On Oct 24, major Wall Street analysts update their ratings for $GE Vernova (GEV.US)$, with price targets ranging from $285 to $330.
Morgan Stanley analyst Andrew Percoco maintains with a buy rating, and adjusts the target price from $256 to $301.
J.P. Morgan analyst Mark Strouse maintains with a buy rating, and sets the target price at $330.
BofA Securities analyst Andrew Obin maintains with a buy rating, and adjusts the target price from $300 to $320.
Barclays analyst Julian Mitchell maintains with a buy rating, and adjusts the target price from $300 to $320.
Evercore analyst James West maintains with a buy rating, and maintains the target price at $323.
Furthermore, according to the comprehensive report, the opinions of $GE Vernova (GEV.US)$'s main analysts recently are as follows:
The firm notes a significant increase in year-over-year bookings within GE Vernova's Power and Electrification segments, highlighting a robust demand environment. The firm also anticipates the potential visibility of a path to approximately a 20% EBITDA margin within the company's Power business.
Following Q3 results, a projection of a swifter earnings trajectory and peers' re-rating higher justify a more elevated multiple applied to future adjusted EBITDA estimates.
The company's Q3 results are perceived to have been strong enough to sustain the recent positive performance of the stock. There is ongoing optimism about demand and pricing within the Power and Electrification segments which is likely to keep investor interest high leading up to the investor event scheduled for December 10. At this event, an update on long-term growth and margin targets is anticipated. It is also noted that the company carries relatively less risk associated with the U.S. election in comparison to others within the same coverage area.
GE Vernova presents a unique blend of robust organic growth within an industry facing capacity constraints, accompanied by significant self-improvement opportunities.
The company's Q3 EBITDA and free cash flow results exceeded expectations, bolstered by better-than-anticipated margins in the Power and Electrification segments. Challenges persist in the Wind business due to limited order demand and the ongoing reduction of the offshore backlog, but this situation is expected to improve by next year. Strong order demand in Power and Electrification underpins confidence in the company's future revenue and margin trajectory.
Here are the latest investment ratings and price targets for $GE Vernova (GEV.US)$ from 8 analysts:
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美東時間10月24日，多家華爾街大行更新了$GE Vernova (GEV.US)$的評級，目標價介於285美元至330美元。
摩根士丹利分析師Andrew Percoco維持買入評級，並將目標價從256美元上調至301美元。
摩根大通分析師Mark Strouse維持買入評級，目標價330美元。
美銀證券分析師Andrew Obin維持買入評級，並將目標價從300美元上調至320美元。
巴克萊銀行分析師Julian Mitchell維持買入評級，並將目標價從300美元上調至320美元。
Evercore分析師James West維持買入評級，維持目標價323美元。
此外，綜合報道，$GE Vernova (GEV.US)$近期主要分析師觀點如下：
公司注意到GE Vernova的電力和電氣化領域的年度訂單量顯著增加，凸顯出強勁的需求環境。公司還預期在公司的電力業務中有望實現約20%的EBITDA利潤率。
根據Q3的業績結果，更快的盈利增長軌跡以及同行的較高評級，爲未來調整後的EBITDA估計值應用更高估值做出了合理的解釋。
公司的Q3業績被認爲足夠強勁，可以維持股票最近的正面表現。對於電力和電氣化領域的需求和定價持續樂觀，這可能會保持投資者的高度興趣，直至計劃於12月10日舉行的投資者活動。在這次活動中，預計將更新長期增長和利潤率目標。同時還指出，與同一覆蓋範圍內的其他公司相比，該公司在美國選舉中承擔的風險相對較小。
GE Vernova在面臨產能限制的行業中呈現出強勁的有機增長和顯著的自我改善機會的獨特組合。
公司的Q3 EBITDA和自由現金流結果超出預期，得益於電力和電氣化領域優於預期的利潤率。風力業務面臨訂單需求有限和海上積壓訂單不斷減少的挑戰，但預計明年情況將有所改善。電力和電氣化領域的強勁訂單需求支撐了對公司未來營業收入和利潤率軌跡的信心。
以下爲今日8位分析師對$GE Vernova (GEV.US)$的最新投資評級及目標價：
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