RBC Capital analyst Chris Dendrinos maintains $GE Vernova (GEV.US)$ with a buy rating, and adjusts the target price from $246 to $285.
According to TipRanks data, the analyst has a success rate of 38.1% and a total average return of 4.4% 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 has been experiencing strong demand, as evidenced by robust year-over-year bookings in Power and Electrification. This trend suggests that a significant EBITDA margin improvement within the company's Power business could be on the horizon.
Following the Q3 results, there has been an application of a higher multiple to the 2026 adjusted EBITDA estimate, which is reflective of peers' recent higher valuations and the company's accelerated earnings trajectory.
The analyst believes that GE Vernova's Q3 outcomes were satisfactory to sustain the stock's recent performance, and continued positive sentiment regarding demand and pricing in the Power and Electrification segments is likely to keep investor attention. This is particularly relevant as the market anticipates the December 10 investor event, which is expected to provide an update on long-term growth and margin objectives. Additionally, the analyst suggests that GE Vernova carries comparatively lower U.S. election risk relative to other companies under their coverage.
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.
加皇資本市場分析師Chris Dendrinos維持$GE Vernova (GEV.US)$買入評級，並將目標價從246美元上調至285美元。
根據TipRanks數據顯示，該分析師近一年總勝率為38.1%，總平均回報率為4.4%。
此外，綜合報道，$GE Vernova (GEV.US)$近期主要分析師觀點如下：
GE Vernova一直受到強勁需求的支撐，體現在電力與電氣業務強勁的同比訂單增長上。這一趨勢表明，公司電力業務的重要EBITDA利潤率改善即將到來。
在Q3業績公佈後，2026年調整後的EBITDA預估應用更高倍數，反映了同行近期更高的估值和公司加速賺取的軌跡。
分析師認爲GE Vernova的Q3業績對維持股票最近的表現是令人滿意的，而電力與電氣業務領域持續積極的需求和定價情緒很可能引起投資者的關注。這一點尤其重要，因爲市場預計12月10日的投資者活動將提供長期增長和利潤目標的更新。此外，分析師指出，相對於其覆蓋範圍內的其他公司，GE Vernova承載着相對較低的美國選舉風險。
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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。
