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 recognized as a dominant player in the electric power sector, offering a suite of products and services that encompass the generation, transmission, management, transformation, and storage of electricity. It is seen as a concentrated bet on worldwide investment in power generation capacity, with expectations for the sector's investment climate being the most promising it has been in many years. Forecasts suggest an annual adjusted EBITDA growth of 63% leading up to 2027 for GE Vernova.
The firm's outlook on GE Vernova is maintained with a positive view, amidst a comprehensive assessment anticipating Q3 outcomes within the U.S. Clean Energy sector. Present conditions, influenced by the political election cycle, fluctuating interest rates, evolving trade policies, and competitive landscapes have yielded varied results, with a general investor sentiment leaning towards skepticism in the sector. Looking ahead to the November elections, the anticipation of sizable gains appears constrained, with a trend suggesting more risk on the downside, particularly as earnings approach. This is partly due to the competitive pressure among solar installers and anticipated project hold-ups for utility-scale operators. However, potential positive factors include GE Vernova's robust performance in Power and Electrification and a possible significant increase in gas turbine orders, which may contribute positively to the company's share value.
GE Vernova continues to be a preferred selection, with the anticipation of an investor update in December being a significant catalyst for revisions that will unfold over multiple years. Despite the possibility of not meeting consensus estimates in the third quarter, it's projected that the fiscal 2025 EBITDA will surpass the Street's expectations. Nevertheless, the genuine chance for the company's shares is linked to the 2026 outlook, where the long-dated backlog is expected to temper the immediate impact of higher margins in new orders.
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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被認爲是電力股板塊的主要參與者，在發電、傳輸、管理、轉換和儲存電力等方面提供一系列產品和服務。它被視爲對全球發電能力投資的集中押注，預計該行業的投資環境是多年來最有前景的。預測顯示，到2027年，GE Vernova的年調整後EBITDA增長率將達到63%。
公司對GE Vernova的展望保持積極的態度，預期第三季度美國清潔能源板塊的業績。目前的情況受到政治選舉週期、不斷變化的利率期貨、不斷髮展的貿易政策和競爭格局的影響，產生了各種結果，一般投資者情緒傾向於對該行業持懷疑態度。展望11月的選舉，預期取得可觀收益的可能性受到限制，趨勢表明存在更多下行風險，特別是在收益接近時。這在一定程度上是由於太陽能安裝商之間的競爭壓力以及公用規模運營商預期的項目延遲造成的。然而，潛在的積極因素包括GE Vernova在電力和電氣領域的強勁表現，以及燃氣輪機訂單的可能大幅增加，這可能對公司股價產生積極影響。
GE Vernova仍然是投資者首選，預計在12月進行投資者更新將是未來幾年將會實現的重大變革的催化劑。儘管有可能無法在第三季度達到共識估計，但預計到2025財年，EBITDA將超過街頭預期。然而，公司股票的真正機會與2026年的前景相關聯，預計長期積壓訂單將穩定新訂單的高毛利率的直接影響。
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