Deutsche Bank analyst Nicole Deblase initiates coverage on $GE Vernova (GEV.US)$ with a buy rating, and sets the target price at $354.
According to TipRanks data, the analyst has a success rate of 58.6% and a total average return of 15.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $GE Vernova (GEV.US)$'s main analysts recently are as follows:
GE Vernova is distinguished as a global frontrunner in the electric power sector, offering a broad range of products and services for the generation, transmission, management, transformation, and storage of electricity. It stands as a pure-play entity on the worldwide investment in power generating capacity, with the anticipations for power investment seen to be the most robust in many years. A projection posits that GE Vernova will experience a 63% annual growth in adjusted EBITDA through to the year 2027.
The firm maintains a positive outlook on GE Vernova as part of an extensive preview of the U.S. Clean Energy sector's third-quarter results. The sector is currently experiencing varied outcomes due to factors such as the political climate, anticipated changes in interest rates, evolving trade policies, and competitive landscapes, resulting in a generally bearish investor sentiment. The firm anticipates limited potential for stock appreciation leading up to the November election, with risks primarily skewed towards the downside, particularly due to competitive pressures in the solar installation market and project postponements for utility-scale operators. However, the company's robust performance in Power and Electrification, coupled with a potentially substantial increase in gas turbine orders, could counterbalance these negative factors.
GE Vernova remains highlighted as a preferred selection, with the upcoming investor update on December 10 anticipated to serve as a significant catalyst for revisions, marking the beginning of a multi-year narrative. It's possible that the company's Q3 results may not meet consensus expectations, yet the projections for fiscal 2025 EBITDA are anticipated to surpass market estimates. However, the substantial potential for the shares is linked to the 2026 outlook, as the extensive backlog is expected to soften the immediate impact of increased margins on new orders.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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德意志銀行分析師Nicole Deblase首次給予$GE Vernova (GEV.US)$買入評級，目標價354美元。
根據TipRanks數據顯示，該分析師近一年總勝率為58.6%，總平均回報率為15.4%。
此外，綜合報道，$GE Vernova (GEV.US)$近期主要分析師觀點如下：
GE Vernova被譽爲全球電力板塊的領跑者，提供一系列產品和服務，涵蓋電力的發電、傳輸、管理、轉換和儲存。它是全球電力投資中的純粹實體，預計未來幾年電力投資將最爲強勁。一項預測認爲，GE Vernova將在2027年前經歷63%的年調整後的EBITDA增長。
在對美國清潔能源板塊第三季度業績的廣泛預覽中，公司對GE Vernova保持樂觀態度。該板塊目前由於政治氛圍、預期的利率變化、不斷變化的貿易政策和競爭格局等因素正在經歷各種結果，導致投資者普遍持看淡態度。公司預計在11月選舉之前，股票升值潛力有限，風險主要偏向下行，特別是由於太陽能安裝市場的競爭壓力以及公用規模運營商項目的推遲。然而，公司在電力和電氣化領域的強勁業績，加上燃氣輪機訂單可能大幅增加，可以抵消這些負面因素。
GE Vernova仍然被視爲首選，預計12月10日即將舉行的投資者更新會議將成爲修訂的重要推動力，標誌着一個多年敘述的開始。公司的Q3業績有可能不符合市場預期，然而，截至2025財年的EBITDA預測預計將超過市場估值。然而，股票的巨大潛力與2026年的前景有關，由於大量積壓訂單有望軟化新訂單增加的較高利潤的直接影響。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
