Wolfe Research analyst Myles Walton initiates coverage on $GE Vernova (GEV.US)$ with a buy rating, and sets the target price at $403.
According to TipRanks data, the analyst has a success rate of 61.6% and a total average return of 12.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $GE Vernova (GEV.US)$'s main analysts recently are as follows:
In the context of a 'slightly brighter demand outlook' for short cycle industrial goods, it is anticipated that these items will represent a primary area of growth in 2025. Despite or perhaps due to peak earning levels, valuations for most stocks within this sector are approaching or have reached unprecedented highs.
Expectations are elevated regarding new long-term financial targets expected to be issued at an upcoming investor event. When combined with management's tendency for setting conservative targets, this may lead to potential disappointment. However, the commentary is anticipated to remain optimistic, being a key beneficiary of the U.S. electric load growth theme.
GE Vernova seems poised to capitalize on an uplift in electricity supply investment following a successful turnaround in most of its operations. Analysts observe potential for margin expansion to drive consensus surpassing results in 2026 and consider the investor update scheduled for December 10 as a likely catalyst for positive adjustments.
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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沃爾夫研究分析師Myles Walton首次給予$GE Vernova (GEV.US)$買入評級，目標價403美元。
根據TipRanks數據顯示，該分析師近一年總勝率為61.6%，總平均回報率為12.9%。
此外，綜合報道，$GE Vernova (GEV.US)$近期主要分析師觀點如下：
在短週期工業品需求前景稍微樂觀的背景下，預計這些物品將成爲2025年增長的主要領域。儘管或許是由於盈利達到峯值水平，但這一行業內大多數股票的估值正在接近或已經達到前所未有的高點。
關於預計在即將到來的投資者活動中公佈的新長期財務目標，市場預期較高。當這些目標與管理層設定保守目標的傾向結合時，可能導致潛在失望。然而，預計對美國電力負荷增長主題的評論將保持樂觀，成爲其關鍵受益者。
GE Vernova 似乎有望利用電力供應投資的復甦獲得提升，此前其大部分運營已成功扭轉局面。分析師觀察到邊際擴張潛力，以推動2026年的共識超越結果，並認爲計劃於12月10日進行的投資者更新可能是積極調整的潛在催化劑。
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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。
