Truist Financial analyst Jordan Levy maintains $GE Vernova (GEV.US)$ with a buy rating, and adjusts the target price from $300 to $325.
According to TipRanks data, the analyst has a success rate of 23.0% and a total average return of -22.2% 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 firm acknowledges a robust demand environment as evidenced by strong year-over-year bookings in Power and Electrification. It also suggests that a trajectory towards approximately a 20% EBITDA margin within the company's Power business could be potentially visible in the future.
Following the Q3 results, there's been an application of a higher multiple to the 2026 adjusted EBITDA estimate. This adjustment is to mirror the re-rating higher of peers and to acknowledge the company's more rapid earnings trajectory.
The company's Q3 results were deemed solid enough to sustain the recent uptick in the stock's performance. Anticipation for continued demand and favorable pricing in the Power and Electrification segments is likely to maintain investor eagerness leading up to the investor event scheduled for December 10. At this event, updates on long-term growth and margin targets are anticipated. It is also suggested that the company bears comparatively lower risk related to the U.S. election in contrast to other entities within the same coverage area.
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.
儲億銀行分析師Jordan Levy維持$GE Vernova (GEV.US)$買入評級，並將目標價從300美元上調至325美元。
根據TipRanks數據顯示，該分析師近一年總勝率為23.0%，總平均回報率為-22.2%。
此外，綜合報道，$GE Vernova (GEV.US)$近期主要分析師觀點如下：
該公司承認強勁的需求環境，電力和電氣化領域的強勁同比預訂量就證明了這一點。這還表明，該公司電力業務的息稅折舊攤銷前利潤率在未來可能會達到約20％。
根據第三季度業績，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。此次調整旨在反映同行更高的重新評級，並承認該公司更快的盈利軌跡。
該公司第三季度的業績被認爲足夠穩健，足以維持該股最近表現的上漲。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優惠定價的預期可能會保持投資者的熱情。在本次活動中，預計將更新長期增長和利潤目標。還有人認爲，與同一覆蓋範圍內的其他實體相比，該公司承擔的與美國大選相關的風險相對較低。
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