BofA Securities analyst Andrew Obin maintains $GE Vernova (GEV.US)$ with a buy rating, and maintains the target price at $300.
According to TipRanks data, the analyst has a success rate of 65.0% and a total average return of 13.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $GE Vernova (GEV.US)$'s main analysts recently are as follows:
GE Vernova is recognized as a global leader in the electric power sector, offering a suite of products and services that encompass generation, transmission, management, conversion, and storage of electricity. The company is seen as a direct beneficiary of the global surge in investments in power generation capacity, with the current investment climate for power being the most robust in many years. Expectations are set for the company to achieve a 63% annual growth in adjusted EBITDA leading up to 2027.
The firm's outlook on GE Vernova remains positive and anticipates that the shares will perform well. In the U.S. Clean Energy sector, the current landscape is shaped by various factors such as the political election cycle, fluctuating interest rates, trade policies, and competitive forces. These factors have led to a mix of outcomes and a generally bearish sentiment among investors. Looking forward to the November election, the firm perceives limited potential for stock price appreciation and suggests that risks are predominantly on the downside, especially as earnings approach. This perspective is due to anticipated challenges in cash generation resulting from competition among solar installers and potential project delays for utility-scale operators. Nevertheless, potential positive drivers for the company include robust performance in Power and Electrification and a possible significant increase in gas turbine orders, which are expected to contribute to the company's share growth.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美銀證券分析師Andrew Obin維持$GE Vernova (GEV.US)$買入評級，維持目標價300美元。
根據TipRanks數據顯示，該分析師近一年總勝率為65.0%，總平均回報率為13.5%。
此外，綜合報道，$GE Vernova (GEV.US)$近期主要分析師觀點如下：
GE Vernova被公認爲電力領域的全球領導者，提供了一系列產品和服務，涵蓋電力的發電、輸電、管理、轉換和儲存。該公司被視爲全球發電能力投資激增的直接受益者，當前的電力投資環境是多年來最強勁的。預計到2027年，該公司調整後的息稅折舊攤銷前利潤將實現63％的年增長率。
該公司對通用電氣Vernova的前景仍然樂觀，並預計該股將表現良好。在美國清潔能源領域，當前的格局是由各種因素塑造的，例如政治選舉週期、利率波動、貿易政策和競爭力。這些因素導致結果好壞參半，投資者普遍持看跌情緒。展望11月的選舉，該公司認爲股價上漲的可能性有限，並表示風險主要是下行風險，尤其是在盈利臨近的情況下。這種觀點是由於太陽能安裝商之間的競爭以及公用事業規模運營商可能出現的項目延誤而導致的現金產生方面的預期挑戰。儘管如此，該公司潛在的積極驅動因素包括電力和電氣化領域的強勁表現，以及燃氣輪機訂單可能大幅增加，預計這將促進公司的份額增長。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
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。
