Truist Financial analyst Jordan Levy maintains $GE Vernova (GEV.US)$ with a buy rating, and maintains the target price at $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 the substantial year-over-year bookings in Power and Electrification as indicative of a robust demand environment. It is suggested that a pathway towards approximately a 20% EBITDA margin within the company's Power business may be on the horizon.
Following Q3 results, analysts have applied a higher multiple to the adjusted EBITDA estimate for 2026, to reflect the re-rating higher of peers and the company's accelerated earnings trajectory.
The company's Q3 results were considered sufficiently strong to support the recent uptick in the stock's performance. The anticipation of sustained demand and pricing strength in the Power and Electrification segments is expected to keep investors engaged leading up to the investor event on December 10. At this event, updates to long-term growth and margin targets are anticipated. It is also believed that GE Vernova carries comparatively lower U.S. election risk relative to other companies 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.
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儲億銀行分析師Jordan Levy維持$GE Vernova (GEV.US)$買入評級，維持目標價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：
公司認可電力和電氣業務年度預訂額的大幅增長，表明市場需求強勁。有跡象表明，公司業務領域的EBITDA利潤率可能接近20%。
在Q3業績發佈後，分析師對2026年調整後的EBITDA估值應用更高的倍數，以反映同行業已升級的估值和公司加速盈利軌跡。
公司Q3業績被認爲足夠強勁，以支持股價表現最近的上漲。預計電力和電氣業務領域需求和價格強勁的持續預期將使投資者保持關注，在12月10日舉行的投資者活動之前。在該活動中，預期將更新長期增長和利潤目標。人們還相信，GE Vernova與該領域內其他公司相比，承擔的美國大選風險較低。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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。
