Evercore analyst Nicholas Amicucci initiates coverage on $GE Vernova (GEV.US)$ with a buy rating, and sets the target price at $385.
According to TipRanks data, the analyst has a success rate of 75.0% and a total average return of 14.5% 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 short cycle industrial goods sector is anticipated to see a notable acceleration in 2025, partly due to a slightly improved demand outlook. Valuations for most stocks in this area are reaching or have reached all-time highs, influenced by peak earnings levels.
Expectations are elevated regarding new long-term financial targets expected to be issued at an upcoming investor event. When combined with management's cadence for setting conservative targets, this could lead to potential disappointment. However, it's anticipated that commentary will remain very optimistic, as the company is viewed as a key beneficiary of the U.S. electric load growth theme.
GE Vernova appears poised to gain from a surge in investments in electricity supply following a successful revamp of most of its operations. The potential for margin expansion may lead to surpassing the consensus forecasts in 2026 and later, with the investor update on December 10 potentially acting as a catalyst for favorable revisions.
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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Evercore分析師Nicholas Amicucci首次給予$GE Vernova (GEV.US)$買入評級，目標價385美元。
根據TipRanks數據顯示，該分析師近一年總勝率為75.0%，總平均回報率為14.5%。
此外，綜合報道，$GE Vernova (GEV.US)$近期主要分析師觀點如下：
短週期工業商品板塊預計在2025年將顯著加速，部分原因是需求前景略有改善。該領域大多數股票的估值已達到或接近歷史最高水平，受到盈利高峰水平的影響。
對於即將在即將舉行的投資者活動上公佈的新長期財務目標，預期較高。結合管理層設定保守目標的節奏，這可能導致潛在的失望。然而，預計評論仍將非常樂觀，因爲該公司被視爲美國電力負荷增長主題的主要受益者。
GE Vernova似乎準備從電力供應投資激增中受益，此前其大部分運營成功進行了改造。利潤擴張的潛力可能導致2026年及以後的共識預測超出，12月10日的投資者更新有可能成爲有利修訂的催化劑。
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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。
