Morgan Stanley analyst Andrew Percoco maintains $GE Vernova (GEV.US)$ with a buy rating, and maintains the target price at $367.
According to TipRanks data, the analyst has a success rate of 56.9% and a total average return of 17.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $GE Vernova (GEV.US)$'s main analysts recently are as follows:
Amid a 'slightly brighter demand outlook' for short cycle industrial goods, the U.S. multi-industry group saw adjustments in anticipation of 2025. It is suggested that short cycle industrial goods will likely be a principal area of acceleration by 2025. Current valuations are observed to be at or near all-time highs across most stocks, which is attributed to the record-high earnings.
Expectations are elevated regarding new long-term financial targets expected to be issued at an upcoming investor event. When combined with management's usual approach of setting conservative targets, there could be potential disappointment. However, it is expected that the commentary will remain very optimistic, as it continues to benefit significantly from the U.S. electric load growth theme. This optimism is also reflected in higher trading multiples observed across peers.
GE Vernova seems to be primed to gain from a surge in investment in electricity supply following a successful revamp across most of its segments. Analysts predict that margin expansion could lead to earnings surpassing market expectations in 2026 and subsequent years, with the investor update on December 10 anticipated to be a potential trigger for positive 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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摩根士丹利分析师Andrew Percoco维持$GE Vernova (GEV.US)$买入评级，维持目标价367美元。
根据TipRanks数据显示，该分析师近一年总胜率为56.9%，总平均回报率为17.0%。
此外，综合报道，$GE Vernova (GEV.US)$近期主要分析师观点如下：
在对短周期工业品需求前景稍微乐观的情况下，美国多元行业集团对2025年的预期进行了调整。预计到2025年，短周期工业品很可能会成为加速增长的主要领域。目前大部分股票的估值被观察到已经接近或创下历史新高，这归因于盈利创下创纪录。
人们对预计即将公布的新长期财务目标抱有较高期望，这将在即将到来的投资者活动中发布。加上管理层一贯设定保守目标的惯例，可能会存在潜在的失望。然而，预计评论将保持极其乐观，因为它会从美国电力负荷增长主题中继续获益。这种乐观情绪还体现在同行公司观察到的更高交易倍数上。
GE Vernova似乎已经准备好从对电力供应投资激增中获益，此前对其大部分业务进行了成功改组。分析师预测，利润率扩张可能导致2026年及其后年度的盈利超过市场预期，预计12月10日的投资者更新将成为积极修正的潜在触发器。
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