistic guidance, with plans to boost EBITDA by $100 million by 2028, indicating its potential as a winner in the AI boom.
- Cybersecurity Stocks Decline: Palo Alto Networks and CrowdStrike fell 18% and 16%, respectively, as concerns about AI disrupting the SaaS business model intensified, although AI may also drive demand for their services, reflecting a complex market sentiment towards cybersecurity.
See More
GE Vernova's Impressive Growth in 2025 Raises Investment Questions
- Significant Performance Growth: GE Vernova's orders surged by 34% in 2025, with a backlog increase of $31.2 billion and a revenue rise of 9%, indicating strong market demand and business expansion potential, further solidifying its leadership in global energy infrastructure.
- Enhanced Shareholder Returns: The company's robust free cash flow has enabled it to double its quarterly dividend from $0.25 to $0.50 in 2026 and authorize an increase in its share buyback program from $6 billion to $10 billion, reflecting a strong commitment to shareholder value and confidence in future growth.
- Valuation Controversy: Despite GE Vernova's stock price skyrocketing over 170% in the past year, its forward P/E ratio now exceeds 50, suggesting that the current valuation may be unsustainable, prompting investors to carefully assess the associated risks and rewards.
- Wind Business Challenges: GE Vernova's wind segment saw a 6% revenue decline in 2025, facing uncertainties from policy changes and project delays, and while the company focuses on growth in other areas, the wind business remains a significant concern.
See More
