Is It Too Late to Buy GE Vernova After Its 45% Gain in 2026?

One of the solid pick-and-shovel plays on artificial intelligence (AI) in 2026 has been GE Vernova (NYSE: GEV), providing the power infrastructure needed to keep data centers running through gas turbines, grid hardware, and software solutions. As of the Sept. 23 closing price of $951.82, shares are up 45.6% compared to the S&P 500's 12.5% return over the same period.

With that type of outperformance, it's reasonable to wonder if it's worth sitting on the sidelines and waiting for a short-term pullback before buying shares or adding to a stake. For anyone having that internal debate, here's what I'd consider next.

Image source: The Motley Fool.

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