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:
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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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储亿银行分析师Jordan Levy维持$GE Vernova (GEV.US)$买入评级，维持目标价325美元。
根据TipRanks数据显示，该分析师近一年总胜率为23.0%，总平均回报率为-22.2%。
此外，综合报道，$GE Vernova (GEV.US)$近期主要分析师观点如下：
该公司认可电力和电气领域年度销售额的大幅增长，表明了强劲的需求环境。有人建议公司的电力业务可能朝着约20%的EBITDA利润率方向迈进。
在Q3业绩发布后，分析师已将2026年调整后的EBITDA估算倍数提高，以反映同行和公司加速盈利轨迹的评级提高。
该公司的Q3业绩被认为足够强劲，以支撑股价表现的最近反弹。预计电力和电气领域需求和价格强势的持续性预计将使投资者积极参与，直至12月10日的投资者活动。在此活动中，预计会更新长期增长和利润率目标。人们还相信GE Vernova相对于同一覆盖范围内的其他公司，承载着较低的美国选举风险。
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