RBC Capital analyst Chris Dendrinos maintains $GE Vernova (GEV.US)$ with a buy rating, and adjusts the target price from $246 to $285.
According to TipRanks data, the analyst has a success rate of 38.1% and a total average return of 4.4% 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 has been experiencing strong demand, as evidenced by robust year-over-year bookings in Power and Electrification. This trend suggests that a significant EBITDA margin improvement within the company's Power business could be on the horizon.
Following the Q3 results, there has been an application of a higher multiple to the 2026 adjusted EBITDA estimate, which is reflective of peers' recent higher valuations and the company's accelerated earnings trajectory.
The analyst believes that GE Vernova's Q3 outcomes were satisfactory to sustain the stock's recent performance, and continued positive sentiment regarding demand and pricing in the Power and Electrification segments is likely to keep investor attention. This is particularly relevant as the market anticipates the December 10 investor event, which is expected to provide an update on long-term growth and margin objectives. Additionally, the analyst suggests that GE Vernova carries comparatively lower U.S. election risk relative to other companies under their coverage.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
加皇資本市場分析師Chris Dendrinos維持$GE Vernova (GEV.US)$買入評級，並將目標價從246美元上調至285美元。
根據TipRanks數據顯示，該分析師近一年總勝率為38.1%，總平均回報率為4.4%。
此外，綜合報道，$GE Vernova (GEV.US)$近期主要分析師觀點如下：
GE Vernova的強勁需求表現出色，體現在電力和電氣化領域的同比訂貨量增長。這一趨勢表明公司電力業務可能即將出現顯著的EBITDA利潤率改善。
在Q3業績公佈後，2026年調整後的EBITDA預估值被應用高估值，這反映了同行最近較高的估值和公司加速的盈利增長軌跡。
分析師認爲GE Vernova的Q3業績令人滿意，有助於支撐該股票最近的表現，並且持續的積極情緒涉及電力和電氣化領域的需求和價格，可能會引起投資者的注意。尤其是在市場預期12月10日的投資者活動時，預計會提供關於長期增長和利潤目標的更新。此外，分析師提出GE Vernova相對於其他受覆蓋公司來說承擔的美國選舉風險較小。
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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。
