GEV
GE Vernova
Entry$622.50Jan 9, 2026Exit$968.02Apr 9, 2026
Return +56% in 90 days
New gems flagged
AI's next bottleneck is power. Stock Radar just added 3 power stocks to its Strong Buy list.
Chips were the first AI trade. Power is the next one. Three names backed by top‑ranked analysts, locked for members.
The 3 power stocks Stock Radar just added
Added to its Strong Buy list on Oct 15 and 16. Two make electricity. One makes the gear that carries it into data centers. Oct 16, 2026 closing prices; names and tickers are for members.
| Stock | From high | Avg. target | Rated Buy |
|---|---|---|---|
| −32% | +30% | 16 of 22 | |
| −25% | +42% | 21 of 23 | |
| −15% | +28% | 28 of 40 |
AI runs on chips. Chips run on power.
Follow the money from the AI build‑out to the companies that sell the power.
$735B+
Amazon, Google, Meta and Microsoft plan over $735 billion of capital spending in 2026 as AI data centers go up.
4.4% → up to 12%
Data centers used 4.4% of US electricity in 2023. A US government lab sees 6.7% to 12% by 2028.
11×
The price to keep power plants ready in PJM, the biggest US grid, rose from $28.92 to $333.44 per MW-day in three auctions.
40%
Data centers drove 40% of that $16.4 billion bill. The money goes to those who make the power and the gear that moves it.
What power plants get paid to stand ready in PJM
Capacity price per MW-day, by delivery year. The last three hit the price cap.
PJM serves more than 67 million people in 13 states and Washington, DC. Its last two auctions fell more than 6,600 megawatts short of the power it says it needs. Data centers are the main reason demand jumped. First the bottleneck was chips. Now it is the plug.
Stock Radar flagged power before. GE Vernova rose 56% in 90 days.
In January, Stock Radar flagged GE Vernova, the maker of gas turbines and grid gear, at $622.50. Ninety days later it closed at $968.02. Nvidia went from $184.86 to $183.91 over the same days. In March it flagged Sandisk at $703.63. Eleven weeks later Sandisk closed at $1,761.43.
Power
SNDK
Sandisk Corp.
Entry$703.63Mar 16, 2026Exit$1,761.43Jun 1, 2026
Return +150% in 77 days
The same 90 days after the GE Vernova flag
Jan 9 → Apr 9, 2026, closing prices
Two sell the electricity. One sells the gear that carries it.
Each joined Stock Radar's Strong Buy list on Oct 15 or 16. What analysts and big investors did in the last 30 days is under each one. The names are for members.
Pick #1Power producer
Added Oct 15
Owns a large fleet of power plants and sells the electricity they make. Its revenue grew 23% last quarter.
−32%From its high
+30%To avg. target
16 of 22Analysts: Buy
+42%To top target
Morgan Stanley, J.P. Morgan, Bank of America, Wells Fargo, Barclays and others
Last 30 days170 added or opened a position, 83 cut
No open-market buys or sales
No trades
Pick #2Power producer
Added Oct 16
Owns power plants and sells electricity straight to homes and businesses, in grids where data centers are going up.
−25%From its high
+42%To avg. target
21 of 23Analysts: Buy
+96%To top target
Wells Fargo, Morgan Stanley, Goldman Sachs, Bank of America and others
Last 30 days96 added or opened a position, 47 cut
Two executives sold $6.9M · Oct 6–7
1 buy, $1k–$15k · Sep 25
Pick #3Electrical gear
Added Oct 16
Makes the power-distribution and circuit-protection gear that carries electricity into data centers. Its revenue grew 21% last quarter.
−15%From its high
+28%To avg. target
28 of 40Analysts: Buy
+36%To top target
Citi, Bank of America, Wells Fargo, Morgan Stanley and others
Last 30 days249 added or opened a position, 161 cut
No open-market buys or sales
1 buy, $1k–$15k · Sep 25. Two small sales disclosed
Analysts made 16 calls on these 3 in the last 30 days. 15 were Buy.
How far analysts see each one going
Upside from the Oct 16 close to the average target and to the highest recent target
Analyst calls in the last 30 days
Exent analyst data. Analyst rank: where the analyst stands among the 4,500+ Wall Street analysts Exent tracks, by how often their calls come true.
| Firm | Rating | Target | Analyst rank | Date | |
|---|---|---|---|---|---|
| Pick #1 | Morgan Stanley | Buy | $369 (+36%) | Top 11% | Oct 7 |
| Pick #1 | BMO Capital | Buy | $350 (+29%) | Top 10% | Oct 1 |
| Pick #1 | Scotiabank | Buy | $355 (+31%) | Top 34% | Oct 7 |
| Pick #1 | Goldman Sachs | Hold | $305 (+12%) | Top 80% | Oct 7 |
| Pick #2 | Morgan Stanley | Buy | $227 (+49%) | Top 11% | Sep 21 |
| Pick #2 | BMO Capital | Buy | $210 (+38%) | Top 10% | Oct 5 |
| Pick #2 | Wells Fargo | Buy | $212 (+39%) | Top 26% | Oct 12 |
| Pick #3 | Bank of America | Buy | $490 (+25%) | Top 3% | Oct 2 |
| Pick #3 | Citi | Buy | $498 (+27%) | Top 4% | Oct 13 |
| Pick #3 | Wells Fargo | Buy | $503 (+29%) | Top 5% | Sep 25 |
| Pick #3 | Bernstein | Buy | $534 (+36%) | Top 24% | Oct 15 |
- Pick #1
- Firm
- Morgan Stanley
- Rating
- Buy
- Target
- $369 (+36%)
- Analyst rank
- Top 11%
- Date
- Oct 7
- Pick #1
- Firm
- BMO Capital
- Rating
- Buy
- Target
- $350 (+29%)
- Analyst rank
- Top 10%
- Date
- Oct 1
- Pick #1
- Firm
- Scotiabank
- Rating
- Buy
- Target
- $355 (+31%)
- Analyst rank
- Top 34%
- Date
- Oct 7
- Pick #1
- Firm
- Goldman Sachs
- Rating
- Hold
- Target
- $305 (+12%)
- Analyst rank
- Top 80%
- Date
- Oct 7
- Pick #2
- Firm
- Morgan Stanley
- Rating
- Buy
- Target
- $227 (+49%)
- Analyst rank
- Top 11%
- Date
- Sep 21
- Pick #2
- Firm
- BMO Capital
- Rating
- Buy
- Target
- $210 (+38%)
- Analyst rank
- Top 10%
- Date
- Oct 5
- Pick #2
- Firm
- Wells Fargo
- Rating
- Buy
- Target
- $212 (+39%)
- Analyst rank
- Top 26%
- Date
- Oct 12
- Pick #3
- Firm
- Bank of America
- Rating
- Buy
- Target
- $490 (+25%)
- Analyst rank
- Top 3%
- Date
- Oct 2
- Pick #3
- Firm
- Citi
- Rating
- Buy
- Target
- $498 (+27%)
- Analyst rank
- Top 4%
- Date
- Oct 13
- Pick #3
- Firm
- Wells Fargo
- Rating
- Buy
- Target
- $503 (+29%)
- Analyst rank
- Top 5%
- Date
- Sep 25
- Pick #3
- Firm
- Bernstein
- Rating
- Buy
- Target
- $534 (+36%)
- Analyst rank
- Top 24%
- Date
- Oct 15
Pick #1
- Morgan Stanley
- Buy$369 (+36%)
- BMO Capital
- Buy$350 (+29%)
- Scotiabank
- Buy$355 (+31%)
- Goldman Sachs
- Hold$305 (+12%)
Pick #2
- Morgan Stanley
- Buy$227 (+49%)
- BMO Capital
- Buy$210 (+38%)
- Wells Fargo
- Buy$212 (+39%)
Pick #3
- Bank of America
- Buy$490 (+25%)
- Citi
- Buy$498 (+27%)
- Wells Fargo
- Buy$503 (+29%)
- Bernstein
- Buy$534 (+36%)
Three of the Buy calls on Pick #3 come from analysts in the top 5% of Exent's ranking. On Picks #1 and #2, the two best-ranked analysts to weigh in both rate them Buy. One of them cut his targets on both, and Goldman Sachs rates Pick #1 a Hold.
In the last 30 days, funds added 515 positions. Insiders did not buy.
Funds
Added or opened a position
Insiders
All three picks
0 buysBy company insiders
Congress
Picks #2 and #3
2 buysDisclosed by one member of Congress
Power stocks can fall hard. Here is the other side.
Recent drops in power stocks
From a closing high to the lowest close after it
−5%Pick #2 revenue, last quarterIts earnings came in at less than half of what analysts expected (Aug 7).
$325PJM capacity price, 2028/29Capped, and 2.5% below the year before. It can't climb further while the cap holds.
Power stocks swing with power prices, weather, interest rates and politics. PJM's capacity price is now capped, so that tailwind can't grow while the cap holds. None of this is a forecast. It is why the analysts' targets are opinions, not promises.
Before you go looking for them.
Haven't I already missed the power trade?
The three are 15% to 32% below their highs.
Analysts' average targets sit 28% to 42% above Friday's close.
Why not just buy Nvidia?
Nvidia sells the chips. Every chip needs power.
In the 90 days after Stock Radar flagged GE Vernova, it rose 56%. Nvidia was flat.
Is this a recommendation?
No. It is research: what top-ranked analysts, funds, insiders and Congress are doing.
You decide what fits your money.
See the power stocks in Stock Radar today.
Gems flags new Strong Buys the day the top analysts issue them, so you can see the next bottleneck trade before it hits the headlines.
What you get
- The power stocks on today's Strong Buy list, named, with the analysts behind each
- Up to 86% hit rate from the analysts behind Gems
- Top Strong Buy picks, ranked and refreshed daily
- Early flags with entry and exit levels
- Where company insiders are buying
Unlock the list
See the three names and the rest of the list.
The 3 power stocks in this article
- 1Power producer+30%upside
- 2Power producer+42%upside
- 3Electrical gear+28%upside
Sources
- Exent analyst data: ratings, price targets and analyst rankings (as of Oct 16, 2026)
- Daily closing prices, Oct 2025 to Oct 16, 2026; company quarterly results for the quarter to Jun 30, 2026
- SEC Form 4 insider filings (Sep 16 – Oct 16, 2026)
- House and Senate periodic transaction reports, STOCK Act disclosures (Sep 16 – Oct 16, 2026)
- SEC Form 13F filings for the quarter to Sep 30, 2026, filed in October 2026
- Platformonomics, "Follow the CAPEX: Q2 2026 Scoreboard" (Jul 31, 2026)
- US Department of Energy and Lawrence Berkeley National Laboratory, US data center energy use report (Dec 20, 2024)
- Utility Dive on PJM's capacity auctions (Jul 23 and Dec 18, 2025) and on PJM's market monitor's data-center analysis (Jan 7, 2026)
- American Public Power Association, PJM 2028/29 capacity auction results (Jul 14, 2026); PJM 2025 annual report