BofA Securities analyst Andrew Obin maintains $GE Vernova (GEV.US)$ with a buy rating, and maintains the target price at $320.
According to TipRanks data, the analyst has a success rate of 64.2% and a total average return of 12.9% 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 has observed strong year-over-year bookings within GE Vernova's Power and Electrification segments, which underscore the robust demand environment. The firm also indicates that there's a potential for the Power business to approach an EBITDA margin of around 20%.
Following GE Vernova's Q3 results, the company's adjusted EBITDA estimate for 2026 has been applied with a higher multiple to mirror the re-rating higher of its peers and the company's more rapid earnings growth trajectory.
The firm holds the view that GE Vernova's Q3 outcomes were sufficiently strong to sustain the stock's recent performance. Anticipation surrounding demand and pricing within the Power and Electrification segments is likely to keep investor attention leading up to the investor event scheduled for December 10. During this event, updates to long-term growth and margin targets are anticipated. The firm also maintains the stance that GE Vernova is subject to comparatively lower U.S. election risk in relation to other companies within its coverage scope.
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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美银证券分析师Andrew Obin维持$GE Vernova (GEV.US)$买入评级，维持目标价320美元。
根据TipRanks数据显示，该分析师近一年总胜率为64.2%，总平均回报率为12.9%。
此外，综合报道，$GE Vernova (GEV.US)$近期主要分析师观点如下：
该公司已经观察到GE Vernova的动力和电气业务领域的强劲年度预订，突显出强劲的需求环境。该公司还指出动力业务有望达到约20%的EBITDA利润率。
根据GE Vernova的第三季度业绩，公司对2026年的调整后的EBITDA预估值采用了更高的倍数，以反映同行公司的重新定价以及公司更快的盈利增长轨迹。
该公司认为，GE Vernova的第三季度业绩足够强劲，可以维持股票最近的表现。围绕动力和电气业务领域的需求和定价的预期可能会引起投资者的关注，直至计划于12月10日举行的投资者活动。在该活动期间，预计会更新长期增长和利润率目标。该公司还坚持认为，相对于其覆盖范围内的其他公司，GE Vernova受到的美国选举风险较低。
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