GE Vernova (GEV) and Vertiv Holdings (VRT) are highlighted as two key stocks for investors ahead of their earnings releases on April 22, 2026. GEV has surged 50% year-to-date and is projected to post nearly $51 billion in revenue with an 18% growth rate in 2026. Vertiv has skyrocketed 90% this year and is expected to achieve 34% revenue growth in 2026, reaching $17 billion.
The companies are strongly positioned to benefit from significant trends in AI and energy infrastructure. Notably, U.S. electricity demand is anticipated to soar by 75% to 100% by 2050, driven by AI’s energy needs and reshoring initiatives. GEV’s backlog is projected to double within three years, potentially hitting $200 billion by 2028, while Vertiv continues to expand its manufacturing capacity to meet rising demand from AI data centers.
