Mizuho Securities analyst Maheep Mandloi maintains $GE Vernova (GEV.US)$ with a buy rating.
According to TipRanks data, the analyst has a success rate of 37.7% and a total average return of -11.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $GE Vernova (GEV.US)$'s main analysts recently are as follows:
The robust year-over-year bookings in both Power and Electrification segments highlight the vigorous demand environment. This leads to the belief that there is a potential for the Power business to achieve approximately a 20% EBITDA margin.
The firm anticipates a more robust earnings trajectory for GE Vernova, following Q3 results. A higher multiple has been applied to the 2026 adjusted EBITDA estimate to mirror the re-rating of peers and the company's accelerated earnings progression.
The company's Q3 results are perceived to be sufficient to sustain the recent robust performance of the stock. Anticipation for enduring demand and pricing vigor in the Power and Electrification segments is likely to keep investor attention high leading up to the investor event scheduled for December 10. At this event, updates on long-term growth and margin targets are anticipated. It's considered that the company carries relatively less risk associated with the U.S. election in comparison to other companies under similar scrutiny.
Note:
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