Wolfe Research analyst Myles Walton initiates coverage on $GE Vernova (GEV.US)$ with a buy rating, and sets the target price at $403.
According to TipRanks data, the analyst has a success rate of 61.6% 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:
In the context of a 'slightly brighter demand outlook' for short cycle industrial goods, it is anticipated that these items will represent a primary area of growth in 2025. Despite or perhaps due to peak earning levels, valuations for most stocks within this sector are approaching or have reached unprecedented highs.
Expectations are elevated regarding new long-term financial targets expected to be issued at an upcoming investor event. When combined with management's tendency for setting conservative targets, this may lead to potential disappointment. However, the commentary is anticipated to remain optimistic, being a key beneficiary of the U.S. electric load growth theme.
GE Vernova seems poised to capitalize on an uplift in electricity supply investment following a successful turnaround in most of its operations. Analysts observe potential for margin expansion to drive consensus surpassing results in 2026 and consider the investor update scheduled for December 10 as a likely catalyst for positive adjustments.
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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沃尔夫研究分析师Myles Walton首予$GE Vernova (GEV.US)$买入评级，目标价403美元。
根据TipRanks数据显示，该分析师近一年总胜率为61.6%，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：
在对短周期工业品'稍微更乐观的需求前景'的背景下，预计这些项目将在2025年成为增长的主要领域。尽管或许是由于盈利达到峰值，但该行业内大多数股票的估值正逼近或已达到前所未有的高位。
人们对预计将在即将举行的投资者活动中发布的新长期财务目标寄予厚望。当与管理层设定保守目标的倾向相结合时，这可能导致潜在的失望。然而，评论预计会保持乐观，成为美国电力负荷增长主题的主要受益者。
GE Vernova似乎有望利用电力供应投资的提升，在其大多数业务成功扭亏为盈后进行资本化。分析师观察到利润率扩张的潜力，预计能够在2026年驱动共识超过预期的结果，并将定于12月10日进行的投资者更新视为积极调整的可能催化剂。
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