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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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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瑞穗證券分析師Maheep Mandloi維持$GE Vernova (GEV.US)$買入評級。
根據TipRanks數據顯示，該分析師近一年總勝率為37.7%，總平均回報率為-11.3%。
此外，綜合報道，$GE Vernova (GEV.US)$近期主要分析師觀點如下：
電力和電氣化領域的同比強勁預訂量凸顯了旺盛的需求環境。這使人們相信，電力業務有可能實現約20％的息稅折舊攤銷前利潤率。
該公司預計，繼第三季度業績之後，通用電氣Vernova的盈利軌跡將更加強勁。對2026年調整後的息稅折舊攤銷前利潤估計值採用了更高的倍數，以反映同行的重新評級和公司的加速收益增長。
該公司的第三季度業績被認爲足以維持該股最近的強勁表現。在定於12月10日舉行的投資者活動之前，對電力和電氣化領域持續需求和定價活力的預期可能會使投資者的注意力保持在較高水平。在本次活動中，預計將更新長期增長和利潤目標。據認爲，與其他受到類似審查的公司相比，該公司承擔的與美國大選相關的風險相對較小。
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