The article ranks four AI power-related stocks by balance sheet strength: GE Vernova first, followed by Vertiv, Bloom Energy and Plug Power. GE Vernova has a debt-to-equity ratio of about 0.25x and a backlog of 176 billion USD. Vertiv's debt-to-equity ratio is 0.7x and its trailing 12-month interest expenses are covered 27 times, and it raised its full-year revenue and earnings guidance on strong demand in the first half of 2026. Bloom Energy cut its debt-to-equity ratio to 1.4x from 4x a year earlier, with product backlog of 6 billion USD and services backlog of 14 billion USD, but its results depend heavily on AI spending. Plug Power's debt-to-equity ratio is nearly 1.8x, up from about 1x at the start of 2026, and it does not cover its interest expenses.
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.88 |
| Change that session | +0.87% |
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